401k Plan data: HERITAGE BANK 401(K) PLAN plan

HERITAGE BANK 401(K) PLAN 401k Plan overview

Plan Name	HERITAGE BANK 401(K) PLAN
Plan identification number	001

HERITAGE BANK 401(K) 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.
Stock bonus
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

HERITAGE BANK has sponsored the creation of one or more 401k plans.

Company Name: HERITAGE BANK

Employer identification number (EIN): 710242461

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE BANK 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2009-01-01 DARENTHY HENDERSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2009-01-01	DARENTHY HENDERSON

Plan Statistics for HERITAGE BANK 401(K) PLAN

401k plan membership statisitcs for HERITAGE BANK 401(K) PLAN

Measure Date Value
2009: HERITAGE BANK 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 72
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 7
Total of all active and inactive participants 2009-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 79
Number of participants with account balances 2009-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2009: HERITAGE BANK 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	72
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	7
Total of all active and inactive participants	2009-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	79
Number of participants with account balances	2009-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on HERITAGE BANK 401(K) PLAN

Measure	Date	Value
2011 : HERITAGE BANK 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-05-16	$0
Total plan liabilities at beginning of year	2011-05-16	$0
Total income from all sources	2011-05-16	$1,356
Expenses. Total of all expenses incurred	2011-05-16	$244,814
Benefits paid (including direct rollovers)	2011-05-16	$244,814
Total plan assets at end of year	2011-05-16	$0
Total plan assets at beginning of year	2011-05-16	$243,458
Value of fidelity bond covering the plan	2011-05-16	$500,000
Other income received	2011-05-16	$1,356
Net income (gross income less expenses)	2011-05-16	$-243,458
Net plan assets at end of year (total assets less liabilities)	2011-05-16	$0
Net plan assets at beginning of year (total assets less liabilities)	2011-05-16	$243,458
Assets. Value of employer securities	2011-05-16	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-16	$0
2010 : HERITAGE BANK 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$141,247
Expenses. Total of all expenses incurred	2010-12-31	$1,901,495
Benefits paid (including direct rollovers)	2010-12-31	$1,895,539
Total plan assets at end of year	2010-12-31	$243,458
Total plan assets at beginning of year	2010-12-31	$2,003,706
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$37,338
Expenses. Other expenses not covered elsewhere	2010-12-31	$4,482
Other income received	2010-12-31	$95,952
Net income (gross income less expenses)	2010-12-31	$-1,760,248
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$243,458
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,003,706
Assets. Value of employer securities	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$7,957
Value of corrective distributions	2010-12-31	$1,474
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : HERITAGE BANK 401(K) 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 HERITAGE BANK 401(K) PLAN

2009: HERITAGE BANK 401(K) 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HERITAGE BANK
Employer identification number (EIN):	710242461