401k Plan data: HERITAGE ENTERPRISES INC. 401(K) PLAN plan

HERITAGE ENTERPRISES INC. 401(K) PLAN 401k Plan overview

Plan Name	HERITAGE ENTERPRISES INC. 401(K) PLAN
Plan identification number	001

HERITAGE ENTERPRISES INC. 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: HERITAGE ENTERPRISES INC.

Employer identification number (EIN): 364952422

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE ENTERPRISES INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-10-17
001 2019-10-17

Plan Statistics for HERITAGE ENTERPRISES INC. 401(K) PLAN

401k plan membership statisitcs for HERITAGE ENTERPRISES INC. 401(K) PLAN

Measure Date Value
2022: HERITAGE ENTERPRISES INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 5
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 1
Total of all active and inactive participants 2022-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 6
Number of participants with account balances 2022-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: HERITAGE ENTERPRISES INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 6
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 6
Number of participants with account balances 2021-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: HERITAGE ENTERPRISES INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 9
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 9
Number of participants with account balances 2020-07-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: HERITAGE ENTERPRISES INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-17 9
Total number of active participants reported on line 7a of the Form 5500 2019-10-17 9
Number of retired or separated participants receiving benefits 2019-10-17 1
Number of other retired or separated participants entitled to future benefits 2019-10-17 0
Total of all active and inactive participants 2019-10-17 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-17 0
Total participants 2019-10-17 10
Number of participants with account balances 2019-10-17 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-17 0

Measure	Date	Value
2022: HERITAGE ENTERPRISES INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	5
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	1
Total of all active and inactive participants	2022-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	6
Number of participants with account balances	2022-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: HERITAGE ENTERPRISES INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	6
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	6
Number of participants with account balances	2021-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: HERITAGE ENTERPRISES INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	9
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	9
Number of participants with account balances	2020-07-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: HERITAGE ENTERPRISES INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-17	9
Total number of active participants reported on line 7a of the Form 5500	2019-10-17	9
Number of retired or separated participants receiving benefits	2019-10-17	1
Number of other retired or separated participants entitled to future benefits	2019-10-17	0
Total of all active and inactive participants	2019-10-17	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-17	0
Total participants	2019-10-17	10
Number of participants with account balances	2019-10-17	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-17	0

Financial Data on HERITAGE ENTERPRISES INC. 401(K) PLAN

Measure	Date	Value
2022 : HERITAGE ENTERPRISES INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-06-30	$0
Total plan liabilities at beginning of year	2022-06-30	$0
Total income from all sources	2022-06-30	$11,468
Expenses. Total of all expenses incurred	2022-06-30	$0
Benefits paid (including direct rollovers)	2022-06-30	$0
Total plan assets at end of year	2022-06-30	$144,554
Total plan assets at beginning of year	2022-06-30	$133,086
Value of fidelity bond covering the plan	2022-06-30	$20,000
Total contributions received or receivable from participants	2022-06-30	$52,638
Expenses. Other expenses not covered elsewhere	2022-06-30	$0
Contributions received from other sources (not participants or employers)	2022-06-30	$0
Other income received	2022-06-30	$-56,758
Noncash contributions received	2022-06-30	$0
Net income (gross income less expenses)	2022-06-30	$11,468
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$144,554
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$133,086
Assets. Value of employer securities	2022-06-30	$14,990
Total contributions received or receivable from employer(s)	2022-06-30	$15,588
Value of certain deemed distributions of participant loans	2022-06-30	$0
Value of corrective distributions	2022-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$0
2021 : HERITAGE ENTERPRISES INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-06-30	$0
Total plan liabilities at end of year	2021-06-30	$0
Total plan liabilities at beginning of year	2021-06-30	$0
Total income from all sources	2021-06-30	$115,599
Expenses. Total of all expenses incurred	2021-06-30	$31,648
Benefits paid (including direct rollovers)	2021-06-30	$31,648
Total plan assets at end of year	2021-06-30	$133,086
Total plan assets at beginning of year	2021-06-30	$49,135
Value of fidelity bond covering the plan	2021-06-30	$20,000
Total contributions received or receivable from participants	2021-06-30	$76,005
Expenses. Other expenses not covered elsewhere	2021-06-30	$0
Contributions received from other sources (not participants or employers)	2021-06-30	$0
Other income received	2021-06-30	$25,818
Noncash contributions received	2021-06-30	$0
Net income (gross income less expenses)	2021-06-30	$83,951
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$133,086
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$49,135
Assets. Value of employer securities	2021-06-30	$16,913
Total contributions received or receivable from employer(s)	2021-06-30	$13,776
Value of certain deemed distributions of participant loans	2021-06-30	$0
Value of corrective distributions	2021-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
2020 : HERITAGE ENTERPRISES INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-06-30	$0
Total plan liabilities at end of year	2020-06-30	$0
Total plan liabilities at beginning of year	2020-06-30	$0
Total income from all sources	2020-06-30	$50,194
Expenses. Total of all expenses incurred	2020-06-30	$1,059
Benefits paid (including direct rollovers)	2020-06-30	$791
Total plan assets at end of year	2020-06-30	$49,135
Total plan assets at beginning of year	2020-06-30	$0
Value of fidelity bond covering the plan	2020-06-30	$20,000
Total contributions received or receivable from participants	2020-06-30	$21,697
Expenses. Other expenses not covered elsewhere	2020-06-30	$268
Contributions received from other sources (not participants or employers)	2020-06-30	$327,122
Other income received	2020-06-30	$-314,620
Noncash contributions received	2020-06-30	$0
Net income (gross income less expenses)	2020-06-30	$49,135
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$49,135
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$0
Assets. Value of employer securities	2020-06-30	$10,817
Total contributions received or receivable from employer(s)	2020-06-30	$15,995
Value of certain deemed distributions of participant loans	2020-06-30	$0
Value of corrective distributions	2020-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$0

Form 5500 Responses for HERITAGE ENTERPRISES INC. 401(K) PLAN

2022: HERITAGE ENTERPRISES INC. 401(K) PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: HERITAGE ENTERPRISES INC. 401(K) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: HERITAGE ENTERPRISES INC. 401(K) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: HERITAGE ENTERPRISES INC. 401(K) PLAN 2019 form 5500 responses
2019-10-17	Type of plan entity	Single employer plan
2019-10-17	First time form 5500 has been submitted	Yes
2019-10-17	Submission has been amended	No
2019-10-17	This submission is the final filing	No
2019-10-17	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-10-17	Plan is a collectively bargained plan	No
2019-10-17	Plan funding arrangement – Trust	Yes
2019-10-17	Plan benefit arrangement - Trust	Yes

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Company Name:	HERITAGE ENTERPRISES INC.
Employer identification number (EIN):	364952422
NAIC Classification:	611000