Civic Intelligence

Heritage Surgical Associates Ltd.

Plan context: Heritage Surgical Associates Profit Sharing Plan

EIN 23-2708141 • Ephrata, PA • 21 filings • 5 plans

804 Grandview Dr., Suite 2 RearEphrata, PA 17522
Current Snapshot

Latest Year

2009

2009 Participants

7

2009 Assets

$1,347,329

2009 Contributions

$118,934

Historical Graphs

Total Assets Over Time

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

$1,980,527$990,264$0199920042008YearValue
$1,347,329Latest year 2008

Participants Over Time

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

840199920042008YearValue
7Latest year 2008

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
200920$0$0-
Heritage Surgical Associates Profit Sharing Plan-0---
Heritage Surgical Associates Ltd. Money Purchase Plan and Trust-0---
200827$1,347,329$118,934$16,991iApproximate average salary by contribution assumption: employee only about $424,764 at 4% or $283,176 at 6%; with 50% employer match about $283,176 at 4% or $188,784 at 6%; with 100% employer match about $212,382 at 4% or $141,588 at 6%.
Heritage Surgical Associates Profit Sharing Plan-7$1,145,285$87,931$12,562iApproximate average salary by contribution assumption: employee only about $314,039 at 4% or $209,360 at 6%; with 50% employer match about $209,360 at 4% or $139,573 at 6%; with 100% employer match about $157,020 at 4% or $104,680 at 6%.
Heritage Surgical Associates Ltd. Money Purchase Plan and Trust-7$202,044$31,003$4,429iApproximate average salary by contribution assumption: employee only about $110,725 at 4% or $73,817 at 6%; with 50% employer match about $73,817 at 4% or $49,211 at 6%; with 100% employer match about $55,363 at 4% or $36,908 at 6%.
200728$0$0-
Heritage Surgical Associates Ltd. Money Purchase Plan and Trust-8---
Heritage Surgical Associates Profit Sharing Plan-8---
200627$1,343,231$109,278$15,611iApproximate average salary by contribution assumption: employee only about $390,279 at 4% or $260,186 at 6%; with 50% employer match about $260,186 at 4% or $173,457 at 6%; with 100% employer match about $195,139 at 4% or $130,093 at 6%.
Heritage Surgical Associates Profit Sharing Plan-7$1,190,616$80,866$11,552iApproximate average salary by contribution assumption: employee only about $288,807 at 4% or $192,538 at 6%; with 50% employer match about $192,538 at 4% or $128,359 at 6%; with 100% employer match about $144,404 at 4% or $96,269 at 6%.
Heritage Surgical Associates Ltd. Money Purchase Plan and Trust-7$152,615$28,412$4,059iApproximate average salary by contribution assumption: employee only about $101,471 at 4% or $67,648 at 6%; with 50% employer match about $67,648 at 4% or $45,098 at 6%; with 100% employer match about $50,736 at 4% or $33,824 at 6%.
200527$1,154,503$102,898$14,700iApproximate average salary by contribution assumption: employee only about $367,493 at 4% or $244,995 at 6%; with 50% employer match about $244,995 at 4% or $163,330 at 6%; with 100% employer match about $183,746 at 4% or $122,498 at 6%.
Heritage Surgical Associates Profit Sharing Plan-7$1,038,402$76,119$10,874iApproximate average salary by contribution assumption: employee only about $271,854 at 4% or $181,236 at 6%; with 50% employer match about $181,236 at 4% or $120,824 at 6%; with 100% employer match about $135,927 at 4% or $90,618 at 6%.
Heritage Surgical Associates Ltd. Money Purchase Plan and Trust-7$116,101$26,779$3,826iApproximate average salary by contribution assumption: employee only about $95,639 at 4% or $63,760 at 6%; with 50% employer match about $63,760 at 4% or $42,506 at 6%; with 100% employer match about $47,820 at 4% or $31,880 at 6%.
200427$1,005,760$100,740$14,391iApproximate average salary by contribution assumption: employee only about $359,786 at 4% or $239,857 at 6%; with 50% employer match about $239,857 at 4% or $159,905 at 6%; with 100% employer match about $179,893 at 4% or $119,929 at 6%.
Heritage Surgical Associates Profit Sharing Plan-7$918,436$74,688$10,670iApproximate average salary by contribution assumption: employee only about $266,743 at 4% or $177,829 at 6%; with 50% employer match about $177,829 at 4% or $118,552 at 6%; with 100% employer match about $133,371 at 4% or $88,914 at 6%.
Heritage Surgical Associates Ltd. Money Purchase Plan and Trust-7$87,324$26,052$3,722iApproximate average salary by contribution assumption: employee only about $93,043 at 4% or $62,029 at 6%; with 50% employer match about $62,029 at 4% or $41,352 at 6%; with 100% employer match about $46,521 at 4% or $31,014 at 6%.
200326$836,672$61,165$10,194iApproximate average salary by contribution assumption: employee only about $254,854 at 4% or $169,903 at 6%; with 50% employer match about $169,903 at 4% or $113,269 at 6%; with 100% employer match about $127,427 at 4% or $84,951 at 6%.
Heritage Surgical Associates Profit Sharing Plan-6$778,601$44,858$7,476iApproximate average salary by contribution assumption: employee only about $186,908 at 4% or $124,606 at 6%; with 50% employer match about $124,606 at 4% or $83,070 at 6%; with 100% employer match about $93,454 at 4% or $62,303 at 6%.
Heritage Surgical Associates Ltd. Money Purchase Plan and Trust-6$58,071$16,307$2,718iApproximate average salary by contribution assumption: employee only about $67,946 at 4% or $45,297 at 6%; with 50% employer match about $45,297 at 4% or $30,198 at 6%; with 100% employer match about $33,973 at 4% or $22,649 at 6%.
200226$1,980,527$89,836$14,973iApproximate average salary by contribution assumption: employee only about $374,317 at 4% or $249,544 at 6%; with 50% employer match about $249,544 at 4% or $166,363 at 6%; with 100% employer match about $187,158 at 4% or $124,772 at 6%.
Heritage Surgical Associates Profit Sharing Plan-6$1,903,594$67,377$11,230iApproximate average salary by contribution assumption: employee only about $280,738 at 4% or $187,158 at 6%; with 50% employer match about $187,158 at 4% or $124,772 at 6%; with 100% employer match about $140,369 at 4% or $93,579 at 6%.
Heritage Surgical Associates Ltd. Money Purchase Plan and Trust-6$76,933$22,459$3,743iApproximate average salary by contribution assumption: employee only about $93,579 at 4% or $62,386 at 6%; with 50% employer match about $62,386 at 4% or $41,591 at 6%; with 100% employer match about $46,790 at 4% or $31,193 at 6%.
200126$0$0-
Heritage Surgical Associates Ltd. Money Purchase Plan and Trust-6---
Heritage Surgical Associates Profit Sharing Plan-6---
200026$0$0-
Heritage Surgical Associates Profit Sharing Plan-6---
Heritage Surgical Associates Ltd. Money Purchase Plan and Trust-6---
199918$1,622,410$62,784$7,848iApproximate average salary by contribution assumption: employee only about $196,200 at 4% or $130,800 at 6%; with 50% employer match about $130,800 at 4% or $87,200 at 6%; with 100% employer match about $98,100 at 4% or $65,400 at 6%.
Heritage Surgical Associates Profit Sharing Plan-8$1,622,410$62,784$7,848iApproximate average salary by contribution assumption: employee only about $196,200 at 4% or $130,800 at 6%; with 50% employer match about $130,800 at 4% or $87,200 at 6%; with 100% employer match about $98,100 at 4% or $65,400 at 6%.