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HERITAGE FINANCIAL CORPORATION
HERITAGE FINANCIAL CORPORATION
RSSD ID 5513121
217 SOUTH JAMES CAMPBELL BOULEVARD Quarter Ended : 2024-12-31
COLUMBIA, TN, 38401 Updated : 2025-03-05

Institution Profile
Year Opened : 2020 Institution Type : Holding Company
Reserve District : Atlanta Federal Regulator : FED
Entity Type : Bank Holding Company Fiscal Year End : 12/31
Structure : Corporation (stock) S-Corp : No
External Auditor : MAGGART & ASSOCIATES, PC
Related Bank / Thrift Assets Asset Concentration
 Heritage Bank & Trust 377,823 Commercial Lending Specialization

Financial Reports
SC - Balance Sheet Report
SI - Income Statement Report
:· All Financial Reports ...

Financial Fast Facts
Balance Sheet
(USD, in thousands)
Income Statement
(USD, in thousands, ytd)



Total Assets27,588
Total Operating Income1,300
Total Liabilities 5,409
Total Operating Expenses366
Total Equity Capital22,179
Equity in Undistributed Income 1,605


Net income (loss)2,635



Miscellaneous

Cash Dividends Declared by Bank Holding Company0

Total Consolidated Assets of Bank Holding Company386,667






 

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Source of Data: FDIC, FRB, NCUA, OCC, SEC, U.S. Department of the Treasury