Heritage Capital Advisors LLC
Plan context: Heritage Capital Advisors LLC 401K Savings Plan
EIN 01-0567764 • 5 filings • 1 plans
Current Snapshot
Latest Year
2006
2006 Participants
5
2006 Assets
$94,346
2006 Contributions
$30,191
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2006 | 1 | 5 | $94,346 | $0 | - |
| Heritage Capital Advisors LLC 401K Savings Plan | - | 5 | $94,346 | - | - |
| 2005 | 1 | 8 | $108,344 | $30,191 | $3,774iApproximate average salary by contribution assumption: employee only about $94,347 at 4% or $62,898 at 6%; with 50% employer match about $62,898 at 4% or $41,932 at 6%; with 100% employer match about $47,173 at 4% or $31,449 at 6%. |
| Heritage Capital Advisors LLC 401K Savings Plan | - | 8 | $108,344 | $30,191 | $3,774iApproximate average salary by contribution assumption: employee only about $94,347 at 4% or $62,898 at 6%; with 50% employer match about $62,898 at 4% or $41,932 at 6%; with 100% employer match about $47,173 at 4% or $31,449 at 6%. |
| 2004 | 1 | 6 | $76,113 | $19,367 | $3,228iApproximate average salary by contribution assumption: employee only about $80,696 at 4% or $53,797 at 6%; with 50% employer match about $53,797 at 4% or $35,865 at 6%; with 100% employer match about $40,348 at 4% or $26,899 at 6%. |
| Heritage Capital Advisors LLC 401K Savings Plan | - | 6 | $76,113 | $19,367 | $3,228iApproximate average salary by contribution assumption: employee only about $80,696 at 4% or $53,797 at 6%; with 50% employer match about $53,797 at 4% or $35,865 at 6%; with 100% employer match about $40,348 at 4% or $26,899 at 6%. |
| 2003 | 1 | 5 | $208,780 | $15,959 | $3,192iApproximate average salary by contribution assumption: employee only about $79,795 at 4% or $53,197 at 6%; with 50% employer match about $53,197 at 4% or $35,464 at 6%; with 100% employer match about $39,898 at 4% or $26,598 at 6%. |
| Heritage Capital Advisors LLC 401K Savings Plan | - | 5 | $208,780 | $15,959 | $3,192iApproximate average salary by contribution assumption: employee only about $79,795 at 4% or $53,197 at 6%; with 50% employer match about $53,197 at 4% or $35,464 at 6%; with 100% employer match about $39,898 at 4% or $26,598 at 6%. |
| 2002 | 1 | 12 | $0 | $0 | - |
| Heritage Capital Advisors LLC 401K Savings Plan | - | 12 | - | - | - |