How big is Heritage Financial Planner's plan?

Heritage Financial Planner's plan reported $2K in assets and 5 participants for 2024.

Original filing (PDF)20250729141049NAL0001680755001

Heritage Financial Planner

Name: Heritage Financial Planner — Heritage Financial, Form 5500 (2024)
Creator: Heritage Financial Planner
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Financial Planner SOCA Benefit Plan

Health & welfare plan · Heritage Financial Planner's Heritage Financial Planner SOCA Benefit Plan held $2K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$665

People on this filing

Matt Appenzeller signed Heritage Financial Planner's 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heritage Financial Planner's EIN is 87-3553495.

EIN 87-3553495

Plan number 501

Plan year 2024

ACK ID 20250729141049NAL0001680755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage Financial Planner from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Financial Planner's plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score