Heritage Financial Managment
Plan context: Heritage Financial Management Profit Sharing Plan
EIN 23-2843538 • 3 filings • 1 plans
Current Snapshot
Latest Year
2001
2001 Participants
1
2001 Assets
$20,330
2001 Contributions
$0
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 | 1 | $0 | $0 | - |
| Heritage Financial Management Profit Sharing Plan | - | 1 | - | - | - |
| 2000 | 1 | 1 | $0 | $0 | - |
| Heritage Financial Management Profit Sharing Plan | - | 1 | - | - | - |
| 1999 | 1 | 1 | $20,330 | $0 | - |
| Heritage Financial Management Profit Sharing Plan | - | 1 | $20,330 | - | - |