Civic Intelligence

Heritage Psychiatry, P.A.

Plan context: Heritage Psychiatry 401(K) Plan

EIN 20-4730546 • Mckinney, TX • 13 filings • 3 plans

2300 W. White Avenue Suite 106Mckinney, TX 75071
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$361,101

2019 Contributions

$3,600

Historical Graphs

Total Assets Over Time

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

$983,215$491,608$0201320162019YearValue
$361,101Latest year 2019

Participants Over Time

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

210201320162019YearValue
1Latest year 2019

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
201911$361,101$3,600$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
Heritage Psychiatry 401(K) Plan-1$361,101$3,600$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
201821$983,215$39,160$39,160iApproximate average salary by contribution assumption: employee only about $979,000 at 4% or $652,667 at 6%; with 50% employer match about $652,667 at 4% or $435,111 at 6%; with 100% employer match about $489,500 at 4% or $326,333 at 6%.
HERITAGE PSYCHIATRY DEFINED BENEFIT PLAN-1$687,032$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Heritage Psychiatry 401(K) Plan-1$296,183$9,160$9,160iApproximate average salary by contribution assumption: employee only about $229,000 at 4% or $152,667 at 6%; with 50% employer match about $152,667 at 4% or $101,778 at 6%; with 100% employer match about $114,500 at 4% or $76,333 at 6%.
201722$978,325$139,476$69,738iApproximate average salary by contribution assumption: employee only about $1,743,450 at 4% or $1,162,300 at 6%; with 50% employer match about $1,162,300 at 4% or $774,867 at 6%; with 100% employer match about $871,725 at 4% or $581,150 at 6%.
HERITAGE PSYCHIATRY DEFINED BENEFIT PLAN-2$632,392$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
Heritage Psychiatry 401(K) Plan-2$345,933$9,476$4,738iApproximate average salary by contribution assumption: employee only about $118,450 at 4% or $78,967 at 6%; with 50% employer match about $78,967 at 4% or $52,644 at 6%; with 100% employer match about $59,225 at 4% or $39,483 at 6%.
201622$769,095$139,016$69,508iApproximate average salary by contribution assumption: employee only about $1,737,700 at 4% or $1,158,467 at 6%; with 50% employer match about $1,158,467 at 4% or $772,311 at 6%; with 100% employer match about $868,850 at 4% or $579,233 at 6%.
HERITAGE PSYCHIATRY DEFINED BENEFIT PLAN-2$491,261$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
Heritage Psychiatry 401(K) Plan-2$277,834$9,016$4,508iApproximate average salary by contribution assumption: employee only about $112,700 at 4% or $75,133 at 6%; with 50% employer match about $75,133 at 4% or $50,089 at 6%; with 100% employer match about $56,350 at 4% or $37,567 at 6%.
201522$595,855$138,803$69,402iApproximate average salary by contribution assumption: employee only about $1,735,038 at 4% or $1,156,692 at 6%; with 50% employer match about $1,156,692 at 4% or $771,128 at 6%; with 100% employer match about $867,519 at 4% or $578,346 at 6%.
HERITAGE PSYCHIATRY DEFINED BENEFIT PLAN-2$353,059$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
Heritage Psychiatry 401(K) Plan-2$242,796$8,803$4,402iApproximate average salary by contribution assumption: employee only about $110,038 at 4% or $73,358 at 6%; with 50% employer match about $73,358 at 4% or $48,906 at 6%; with 100% employer match about $55,019 at 4% or $36,679 at 6%.
201422$456,896$123,870$61,935iApproximate average salary by contribution assumption: employee only about $1,548,375 at 4% or $1,032,250 at 6%; with 50% employer match about $1,032,250 at 4% or $688,167 at 6%; with 100% employer match about $774,188 at 4% or $516,125 at 6%.
HERITAGE PSYCHIATRY DEFINED BENEFIT PLAN-2$234,966$115,000$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
Heritage Psychiatry 401(K) Plan-2$221,930$8,870$4,435iApproximate average salary by contribution assumption: employee only about $110,875 at 4% or $73,917 at 6%; with 50% employer match about $73,917 at 4% or $49,278 at 6%; with 100% employer match about $55,438 at 4% or $36,958 at 6%.
201322$324,336$122,173$61,087iApproximate average salary by contribution assumption: employee only about $1,527,163 at 4% or $1,018,108 at 6%; with 50% employer match about $1,018,108 at 4% or $678,739 at 6%; with 100% employer match about $763,581 at 4% or $509,054 at 6%.
Heritage Psychiatry 401(K) Plan-2$208,568$7,173$3,587iApproximate average salary by contribution assumption: employee only about $89,663 at 4% or $59,775 at 6%; with 50% employer match about $59,775 at 4% or $39,850 at 6%; with 100% employer match about $44,831 at 4% or $29,888 at 6%.
HERITAGE PSYCHIATRY DEFINED BENEFIT PLAN-2$115,768$115,000$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.