Heritage Bank Of St. Tammany DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Heritage Bank Of St. Tammany
  • Sponsor EIN: 720308220
  • Sponsor Address: 205 N. COLUMBIA STREET, COVINGTON, LA, 70433
  • Plan Type: DC
  • Total Participants: 22
  • Total Assets: $1.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202422$1.5M$117,622$0
202327$1.9M$111,085$0
202225$1.9M$78,188$0

Similar Plans