Civic Intelligence

Heritage Abstract Company

Plan context: Heritage Abstract Company 401K Plan

EIN 22-2098928 • Morristown, NJ • 29 filings • 4 plans

350 Mount Kemble Ave Ste A 1003Morristown, NJ 07960-6646
Current Snapshot

Latest Year

2023

2023 Participants

9

2023 Assets

$841,000

2023 Contributions

$103,005

Historical Graphs

Total Assets Over Time

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

$2,483,092$1,241,546$0199920142023YearValue
$841,000Latest year 2023

Participants Over Time

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

33170199920122023YearValue
9Latest year 2023

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
202319$841,000$0-
Heritage Abstract Company 401K Plan-9$841,000$0-
2022116$1,110,721$103,005$6,438iApproximate average salary by contribution assumption: employee only about $160,945 at 4% or $107,297 at 6%; with 50% employer match about $107,297 at 4% or $71,531 at 6%; with 100% employer match about $80,473 at 4% or $53,648 at 6%.
Heritage Abstract Company 401K Plan-16$1,110,721$103,005$6,438iApproximate average salary by contribution assumption: employee only about $160,945 at 4% or $107,297 at 6%; with 50% employer match about $107,297 at 4% or $71,531 at 6%; with 100% employer match about $80,473 at 4% or $53,648 at 6%.
2021122$2,483,092$138,462$6,294iApproximate average salary by contribution assumption: employee only about $157,343 at 4% or $104,895 at 6%; with 50% employer match about $104,895 at 4% or $69,930 at 6%; with 100% employer match about $78,672 at 4% or $52,448 at 6%.
Heritage Abstract Company 401K Plan-22$2,483,092$138,462$6,294iApproximate average salary by contribution assumption: employee only about $157,343 at 4% or $104,895 at 6%; with 50% employer match about $104,895 at 4% or $69,930 at 6%; with 100% employer match about $78,672 at 4% or $52,448 at 6%.
2020119$2,080,907$114,887$6,047iApproximate average salary by contribution assumption: employee only about $151,167 at 4% or $100,778 at 6%; with 50% employer match about $100,778 at 4% or $67,185 at 6%; with 100% employer match about $75,584 at 4% or $50,389 at 6%.
Heritage Abstract Company 401K Plan-19$2,080,907$114,887$6,047iApproximate average salary by contribution assumption: employee only about $151,167 at 4% or $100,778 at 6%; with 50% employer match about $100,778 at 4% or $67,185 at 6%; with 100% employer match about $75,584 at 4% or $50,389 at 6%.
2019117$1,763,837$107,249$6,309iApproximate average salary by contribution assumption: employee only about $157,719 at 4% or $105,146 at 6%; with 50% employer match about $105,146 at 4% or $70,097 at 6%; with 100% employer match about $78,860 at 4% or $52,573 at 6%.
Heritage Abstract Company 401K Plan-17$1,763,837$107,249$6,309iApproximate average salary by contribution assumption: employee only about $157,719 at 4% or $105,146 at 6%; with 50% employer match about $105,146 at 4% or $70,097 at 6%; with 100% employer match about $78,860 at 4% or $52,573 at 6%.
2018116$1,375,797$36,711$2,294iApproximate average salary by contribution assumption: employee only about $57,361 at 4% or $38,241 at 6%; with 50% employer match about $38,241 at 4% or $25,494 at 6%; with 100% employer match about $28,680 at 4% or $19,120 at 6%.
Heritage Abstract Company 401K Plan-16$1,375,797$36,711$2,294iApproximate average salary by contribution assumption: employee only about $57,361 at 4% or $38,241 at 6%; with 50% employer match about $38,241 at 4% or $25,494 at 6%; with 100% employer match about $28,680 at 4% or $19,120 at 6%.
2017117$1,409,389$82,298$4,841iApproximate average salary by contribution assumption: employee only about $121,026 at 4% or $80,684 at 6%; with 50% employer match about $80,684 at 4% or $53,790 at 6%; with 100% employer match about $60,513 at 4% or $40,342 at 6%.
Heritage Abstract Company 401K Plan-17$1,409,389$82,298$4,841iApproximate average salary by contribution assumption: employee only about $121,026 at 4% or $80,684 at 6%; with 50% employer match about $80,684 at 4% or $53,790 at 6%; with 100% employer match about $60,513 at 4% or $40,342 at 6%.
2016117$1,167,369$78,578$4,622iApproximate average salary by contribution assumption: employee only about $115,556 at 4% or $77,037 at 6%; with 50% employer match about $77,037 at 4% or $51,358 at 6%; with 100% employer match about $57,778 at 4% or $38,519 at 6%.
Heritage Abstract Company 401K Plan-17$1,167,369$78,578$4,622iApproximate average salary by contribution assumption: employee only about $115,556 at 4% or $77,037 at 6%; with 50% employer match about $77,037 at 4% or $51,358 at 6%; with 100% employer match about $57,778 at 4% or $38,519 at 6%.
2015117$1,011,620$84,773$4,987iApproximate average salary by contribution assumption: employee only about $124,666 at 4% or $83,111 at 6%; with 50% employer match about $83,111 at 4% or $55,407 at 6%; with 100% employer match about $62,333 at 4% or $41,555 at 6%.
Heritage Abstract Company 401K Plan-17$1,011,620$84,773$4,987iApproximate average salary by contribution assumption: employee only about $124,666 at 4% or $83,111 at 6%; with 50% employer match about $83,111 at 4% or $55,407 at 6%; with 100% employer match about $62,333 at 4% or $41,555 at 6%.
2014115$1,336,351$33,165$2,211iApproximate average salary by contribution assumption: employee only about $55,275 at 4% or $36,850 at 6%; with 50% employer match about $36,850 at 4% or $24,567 at 6%; with 100% employer match about $27,638 at 4% or $18,425 at 6%.
Heritage Abstract Company 401K Plan-15$1,336,351$33,165$2,211iApproximate average salary by contribution assumption: employee only about $55,275 at 4% or $36,850 at 6%; with 50% employer match about $36,850 at 4% or $24,567 at 6%; with 100% employer match about $27,638 at 4% or $18,425 at 6%.
201311$1,237,301$47,585$47,585iApproximate average salary by contribution assumption: employee only about $1,189,625 at 4% or $793,083 at 6%; with 50% employer match about $793,083 at 4% or $528,722 at 6%; with 100% employer match about $594,813 at 4% or $396,542 at 6%.
Heritage Abstract Company 401K Plan-1$1,237,301$47,585$47,585iApproximate average salary by contribution assumption: employee only about $1,189,625 at 4% or $793,083 at 6%; with 50% employer match about $793,083 at 4% or $528,722 at 6%; with 100% employer match about $594,813 at 4% or $396,542 at 6%.
201211$1,048,091$66,775$66,775iApproximate average salary by contribution assumption: employee only about $1,669,375 at 4% or $1,112,917 at 6%; with 50% employer match about $1,112,917 at 4% or $741,944 at 6%; with 100% employer match about $834,688 at 4% or $556,458 at 6%.
Heritage Abstract Company 401K Plan-1$1,048,091$66,775$66,775iApproximate average salary by contribution assumption: employee only about $1,669,375 at 4% or $1,112,917 at 6%; with 50% employer match about $1,112,917 at 4% or $741,944 at 6%; with 100% employer match about $834,688 at 4% or $556,458 at 6%.
2011111$880,292$45,203$4,109iApproximate average salary by contribution assumption: employee only about $102,734 at 4% or $68,489 at 6%; with 50% employer match about $68,489 at 4% or $45,660 at 6%; with 100% employer match about $51,367 at 4% or $34,245 at 6%.
Heritage Abstract Company 401K Plan-11$880,292$45,203$4,109iApproximate average salary by contribution assumption: employee only about $102,734 at 4% or $68,489 at 6%; with 50% employer match about $68,489 at 4% or $45,660 at 6%; with 100% employer match about $51,367 at 4% or $34,245 at 6%.
2010111$933,773$51,003$4,637iApproximate average salary by contribution assumption: employee only about $115,916 at 4% or $77,277 at 6%; with 50% employer match about $77,277 at 4% or $51,518 at 6%; with 100% employer match about $57,958 at 4% or $38,639 at 6%.
Heritage Abstract Company 401K Plan-11$933,773$51,003$4,637iApproximate average salary by contribution assumption: employee only about $115,916 at 4% or $77,277 at 6%; with 50% employer match about $77,277 at 4% or $51,518 at 6%; with 100% employer match about $57,958 at 4% or $38,639 at 6%.
2009111$959,777$81,684$7,426iApproximate average salary by contribution assumption: employee only about $185,645 at 4% or $123,764 at 6%; with 50% employer match about $123,764 at 4% or $82,509 at 6%; with 100% employer match about $92,823 at 4% or $61,882 at 6%.
Heritage Abstract Company 401K Plan-11$959,777$81,684$7,426iApproximate average salary by contribution assumption: employee only about $185,645 at 4% or $123,764 at 6%; with 50% employer match about $123,764 at 4% or $82,509 at 6%; with 100% employer match about $92,823 at 4% or $61,882 at 6%.
2008111$736,656$112,045$10,186iApproximate average salary by contribution assumption: employee only about $254,648 at 4% or $169,765 at 6%; with 50% employer match about $169,765 at 4% or $113,177 at 6%; with 100% employer match about $127,324 at 4% or $84,883 at 6%.
Heritage Abstract Company 401K Plan-11$736,656$112,045$10,186iApproximate average salary by contribution assumption: employee only about $254,648 at 4% or $169,765 at 6%; with 50% employer match about $169,765 at 4% or $113,177 at 6%; with 100% employer match about $127,324 at 4% or $84,883 at 6%.
2007114$1,001,770$144,516$10,323iApproximate average salary by contribution assumption: employee only about $258,064 at 4% or $172,043 at 6%; with 50% employer match about $172,043 at 4% or $114,695 at 6%; with 100% employer match about $129,032 at 4% or $86,021 at 6%.
Heritage Abstract Company 401K Plan-14$1,001,770$144,516$10,323iApproximate average salary by contribution assumption: employee only about $258,064 at 4% or $172,043 at 6%; with 50% employer match about $172,043 at 4% or $114,695 at 6%; with 100% employer match about $129,032 at 4% or $86,021 at 6%.
2006118$1,000,596$101,211$5,623iApproximate average salary by contribution assumption: employee only about $140,571 at 4% or $93,714 at 6%; with 50% employer match about $93,714 at 4% or $62,476 at 6%; with 100% employer match about $70,285 at 4% or $46,857 at 6%.
Heritage Abstract Company 401K Plan-18$1,000,596$101,211$5,623iApproximate average salary by contribution assumption: employee only about $140,571 at 4% or $93,714 at 6%; with 50% employer match about $93,714 at 4% or $62,476 at 6%; with 100% employer match about $70,285 at 4% or $46,857 at 6%.
2004130$2,064,931$70,952$2,365iApproximate average salary by contribution assumption: employee only about $59,127 at 4% or $39,418 at 6%; with 50% employer match about $39,418 at 4% or $26,279 at 6%; with 100% employer match about $29,563 at 4% or $19,709 at 6%.
Heritage Abstract Company 401K Plan-30$2,064,931$70,952$2,365iApproximate average salary by contribution assumption: employee only about $59,127 at 4% or $39,418 at 6%; with 50% employer match about $39,418 at 4% or $26,279 at 6%; with 100% employer match about $29,563 at 4% or $19,709 at 6%.
2003231$0$0-
Heritage Abstract Company Profit Sharing Plan & Trust-0---
Heritage Abstract Company 401K Plan-31---
2002233$0$0-
Heritage Abstract Company 401K Plan-33---
Heritage Abstract Company Profit Sharing Plan & Trust-2---
2001228$0$0-
Heritage Abstract Company 401K Plan-28---
Heritage Abstract Company Profit Sharing Plan & Trust-0---
2000228$0$0-
Heritage Abstract Company 401K Plan-28---
Heritage Abstract Company Profit Sharing Plan & Trust-0---
1999224$2,014,504$233,207$9,717iApproximate average salary by contribution assumption: employee only about $242,924 at 4% or $161,949 at 6%; with 50% employer match about $161,949 at 4% or $107,966 at 6%; with 100% employer match about $121,462 at 4% or $80,975 at 6%.
Heritage Abstract Company 401K Plan-24$2,010,325$233,207$9,717iApproximate average salary by contribution assumption: employee only about $242,924 at 4% or $161,949 at 6%; with 50% employer match about $161,949 at 4% or $107,966 at 6%; with 100% employer match about $121,462 at 4% or $80,975 at 6%.
Heritage Abstract Company Profit Sharing Plan & Trust-0$4,179--