P 401(k) Plan Report

Stable plan record

HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Sponsored by HERITAGE PROFESSIONAL ASSOCIATES, LTD. · EIN/PN 363804243-001

Selected filing history

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

Employer money per active participant
2025
$1,758
Administrative cost per participant
2025
$263
Active participants
2025
37
Total plan assets
2025
$3,631,019
Participant loans as a share of assets
2025
1.4%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260422102058NAL000761347400137$1,758
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.