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HERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

HERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HERITAGE FINANCIAL CONSULTANTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:HERITAGE FINANCIAL CONSULTANTS, LLC
Employer identification number (EIN):522159019
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01JOHN MCCARTHY III2023-06-27
0012021-01-01JOHN MCCARTHY III2022-07-06
0012020-01-01JOHN MCCARTHY III2021-09-03
0012018-01-01JOHN MCCARTHY2019-07-18 JOHN MCCARTHY2019-07-18
0012017-01-01JOHN MCCARTHY2018-08-01 JOHN MCCARTHY2018-08-01
0012016-01-01JOHN MCCARTHY2017-05-19 JOHN MCCARTHY2017-05-19
0012015-01-01JOHN MCCARTHY2016-06-21 JOHN MCCARTHY2016-06-21
0012014-01-01JOHN MCCARTHY2015-06-18 JOHN MCCARTHY2015-06-18
0012013-01-01JOHN MCCARTHY2014-09-23 JOHN MCCARTHY2014-09-23

Plan Statistics for HERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: HERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0927
Total number of particpants at end of year2025-10-0925
Number of Participants With Account Balances2025-10-0925
2024: HERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-095
Total number of particpants at end of year2024-10-0925
Number of Participants With Account Balances2024-10-0925

Financial Data on HERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : HERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-090
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-09110236
Net assets as of the end of the plan year2025-10-095567182
Total assets as of the beginning of the plan year2025-10-094455844
Value of plan covered by a fidelity bond2025-10-09500000
Participant contributions to plan in this plan year2025-10-09214958
Other expenses paid from plan in this plan year2025-10-0961834
Other contributions to plan in this plan year2025-10-090
Other income to plan in this plan year2025-10-09795446
Plan net income in this plan year2025-10-091111338
Net assets as of the end of the plan year2025-10-095567182
Net assets as of the beginning of the plan year2025-10-094455844
Employer contributions to plan in this plan year2025-10-09211170
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-093440
2024 : HERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-0925455
Net assets as of the end of the plan year2024-10-094455844
Total assets as of the beginning of the plan year2024-10-09309782
Value of plan covered by a fidelity bond2024-10-09450000
Participant contributions to plan in this plan year2024-10-09216780
Other contributions to plan in this plan year2024-10-093476493
Other income to plan in this plan year2024-10-09278880
Plan net income in this plan year2024-10-094146062
Net assets as of the end of the plan year2024-10-094455844
Net assets as of the beginning of the plan year2024-10-09309782
Employer contributions to plan in this plan year2024-10-09199364
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-090

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