Civic Intelligence

Heritage Wholesalers Inc.

Plan context: Heritage Wholesalers Inc. 401K Retirement Savings Plan

EIN 04-2473521 • Malden, MA • 16 filings • 2 plans

185 Commercial StreetMalden, MA 02148
Current Snapshot

Latest Year

2014

2014 Participants

36

2014 Assets

$785,966

2014 Contributions

$7,856

Historical Graphs

Total Assets Over Time

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

$3,799,954$1,899,977$0199920062013YearValue
$785,966Latest year 2013

Participants Over Time

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

56280199920062013YearValue
36Latest year 2013

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
201410$0$7,856-
Heritage Wholesalers Inc. 401K Retirement Savings Plan-0$0$7,856-
2013136$785,966$201,091$5,586iApproximate average salary by contribution assumption: employee only about $139,647 at 4% or $93,098 at 6%; with 50% employer match about $93,098 at 4% or $62,065 at 6%; with 100% employer match about $69,823 at 4% or $46,549 at 6%.
Heritage Wholesalers Inc. 401K Retirement Savings Plan-36$785,966$201,091$5,586iApproximate average salary by contribution assumption: employee only about $139,647 at 4% or $93,098 at 6%; with 50% employer match about $93,098 at 4% or $62,065 at 6%; with 100% employer match about $69,823 at 4% or $46,549 at 6%.
2012156$2,560,680$324,080$5,787iApproximate average salary by contribution assumption: employee only about $144,679 at 4% or $96,452 at 6%; with 50% employer match about $96,452 at 4% or $64,302 at 6%; with 100% employer match about $72,339 at 4% or $48,226 at 6%.
Heritage Wholesalers Inc. 401K Retirement Savings Plan-56$2,560,680$324,080$5,787iApproximate average salary by contribution assumption: employee only about $144,679 at 4% or $96,452 at 6%; with 50% employer match about $96,452 at 4% or $64,302 at 6%; with 100% employer match about $72,339 at 4% or $48,226 at 6%.
2011151$2,853,121$217,922$4,273iApproximate average salary by contribution assumption: employee only about $106,825 at 4% or $71,216 at 6%; with 50% employer match about $71,216 at 4% or $47,478 at 6%; with 100% employer match about $53,412 at 4% or $35,608 at 6%.
Heritage Wholesalers Inc. 401K Retirement Savings Plan-51$2,853,121$217,922$4,273iApproximate average salary by contribution assumption: employee only about $106,825 at 4% or $71,216 at 6%; with 50% employer match about $71,216 at 4% or $47,478 at 6%; with 100% employer match about $53,412 at 4% or $35,608 at 6%.
2010154$3,318,418$217,883$4,035iApproximate average salary by contribution assumption: employee only about $100,872 at 4% or $67,248 at 6%; with 50% employer match about $67,248 at 4% or $44,832 at 6%; with 100% employer match about $50,436 at 4% or $33,624 at 6%.
Heritage Wholesalers Inc. 401K Retirement Savings Plan-54$3,318,418$217,883$4,035iApproximate average salary by contribution assumption: employee only about $100,872 at 4% or $67,248 at 6%; with 50% employer match about $67,248 at 4% or $44,832 at 6%; with 100% employer match about $50,436 at 4% or $33,624 at 6%.
2009155$2,784,092$214,342$3,897iApproximate average salary by contribution assumption: employee only about $97,428 at 4% or $64,952 at 6%; with 50% employer match about $64,952 at 4% or $43,301 at 6%; with 100% employer match about $48,714 at 4% or $32,476 at 6%.
Heritage Wholesalers Inc. 401K Retirement Savings Plan-55$2,784,092$214,342$3,897iApproximate average salary by contribution assumption: employee only about $97,428 at 4% or $64,952 at 6%; with 50% employer match about $64,952 at 4% or $43,301 at 6%; with 100% employer match about $48,714 at 4% or $32,476 at 6%.
2008144$0$0-
Heritage Wholesalers Inc. 401K Retirement Savings Plan-44---
2007143$0$0-
Heritage Wholesalers Inc. 401K Retirement Savings Plan-43---
2006145$3,799,954$405,149$9,003iApproximate average salary by contribution assumption: employee only about $225,083 at 4% or $150,055 at 6%; with 50% employer match about $150,055 at 4% or $100,037 at 6%; with 100% employer match about $112,541 at 4% or $75,028 at 6%.
Heritage Wholesalers Inc. 401K Retirement Savings Plan-45$3,799,954$405,149$9,003iApproximate average salary by contribution assumption: employee only about $225,083 at 4% or $150,055 at 6%; with 50% employer match about $150,055 at 4% or $100,037 at 6%; with 100% employer match about $112,541 at 4% or $75,028 at 6%.
2005139$2,969,096$360,265$9,238iApproximate average salary by contribution assumption: employee only about $230,939 at 4% or $153,959 at 6%; with 50% employer match about $153,959 at 4% or $102,640 at 6%; with 100% employer match about $115,470 at 4% or $76,980 at 6%.
Heritage Wholesalers Inc. 401K Retirement Savings Plan-39$2,969,096$360,265$9,238iApproximate average salary by contribution assumption: employee only about $230,939 at 4% or $153,959 at 6%; with 50% employer match about $153,959 at 4% or $102,640 at 6%; with 100% employer match about $115,470 at 4% or $76,980 at 6%.
2004127$2,474,681$363,376$13,458iApproximate average salary by contribution assumption: employee only about $336,459 at 4% or $224,306 at 6%; with 50% employer match about $224,306 at 4% or $149,537 at 6%; with 100% employer match about $168,230 at 4% or $112,153 at 6%.
Heritage Wholesalers Inc. 401K Retirement Savings Plan-27$2,474,681$363,376$13,458iApproximate average salary by contribution assumption: employee only about $336,459 at 4% or $224,306 at 6%; with 50% employer match about $224,306 at 4% or $149,537 at 6%; with 100% employer match about $168,230 at 4% or $112,153 at 6%.
2003130$1,936,414$297,195$9,907iApproximate average salary by contribution assumption: employee only about $247,663 at 4% or $165,108 at 6%; with 50% employer match about $165,108 at 4% or $110,072 at 6%; with 100% employer match about $123,831 at 4% or $82,554 at 6%.
Heritage Wholesalers Inc. 401K Retirement Savings Plan-30$1,936,414$297,195$9,907iApproximate average salary by contribution assumption: employee only about $247,663 at 4% or $165,108 at 6%; with 50% employer match about $165,108 at 4% or $110,072 at 6%; with 100% employer match about $123,831 at 4% or $82,554 at 6%.
2002131$0$0-
Heritage Wholesalers Inc. 401K Retirement Savings Plan-31---
2001127$0$0-
Heritage Wholesalers Inc. 401K Retirement Savings Plan-27---
2000124$1,188,744$173,114$7,213iApproximate average salary by contribution assumption: employee only about $180,327 at 4% or $120,218 at 6%; with 50% employer match about $120,218 at 4% or $80,145 at 6%; with 100% employer match about $90,164 at 4% or $60,109 at 6%.
Heritage Wholesalers Inc. 401K Retirement Savings Plan-24$1,188,744$173,114$7,213iApproximate average salary by contribution assumption: employee only about $180,327 at 4% or $120,218 at 6%; with 50% employer match about $120,218 at 4% or $80,145 at 6%; with 100% employer match about $90,164 at 4% or $60,109 at 6%.
1999122$1,911,502$162,079$7,367iApproximate average salary by contribution assumption: employee only about $184,181 at 4% or $122,787 at 6%; with 50% employer match about $122,787 at 4% or $81,858 at 6%; with 100% employer match about $92,090 at 4% or $61,394 at 6%.
Heritage Wholesalers Inc. 401K Retirement Savings Plan-22$1,911,502$162,079$7,367iApproximate average salary by contribution assumption: employee only about $184,181 at 4% or $122,787 at 6%; with 50% employer match about $122,787 at 4% or $81,858 at 6%; with 100% employer match about $92,090 at 4% or $61,394 at 6%.