401k Plan data: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN plan

THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN
Plan identification number	001

THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.

401k Sponsoring company profile

THE HERITAGE STORE, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE HERITAGE STORE, INC.

Employer identification number (EIN): 540853840

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Additional information about THE HERITAGE STORE, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1969-02-24

Company Identification Number: 0119908

Legal Registered Office Address: 984 LASKIN ROAD
984 LASKIN RD
VIRGINIA BEACH
United States of America (USA)
23451

More information about THE HERITAGE STORE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ERISA FIDUCIARY SERVICES 2023-04-07
001 2021-01-01 ERISSA FIDUCIARY SERVICES INC 2022-06-20
001 2020-01-01
001 2019-01-01
001 2018-01-01 DARLENE HARVEY
001 2017-01-01 DARLENE HARVEY
001 2016-01-01 DARLENE HARVEY
001 2015-01-01 HONEY BEE JOHNSON
001 2014-01-01 HONEY BEE JOHNSON
001 2013-01-01 JEAN BAVIERA
001 2012-01-01 JEAN BAVIERA
001 2011-01-01 JEAN BAVIERA
001 2010-01-01 JEAN BAVIERA
001 2009-01-01 JEAN BAVIERA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ERISA FIDUCIARY SERVICES	2023-04-07
001	2021-01-01	ERISSA FIDUCIARY SERVICES INC	2022-06-20
001	2020-01-01
001	2019-01-01
001	2018-01-01	DARLENE HARVEY
001	2017-01-01	DARLENE HARVEY
001	2016-01-01	DARLENE HARVEY
001	2015-01-01	HONEY BEE JOHNSON
001	2014-01-01	HONEY BEE JOHNSON
001	2013-01-01	JEAN BAVIERA
001	2012-01-01	JEAN BAVIERA
001	2011-01-01	JEAN BAVIERA
001	2010-01-01	JEAN BAVIERA
001	2009-01-01	JEAN BAVIERA

Plan Statistics for THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN

Measure Date Value
2020: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 21
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 23
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 22
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 24
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 12
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 18
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 21
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 20
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 25
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 27
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 32
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 34
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 40
Number of participants with account balances 2013-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 41
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 48
Number of participants with account balances 2012-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 49
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 57
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 68
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 79
Number of participants with account balances 2010-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 79
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 84
Number of participants with account balances 2009-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	21
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	23
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	22
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	24
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	12
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	18
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	21
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	20
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	25
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	27
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	32
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	34
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	40
Number of participants with account balances	2013-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	41
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	48
Number of participants with account balances	2012-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	49
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	57
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	68
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	79
Number of participants with account balances	2010-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	79
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	84
Number of participants with account balances	2009-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN

Measure	Date	Value
2020 : THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$49,984
Expenses. Total of all expenses incurred	2020-12-31	$60
Benefits paid (including direct rollovers)	2020-12-31	$60
Total plan assets at end of year	2020-12-31	$249,811
Total plan assets at beginning of year	2020-12-31	$199,887
Value of fidelity bond covering the plan	2020-12-31	$45,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$4,955
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$45,029
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$49,924
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$249,811
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$199,887
Assets. Value of participant loans	2020-12-31	$2,677
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$44,870
Expenses. Total of all expenses incurred	2019-12-31	$0
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$199,887
Total plan assets at beginning of year	2019-12-31	$155,017
Value of fidelity bond covering the plan	2019-12-31	$45,000
Total contributions received or receivable from participants	2019-12-31	$5,014
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$39,856
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$44,870
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$199,887
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$155,017
Assets. Value of participant loans	2019-12-31	$4,275
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-6,786
Expenses. Total of all expenses incurred	2018-12-31	$17,822
Benefits paid (including direct rollovers)	2018-12-31	$17,822
Total plan assets at end of year	2018-12-31	$155,017
Total plan assets at beginning of year	2018-12-31	$179,625
Value of fidelity bond covering the plan	2018-12-31	$45,000
Total contributions received or receivable from participants	2018-12-31	$4,726
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-11,512
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-24,608
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$155,017
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$179,625
Assets. Value of participant loans	2018-12-31	$5,812
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$34,248
Expenses. Total of all expenses incurred	2017-12-31	$26,371
Benefits paid (including direct rollovers)	2017-12-31	$26,246
Total plan assets at end of year	2017-12-31	$179,625
Total plan assets at beginning of year	2017-12-31	$171,748
Value of fidelity bond covering the plan	2017-12-31	$45,000
Total contributions received or receivable from participants	2017-12-31	$4,783
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$29,465
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$7,877
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$179,625
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$171,748
Assets. Value of participant loans	2017-12-31	$7,284
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$125
2016 : THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$14,675
Expenses. Total of all expenses incurred	2016-12-31	$6,659
Benefits paid (including direct rollovers)	2016-12-31	$6,659
Total plan assets at end of year	2016-12-31	$171,748
Total plan assets at beginning of year	2016-12-31	$163,732
Value of fidelity bond covering the plan	2016-12-31	$45,000
Total contributions received or receivable from participants	2016-12-31	$7,780
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$6,895
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$8,016
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$171,748
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$163,732
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$12,906
Expenses. Total of all expenses incurred	2015-12-31	$29,569
Benefits paid (including direct rollovers)	2015-12-31	$22,897
Total plan assets at end of year	2015-12-31	$163,732
Total plan assets at beginning of year	2015-12-31	$180,395
Value of fidelity bond covering the plan	2015-12-31	$45,000
Total contributions received or receivable from participants	2015-12-31	$13,028
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-122
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-16,663
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$163,732
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$180,395
Assets. Value of participant loans	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$1,116
Value of corrective distributions	2015-12-31	$4,716
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$840
2014 : THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$39,778
Expenses. Total of all expenses incurred	2014-12-31	$78,210
Benefits paid (including direct rollovers)	2014-12-31	$70,803
Total plan assets at end of year	2014-12-31	$180,395
Total plan assets at beginning of year	2014-12-31	$218,827
Value of fidelity bond covering the plan	2014-12-31	$45,000
Total contributions received or receivable from participants	2014-12-31	$26,889
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$12,889
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-38,432
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$180,395
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$218,827
Assets. Value of participant loans	2014-12-31	$1,087
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$7,195
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$212
2013 : THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$80,579
Expenses. Total of all expenses incurred	2013-12-31	$244,226
Benefits paid (including direct rollovers)	2013-12-31	$237,705
Total plan assets at end of year	2013-12-31	$218,827
Total plan assets at beginning of year	2013-12-31	$382,474
Value of fidelity bond covering the plan	2013-12-31	$45,000
Total contributions received or receivable from participants	2013-12-31	$28,029
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$19,050
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-163,647
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$218,827
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$382,474
Assets. Value of participant loans	2013-12-31	$5,523
Total contributions received or receivable from employer(s)	2013-12-31	$33,500
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$6,287
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$234
2012 : THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$61,720
Expenses. Total of all expenses incurred	2012-12-31	$114,203
Benefits paid (including direct rollovers)	2012-12-31	$111,602
Total plan assets at end of year	2012-12-31	$382,474
Total plan assets at beginning of year	2012-12-31	$434,957
Value of fidelity bond covering the plan	2012-12-31	$45,000
Total contributions received or receivable from participants	2012-12-31	$34,140
Other income received	2012-12-31	$27,580
Net income (gross income less expenses)	2012-12-31	$-52,483
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$382,474
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$434,957
Assets. Value of participant loans	2012-12-31	$4,654
Value of corrective distributions	2012-12-31	$2,442
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$159
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$3,345
Expenses. Total of all expenses incurred	2011-12-31	$71,631
Benefits paid (including direct rollovers)	2011-12-31	$71,351
Total plan assets at end of year	2011-12-31	$434,957
Total plan assets at beginning of year	2011-12-31	$503,243
Value of fidelity bond covering the plan	2011-12-31	$45,000
Total contributions received or receivable from participants	2011-12-31	$34,405
Other income received	2011-12-31	$-31,060
Net income (gross income less expenses)	2011-12-31	$-68,286
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$434,957
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$503,243
Assets. Value of participant loans	2011-12-31	$11,658
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$913
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$127,467
Expenses. Total of all expenses incurred	2010-12-31	$93,920
Benefits paid (including direct rollovers)	2010-12-31	$86,432
Total plan assets at end of year	2010-12-31	$503,243
Total plan assets at beginning of year	2010-12-31	$469,696
Value of fidelity bond covering the plan	2010-12-31	$45,000
Total contributions received or receivable from participants	2010-12-31	$54,709
Contributions received from other sources (not participants or employers)	2010-12-31	$3,195
Other income received	2010-12-31	$69,563
Net income (gross income less expenses)	2010-12-31	$33,547
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$503,243
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$469,696
Assets. Value of participant loans	2010-12-31	$15,631
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$913
Value of corrective distributions	2010-12-31	$7,024
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$464
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN

2020: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE HERITAGE STORE, INC. 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE HERITAGE STORE, INC.
Employer identification number (EIN):	540853840
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1969-02-24
Company Identification Number:	0119908
Legal Registered Office Address:	984 LASKIN ROAD 984 LASKIN RD VIRGINIA BEACH United States of America (USA) 23451