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HERITAGE SERVICES CORPORATION PROFIT SHARING PLAN 401k Plan overview

Plan NameHERITAGE SERVICES CORPORATION PROFIT SHARING PLAN
Plan identification number 001

HERITAGE SERVICES CORPORATION PROFIT SHARING 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
  • 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.
  • 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.
  • 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 SERVICES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:HERITAGE SERVICES CORPORATION
Employer identification number (EIN):460817998
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE SERVICES CORPORATION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GARY BOTTOMLEY2024-07-23
0012022-01-01
0012022-01-01SHIRLEY F BOTTOMLEY
0012021-01-01
0012021-01-01SHIRLEY BOTTOMLEY
0012020-01-01
0012019-01-01
0012018-01-01SHIRLEY BOTTOMLEY2019-06-03 SHIRLEY BOTTOMLEY2019-06-03
0012017-01-01SHIRLEY BOTTOMLEY2018-06-04 SHIRLEY BOTTOMLEY2018-06-04
0012016-01-01SHIRLEY BOTTOMLEY2017-06-27
0012015-01-01SHIRLEY BOTTOMLEY2016-07-07
0012014-01-01SHIRLEY BOTTOMLEY2015-08-25 SHIRLEY BOTTOMLEY2015-08-25
0012013-01-01SHIRLEYBOTTOMLEY2014-09-22 SHIRLEYBOTTOMLEY2014-09-22

Financial Data on HERITAGE SERVICES CORPORATION PROFIT SHARING PLAN

Measure Date Value
2025 : HERITAGE SERVICES CORPORATION PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-230
Total expenses incurred by plan in this plan year2025-06-237933
Net assets as of the end of the plan year2025-06-23306620
Total assets as of the beginning of the plan year2025-06-23243324
Value of plan covered by a fidelity bond2025-06-231000000
Participant contributions to plan in this plan year2025-06-2340280
Value of participant loans at end of plan year2025-06-2312354
Other income to plan in this plan year2025-06-2330949
Plan net income in this plan year2025-06-2363296
Net assets as of the end of the plan year2025-06-23306620
Net assets as of the beginning of the plan year2025-06-23243324
Fees paid to broker by Benefit Provider2025-06-23737
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-233217
2024 : HERITAGE SERVICES CORPORATION PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-2373751
Net assets as of the end of the plan year2024-07-23243324
Total assets as of the beginning of the plan year2024-07-23220637
Value of plan covered by a fidelity bond2024-07-231000000
Participant contributions to plan in this plan year2024-07-2360871
Value of participant loans at end of plan year2024-07-237675
Other income to plan in this plan year2024-07-2335567
Plan net income in this plan year2024-07-2322687
Net assets as of the end of the plan year2024-07-23243324
Net assets as of the beginning of the plan year2024-07-23220637
Fees paid to broker by Benefit Provider2024-07-231172
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-232481
2022 : HERITAGE SERVICES CORPORATION PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$80,721
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$50,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$32,639
Value of total corrective distributions2022-12-31$16,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$112,761
Value of total assets at end of year2022-12-31$220,637
Value of total assets at beginning of year2022-12-31$190,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,112
Total interest from all sources2022-12-31$419
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$112,761
Participant contributions at end of year2022-12-31$9,037
Participant contributions at beginning of year2022-12-31$4,225
Participant contributions at end of year2022-12-31$43,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$29,890
Value of net assets at end of year (total assets less liabilities)2022-12-31$220,637
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$190,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$962
Value of interest in pooled separate accounts at end of year2022-12-31$156,472
Value of interest in pooled separate accounts at beginning of year2022-12-31$175,281
Interest on participant loans2022-12-31$378
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,241
Net investment gain/loss from pooled separate accounts2022-12-31$-32,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$32,639
Contract administrator fees2022-12-31$1,150
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31MCDONOUGH CPA SOLUTIONS,PA
Accountancy firm EIN2022-12-31471601171
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$80,721
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$50,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$32,639
Value of total corrective distributions2022-01-01$16,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$112,761
Value of total assets at end of year2022-01-01$220,637
Value of total assets at beginning of year2022-01-01$190,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$2,112
Total interest from all sources2022-01-01$419
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$112,761
Participant contributions at end of year2022-01-01$9,037
Participant contributions at beginning of year2022-01-01$4,225
Participant contributions at end of year2022-01-01$43,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$29,890
Value of net assets at end of year (total assets less liabilities)2022-01-01$220,637
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$190,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$962
Value of interest in pooled separate accounts at end of year2022-01-01$156,472
Value of interest in pooled separate accounts at beginning of year2022-01-01$175,281
Interest on participant loans2022-01-01$378
Income. Interest from loans (other than to participants)2022-01-01$0
Interest earned on other investments2022-01-01$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$12,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$11,241
Net investment gain/loss from pooled separate accounts2022-01-01$-32,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$32,639
Contract administrator fees2022-01-01$1,150
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-013
Accountancy firm name2022-01-01MCDONOUGH CPA SOLUTIONS,PA
Accountancy firm EIN2022-01-01471601171
2021 : HERITAGE SERVICES CORPORATION PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$119,402
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$45,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$43,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$99,643
Value of total assets at end of year2021-12-31$190,747
Value of total assets at beginning of year2021-12-31$116,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,854
Total interest from all sources2021-12-31$291
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$99,643
Participant contributions at end of year2021-12-31$4,225
Participant contributions at beginning of year2021-12-31$12,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$74,236
Value of net assets at end of year (total assets less liabilities)2021-12-31$190,747
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$116,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$704
Value of interest in pooled separate accounts at end of year2021-12-31$175,281
Value of interest in pooled separate accounts at beginning of year2021-12-31$98,791
Interest on participant loans2021-12-31$289
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$2
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,892
Net investment gain/loss from pooled separate accounts2021-12-31$19,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$43,312
Contract administrator fees2021-12-31$1,150
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MCDONOUGH CPA SOLUTIONS,PA
Accountancy firm EIN2021-12-31471601171
2020 : HERITAGE SERVICES CORPORATION PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$71,250
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$27,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$24,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$57,880
Value of total assets at end of year2020-12-31$116,511
Value of total assets at beginning of year2020-12-31$72,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,597
Total interest from all sources2020-12-31$241
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$57,880
Participant contributions at end of year2020-12-31$12,828
Participant contributions at beginning of year2020-12-31$1,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$43,999
Value of net assets at end of year (total assets less liabilities)2020-12-31$116,511
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$72,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$472
Value of interest in pooled separate accounts at end of year2020-12-31$98,791
Value of interest in pooled separate accounts at beginning of year2020-12-31$65,866
Interest on participant loans2020-12-31$239
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,609
Net investment gain/loss from pooled separate accounts2020-12-31$13,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$24,654
Contract administrator fees2020-12-31$2,125
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MCDONOUGH CPA SOLUTIONS,PA
Accountancy firm EIN2020-12-31471601171
2019 : HERITAGE SERVICES CORPORATION PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$55,191
Total income from all sources (including contributions)2019-12-31$55,191
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,990
Total of all expenses incurred2019-12-31$8,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$47,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$47,041
Value of total assets at end of year2019-12-31$72,512
Value of total assets at end of year2019-12-31$72,512
Value of total assets at beginning of year2019-12-31$26,311
Value of total assets at beginning of year2019-12-31$26,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$675
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$675
Total interest from all sources2019-12-31$13
Total interest from all sources2019-12-31$13
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$47,041
Contributions received from participants2019-12-31$47,041
Participant contributions at end of year2019-12-31$1,037
Participant contributions at end of year2019-12-31$1,037
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$46,201
Value of net income/loss2019-12-31$46,201
Value of net assets at end of year (total assets less liabilities)2019-12-31$72,512
Value of net assets at end of year (total assets less liabilities)2019-12-31$72,512
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,311
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$200
Investment advisory and management fees2019-12-31$200
Value of interest in pooled separate accounts at end of year2019-12-31$65,866
Value of interest in pooled separate accounts at end of year2019-12-31$65,866
Value of interest in pooled separate accounts at beginning of year2019-12-31$24,825
Value of interest in pooled separate accounts at beginning of year2019-12-31$24,825
Interest on participant loans2019-12-31$6
Interest on participant loans2019-12-31$6
Interest earned on other investments2019-12-31$7
Interest earned on other investments2019-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,486
Net investment gain/loss from pooled separate accounts2019-12-31$8,137
Net investment gain/loss from pooled separate accounts2019-12-31$8,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,315
Contract administrator fees2019-12-31$475
Contract administrator fees2019-12-31$475
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MCDONOUGH CPA SOLUTIONS,PA
Accountancy firm name2019-12-31MCDONOUGH CPA SOLUTIONS,PA
Accountancy firm EIN2019-12-31471601171
Accountancy firm EIN2019-12-31471601171

Form 5500 Responses for HERITAGE SERVICES CORPORATION PROFIT SHARING PLAN

2022: HERITAGE SERVICES CORPORATION PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HERITAGE SERVICES CORPORATION PROFIT SHARING 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HERITAGE SERVICES CORPORATION PROFIT SHARING 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HERITAGE SERVICES CORPORATION PROFIT SHARING 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number17566
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number17566
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number17566
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number17566
Policy instance 1

Potentially related plans

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