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HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameHERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 003

HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

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

Company Name:HERITAGE BANK OF ST. TAMMANY
Employer identification number (EIN):720308220
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01DANA WHITAKER

Plan Statistics for HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0131
Total number of active participants reported on line 7a of the Form 55002022-01-0125
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0132
Number of participants with account balances2022-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0127
Total number of active participants reported on line 7a of the Form 55002021-01-0125
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0131
Number of participants with account balances2021-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0126
Total number of active participants reported on line 7a of the Form 55002020-01-0124
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0127
Number of participants with account balances2020-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0121
Total number of active participants reported on line 7a of the Form 55002019-01-0123
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0126
Number of participants with account balances2019-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0121
Total number of active participants reported on line 7a of the Form 55002018-01-0119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0121
Number of participants with account balances2018-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0121
Total number of active participants reported on line 7a of the Form 55002017-01-0121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0121
Number of participants with account balances2017-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$1,092,531
Total plan liabilities at beginning of year2022-12-31$1,133,674
Total income from all sources2022-12-31$50,316
Expenses. Total of all expenses incurred2022-12-31$58,927
Benefits paid (including direct rollovers)2022-12-31$22,083
Total plan assets at end of year2022-12-31$1,900,933
Total plan assets at beginning of year2022-12-31$1,950,687
Value of fidelity bond covering the plan2022-12-31$1,050,000
Expenses. Other expenses not covered elsewhere2022-12-31$36,844
Contributions received from other sources (not participants or employers)2022-12-31$-27,872
Net income (gross income less expenses)2022-12-31$-8,611
Net plan assets at end of year (total assets less liabilities)2022-12-31$808,402
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$817,013
Assets. Value of employer securities2022-12-31$1,900,769
Total contributions received or receivable from employer(s)2022-12-31$78,188
2021 : HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$1,133,674
Total plan liabilities at beginning of year2021-12-31$1,173,471
Total income from all sources2021-12-31$534,250
Expenses. Total of all expenses incurred2021-12-31$38,191
Total plan assets at end of year2021-12-31$1,950,687
Total plan assets at beginning of year2021-12-31$1,494,425
Value of fidelity bond covering the plan2021-12-31$1,050,000
Expenses. Other expenses not covered elsewhere2021-12-31$38,191
Other income received2021-12-31$456,262
Net income (gross income less expenses)2021-12-31$496,059
Net plan assets at end of year (total assets less liabilities)2021-12-31$817,013
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$320,954
Assets. Value of employer securities2021-12-31$1,950,687
Total contributions received or receivable from employer(s)2021-12-31$77,988
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$1,173,471
Total plan liabilities at beginning of year2020-12-31$1,205,561
Total income from all sources2020-12-31$56,482
Expenses. Total of all expenses incurred2020-12-31$57,454
Total plan assets at end of year2020-12-31$1,494,425
Total plan assets at beginning of year2020-12-31$1,527,487
Value of fidelity bond covering the plan2020-12-31$1,050,000
Expenses. Other expenses not covered elsewhere2020-12-31$57,454
Other income received2020-12-31$-33,063
Net income (gross income less expenses)2020-12-31$-972
Net plan assets at end of year (total assets less liabilities)2020-12-31$320,954
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$321,926
Assets. Value of employer securities2020-12-31$1,494,425
Total contributions received or receivable from employer(s)2020-12-31$89,545
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$1,205,561
Total plan liabilities at beginning of year2019-12-31$1,233,585
Total income from all sources2019-12-31$86,819
Expenses. Total of all expenses incurred2019-12-31$72,021
Benefits paid (including direct rollovers)2019-12-31$4,199
Total plan assets at end of year2019-12-31$1,527,487
Total plan assets at beginning of year2019-12-31$1,540,713
Value of fidelity bond covering the plan2019-12-31$1,050,000
Expenses. Other expenses not covered elsewhere2019-12-31$67,822
Other income received2019-12-31$-13,225
Net income (gross income less expenses)2019-12-31$14,798
Net plan assets at end of year (total assets less liabilities)2019-12-31$321,926
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$307,128
Assets. Value of employer securities2019-12-31$1,527,487
Total contributions received or receivable from employer(s)2019-12-31$100,044
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$1,233,585
Total plan liabilities at beginning of year2018-12-31$1,263,930
Total income from all sources2018-12-31$1,258
Expenses. Total of all expenses incurred2018-12-31$56,875
Total plan assets at end of year2018-12-31$1,540,713
Total plan assets at beginning of year2018-12-31$1,626,675
Value of fidelity bond covering the plan2018-12-31$1,050,000
Expenses. Other expenses not covered elsewhere2018-12-31$56,875
Other income received2018-12-31$-85,962
Net income (gross income less expenses)2018-12-31$-55,617
Net plan assets at end of year (total assets less liabilities)2018-12-31$307,128
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$362,745
Assets. Value of employer securities2018-12-31$1,540,713
Total contributions received or receivable from employer(s)2018-12-31$87,220
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$1,263,930
Total income from all sources2017-12-31$389,231
Expenses. Total of all expenses incurred2017-12-31$26,486
Total plan assets at end of year2017-12-31$1,626,675
Total plan assets at beginning of year2017-12-31$0
Value of fidelity bond covering the plan2017-12-31$1,050,000
Expenses. Other expenses not covered elsewhere2017-12-31$26,486
Other income received2017-12-31$304,175
Net income (gross income less expenses)2017-12-31$362,745
Net plan assets at end of year (total assets less liabilities)2017-12-31$362,745
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Assets. Value of employer securities2017-12-31$1,626,675
Total contributions received or receivable from employer(s)2017-12-31$85,056
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN

2022: HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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