How big is First Heritage Bank's plan?

First Heritage Bank's plan reported $6.0M in assets and 25 participants for 2025.

Original filing (PDF)20260402121752NAL0003279955001

First Heritage Bank

Name: First Heritage Bank — First Heritage Bank 401(k), Form 5500 (2025)
Creator: First Heritage Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First Heritage Bank 401(k) Profit Sharing Plan

401(k) retirement plan · First Heritage Bank's First Heritage Bank 401(k) Profit Sharing Plan held $6.0M in plan assets for 25 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan identifiers

First Heritage Bank's EIN is 48-0221210.

EIN 48-0221210

Plan number 001

Plan year 2025

ACK ID 20260402121752NAL0003279955001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for First Heritage Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

First Heritage Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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