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HERITAGE FINANCIAL ADVISORS 401K PLAN 401k Plan overview

Plan NameHERITAGE FINANCIAL ADVISORS 401K PLAN
Plan identification number 001

HERITAGE FINANCIAL ADVISORS 401K 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
  • 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.
  • 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 FINANCIAL ADVISORS INC has sponsored the creation of one or more 401k plans.

Company Name:HERITAGE FINANCIAL ADVISORS INC
Employer identification number (EIN):824837455
NAIC Classification:523120
NAIC Description:Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE FINANCIAL ADVISORS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LAWRENCE DONNA2024-01-25
0012022-01-01LAWRENCE DONNA2023-02-07
0012021-01-01LAWRENCE DONNA2022-03-08
0012020-01-01LAWRENCE DONNA2021-07-15
0012019-01-01LAWRENCE DONNA2020-09-30
0012018-01-01LAWRENCE DONNA2019-09-11

Plan Statistics for HERITAGE FINANCIAL ADVISORS 401K PLAN

401k plan membership statisitcs for HERITAGE FINANCIAL ADVISORS 401K PLAN

Measure Date Value
2025: HERITAGE FINANCIAL ADVISORS 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-263
Total number of particpants at end of year2025-03-263
Number of Participants With Account Balances2025-03-263
2024: HERITAGE FINANCIAL ADVISORS 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-01-253
Total number of particpants at end of year2024-01-253
Number of Participants With Account Balances2024-01-253
2022: HERITAGE FINANCIAL ADVISORS 401K PLAN 2022 401k membership
Total number of particpants at beginning of year2022-03-083
Total number of particpants at end of year2022-03-083
Number of Participants With Account Balances2022-03-083

Financial Data on HERITAGE FINANCIAL ADVISORS 401K PLAN

Measure Date Value
2025 : HERITAGE FINANCIAL ADVISORS 401K PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-03-260
Total liabilities as of the beginning of the plan year2025-03-260
Total expenses incurred by plan in this plan year2025-03-260
Net assets as of the end of the plan year2025-03-26491684
Total assets as of the beginning of the plan year2025-03-26367374
Participant contributions to plan in this plan year2025-03-2640244
Other income to plan in this plan year2025-03-2670579
Plan net income in this plan year2025-03-26124310
Net assets as of the end of the plan year2025-03-26491684
Net assets as of the beginning of the plan year2025-03-26367374
Employer contributions to plan in this plan year2025-03-2613487
2024 : HERITAGE FINANCIAL ADVISORS 401K PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-01-250
Total liabilities as of the beginning of the plan year2024-01-250
Total expenses incurred by plan in this plan year2024-01-250
Net assets as of the end of the plan year2024-01-25367374
Total assets as of the beginning of the plan year2024-01-25221097
Participant contributions to plan in this plan year2024-01-2538684
Other income to plan in this plan year2024-01-2594352
Plan net income in this plan year2024-01-25146277
Net assets as of the end of the plan year2024-01-25367374
Net assets as of the beginning of the plan year2024-01-25221097
Employer contributions to plan in this plan year2024-01-2513241
2022 : HERITAGE FINANCIAL ADVISORS 401K PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-03-080
Total liabilities as of the beginning of the plan year2022-03-080
Total expenses incurred by plan in this plan year2022-03-080
Net assets as of the end of the plan year2022-03-08246565
Total assets as of the beginning of the plan year2022-03-08164351
Participant contributions to plan in this plan year2022-03-0850394
Other income to plan in this plan year2022-03-0819141
Plan net income in this plan year2022-03-0882214
Net assets as of the end of the plan year2022-03-08246565
Net assets as of the beginning of the plan year2022-03-08164351
Employer contributions to plan in this plan year2022-03-0812679

Potentially related plans

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