· 2022–2024 · DOL EFAST2

Heritage Community Bank — Heritage Community Bank, Form 5500 (2025)

Original filing (PDF)20260709162122NAL0001433282001

Heritage Community Bank

Form 5500-SF

FILING_RECEIVED

Heritage Community Bank Profit Sharing Plan

401(k) retirement plan · Heritage Community Bank's Heritage Community Bank Profit Sharing Plan held $2.8M in plan assets for 43 participants in 2025.

Active participants

43

Accounts w/ balance

42

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score

Above-average plan

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

39

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 COMMUNITY BANK.

Plan sponsor

Name

HERITAGE COMMUNITY BANK

EIN

43-0560840all filings

Address

100 E. LOCUST · UNION, MO · 63084

Phone

(636) 584-8880

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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