Civic Intelligence

Heritage Mortgage Banking Corp.

Plan context: Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan

EIN 06-1675682 • Morristown, NJ • 21 filings • 3 plans

25 Lindsley Dr., Ste. 209Morristown, NJ 07960-4456
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$2,869,594

2024 Contributions

$160,755

Historical Graphs

Total Assets Over Time

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

$2,869,594$1,434,797$0200420142024YearValue
$2,869,594Latest year 2024

Participants Over Time

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

1680200420142024YearValue
14Latest 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
2024114$2,869,594$160,755$11,483iApproximate average salary by contribution assumption: employee only about $287,063 at 4% or $191,375 at 6%; with 50% employer match about $191,375 at 4% or $127,583 at 6%; with 100% employer match about $143,531 at 4% or $95,688 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-14$2,869,594$160,755$11,483iApproximate average salary by contribution assumption: employee only about $287,063 at 4% or $191,375 at 6%; with 50% employer match about $191,375 at 4% or $127,583 at 6%; with 100% employer match about $143,531 at 4% or $95,688 at 6%.
2023110$2,611,550$175,406$17,541iApproximate average salary by contribution assumption: employee only about $438,515 at 4% or $292,343 at 6%; with 50% employer match about $292,343 at 4% or $194,896 at 6%; with 100% employer match about $219,257 at 4% or $146,172 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-10$2,611,550$175,406$17,541iApproximate average salary by contribution assumption: employee only about $438,515 at 4% or $292,343 at 6%; with 50% employer match about $292,343 at 4% or $194,896 at 6%; with 100% employer match about $219,257 at 4% or $146,172 at 6%.
2022116$2,138,861$271,920$16,995iApproximate average salary by contribution assumption: employee only about $424,875 at 4% or $283,250 at 6%; with 50% employer match about $283,250 at 4% or $188,833 at 6%; with 100% employer match about $212,438 at 4% or $141,625 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-16$2,138,861$271,920$16,995iApproximate average salary by contribution assumption: employee only about $424,875 at 4% or $283,250 at 6%; with 50% employer match about $283,250 at 4% or $188,833 at 6%; with 100% employer match about $212,438 at 4% or $141,625 at 6%.
2021116$2,231,648$193,480$12,093iApproximate average salary by contribution assumption: employee only about $302,313 at 4% or $201,542 at 6%; with 50% employer match about $201,542 at 4% or $134,361 at 6%; with 100% employer match about $151,156 at 4% or $100,771 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-16$2,231,648$193,480$12,093iApproximate average salary by contribution assumption: employee only about $302,313 at 4% or $201,542 at 6%; with 50% employer match about $201,542 at 4% or $134,361 at 6%; with 100% employer match about $151,156 at 4% or $100,771 at 6%.
2020116$1,816,262$265,015$16,563iApproximate average salary by contribution assumption: employee only about $414,086 at 4% or $276,057 at 6%; with 50% employer match about $276,057 at 4% or $184,038 at 6%; with 100% employer match about $207,043 at 4% or $138,029 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-16$1,816,262$265,015$16,563iApproximate average salary by contribution assumption: employee only about $414,086 at 4% or $276,057 at 6%; with 50% employer match about $276,057 at 4% or $184,038 at 6%; with 100% employer match about $207,043 at 4% or $138,029 at 6%.
2019115$1,402,579$193,714$12,914iApproximate average salary by contribution assumption: employee only about $322,857 at 4% or $215,238 at 6%; with 50% employer match about $215,238 at 4% or $143,492 at 6%; with 100% employer match about $161,428 at 4% or $107,619 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-15$1,402,579$193,714$12,914iApproximate average salary by contribution assumption: employee only about $322,857 at 4% or $215,238 at 6%; with 50% employer match about $215,238 at 4% or $143,492 at 6%; with 100% employer match about $161,428 at 4% or $107,619 at 6%.
2018112$995,533$65,876$5,490iApproximate average salary by contribution assumption: employee only about $137,242 at 4% or $91,494 at 6%; with 50% employer match about $91,494 at 4% or $60,996 at 6%; with 100% employer match about $68,621 at 4% or $45,747 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-12$995,533$65,876$5,490iApproximate average salary by contribution assumption: employee only about $137,242 at 4% or $91,494 at 6%; with 50% employer match about $91,494 at 4% or $60,996 at 6%; with 100% employer match about $68,621 at 4% or $45,747 at 6%.
2017111$1,037,743$60,274$5,479iApproximate average salary by contribution assumption: employee only about $136,986 at 4% or $91,324 at 6%; with 50% employer match about $91,324 at 4% or $60,883 at 6%; with 100% employer match about $68,493 at 4% or $45,662 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-11$1,037,743$60,274$5,479iApproximate average salary by contribution assumption: employee only about $136,986 at 4% or $91,324 at 6%; with 50% employer match about $91,324 at 4% or $60,883 at 6%; with 100% employer match about $68,493 at 4% or $45,662 at 6%.
2016110$855,312$62,184$6,218iApproximate average salary by contribution assumption: employee only about $155,460 at 4% or $103,640 at 6%; with 50% employer match about $103,640 at 4% or $69,093 at 6%; with 100% employer match about $77,730 at 4% or $51,820 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-10$855,312$62,184$6,218iApproximate average salary by contribution assumption: employee only about $155,460 at 4% or $103,640 at 6%; with 50% employer match about $103,640 at 4% or $69,093 at 6%; with 100% employer match about $77,730 at 4% or $51,820 at 6%.
2015111$740,243$71,793$6,527iApproximate average salary by contribution assumption: employee only about $163,166 at 4% or $108,777 at 6%; with 50% employer match about $108,777 at 4% or $72,518 at 6%; with 100% employer match about $81,583 at 4% or $54,389 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-11$740,243$71,793$6,527iApproximate average salary by contribution assumption: employee only about $163,166 at 4% or $108,777 at 6%; with 50% employer match about $108,777 at 4% or $72,518 at 6%; with 100% employer match about $81,583 at 4% or $54,389 at 6%.
2014111$713,230$41,625$3,784iApproximate average salary by contribution assumption: employee only about $94,602 at 4% or $63,068 at 6%; with 50% employer match about $63,068 at 4% or $42,045 at 6%; with 100% employer match about $47,301 at 4% or $31,534 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-11$713,230$41,625$3,784iApproximate average salary by contribution assumption: employee only about $94,602 at 4% or $63,068 at 6%; with 50% employer match about $63,068 at 4% or $42,045 at 6%; with 100% employer match about $47,301 at 4% or $31,534 at 6%.
2013112$686,567$63,615$5,301iApproximate average salary by contribution assumption: employee only about $132,531 at 4% or $88,354 at 6%; with 50% employer match about $88,354 at 4% or $58,903 at 6%; with 100% employer match about $66,266 at 4% or $44,177 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-12$686,567$63,615$5,301iApproximate average salary by contribution assumption: employee only about $132,531 at 4% or $88,354 at 6%; with 50% employer match about $88,354 at 4% or $58,903 at 6%; with 100% employer match about $66,266 at 4% or $44,177 at 6%.
2012112$577,384$58,943$4,912iApproximate average salary by contribution assumption: employee only about $122,798 at 4% or $81,865 at 6%; with 50% employer match about $81,865 at 4% or $54,577 at 6%; with 100% employer match about $61,399 at 4% or $40,933 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-12$577,384$58,943$4,912iApproximate average salary by contribution assumption: employee only about $122,798 at 4% or $81,865 at 6%; with 50% employer match about $81,865 at 4% or $54,577 at 6%; with 100% employer match about $61,399 at 4% or $40,933 at 6%.
2011113$529,014$45,095$3,469iApproximate average salary by contribution assumption: employee only about $86,721 at 4% or $57,814 at 6%; with 50% employer match about $57,814 at 4% or $38,543 at 6%; with 100% employer match about $43,361 at 4% or $28,907 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-13$529,014$45,095$3,469iApproximate average salary by contribution assumption: employee only about $86,721 at 4% or $57,814 at 6%; with 50% employer match about $57,814 at 4% or $38,543 at 6%; with 100% employer match about $43,361 at 4% or $28,907 at 6%.
2010113$513,846$54,813$4,216iApproximate average salary by contribution assumption: employee only about $105,410 at 4% or $70,273 at 6%; with 50% employer match about $70,273 at 4% or $46,849 at 6%; with 100% employer match about $52,705 at 4% or $35,137 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-13$513,846$54,813$4,216iApproximate average salary by contribution assumption: employee only about $105,410 at 4% or $70,273 at 6%; with 50% employer match about $70,273 at 4% or $46,849 at 6%; with 100% employer match about $52,705 at 4% or $35,137 at 6%.
2009115$507,578$69,892$4,659iApproximate average salary by contribution assumption: employee only about $116,487 at 4% or $77,658 at 6%; with 50% employer match about $77,658 at 4% or $51,772 at 6%; with 100% employer match about $58,243 at 4% or $38,829 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-15$507,578$69,892$4,659iApproximate average salary by contribution assumption: employee only about $116,487 at 4% or $77,658 at 6%; with 50% employer match about $77,658 at 4% or $51,772 at 6%; with 100% employer match about $58,243 at 4% or $38,829 at 6%.
2008110$369,058$77,412$7,741iApproximate average salary by contribution assumption: employee only about $193,530 at 4% or $129,020 at 6%; with 50% employer match about $129,020 at 4% or $86,013 at 6%; with 100% employer match about $96,765 at 4% or $64,510 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-10$369,058$77,412$7,741iApproximate average salary by contribution assumption: employee only about $193,530 at 4% or $129,020 at 6%; with 50% employer match about $129,020 at 4% or $86,013 at 6%; with 100% employer match about $96,765 at 4% or $64,510 at 6%.
2007112$487,015$99,475$8,290iApproximate average salary by contribution assumption: employee only about $207,240 at 4% or $138,160 at 6%; with 50% employer match about $138,160 at 4% or $92,106 at 6%; with 100% employer match about $103,620 at 4% or $69,080 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-12$487,015$99,475$8,290iApproximate average salary by contribution assumption: employee only about $207,240 at 4% or $138,160 at 6%; with 50% employer match about $138,160 at 4% or $92,106 at 6%; with 100% employer match about $103,620 at 4% or $69,080 at 6%.
2006116$470,645$167,402$10,463iApproximate average salary by contribution assumption: employee only about $261,566 at 4% or $174,377 at 6%; with 50% employer match about $174,377 at 4% or $116,251 at 6%; with 100% employer match about $130,783 at 4% or $87,189 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-16$470,645$167,402$10,463iApproximate average salary by contribution assumption: employee only about $261,566 at 4% or $174,377 at 6%; with 50% employer match about $174,377 at 4% or $116,251 at 6%; with 100% employer match about $130,783 at 4% or $87,189 at 6%.
2005115$253,667$161,793$10,786iApproximate average salary by contribution assumption: employee only about $269,655 at 4% or $179,770 at 6%; with 50% employer match about $179,770 at 4% or $119,847 at 6%; with 100% employer match about $134,828 at 4% or $89,885 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-15$253,667$161,793$10,786iApproximate average salary by contribution assumption: employee only about $269,655 at 4% or $179,770 at 6%; with 50% employer match about $179,770 at 4% or $119,847 at 6%; with 100% employer match about $134,828 at 4% or $89,885 at 6%.
2004112$78,030$77,040$6,420iApproximate average salary by contribution assumption: employee only about $160,500 at 4% or $107,000 at 6%; with 50% employer match about $107,000 at 4% or $71,333 at 6%; with 100% employer match about $80,250 at 4% or $53,500 at 6%.
Heritage Mortgage Banking Corp. 401(K) Profit Sharing Plan-12$78,030$77,040$6,420iApproximate average salary by contribution assumption: employee only about $160,500 at 4% or $107,000 at 6%; with 50% employer match about $107,000 at 4% or $71,333 at 6%; with 100% employer match about $80,250 at 4% or $53,500 at 6%.