Civic Intelligence

Heritage Insurance Services

Plan context: Heritage Insurance Services Inc. 401(K) Plan

EIN 23-2408006 • Feasterville, PA • 25 filings • 3 plans

826 Bustleton Pike, Suite 203Feasterville, PA 19053
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$5,481,723

2024 Contributions

$151,742

Historical Graphs

Total Assets Over Time

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

$5,481,723$2,740,862$0200020132024YearValue
$5,481,723Latest year 2024

Participants Over Time

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

1890200020122024YearValue
15Latest year 2024

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
2024115$5,481,723$151,742$10,116iApproximate average salary by contribution assumption: employee only about $252,903 at 4% or $168,602 at 6%; with 50% employer match about $168,602 at 4% or $112,401 at 6%; with 100% employer match about $126,452 at 4% or $84,301 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-15$5,481,723$151,742$10,116iApproximate average salary by contribution assumption: employee only about $252,903 at 4% or $168,602 at 6%; with 50% employer match about $168,602 at 4% or $112,401 at 6%; with 100% employer match about $126,452 at 4% or $84,301 at 6%.
2023116$5,011,646$155,626$9,727iApproximate average salary by contribution assumption: employee only about $243,166 at 4% or $162,110 at 6%; with 50% employer match about $162,110 at 4% or $108,074 at 6%; with 100% employer match about $121,583 at 4% or $81,055 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-16$5,011,646$155,626$9,727iApproximate average salary by contribution assumption: employee only about $243,166 at 4% or $162,110 at 6%; with 50% employer match about $162,110 at 4% or $108,074 at 6%; with 100% employer match about $121,583 at 4% or $81,055 at 6%.
2022116$4,345,872$143,431$8,964iApproximate average salary by contribution assumption: employee only about $224,111 at 4% or $149,407 at 6%; with 50% employer match about $149,407 at 4% or $99,605 at 6%; with 100% employer match about $112,055 at 4% or $74,704 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-16$4,345,872$143,431$8,964iApproximate average salary by contribution assumption: employee only about $224,111 at 4% or $149,407 at 6%; with 50% employer match about $149,407 at 4% or $99,605 at 6%; with 100% employer match about $112,055 at 4% or $74,704 at 6%.
2021115$4,847,300$153,260$10,217iApproximate average salary by contribution assumption: employee only about $255,433 at 4% or $170,289 at 6%; with 50% employer match about $170,289 at 4% or $113,526 at 6%; with 100% employer match about $127,717 at 4% or $85,144 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-15$4,847,300$153,260$10,217iApproximate average salary by contribution assumption: employee only about $255,433 at 4% or $170,289 at 6%; with 50% employer match about $170,289 at 4% or $113,526 at 6%; with 100% employer match about $127,717 at 4% or $85,144 at 6%.
2020117$4,350,406$165,463$9,733iApproximate average salary by contribution assumption: employee only about $243,328 at 4% or $162,219 at 6%; with 50% employer match about $162,219 at 4% or $108,146 at 6%; with 100% employer match about $121,664 at 4% or $81,109 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-17$4,350,406$165,463$9,733iApproximate average salary by contribution assumption: employee only about $243,328 at 4% or $162,219 at 6%; with 50% employer match about $162,219 at 4% or $108,146 at 6%; with 100% employer match about $121,664 at 4% or $81,109 at 6%.
2019117$3,729,079$156,773$9,222iApproximate average salary by contribution assumption: employee only about $230,549 at 4% or $153,699 at 6%; with 50% employer match about $153,699 at 4% or $102,466 at 6%; with 100% employer match about $115,274 at 4% or $76,850 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-17$3,729,079$156,773$9,222iApproximate average salary by contribution assumption: employee only about $230,549 at 4% or $153,699 at 6%; with 50% employer match about $153,699 at 4% or $102,466 at 6%; with 100% employer match about $115,274 at 4% or $76,850 at 6%.
2018117$3,168,778$404,870$23,816iApproximate average salary by contribution assumption: employee only about $595,397 at 4% or $396,931 at 6%; with 50% employer match about $396,931 at 4% or $264,621 at 6%; with 100% employer match about $297,699 at 4% or $198,466 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-17$3,168,778$404,870$23,816iApproximate average salary by contribution assumption: employee only about $595,397 at 4% or $396,931 at 6%; with 50% employer match about $396,931 at 4% or $264,621 at 6%; with 100% employer match about $297,699 at 4% or $198,466 at 6%.
2017116$2,896,334$143,109$8,944iApproximate average salary by contribution assumption: employee only about $223,608 at 4% or $149,072 at 6%; with 50% employer match about $149,072 at 4% or $99,381 at 6%; with 100% employer match about $111,804 at 4% or $74,536 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-16$2,896,334$143,109$8,944iApproximate average salary by contribution assumption: employee only about $223,608 at 4% or $149,072 at 6%; with 50% employer match about $149,072 at 4% or $99,381 at 6%; with 100% employer match about $111,804 at 4% or $74,536 at 6%.
2016116$2,496,667$157,924$9,870iApproximate average salary by contribution assumption: employee only about $246,756 at 4% or $164,504 at 6%; with 50% employer match about $164,504 at 4% or $109,669 at 6%; with 100% employer match about $123,378 at 4% or $82,252 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-16$2,496,667$157,924$9,870iApproximate average salary by contribution assumption: employee only about $246,756 at 4% or $164,504 at 6%; with 50% employer match about $164,504 at 4% or $109,669 at 6%; with 100% employer match about $123,378 at 4% or $82,252 at 6%.
2015118$2,265,918$146,595$8,144iApproximate average salary by contribution assumption: employee only about $203,604 at 4% or $135,736 at 6%; with 50% employer match about $135,736 at 4% or $90,491 at 6%; with 100% employer match about $101,802 at 4% or $67,868 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-18$2,265,918$146,595$8,144iApproximate average salary by contribution assumption: employee only about $203,604 at 4% or $135,736 at 6%; with 50% employer match about $135,736 at 4% or $90,491 at 6%; with 100% employer match about $101,802 at 4% or $67,868 at 6%.
2014117$2,204,645$135,407$7,965iApproximate average salary by contribution assumption: employee only about $199,128 at 4% or $132,752 at 6%; with 50% employer match about $132,752 at 4% or $88,501 at 6%; with 100% employer match about $99,564 at 4% or $66,376 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-17$2,204,645$135,407$7,965iApproximate average salary by contribution assumption: employee only about $199,128 at 4% or $132,752 at 6%; with 50% employer match about $132,752 at 4% or $88,501 at 6%; with 100% employer match about $99,564 at 4% or $66,376 at 6%.
2013115$2,145,347$154,174$10,278iApproximate average salary by contribution assumption: employee only about $256,957 at 4% or $171,304 at 6%; with 50% employer match about $171,304 at 4% or $114,203 at 6%; with 100% employer match about $128,478 at 4% or $85,652 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-15$2,145,347$154,174$10,278iApproximate average salary by contribution assumption: employee only about $256,957 at 4% or $171,304 at 6%; with 50% employer match about $171,304 at 4% or $114,203 at 6%; with 100% employer match about $128,478 at 4% or $85,652 at 6%.
2012115$1,873,035$136,941$9,129iApproximate average salary by contribution assumption: employee only about $228,235 at 4% or $152,157 at 6%; with 50% employer match about $152,157 at 4% or $101,438 at 6%; with 100% employer match about $114,118 at 4% or $76,078 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-15$1,873,035$136,941$9,129iApproximate average salary by contribution assumption: employee only about $228,235 at 4% or $152,157 at 6%; with 50% employer match about $152,157 at 4% or $101,438 at 6%; with 100% employer match about $114,118 at 4% or $76,078 at 6%.
2011115$1,626,272$129,996$8,666iApproximate average salary by contribution assumption: employee only about $216,660 at 4% or $144,440 at 6%; with 50% employer match about $144,440 at 4% or $96,293 at 6%; with 100% employer match about $108,330 at 4% or $72,220 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-15$1,626,272$129,996$8,666iApproximate average salary by contribution assumption: employee only about $216,660 at 4% or $144,440 at 6%; with 50% employer match about $144,440 at 4% or $96,293 at 6%; with 100% employer match about $108,330 at 4% or $72,220 at 6%.
2010115$1,625,279$124,036$8,269iApproximate average salary by contribution assumption: employee only about $206,727 at 4% or $137,818 at 6%; with 50% employer match about $137,818 at 4% or $91,879 at 6%; with 100% employer match about $103,363 at 4% or $68,909 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-15$1,625,279$124,036$8,269iApproximate average salary by contribution assumption: employee only about $206,727 at 4% or $137,818 at 6%; with 50% employer match about $137,818 at 4% or $91,879 at 6%; with 100% employer match about $103,363 at 4% or $68,909 at 6%.
2009116$1,474,487$127,946$7,997iApproximate average salary by contribution assumption: employee only about $199,916 at 4% or $133,277 at 6%; with 50% employer match about $133,277 at 4% or $88,851 at 6%; with 100% employer match about $99,958 at 4% or $66,639 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-16$1,474,487$127,946$7,997iApproximate average salary by contribution assumption: employee only about $199,916 at 4% or $133,277 at 6%; with 50% employer match about $133,277 at 4% or $88,851 at 6%; with 100% employer match about $99,958 at 4% or $66,639 at 6%.
2008116$1,191,311$130,327$8,145iApproximate average salary by contribution assumption: employee only about $203,636 at 4% or $135,757 at 6%; with 50% employer match about $135,757 at 4% or $90,505 at 6%; with 100% employer match about $101,818 at 4% or $67,879 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-16$1,191,311$130,327$8,145iApproximate average salary by contribution assumption: employee only about $203,636 at 4% or $135,757 at 6%; with 50% employer match about $135,757 at 4% or $90,505 at 6%; with 100% employer match about $101,818 at 4% or $67,879 at 6%.
2007116$1,417,419$131,075$8,192iApproximate average salary by contribution assumption: employee only about $204,805 at 4% or $136,536 at 6%; with 50% employer match about $136,536 at 4% or $91,024 at 6%; with 100% employer match about $102,402 at 4% or $68,268 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-16$1,417,419$131,075$8,192iApproximate average salary by contribution assumption: employee only about $204,805 at 4% or $136,536 at 6%; with 50% employer match about $136,536 at 4% or $91,024 at 6%; with 100% employer match about $102,402 at 4% or $68,268 at 6%.
2006117$1,230,990$126,517$7,442iApproximate average salary by contribution assumption: employee only about $186,054 at 4% or $124,036 at 6%; with 50% employer match about $124,036 at 4% or $82,691 at 6%; with 100% employer match about $93,027 at 4% or $62,018 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-17$1,230,990$126,517$7,442iApproximate average salary by contribution assumption: employee only about $186,054 at 4% or $124,036 at 6%; with 50% employer match about $124,036 at 4% or $82,691 at 6%; with 100% employer match about $93,027 at 4% or $62,018 at 6%.
2005118$1,013,306$112,714$6,262iApproximate average salary by contribution assumption: employee only about $156,547 at 4% or $104,365 at 6%; with 50% employer match about $104,365 at 4% or $69,577 at 6%; with 100% employer match about $78,274 at 4% or $52,182 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-18$1,013,306$112,714$6,262iApproximate average salary by contribution assumption: employee only about $156,547 at 4% or $104,365 at 6%; with 50% employer match about $104,365 at 4% or $69,577 at 6%; with 100% employer match about $78,274 at 4% or $52,182 at 6%.
2004115$870,742$89,389$5,959iApproximate average salary by contribution assumption: employee only about $148,982 at 4% or $99,321 at 6%; with 50% employer match about $99,321 at 4% or $66,214 at 6%; with 100% employer match about $74,491 at 4% or $49,661 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-15$870,742$89,389$5,959iApproximate average salary by contribution assumption: employee only about $148,982 at 4% or $99,321 at 6%; with 50% employer match about $99,321 at 4% or $66,214 at 6%; with 100% employer match about $74,491 at 4% or $49,661 at 6%.
2003113$0$0-
Heritage Insurance Services Inc. 401(K) Plan-13---
2002113$598,911$78,151$6,012iApproximate average salary by contribution assumption: employee only about $150,290 at 4% or $100,194 at 6%; with 50% employer match about $100,194 at 4% or $66,796 at 6%; with 100% employer match about $75,145 at 4% or $50,097 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-13$598,911$78,151$6,012iApproximate average salary by contribution assumption: employee only about $150,290 at 4% or $100,194 at 6%; with 50% employer match about $100,194 at 4% or $66,796 at 6%; with 100% employer match about $75,145 at 4% or $50,097 at 6%.
2001111$542,706$46,420$4,220iApproximate average salary by contribution assumption: employee only about $105,500 at 4% or $70,333 at 6%; with 50% employer match about $70,333 at 4% or $46,889 at 6%; with 100% employer match about $52,750 at 4% or $35,167 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-11$542,706$46,420$4,220iApproximate average salary by contribution assumption: employee only about $105,500 at 4% or $70,333 at 6%; with 50% employer match about $70,333 at 4% or $46,889 at 6%; with 100% employer match about $52,750 at 4% or $35,167 at 6%.
2000110$615,241$42,491$4,249iApproximate average salary by contribution assumption: employee only about $106,228 at 4% or $70,818 at 6%; with 50% employer match about $70,818 at 4% or $47,212 at 6%; with 100% employer match about $53,114 at 4% or $35,409 at 6%.
Heritage Insurance Services Inc. 401(K) Plan-10$615,241$42,491$4,249iApproximate average salary by contribution assumption: employee only about $106,228 at 4% or $70,818 at 6%; with 50% employer match about $70,818 at 4% or $47,212 at 6%; with 100% employer match about $53,114 at 4% or $35,409 at 6%.