Heritage Management Associates
Plan context: Heritage Management Associates 401K Plan
EIN 22-2590926 • 2 filings • 2 plans
Current Snapshot
Latest Year
2001
2001 Participants
99
2001 Assets
$410,211
2001 Contributions
$123,376
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 |
|---|---|---|---|---|---|
| 2001 | 1 | 0 | $0 | $0 | - |
| HERITAGE MANAGEMENT ASSOCIATES PREMIUM CONVERSION PLAN | - | 0 | - | - | - |
| 1999 | 1 | 99 | $410,211 | $123,376 | $1,246iApproximate average salary by contribution assumption: employee only about $31,156 at 4% or $20,770 at 6%; with 50% employer match about $20,770 at 4% or $13,847 at 6%; with 100% employer match about $15,578 at 4% or $10,385 at 6%. |
| Heritage Management Associates 401K Plan | - | 99 | $410,211 | $123,376 | $1,246iApproximate average salary by contribution assumption: employee only about $31,156 at 4% or $20,770 at 6%; with 50% employer match about $20,770 at 4% or $13,847 at 6%; with 100% employer match about $15,578 at 4% or $10,385 at 6%. |