Heritage Financial Partners Inc.
Plan context: Heritage Financial Partners Inc. 401K Profit Sharing Plan
EIN 25-1379620 • Pittsburgh, PA • 36 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$3,432,841
2024 Contributions
$166,017
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 3 | $3,432,841 | $166,017 | $55,339iApproximate average salary by contribution assumption: employee only about $1,383,475 at 4% or $922,317 at 6%; with 50% employer match about $922,317 at 4% or $614,878 at 6%; with 100% employer match about $691,738 at 4% or $461,158 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 3 | $3,432,841 | $166,017 | $55,339iApproximate average salary by contribution assumption: employee only about $1,383,475 at 4% or $922,317 at 6%; with 50% employer match about $922,317 at 4% or $614,878 at 6%; with 100% employer match about $691,738 at 4% or $461,158 at 6%. |
| Heritage Financial Partners Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2023 | 2 | 3 | $3,638,863 | $126,911 | $42,304iApproximate average salary by contribution assumption: employee only about $1,057,592 at 4% or $705,061 at 6%; with 50% employer match about $705,061 at 4% or $470,041 at 6%; with 100% employer match about $528,796 at 4% or $352,531 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 3 | $2,939,926 | $126,911 | $42,304iApproximate average salary by contribution assumption: employee only about $1,057,592 at 4% or $705,061 at 6%; with 50% employer match about $705,061 at 4% or $470,041 at 6%; with 100% employer match about $528,796 at 4% or $352,531 at 6%. |
| Heritage Financial Partners Cash Balance Plan | - | 3 | $698,937 | $0 | - |
| 2022 | 2 | 3 | $3,109,653 | $131,202 | $43,734iApproximate average salary by contribution assumption: employee only about $1,093,350 at 4% or $728,900 at 6%; with 50% employer match about $728,900 at 4% or $485,933 at 6%; with 100% employer match about $546,675 at 4% or $364,450 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 3 | $2,495,011 | $108,702 | $36,234iApproximate average salary by contribution assumption: employee only about $905,850 at 4% or $603,900 at 6%; with 50% employer match about $603,900 at 4% or $402,600 at 6%; with 100% employer match about $452,925 at 4% or $301,950 at 6%. |
| Heritage Financial Partners Cash Balance Plan | - | 3 | $614,642 | $22,500 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2021 | 2 | 4 | $3,164,152 | $167,070 | $41,768iApproximate average salary by contribution assumption: employee only about $1,044,188 at 4% or $696,125 at 6%; with 50% employer match about $696,125 at 4% or $464,083 at 6%; with 100% employer match about $522,094 at 4% or $348,063 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 4 | $2,468,458 | $127,070 | $31,768iApproximate average salary by contribution assumption: employee only about $794,188 at 4% or $529,458 at 6%; with 50% employer match about $529,458 at 4% or $352,972 at 6%; with 100% employer match about $397,094 at 4% or $264,729 at 6%. |
| Heritage Financial Partners Cash Balance Plan | - | 3 | $695,694 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| 2020 | 2 | 3 | $2,739,192 | $160,081 | $53,360iApproximate average salary by contribution assumption: employee only about $1,334,008 at 4% or $889,339 at 6%; with 50% employer match about $889,339 at 4% or $592,893 at 6%; with 100% employer match about $667,004 at 4% or $444,669 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 3 | $2,124,562 | $105,980 | $35,327iApproximate average salary by contribution assumption: employee only about $883,167 at 4% or $588,778 at 6%; with 50% employer match about $588,778 at 4% or $392,519 at 6%; with 100% employer match about $441,583 at 4% or $294,389 at 6%. |
| Heritage Financial Partners Cash Balance Plan | - | 3 | $614,630 | $54,101 | $18,034iApproximate average salary by contribution assumption: employee only about $450,842 at 4% or $300,561 at 6%; with 50% employer match about $300,561 at 4% or $200,374 at 6%; with 100% employer match about $225,421 at 4% or $150,281 at 6%. |
| 2019 | 2 | 3 | $2,306,641 | $155,945 | $51,982iApproximate average salary by contribution assumption: employee only about $1,299,542 at 4% or $866,361 at 6%; with 50% employer match about $866,361 at 4% or $577,574 at 6%; with 100% employer match about $649,771 at 4% or $433,181 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 3 | $1,776,660 | $101,832 | $33,944iApproximate average salary by contribution assumption: employee only about $848,600 at 4% or $565,733 at 6%; with 50% employer match about $565,733 at 4% or $377,156 at 6%; with 100% employer match about $424,300 at 4% or $282,867 at 6%. |
| Heritage Financial Partners Cash Balance Plan | - | 3 | $529,981 | $54,113 | $18,038iApproximate average salary by contribution assumption: employee only about $450,942 at 4% or $300,628 at 6%; with 50% employer match about $300,628 at 4% or $200,419 at 6%; with 100% employer match about $225,471 at 4% or $150,314 at 6%. |
| 2018 | 2 | 3 | $1,829,119 | $151,099 | $50,366iApproximate average salary by contribution assumption: employee only about $1,259,158 at 4% or $839,439 at 6%; with 50% employer match about $839,439 at 4% or $559,626 at 6%; with 100% employer match about $629,579 at 4% or $419,719 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 3 | $1,430,179 | $96,964 | $32,321iApproximate average salary by contribution assumption: employee only about $808,033 at 4% or $538,689 at 6%; with 50% employer match about $538,689 at 4% or $359,126 at 6%; with 100% employer match about $404,017 at 4% or $269,344 at 6%. |
| Heritage Financial Partners Cash Balance Plan | - | 3 | $398,940 | $54,135 | $18,045iApproximate average salary by contribution assumption: employee only about $451,125 at 4% or $300,750 at 6%; with 50% employer match about $300,750 at 4% or $200,500 at 6%; with 100% employer match about $225,563 at 4% or $150,375 at 6%. |
| 2017 | 2 | 3 | $1,785,204 | $167,125 | $55,708iApproximate average salary by contribution assumption: employee only about $1,392,708 at 4% or $928,472 at 6%; with 50% employer match about $928,472 at 4% or $618,981 at 6%; with 100% employer match about $696,354 at 4% or $464,236 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 3 | $1,419,765 | $98,616 | $32,872iApproximate average salary by contribution assumption: employee only about $821,800 at 4% or $547,867 at 6%; with 50% employer match about $547,867 at 4% or $365,244 at 6%; with 100% employer match about $410,900 at 4% or $273,933 at 6%. |
| Heritage Financial Partners Cash Balance Plan | - | 3 | $365,439 | $68,509 | $22,836iApproximate average salary by contribution assumption: employee only about $570,908 at 4% or $380,606 at 6%; with 50% employer match about $380,606 at 4% or $253,737 at 6%; with 100% employer match about $285,454 at 4% or $190,303 at 6%. |
| 2016 | 2 | 3 | $1,503,744 | $141,913 | $47,304iApproximate average salary by contribution assumption: employee only about $1,182,608 at 4% or $788,406 at 6%; with 50% employer match about $788,406 at 4% or $525,604 at 6%; with 100% employer match about $591,304 at 4% or $394,203 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 3 | $1,227,195 | $88,500 | $29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%. |
| Heritage Financial Partners Cash Balance Plan | - | 3 | $276,549 | $53,413 | $17,804iApproximate average salary by contribution assumption: employee only about $445,108 at 4% or $296,739 at 6%; with 50% employer match about $296,739 at 4% or $197,826 at 6%; with 100% employer match about $222,554 at 4% or $148,369 at 6%. |
| 2015 | 2 | 3 | $1,241,031 | $146,338 | $48,779iApproximate average salary by contribution assumption: employee only about $1,219,483 at 4% or $812,989 at 6%; with 50% employer match about $812,989 at 4% or $541,993 at 6%; with 100% employer match about $609,742 at 4% or $406,494 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 3 | $1,026,843 | $90,715 | $30,238iApproximate average salary by contribution assumption: employee only about $755,958 at 4% or $503,972 at 6%; with 50% employer match about $503,972 at 4% or $335,981 at 6%; with 100% employer match about $377,979 at 4% or $251,986 at 6%. |
| Heritage Financial Partners Cash Balance Plan | - | 3 | $214,188 | $55,623 | $18,541iApproximate average salary by contribution assumption: employee only about $463,525 at 4% or $309,017 at 6%; with 50% employer match about $309,017 at 4% or $206,011 at 6%; with 100% employer match about $231,763 at 4% or $154,508 at 6%. |
| 2014 | 2 | 3 | $1,183,230 | $204,328 | $68,109iApproximate average salary by contribution assumption: employee only about $1,702,733 at 4% or $1,135,156 at 6%; with 50% employer match about $1,135,156 at 4% or $756,770 at 6%; with 100% employer match about $851,367 at 4% or $567,578 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 3 | $1,017,744 | $91,034 | $30,345iApproximate average salary by contribution assumption: employee only about $758,617 at 4% or $505,744 at 6%; with 50% employer match about $505,744 at 4% or $337,163 at 6%; with 100% employer match about $379,308 at 4% or $252,872 at 6%. |
| Heritage Financial Partners Cash Balance Plan | - | 3 | $165,486 | $113,294 | $37,765iApproximate average salary by contribution assumption: employee only about $944,117 at 4% or $629,411 at 6%; with 50% employer match about $629,411 at 4% or $419,607 at 6%; with 100% employer match about $472,058 at 4% or $314,706 at 6%. |
| 2013 | 2 | 3 | $1,112,464 | $127,619 | $42,540iApproximate average salary by contribution assumption: employee only about $1,063,492 at 4% or $708,994 at 6%; with 50% employer match about $708,994 at 4% or $472,663 at 6%; with 100% employer match about $531,746 at 4% or $354,497 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 3 | $1,059,113 | $74,268 | $24,756iApproximate average salary by contribution assumption: employee only about $618,900 at 4% or $412,600 at 6%; with 50% employer match about $412,600 at 4% or $275,067 at 6%; with 100% employer match about $309,450 at 4% or $206,300 at 6%. |
| Heritage Financial Partners Cash Balance Plan | - | 3 | $53,351 | $53,351 | $17,784iApproximate average salary by contribution assumption: employee only about $444,592 at 4% or $296,394 at 6%; with 50% employer match about $296,394 at 4% or $197,596 at 6%; with 100% employer match about $222,296 at 4% or $148,197 at 6%. |
| 2012 | 1 | 3 | $942,740 | $70,643 | $23,548iApproximate average salary by contribution assumption: employee only about $588,692 at 4% or $392,461 at 6%; with 50% employer match about $392,461 at 4% or $261,641 at 6%; with 100% employer match about $294,346 at 4% or $196,231 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 3 | $942,740 | $70,643 | $23,548iApproximate average salary by contribution assumption: employee only about $588,692 at 4% or $392,461 at 6%; with 50% employer match about $392,461 at 4% or $261,641 at 6%; with 100% employer match about $294,346 at 4% or $196,231 at 6%. |
| 2011 | 1 | 3 | $659,915 | $69,139 | $23,046iApproximate average salary by contribution assumption: employee only about $576,158 at 4% or $384,106 at 6%; with 50% employer match about $384,106 at 4% or $256,070 at 6%; with 100% employer match about $288,079 at 4% or $192,053 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 3 | $659,915 | $69,139 | $23,046iApproximate average salary by contribution assumption: employee only about $576,158 at 4% or $384,106 at 6%; with 50% employer match about $384,106 at 4% or $256,070 at 6%; with 100% employer match about $288,079 at 4% or $192,053 at 6%. |
| 2010 | 1 | 3 | $565,205 | $66,278 | $22,093iApproximate average salary by contribution assumption: employee only about $552,317 at 4% or $368,211 at 6%; with 50% employer match about $368,211 at 4% or $245,474 at 6%; with 100% employer match about $276,158 at 4% or $184,106 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 3 | $565,205 | $66,278 | $22,093iApproximate average salary by contribution assumption: employee only about $552,317 at 4% or $368,211 at 6%; with 50% employer match about $368,211 at 4% or $245,474 at 6%; with 100% employer match about $276,158 at 4% or $184,106 at 6%. |
| 2009 | 1 | 3 | $368,101 | $70,006 | $23,335iApproximate average salary by contribution assumption: employee only about $583,383 at 4% or $388,922 at 6%; with 50% employer match about $388,922 at 4% or $259,281 at 6%; with 100% employer match about $291,692 at 4% or $194,461 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 3 | $368,101 | $70,006 | $23,335iApproximate average salary by contribution assumption: employee only about $583,383 at 4% or $388,922 at 6%; with 50% employer match about $388,922 at 4% or $259,281 at 6%; with 100% employer match about $291,692 at 4% or $194,461 at 6%. |
| 2008 | 1 | 3 | $204,874 | $55,662 | $18,554iApproximate average salary by contribution assumption: employee only about $463,850 at 4% or $309,233 at 6%; with 50% employer match about $309,233 at 4% or $206,156 at 6%; with 100% employer match about $231,925 at 4% or $154,617 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 3 | $204,874 | $55,662 | $18,554iApproximate average salary by contribution assumption: employee only about $463,850 at 4% or $309,233 at 6%; with 50% employer match about $309,233 at 4% or $206,156 at 6%; with 100% employer match about $231,925 at 4% or $154,617 at 6%. |
| 2007 | 1 | 2 | $357,066 | $54,276 | $27,138iApproximate average salary by contribution assumption: employee only about $678,450 at 4% or $452,300 at 6%; with 50% employer match about $452,300 at 4% or $301,533 at 6%; with 100% employer match about $339,225 at 4% or $226,150 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 2 | $357,066 | $54,276 | $27,138iApproximate average salary by contribution assumption: employee only about $678,450 at 4% or $452,300 at 6%; with 50% employer match about $452,300 at 4% or $301,533 at 6%; with 100% employer match about $339,225 at 4% or $226,150 at 6%. |
| 2006 | 1 | 2 | $262,485 | $53,140 | $26,570iApproximate average salary by contribution assumption: employee only about $664,250 at 4% or $442,833 at 6%; with 50% employer match about $442,833 at 4% or $295,222 at 6%; with 100% employer match about $332,125 at 4% or $221,417 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 2 | $262,485 | $53,140 | $26,570iApproximate average salary by contribution assumption: employee only about $664,250 at 4% or $442,833 at 6%; with 50% employer match about $442,833 at 4% or $295,222 at 6%; with 100% employer match about $332,125 at 4% or $221,417 at 6%. |
| 2005 | 1 | 2 | $250,019 | $49,592 | $24,796iApproximate average salary by contribution assumption: employee only about $619,900 at 4% or $413,267 at 6%; with 50% employer match about $413,267 at 4% or $275,511 at 6%; with 100% employer match about $309,950 at 4% or $206,633 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 2 | $250,019 | $49,592 | $24,796iApproximate average salary by contribution assumption: employee only about $619,900 at 4% or $413,267 at 6%; with 50% employer match about $413,267 at 4% or $275,511 at 6%; with 100% employer match about $309,950 at 4% or $206,633 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 4 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $30,667 | $26,873 | $8,958iApproximate average salary by contribution assumption: employee only about $223,942 at 4% or $149,294 at 6%; with 50% employer match about $149,294 at 4% or $99,530 at 6%; with 100% employer match about $111,971 at 4% or $74,647 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 3 | $30,667 | $26,873 | $8,958iApproximate average salary by contribution assumption: employee only about $223,942 at 4% or $149,294 at 6%; with 50% employer match about $149,294 at 4% or $99,530 at 6%; with 100% employer match about $111,971 at 4% or $74,647 at 6%. |
| 1999 | 1 | 4 | $28,189 | $33,588 | $8,397iApproximate average salary by contribution assumption: employee only about $209,925 at 4% or $139,950 at 6%; with 50% employer match about $139,950 at 4% or $93,300 at 6%; with 100% employer match about $104,963 at 4% or $69,975 at 6%. |
| Heritage Financial Partners Inc. 401K Profit Sharing Plan | - | 4 | $28,189 | $33,588 | $8,397iApproximate average salary by contribution assumption: employee only about $209,925 at 4% or $139,950 at 6%; with 50% employer match about $139,950 at 4% or $93,300 at 6%; with 100% employer match about $104,963 at 4% or $69,975 at 6%. |