Heritage Funeral Service,inc.

Form 5500

HERITAGE FUNERAL SERVICES, INC.

436 West James Lee Blvd., Crestview, FL 32536 (850) 682-3052 EIN:36-4496779 Plan Admin:Anderson Powell

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHERITAGE FUNERAL SERVICES, INC., 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 0 Assets BOY/EOY$230,249 / $0	2023	HERITAGE FUNERAL SERVICES, INC., 401(K) PROFIT SHARING PLAN - Plan #001	4 / 0	$230,249 / $0
2022	Plan NameHERITAGE FUNERAL SERVICES, INC., 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$314,419 / $230,249	2022	HERITAGE FUNERAL SERVICES, INC., 401(K) PROFIT SHARING PLAN - Plan #001	5 / 4	$314,419 / $230,249
2021	Plan NameHERITAGE FUNERAL SERVICES, INC., 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$239,347 / $314,419	2021	HERITAGE FUNERAL SERVICES, INC., 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$239,347 / $314,419
2020	Plan NameHERITAGE FUNERAL SERVICES, INC., 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$140,333 / $239,347	2020	HERITAGE FUNERAL SERVICES, INC., 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$140,333 / $239,347
2019	Plan NameHERITAGE FUNERAL SERVICES, INC., 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$98,964 / $140,333	2019	HERITAGE FUNERAL SERVICES, INC., 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$98,964 / $140,333