Civic Intelligence

Heritage Benefit Consultants Inc.

Plan context: Heritage Benefit Consultants Inc. Retirement Plan

EIN 06-0991349 • Watertown, CT • 47 filings • 2 plans

680 Main StreetWatertown, CT 06795
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$777,754

2024 Contributions

$63,719

Historical Graphs

Total Assets Over Time

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

$941,337$470,669$0199920142024YearValue
$777,754Latest year 2024

Participants Over Time

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

530199920122024YearValue
4Latest year 2024

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
202414$777,754$63,719$15,930iApproximate average salary by contribution assumption: employee only about $398,244 at 4% or $265,496 at 6%; with 50% employer match about $265,496 at 4% or $176,997 at 6%; with 100% employer match about $199,122 at 4% or $132,748 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-4$777,754$63,719$15,930iApproximate average salary by contribution assumption: employee only about $398,244 at 4% or $265,496 at 6%; with 50% employer match about $265,496 at 4% or $176,997 at 6%; with 100% employer match about $199,122 at 4% or $132,748 at 6%.
202324$941,337$150,293$37,573iApproximate average salary by contribution assumption: employee only about $939,331 at 4% or $626,221 at 6%; with 50% employer match about $626,221 at 4% or $417,481 at 6%; with 100% employer match about $469,666 at 4% or $313,110 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-4$742,006$120,293$30,073iApproximate average salary by contribution assumption: employee only about $751,831 at 4% or $501,221 at 6%; with 50% employer match about $501,221 at 4% or $334,147 at 6%; with 100% employer match about $375,916 at 4% or $250,610 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-2$199,331$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
202224$766,249$49,615$12,404iApproximate average salary by contribution assumption: employee only about $310,094 at 4% or $206,729 at 6%; with 50% employer match about $206,729 at 4% or $137,819 at 6%; with 100% employer match about $155,047 at 4% or $103,365 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-4$585,669$20,115$5,029iApproximate average salary by contribution assumption: employee only about $125,719 at 4% or $83,813 at 6%; with 50% employer match about $83,813 at 4% or $55,875 at 6%; with 100% employer match about $62,859 at 4% or $41,906 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-2$180,580$29,500$14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%.
202125$741,712$12,321$2,464iApproximate average salary by contribution assumption: employee only about $61,605 at 4% or $41,070 at 6%; with 50% employer match about $41,070 at 4% or $27,380 at 6%; with 100% employer match about $30,802 at 4% or $20,535 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-5$572,138$12,321$2,464iApproximate average salary by contribution assumption: employee only about $61,605 at 4% or $41,070 at 6%; with 50% employer match about $41,070 at 4% or $27,380 at 6%; with 100% employer match about $30,802 at 4% or $20,535 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-2$169,574--
202025$805,151$14,433$2,887iApproximate average salary by contribution assumption: employee only about $72,165 at 4% or $48,110 at 6%; with 50% employer match about $48,110 at 4% or $32,073 at 6%; with 100% employer match about $36,083 at 4% or $24,055 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-5$619,656$11,868$2,374iApproximate average salary by contribution assumption: employee only about $59,340 at 4% or $39,560 at 6%; with 50% employer match about $39,560 at 4% or $26,373 at 6%; with 100% employer match about $29,670 at 4% or $19,780 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-3$185,495$2,565$855iApproximate average salary by contribution assumption: employee only about $21,375 at 4% or $14,250 at 6%; with 50% employer match about $14,250 at 4% or $9,500 at 6%; with 100% employer match about $10,688 at 4% or $7,125 at 6%.
201925$786,785$445,154$89,031iApproximate average salary by contribution assumption: employee only about $2,225,770 at 4% or $1,483,847 at 6%; with 50% employer match about $1,483,847 at 4% or $989,231 at 6%; with 100% employer match about $1,112,885 at 4% or $741,923 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-5$609,449$433,909$86,782iApproximate average salary by contribution assumption: employee only about $2,169,545 at 4% or $1,446,363 at 6%; with 50% employer match about $1,446,363 at 4% or $964,242 at 6%; with 100% employer match about $1,084,773 at 4% or $723,182 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-3$177,336$11,245$3,748iApproximate average salary by contribution assumption: employee only about $93,708 at 4% or $62,472 at 6%; with 50% employer match about $62,472 at 4% or $41,648 at 6%; with 100% employer match about $46,854 at 4% or $31,236 at 6%.
201825$402,010$49,080$9,816iApproximate average salary by contribution assumption: employee only about $245,400 at 4% or $163,600 at 6%; with 50% employer match about $163,600 at 4% or $109,067 at 6%; with 100% employer match about $122,700 at 4% or $81,800 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-5$218,639$26,850$5,370iApproximate average salary by contribution assumption: employee only about $134,250 at 4% or $89,500 at 6%; with 50% employer match about $89,500 at 4% or $59,667 at 6%; with 100% employer match about $67,125 at 4% or $44,750 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-3$183,371$22,230$7,410iApproximate average salary by contribution assumption: employee only about $185,250 at 4% or $123,500 at 6%; with 50% employer match about $123,500 at 4% or $82,333 at 6%; with 100% employer match about $92,625 at 4% or $61,750 at 6%.
201725$381,926$34,605$6,921iApproximate average salary by contribution assumption: employee only about $173,025 at 4% or $115,350 at 6%; with 50% employer match about $115,350 at 4% or $76,900 at 6%; with 100% employer match about $86,513 at 4% or $57,675 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-5$197,377$12,375$2,475iApproximate average salary by contribution assumption: employee only about $61,875 at 4% or $41,250 at 6%; with 50% employer match about $41,250 at 4% or $27,500 at 6%; with 100% employer match about $30,938 at 4% or $20,625 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-3$184,549$22,230$7,410iApproximate average salary by contribution assumption: employee only about $185,250 at 4% or $123,500 at 6%; with 50% employer match about $123,500 at 4% or $82,333 at 6%; with 100% employer match about $92,625 at 4% or $61,750 at 6%.
201625$420,310$48,157$9,631iApproximate average salary by contribution assumption: employee only about $240,785 at 4% or $160,523 at 6%; with 50% employer match about $160,523 at 4% or $107,016 at 6%; with 100% employer match about $120,393 at 4% or $80,262 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-5$228,555$25,927$5,185iApproximate average salary by contribution assumption: employee only about $129,635 at 4% or $86,423 at 6%; with 50% employer match about $86,423 at 4% or $57,616 at 6%; with 100% employer match about $64,817 at 4% or $43,212 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-3$191,755$22,230$7,410iApproximate average salary by contribution assumption: employee only about $185,250 at 4% or $123,500 at 6%; with 50% employer match about $123,500 at 4% or $82,333 at 6%; with 100% employer match about $92,625 at 4% or $61,750 at 6%.
201525$428,587$33,564$6,713iApproximate average salary by contribution assumption: employee only about $167,820 at 4% or $111,880 at 6%; with 50% employer match about $111,880 at 4% or $74,587 at 6%; with 100% employer match about $83,910 at 4% or $55,940 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-3$222,795$22,230$7,410iApproximate average salary by contribution assumption: employee only about $185,250 at 4% or $123,500 at 6%; with 50% employer match about $123,500 at 4% or $82,333 at 6%; with 100% employer match about $92,625 at 4% or $61,750 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-5$205,792$11,334$2,267iApproximate average salary by contribution assumption: employee only about $56,670 at 4% or $37,780 at 6%; with 50% employer match about $37,780 at 4% or $25,187 at 6%; with 100% employer match about $28,335 at 4% or $18,890 at 6%.
201424$424,883$36,298$9,075iApproximate average salary by contribution assumption: employee only about $226,863 at 4% or $151,242 at 6%; with 50% employer match about $151,242 at 4% or $100,828 at 6%; with 100% employer match about $113,431 at 4% or $75,621 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-3$250,669$22,230$7,410iApproximate average salary by contribution assumption: employee only about $185,250 at 4% or $123,500 at 6%; with 50% employer match about $123,500 at 4% or $82,333 at 6%; with 100% employer match about $92,625 at 4% or $61,750 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-4$174,214$14,068$3,517iApproximate average salary by contribution assumption: employee only about $87,925 at 4% or $58,617 at 6%; with 50% employer match about $58,617 at 4% or $39,078 at 6%; with 100% employer match about $43,963 at 4% or $29,308 at 6%.
201325$380,853$34,298$6,860iApproximate average salary by contribution assumption: employee only about $171,490 at 4% or $114,327 at 6%; with 50% employer match about $114,327 at 4% or $76,218 at 6%; with 100% employer match about $85,745 at 4% or $57,163 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-3$216,450$22,230$7,410iApproximate average salary by contribution assumption: employee only about $185,250 at 4% or $123,500 at 6%; with 50% employer match about $123,500 at 4% or $82,333 at 6%; with 100% employer match about $92,625 at 4% or $61,750 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-5$164,403$12,068$2,414iApproximate average salary by contribution assumption: employee only about $60,340 at 4% or $40,227 at 6%; with 50% employer match about $40,227 at 4% or $26,818 at 6%; with 100% employer match about $30,170 at 4% or $20,113 at 6%.
201224$370,498$34,423$8,606iApproximate average salary by contribution assumption: employee only about $215,144 at 4% or $143,429 at 6%; with 50% employer match about $143,429 at 4% or $95,619 at 6%; with 100% employer match about $107,572 at 4% or $71,715 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-3$217,272$22,230$7,410iApproximate average salary by contribution assumption: employee only about $185,250 at 4% or $123,500 at 6%; with 50% employer match about $123,500 at 4% or $82,333 at 6%; with 100% employer match about $92,625 at 4% or $61,750 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-4$153,226$12,193$3,048iApproximate average salary by contribution assumption: employee only about $76,206 at 4% or $50,804 at 6%; with 50% employer match about $50,804 at 4% or $33,869 at 6%; with 100% employer match about $38,103 at 4% or $25,402 at 6%.
201125$365,370$34,173$6,835iApproximate average salary by contribution assumption: employee only about $170,865 at 4% or $113,910 at 6%; with 50% employer match about $113,910 at 4% or $75,940 at 6%; with 100% employer match about $85,433 at 4% or $56,955 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-3$220,721$22,230$7,410iApproximate average salary by contribution assumption: employee only about $185,250 at 4% or $123,500 at 6%; with 50% employer match about $123,500 at 4% or $82,333 at 6%; with 100% employer match about $92,625 at 4% or $61,750 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-5$144,649$11,943$2,389iApproximate average salary by contribution assumption: employee only about $59,715 at 4% or $39,810 at 6%; with 50% employer match about $39,810 at 4% or $26,540 at 6%; with 100% employer match about $29,858 at 4% or $19,905 at 6%.
201024$376,690$33,923$8,481iApproximate average salary by contribution assumption: employee only about $212,019 at 4% or $141,346 at 6%; with 50% employer match about $141,346 at 4% or $94,231 at 6%; with 100% employer match about $106,009 at 4% or $70,673 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-3$234,951$22,230$7,410iApproximate average salary by contribution assumption: employee only about $185,250 at 4% or $123,500 at 6%; with 50% employer match about $123,500 at 4% or $82,333 at 6%; with 100% employer match about $92,625 at 4% or $61,750 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-4$141,739$11,693$2,923iApproximate average salary by contribution assumption: employee only about $73,081 at 4% or $48,721 at 6%; with 50% employer match about $48,721 at 4% or $32,481 at 6%; with 100% employer match about $36,541 at 4% or $24,360 at 6%.
200925$349,774$79,623$15,925iApproximate average salary by contribution assumption: employee only about $398,115 at 4% or $265,410 at 6%; with 50% employer match about $265,410 at 4% or $176,940 at 6%; with 100% employer match about $199,058 at 4% or $132,705 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-3$208,506$23,085$7,695iApproximate average salary by contribution assumption: employee only about $192,375 at 4% or $128,250 at 6%; with 50% employer match about $128,250 at 4% or $85,500 at 6%; with 100% employer match about $96,188 at 4% or $64,125 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-5$141,268$56,538$11,308iApproximate average salary by contribution assumption: employee only about $282,690 at 4% or $188,460 at 6%; with 50% employer match about $188,460 at 4% or $125,640 at 6%; with 100% employer match about $141,345 at 4% or $94,230 at 6%.
200814$0$0-
Heritage Benefit Consultants Inc. Retirement Plan-4---
200724$0$0-
Heritage Benefit Consultants Inc. Retirement Plan-4---
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-3---
200624$144,171$7,256$1,814iApproximate average salary by contribution assumption: employee only about $45,350 at 4% or $30,233 at 6%; with 50% employer match about $30,233 at 4% or $20,156 at 6%; with 100% employer match about $22,675 at 4% or $15,117 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-4$144,171$7,256$1,814iApproximate average salary by contribution assumption: employee only about $45,350 at 4% or $30,233 at 6%; with 50% employer match about $30,233 at 4% or $20,156 at 6%; with 100% employer match about $22,675 at 4% or $15,117 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-3---
200524$178,874$4,563$1,141iApproximate average salary by contribution assumption: employee only about $28,519 at 4% or $19,013 at 6%; with 50% employer match about $19,013 at 4% or $12,675 at 6%; with 100% employer match about $14,259 at 4% or $9,506 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-4$178,874$4,563$1,141iApproximate average salary by contribution assumption: employee only about $28,519 at 4% or $19,013 at 6%; with 50% employer match about $19,013 at 4% or $12,675 at 6%; with 100% employer match about $14,259 at 4% or $9,506 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-3---
200424$170,295$2,493$623iApproximate average salary by contribution assumption: employee only about $15,581 at 4% or $10,388 at 6%; with 50% employer match about $10,388 at 4% or $6,925 at 6%; with 100% employer match about $7,791 at 4% or $5,194 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-4$170,295$2,493$623iApproximate average salary by contribution assumption: employee only about $15,581 at 4% or $10,388 at 6%; with 50% employer match about $10,388 at 4% or $6,925 at 6%; with 100% employer match about $7,791 at 4% or $5,194 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-3---
200325$168,104$2,275$455iApproximate average salary by contribution assumption: employee only about $11,375 at 4% or $7,583 at 6%; with 50% employer match about $7,583 at 4% or $5,056 at 6%; with 100% employer match about $5,688 at 4% or $3,792 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-5$168,104$2,275$455iApproximate average salary by contribution assumption: employee only about $11,375 at 4% or $7,583 at 6%; with 50% employer match about $7,583 at 4% or $5,056 at 6%; with 100% employer match about $5,688 at 4% or $3,792 at 6%.
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-4---
200225$0$0-
Heritage Benefit Consultants Inc. Retirement Plan-5---
Heritage Benefit Consultants Inc. Employee Stock Ownership Plan-5---
200113$0$0-
Heritage Benefit Consultants Inc. Retirement Plan-3---
200013$0$0-
Heritage Benefit Consultants Inc. Retirement Plan-3---
199915$257,961$1,300$260iApproximate average salary by contribution assumption: employee only about $6,500 at 4% or $4,333 at 6%; with 50% employer match about $4,333 at 4% or $2,889 at 6%; with 100% employer match about $3,250 at 4% or $2,167 at 6%.
Heritage Benefit Consultants Inc. Retirement Plan-5$257,961$1,300$260iApproximate average salary by contribution assumption: employee only about $6,500 at 4% or $4,333 at 6%; with 50% employer match about $4,333 at 4% or $2,889 at 6%; with 100% employer match about $3,250 at 4% or $2,167 at 6%.