HERITAGE CAPITAL MANAGEMENT, INC.
Plan context: Heritage Capital Management 401K Profit Sharing Plan
EIN 04-2780712 • 2 filings • 2 plans
Current Snapshot
Latest Year
1999
1999 Participants
3
1999 Assets
$0
1999 Contributions
$52,327
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
No historical points available.
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 |
|---|---|---|---|---|---|
| 1999 | 2 | 3 | $0 | $52,327 | $17,442iApproximate average salary by contribution assumption: employee only about $436,058 at 4% or $290,706 at 6%; with 50% employer match about $290,706 at 4% or $193,804 at 6%; with 100% employer match about $218,029 at 4% or $145,353 at 6%. |
| Heritage Capital Management 401K Profit Sharing Plan | - | 3 | - | $52,327 | $17,442iApproximate average salary by contribution assumption: employee only about $436,058 at 4% or $290,706 at 6%; with 50% employer match about $290,706 at 4% or $193,804 at 6%; with 100% employer match about $218,029 at 4% or $145,353 at 6%. |
| Heritage Capital Management Inc. Defined Benefit Pension Plan | - | 0 | - | - | - |