Heritage Roofing & Contracting Inc.
Plan context: Heritage Roofing Inc. 401(K) Profit Sharing Plan
EIN 20-1718573 • Centennial, CO • 10 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$1,942,987
2024 Contributions
$88,608
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 14 | $1,942,987 | $88,608 | $6,329iApproximate average salary by contribution assumption: employee only about $158,229 at 4% or $105,486 at 6%; with 50% employer match about $105,486 at 4% or $70,324 at 6%; with 100% employer match about $79,114 at 4% or $52,743 at 6%. |
| Heritage Roofing Inc. 401(K) Profit Sharing Plan | - | 14 | $1,942,987 | $88,608 | $6,329iApproximate average salary by contribution assumption: employee only about $158,229 at 4% or $105,486 at 6%; with 50% employer match about $105,486 at 4% or $70,324 at 6%; with 100% employer match about $79,114 at 4% or $52,743 at 6%. |
| 2023 | 1 | 13 | $1,708,311 | $77,738 | $5,980iApproximate average salary by contribution assumption: employee only about $149,496 at 4% or $99,664 at 6%; with 50% employer match about $99,664 at 4% or $66,443 at 6%; with 100% employer match about $74,748 at 4% or $49,832 at 6%. |
| Heritage Roofing Inc. 401(K) Profit Sharing Plan | - | 13 | $1,708,311 | $77,738 | $5,980iApproximate average salary by contribution assumption: employee only about $149,496 at 4% or $99,664 at 6%; with 50% employer match about $99,664 at 4% or $66,443 at 6%; with 100% employer match about $74,748 at 4% or $49,832 at 6%. |
| 2022 | 1 | 14 | $1,444,200 | $75,451 | $5,389iApproximate average salary by contribution assumption: employee only about $134,734 at 4% or $89,823 at 6%; with 50% employer match about $89,823 at 4% or $59,882 at 6%; with 100% employer match about $67,367 at 4% or $44,911 at 6%. |
| Heritage Roofing Inc. 401(K) Profit Sharing Plan | - | 14 | $1,444,200 | $75,451 | $5,389iApproximate average salary by contribution assumption: employee only about $134,734 at 4% or $89,823 at 6%; with 50% employer match about $89,823 at 4% or $59,882 at 6%; with 100% employer match about $67,367 at 4% or $44,911 at 6%. |
| 2021 | 1 | 16 | $1,659,191 | $172,714 | $10,795iApproximate average salary by contribution assumption: employee only about $269,866 at 4% or $179,910 at 6%; with 50% employer match about $179,910 at 4% or $119,940 at 6%; with 100% employer match about $134,933 at 4% or $89,955 at 6%. |
| Heritage Roofing Inc. 401(K) Profit Sharing Plan | - | 16 | $1,659,191 | $172,714 | $10,795iApproximate average salary by contribution assumption: employee only about $269,866 at 4% or $179,910 at 6%; with 50% employer match about $179,910 at 4% or $119,940 at 6%; with 100% employer match about $134,933 at 4% or $89,955 at 6%. |
| 2020 | 1 | 16 | $1,328,197 | $106,837 | $6,677iApproximate average salary by contribution assumption: employee only about $166,933 at 4% or $111,289 at 6%; with 50% employer match about $111,289 at 4% or $74,192 at 6%; with 100% employer match about $83,466 at 4% or $55,644 at 6%. |
| Heritage Roofing Inc. 401(K) Profit Sharing Plan | - | 16 | $1,328,197 | $106,837 | $6,677iApproximate average salary by contribution assumption: employee only about $166,933 at 4% or $111,289 at 6%; with 50% employer match about $111,289 at 4% or $74,192 at 6%; with 100% employer match about $83,466 at 4% or $55,644 at 6%. |
| 2019 | 2 | 18 | $1,080,001 | $98,106 | $5,450iApproximate average salary by contribution assumption: employee only about $136,258 at 4% or $90,839 at 6%; with 50% employer match about $90,839 at 4% or $60,559 at 6%; with 100% employer match about $68,129 at 4% or $45,419 at 6%. |
| Heritage Roofing Inc. 401(K) Profit Sharing Plan | - | 18 | $1,080,001 | $98,106 | $5,450iApproximate average salary by contribution assumption: employee only about $136,258 at 4% or $90,839 at 6%; with 50% employer match about $90,839 at 4% or $60,559 at 6%; with 100% employer match about $68,129 at 4% or $45,419 at 6%. |
| Heritage Roofing Inc. Cash Balance Pension Plan | - | 0 | $0 | $0 | - |
| 2018 | 2 | 20 | $920,971 | $304,001 | $15,200iApproximate average salary by contribution assumption: employee only about $380,001 at 4% or $253,334 at 6%; with 50% employer match about $253,334 at 4% or $168,889 at 6%; with 100% employer match about $190,001 at 4% or $126,667 at 6%. |
| Heritage Roofing Inc. Cash Balance Pension Plan | - | 8 | $484,013 | $100,264 | $12,533iApproximate average salary by contribution assumption: employee only about $313,325 at 4% or $208,883 at 6%; with 50% employer match about $208,883 at 4% or $139,256 at 6%; with 100% employer match about $156,663 at 4% or $104,442 at 6%. |
| Heritage Roofing Inc. 401(K) Profit Sharing Plan | - | 20 | $436,958 | $203,737 | $10,187iApproximate average salary by contribution assumption: employee only about $254,671 at 4% or $169,781 at 6%; with 50% employer match about $169,781 at 4% or $113,187 at 6%; with 100% employer match about $127,336 at 4% or $84,890 at 6%. |
| 2017 | 1 | 5 | $266,984 | $73,400 | $14,680iApproximate average salary by contribution assumption: employee only about $367,000 at 4% or $244,667 at 6%; with 50% employer match about $244,667 at 4% or $163,111 at 6%; with 100% employer match about $183,500 at 4% or $122,333 at 6%. |
| Heritage Roofing Inc. 401(K) Profit Sharing Plan | - | 5 | $266,984 | $73,400 | $14,680iApproximate average salary by contribution assumption: employee only about $367,000 at 4% or $244,667 at 6%; with 50% employer match about $244,667 at 4% or $163,111 at 6%; with 100% employer match about $183,500 at 4% or $122,333 at 6%. |