Heritage Financial Services of South Florida, Inc.

Form 5500

HERITAGE INVESTMENT GROUP, INC.

2480 N.e. 23 St., Pompano Beach, FL 33062 (954) 785-5400 EIN:65-0414452 Plan Admin:Ian Mccarver

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameHERITAGE INVESTMENT GROUP 401(K) PLAN Plan #002 Participants BOY/EOY22 / 22 Assets BOY/EOY$8,822,750 / $8,023,459	2022	HERITAGE INVESTMENT GROUP 401(K) PLAN - Plan #002	22 / 22	$8,822,750 / $8,023,459
2022	Plan NameHERITAGE INVESTMENT GROUP PENSION PLAN Plan #003 Participants BOY/EOY12 / 12 Assets BOY/EOY$3,085,152 / $2,984,430	2022	HERITAGE INVESTMENT GROUP PENSION PLAN - Plan #003	12 / 12	$3,085,152 / $2,984,430
2021	Plan NameHERITAGE INVESTMENT GROUP 401(K) PLAN Plan #002 Participants BOY/EOY22 / 22 Assets BOY/EOY$6,967,932 / $8,822,750	2021	HERITAGE INVESTMENT GROUP 401(K) PLAN - Plan #002	22 / 22	$6,967,932 / $8,822,750
2021	Plan NameHERITAGE INVESTMENT GROUP PENSION PLAN Plan #003 Participants BOY/EOY9 / 12 Assets BOY/EOY$2,471,761 / $3,085,152	2021	HERITAGE INVESTMENT GROUP PENSION PLAN - Plan #003	9 / 12	$2,471,761 / $3,085,152
2020	Plan NameHERITAGE INVESTMENT GROUP 401(K) PLAN Plan #002 Participants BOY/EOY22 / 23 Assets BOY/EOY$6,047,310 / $6,922,951	2020	HERITAGE INVESTMENT GROUP 401(K) PLAN - Plan #002	22 / 23	$6,047,310 / $6,922,951
2020	Plan NameHERITAGE INVESTMENT GROUP PENSION PLAN Plan #003 Participants BOY/EOY10 / 9 Assets BOY/EOY$2,068,683 / $2,471,761	2020	HERITAGE INVESTMENT GROUP PENSION PLAN - Plan #003	10 / 9	$2,068,683 / $2,471,761
2019	Plan NameHERITAGE INVESTMENT GROUP 401(K) PLAN Plan #002 Participants BOY/EOY22 / 23 Assets BOY/EOY$4,606,529 / $6,047,040	2019	HERITAGE INVESTMENT GROUP 401(K) PLAN - Plan #002	22 / 23	$4,606,529 / $6,047,040
2019	Plan NameHERITAGE INVESTMENT GROUP PENSION PLAN Plan #003 Participants BOY/EOY8 / 10 Assets BOY/EOY$1,553,546 / $2,068,683	2019	HERITAGE INVESTMENT GROUP PENSION PLAN - Plan #003	8 / 10	$1,553,546 / $2,068,683