Civic Intelligence

Heritage Financial Group LLC

Plan context: Heritage Finanacial Group LLC 401(K) Profit Sharing Plan

EIN 05-0597000 • West Chester, OH • 5 filings • 3 plans

497 Circle Freeway Dr, Ste 228West Chester, OH 45246-1257
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$6,337

2016 Contributions

$5,402

Historical Graphs

Total Assets Over Time

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

$8,761$4,381$0201320152016YearValue
$6,337Latest year 2016

Participants Over Time

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

210201320152016YearValue
2Latest 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
201622$6,337$0-
Heritage Finanacial Group LLC 401(K) Profit Sharing Plan-2$6,337$0-
Heritage Finanacial Group LLC 401(K) Profit Sharing Plan-0$0$0-
201512$6,710$0-
Heritage Finanacial Group LLC 401(K) Profit Sharing Plan-2$6,710$0-
201412$8,761$5,402$2,701iApproximate average salary by contribution assumption: employee only about $67,525 at 4% or $45,017 at 6%; with 50% employer match about $45,017 at 4% or $30,011 at 6%; with 100% employer match about $33,763 at 4% or $22,508 at 6%.
Heritage Finanacial Group LLC 401(K) Profit Sharing Plan-2$8,761$5,402$2,701iApproximate average salary by contribution assumption: employee only about $67,525 at 4% or $45,017 at 6%; with 50% employer match about $45,017 at 4% or $30,011 at 6%; with 100% employer match about $33,763 at 4% or $22,508 at 6%.
201312$3,868$3,744$1,872iApproximate average salary by contribution assumption: employee only about $46,800 at 4% or $31,200 at 6%; with 50% employer match about $31,200 at 4% or $20,800 at 6%; with 100% employer match about $23,400 at 4% or $15,600 at 6%.
Heritage Finanacial Group LLC 401(K) Profit Sharing Plan-2$3,868$3,744$1,872iApproximate average salary by contribution assumption: employee only about $46,800 at 4% or $31,200 at 6%; with 50% employer match about $31,200 at 4% or $20,800 at 6%; with 100% employer match about $23,400 at 4% or $15,600 at 6%.