Heritage Asset Management Ltd
Plan context: Heritage Retirement 401K Plan
EIN 20-5351443 • Appleton, WI • 3 filings • 2 plans
Current Snapshot
Latest Year
2015
2015 Participants
1
2015 Assets
$503,063
2015 Contributions
$6,000
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 |
|---|---|---|---|---|---|
| 2015 | 2 | 1 | $503,063 | $6,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Heritage Retirement 401K Plan | - | 1 | $503,063 | $6,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Heritage Retirement 401K Plan | - | 0 | $0 | - | - |
| 2014 | 1 | 1 | $527,091 | $35,095 | $35,095iApproximate average salary by contribution assumption: employee only about $877,375 at 4% or $584,917 at 6%; with 50% employer match about $584,917 at 4% or $389,944 at 6%; with 100% employer match about $438,688 at 4% or $292,458 at 6%. |
| Heritage Retirement 401K Plan | - | 1 | $527,091 | $35,095 | $35,095iApproximate average salary by contribution assumption: employee only about $877,375 at 4% or $584,917 at 6%; with 50% employer match about $584,917 at 4% or $389,944 at 6%; with 100% employer match about $438,688 at 4% or $292,458 at 6%. |