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HERITAGE HOME SERVICES, LLC 401(K) PLAN 401k Plan overview

Plan NameHERITAGE HOME SERVICES, LLC 401(K) PLAN
Plan identification number 001

HERITAGE HOME SERVICES, LLC 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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 HOME SERVICES, LLC DBA COLDWELL BANKER HERITAGE REALTORS has sponsored the creation of one or more 401k plans.

Company Name:HERITAGE HOME SERVICES, LLC DBA COLDWELL BANKER HERITAGE REALTORS
Employer identification number (EIN):311766849
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE HOME SERVICES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RON SWEENEY2024-03-28
0012022-01-01RON SWEENEY2023-06-13
0012021-01-01RON SWEENEY2022-04-29
0012020-01-01RON SWEENEY2021-04-12
0012019-01-01RON SWEENEY2020-04-28
0012018-01-01RON SWEENEY2019-07-18
0012017-01-01RON SWEENEY2018-03-21
0012016-01-01RON SWEENEY2017-04-14
0012015-01-01RON SWEENEY2016-04-28
0012014-01-01RON SWEENEY2015-06-01
0012013-01-01RON SWEENEY2014-07-25
0012012-01-01STEVE EARMAN2013-07-30
0012011-01-01STEVEN EARMAN2012-07-03
0012010-01-01STEVEN EARMAN2011-07-19 STEVEN EARMAN2011-07-19

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