MFS HERITAGE TRUST

[ EIN: 33-0145756 | Plan No. 001 ]

MFS HERITAGE TRUST is reported on Form 5500 as a Profit Sharing plan sponsored by WILLIAM B OLSON. For the 2013 plan year, the plan had 1 participants and total assets of $302,910.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: WILLIAM B OLSON

Location: 21540 DUNROBIN WAY, YORBA LINDA, CA 92887

EIN: 330145756

Plan Number: 001

Plan Year: 2013

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 1

Total Assets: $302,910

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