Heritage Golf Group, Inc. 401(k) Plan (terminated 2020): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2020. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Heritage Golf Group, Inc. 401(k) Plan Facts (plan year 2020)

Plan name
HERITAGE GOLF GROUP, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HERITAGE GOLF GROUP, INC.
Participants
537
Former employees with a balance
0
Employer contributions
$1,476 in plan year 2020 (6% of all contributions)
Recordkeeper
Jpmorgan Invest Holdings Llc
Plan year
Jan 1, 2020 – Apr 30, 2020
Plan established
Feb 1, 2000
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2020 (Jan 1, 2020 – Apr 30, 2020), filed Feb 1, 2021. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2020

  • $25,304 went into the plan in contributions, $1,476 of it from the employer (6%).
  • $5.02 million was paid out to participants.

How the Heritage Golf Group, Inc. 401(k) changed, 2015–2020

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2015515$5.45 million$32,618$998,868
2016629$5.39 million$25,013$716,633
2017600$5.63 million$33,327$925,744
2018582$5.49 million$35,508$147,461
2019586$5.86 million$31,253$1.05 million
2020 (final)537$0$1,476$5.02 million

Heritage Golf Group, Inc. 401(k) Contact Information

Phone
858-617-6116
Mailing address
6005 HIDDEN VALLEY ROAD SUITE 115, CARLSBAD CA 92011
Plan sponsor
HERITAGE GOLF GROUP, INC.
Employer identification number (EIN)
41-2062829
Plan number
001

Questions about the Heritage Golf Group, Inc. 401(k)

Is the Heritage Golf Group, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2020.

Does Heritage Golf Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $1,476, 6% of all contributions.

Does the Heritage Golf Group, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Heritage Golf Group, Inc 401(k) plan?

537 participants at the start of plan year 2020.

Who manages the Heritage Golf Group, Inc 401(k) accounts?

J.P. Morgan Retirement Link (listed on the filing as JPMORGAN INVEST HOLDINGS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

Related Companies
Headquarter: SOUTHERN OPERATIONS CENTER 3615 PACIFIC AVE., TACOMA, WA, 98418
Headquarter: 1101 SNOWS MILL AVENUE, TUSCALOOSA, AL, 354062015
Headquarter: 1133 INNOVATION WAY, SUNNYVALE, CA, 940891206
Headquarter: 2211 NORTH FIRST STREET, SAN JOSE, CA, 95131
Headquarter: 3060 OLSEN DR, SAN JOSE, CA, 95128