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| Plan Name | COMMUNITY HERITAGE FINANCIAL EMPLOYEE BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | COMMUNITY HERITAGE FINANCIAL |
| Employer identification number (EIN): | 520414240 |
| NAIC Classification: | 522110 |
| NAIC Description: | Commercial Banking |
Additional information about COMMUNITY HERITAGE FINANCIAL
| Jurisdiction of Incorporation: | Maryland Secretary of State |
| Incorporation Date: | |
| Company Identification Number: | D00038497 |
More information about COMMUNITY HERITAGE FINANCIAL
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2022-12-01 | ROBERT J. GOETZ, JR. | 2024-06-17 | ||
| 501 | 2021-12-01 | ROBERT J. GOETZ, JR. | 2023-06-28 | ||
| 501 | 2021-12-01 | ROBERT J. GOETZ, JR. | 2024-06-17 | ||
| 501 | 2020-12-01 | ROBERT J. GOETZ, JR. | 2022-07-21 | ||
| 501 | 2018-12-01 | ROBERT J. GOETZ, JR. | 2020-09-02 | ||
| 501 | 2017-12-01 | ROBERT J. GOETZ, JR. | 2019-07-26 | ||
| 501 | 2016-12-01 | ROBERT J. GOETZ, JR. | 2018-06-29 | ||
| 501 | 2015-12-01 | ROBERT J. GOETZ, JR. | 2017-06-16 | ||
| 501 | 2014-12-01 | ROBERT J. GOETZ, JR. | 2016-06-27 |
| Measure | Date | Value |
|---|---|---|
| 2025: COMMUNITY HERITAGE FINANCIAL EMPLOYEE BENEFIT PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-08-20 | 112 |
| Total number of particpants at end of year | 2025-08-20 | 128 |
| Number of Participants With Account Balances | 2025-08-20 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2025 : COMMUNITY HERITAGE FINANCIAL EMPLOYEE BENEFIT PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-08-20 | 2255411 |
| Net assets as of the end of the plan year | 2025-08-20 | 0 |
| Total assets as of the beginning of the plan year | 2025-08-20 | 231393 |
| Participant contributions to plan in this plan year | 2025-08-20 | 425637 |
| Other expenses paid from plan in this plan year | 2025-08-20 | 636799 |
| Plan net income in this plan year | 2025-08-20 | -231393 |
| Net assets as of the end of the plan year | 2025-08-20 | 0 |
| Net assets as of the beginning of the plan year | 2025-08-20 | 231393 |
| Employer contributions to plan in this plan year | 2025-08-20 | 1598381 |
| Fees paid to broker by Benefit Provider | 2025-08-20 | 46489 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-20 | 124753 |
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