P PlanScore

Stable plan record

HERITAGE FINANCIAL GROUP, INC. 401(K) PLAN AND TRUST

Sponsored by HERITAGE FINANCIAL GROUP, INC. · EIN/PN 351517239-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer contributions reported per active participant
2022
$3,095
2023
$2,762
2024
$2,544
Plan-paid administrative expenses per participant
2022
$427
2023
$430
2024
$810
Active participants
2022
96
2023
88
2024
93
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202420250908152625NAL001237704300193$2,544
202320240805143249NAL000139288100188$2,762
202220230706134830NAL001563779300196$3,095
Public filing identifier

The EIN and plan number are public filing identifiers. PlanScore does not expose unrelated personal data.