403(B) THRIFT PLAN FOR EMPLOYEES OF HERITAGE POINTE

[ EIN: 33-0260314 | Plan No. 002 ]

403(B) THRIFT PLAN FOR EMPLOYEES OF HERITAGE POINTE is reported on Form 5500 as a 401(k) plan sponsored by HERITAGE POINTE. For the 2023 plan year, the plan had 163 participants and total assets of $1,778,475.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: HERITAGE POINTE

Location: 27356 BELLOGENTE, MISSION VIEJO, CA 92691

EIN: 330260314

Plan Number: 002

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 163

Total Assets: $1,778,475

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