Civic Intelligence

Heritage Case Management Inc.

Plan context: Heritage Case Management Inc 401 K Profit Sharing Plan Trust

EIN 02-0522302 • Concord, NH • 6 filings • 1 plans

PO Box 3723Concord, NH 03301-5022
Current Snapshot

Latest Year

2016

2016 Participants

13

2016 Assets

$146,642

2016 Contributions

$15,701

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$161,206$80,603$0201020142016YearValue
$146,642Latest year 2016

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1790201020142016YearValue
13Latest year 2016

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2016113$146,642$15,701$1,208iApproximate average salary by contribution assumption: employee only about $30,194 at 4% or $20,129 at 6%; with 50% employer match about $20,129 at 4% or $13,420 at 6%; with 100% employer match about $15,097 at 4% or $10,065 at 6%.
Heritage Case Management Inc 401 K Profit Sharing Plan Trust-13$146,642$15,701$1,208iApproximate average salary by contribution assumption: employee only about $30,194 at 4% or $20,129 at 6%; with 50% employer match about $20,129 at 4% or $13,420 at 6%; with 100% employer match about $15,097 at 4% or $10,065 at 6%.
2015115$161,206$17,368$1,158iApproximate average salary by contribution assumption: employee only about $28,947 at 4% or $19,298 at 6%; with 50% employer match about $19,298 at 4% or $12,865 at 6%; with 100% employer match about $14,473 at 4% or $9,649 at 6%.
Heritage Case Management Inc 401 K Profit Sharing Plan Trust-15$161,206$17,368$1,158iApproximate average salary by contribution assumption: employee only about $28,947 at 4% or $19,298 at 6%; with 50% employer match about $19,298 at 4% or $12,865 at 6%; with 100% employer match about $14,473 at 4% or $9,649 at 6%.
2014115$142,082$17,108$1,141iApproximate average salary by contribution assumption: employee only about $28,513 at 4% or $19,009 at 6%; with 50% employer match about $19,009 at 4% or $12,673 at 6%; with 100% employer match about $14,257 at 4% or $9,504 at 6%.
Heritage Case Management Inc 401 K Profit Sharing Plan Trust-15$142,082$17,108$1,141iApproximate average salary by contribution assumption: employee only about $28,513 at 4% or $19,009 at 6%; with 50% employer match about $19,009 at 4% or $12,673 at 6%; with 100% employer match about $14,257 at 4% or $9,504 at 6%.
2013116$125,051$20,798$1,300iApproximate average salary by contribution assumption: employee only about $32,497 at 4% or $21,665 at 6%; with 50% employer match about $21,665 at 4% or $14,443 at 6%; with 100% employer match about $16,248 at 4% or $10,832 at 6%.
Heritage Case Management Inc 401 K Profit Sharing Plan Trust-16$125,051$20,798$1,300iApproximate average salary by contribution assumption: employee only about $32,497 at 4% or $21,665 at 6%; with 50% employer match about $21,665 at 4% or $14,443 at 6%; with 100% employer match about $16,248 at 4% or $10,832 at 6%.
2012115$87,490$25,071$1,671iApproximate average salary by contribution assumption: employee only about $41,785 at 4% or $27,857 at 6%; with 50% employer match about $27,857 at 4% or $18,571 at 6%; with 100% employer match about $20,893 at 4% or $13,928 at 6%.
Heritage Case Management Inc 401 K Profit Sharing Plan Trust-15$87,490$25,071$1,671iApproximate average salary by contribution assumption: employee only about $41,785 at 4% or $27,857 at 6%; with 50% employer match about $27,857 at 4% or $18,571 at 6%; with 100% employer match about $20,893 at 4% or $13,928 at 6%.
2010117$36,184$33,807$1,989iApproximate average salary by contribution assumption: employee only about $49,716 at 4% or $33,144 at 6%; with 50% employer match about $33,144 at 4% or $22,096 at 6%; with 100% employer match about $24,858 at 4% or $16,572 at 6%.
Heritage Case Management Inc 401 K Profit Sharing Plan Trust-17$36,184$33,807$1,989iApproximate average salary by contribution assumption: employee only about $49,716 at 4% or $33,144 at 6%; with 50% employer match about $33,144 at 4% or $22,096 at 6%; with 100% employer match about $24,858 at 4% or $16,572 at 6%.