OpenERISA

Heritage Financial Group, INC.

Elkhart, IN, 46516

EIN 35-1517239
Plans
2
Total participants
758
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
531110
Plan sponsors in IndianaReal Estate, Rental & Leasing

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Heritage Financial Group, INC. 401(K) Plan And Trust93
2023Form 5500001Heritage Financial Group, INC. 401(K) Plan And Trust88
2022Form 5500001Heritage Financial Group, INC. 401(K) Plan And Trust96
2021Form 5500001Heritage Financial Group, INC. 401(K) Plan And Trust102
2021Form 5500501Heritage Cafeteria Plan75
2020Form 5500001Heritage Financial Group, INC. 401K Plan And Trust199
2020Form 5500501Heritage Cafeteria Plan105

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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