Original filing (PDF)20240722163312NAL0006600755001

HERITAGE ACCOUNTING AND TAX SERV

Name: HERITAGE ACCOUNTING AND TAX SERV — HERITAGE ACCOUNTING AND TAX 401K, Form 5500 (2023)
Creator: HERITAGE ACCOUNTING AND TAX SERV

Form 5500-SF

FILING_RECEIVED

HERITAGE ACCOUNTING AND TAX 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE ACCOUNTING AND TAX SERV.

Plan sponsor

Name

HERITAGE ACCOUNTING AND TAX SERV

EIN

27-5063543all filings

Address

5220 SW 64TH AVE DAVIE FL 33314, · DAVIE, FL · 33314

Phone

(954) 632-6721

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-05-01

Tax period

2023-12-31

Filed

2024-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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