Original filing (PDF)20250820140923NAL0003357425001

COMMUNITY HERITAGE FINANCIAL

Name: COMMUNITY HERITAGE FINANCIAL — COMMUNITY HERITAGE FINANCIAL EMPLOYEE BENEFIT PLAN, Form 5500 (2023)
Creator: COMMUNITY HERITAGE FINANCIAL

Form 5500-SF

FILING_RECEIVED

COMMUNITY HERITAGE FINANCIAL EMPLOYEE BENEFIT PLAN

Health & welfare plan

Signals · 1

No auditor on file

Active participants

128

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY HERITAGE FINANCIAL.

Plan sponsor

Name

COMMUNITY HERITAGE FINANCIAL

EIN

52-0414240

Address

24 WEST MAIN ST · PO BOX 75 · MIDDLETOWN, MD · 21769

Phone

(301) 371-3059

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-08-20

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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