Civic Intelligence

Heritage Administrative Services LLC

Plan context: The Heritage Group LLC 401(K) Profit Sharing Plan

EIN 26-1662097 • Woodbury, NY • 17 filings • 3 plans

100 Crossways Park West Ste 413Woodbury, NY 11797
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$2,501,714

2024 Contributions

$220,508

Historical Graphs

Total Assets Over Time

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

$2,501,714$1,250,857$0200820162024YearValue
$2,501,714Latest year 2024

Participants Over Time

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

21110200820162024YearValue
21Latest 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
2024121$2,501,714$220,508$10,500iApproximate average salary by contribution assumption: employee only about $262,510 at 4% or $175,006 at 6%; with 50% employer match about $175,006 at 4% or $116,671 at 6%; with 100% employer match about $131,255 at 4% or $87,503 at 6%.
The Heritage Group LLC 401(K) Profit Sharing Plan-21$2,501,714$220,508$10,500iApproximate average salary by contribution assumption: employee only about $262,510 at 4% or $175,006 at 6%; with 50% employer match about $175,006 at 4% or $116,671 at 6%; with 100% employer match about $131,255 at 4% or $87,503 at 6%.
2023121$2,004,622$213,006$10,143iApproximate average salary by contribution assumption: employee only about $253,579 at 4% or $169,052 at 6%; with 50% employer match about $169,052 at 4% or $112,702 at 6%; with 100% employer match about $126,789 at 4% or $84,526 at 6%.
The Heritage Group LLC 401(K) Profit Sharing Plan-21$2,004,622$213,006$10,143iApproximate average salary by contribution assumption: employee only about $253,579 at 4% or $169,052 at 6%; with 50% employer match about $169,052 at 4% or $112,702 at 6%; with 100% employer match about $126,789 at 4% or $84,526 at 6%.
2022119$1,631,449$177,217$9,327iApproximate average salary by contribution assumption: employee only about $233,180 at 4% or $155,454 at 6%; with 50% employer match about $155,454 at 4% or $103,636 at 6%; with 100% employer match about $116,590 at 4% or $77,727 at 6%.
The Heritage Group LLC 401(K) Profit Sharing Plan-19$1,631,449$177,217$9,327iApproximate average salary by contribution assumption: employee only about $233,180 at 4% or $155,454 at 6%; with 50% employer match about $155,454 at 4% or $103,636 at 6%; with 100% employer match about $116,590 at 4% or $77,727 at 6%.
2021117$1,747,083$411,796$24,223iApproximate average salary by contribution assumption: employee only about $605,582 at 4% or $403,722 at 6%; with 50% employer match about $403,722 at 4% or $269,148 at 6%; with 100% employer match about $302,791 at 4% or $201,861 at 6%.
The Heritage Group LLC 401(K) Profit Sharing Plan-17$1,747,083$411,796$24,223iApproximate average salary by contribution assumption: employee only about $605,582 at 4% or $403,722 at 6%; with 50% employer match about $403,722 at 4% or $269,148 at 6%; with 100% employer match about $302,791 at 4% or $201,861 at 6%.
2020117$1,129,176$148,417$8,730iApproximate average salary by contribution assumption: employee only about $218,260 at 4% or $145,507 at 6%; with 50% employer match about $145,507 at 4% or $97,005 at 6%; with 100% employer match about $109,130 at 4% or $72,753 at 6%.
The Heritage Group LLC 401(K) Profit Sharing Plan-17$1,129,176$148,417$8,730iApproximate average salary by contribution assumption: employee only about $218,260 at 4% or $145,507 at 6%; with 50% employer match about $145,507 at 4% or $97,005 at 6%; with 100% employer match about $109,130 at 4% or $72,753 at 6%.
2019116$947,396$111,590$6,974iApproximate average salary by contribution assumption: employee only about $174,359 at 4% or $116,240 at 6%; with 50% employer match about $116,240 at 4% or $77,493 at 6%; with 100% employer match about $87,180 at 4% or $58,120 at 6%.
The Heritage Group LLC 401(K) Profit Sharing Plan-16$947,396$111,590$6,974iApproximate average salary by contribution assumption: employee only about $174,359 at 4% or $116,240 at 6%; with 50% employer match about $116,240 at 4% or $77,493 at 6%; with 100% employer match about $87,180 at 4% or $58,120 at 6%.
2018115$708,601$91,356$6,090iApproximate average salary by contribution assumption: employee only about $152,260 at 4% or $101,507 at 6%; with 50% employer match about $101,507 at 4% or $67,671 at 6%; with 100% employer match about $76,130 at 4% or $50,753 at 6%.
The Heritage Group LLC 401(K) Profit Sharing Plan-15$708,601$91,356$6,090iApproximate average salary by contribution assumption: employee only about $152,260 at 4% or $101,507 at 6%; with 50% employer match about $101,507 at 4% or $67,671 at 6%; with 100% employer match about $76,130 at 4% or $50,753 at 6%.
2017115$672,272$89,365$5,958iApproximate average salary by contribution assumption: employee only about $148,942 at 4% or $99,294 at 6%; with 50% employer match about $99,294 at 4% or $66,196 at 6%; with 100% employer match about $74,471 at 4% or $49,647 at 6%.
The Heritage Group LLC 401(K) Profit Sharing Plan-15$672,272$89,365$5,958iApproximate average salary by contribution assumption: employee only about $148,942 at 4% or $99,294 at 6%; with 50% employer match about $99,294 at 4% or $66,196 at 6%; with 100% employer match about $74,471 at 4% or $49,647 at 6%.
2016113$554,041$97,334$7,487iApproximate average salary by contribution assumption: employee only about $187,181 at 4% or $124,787 at 6%; with 50% employer match about $124,787 at 4% or $83,191 at 6%; with 100% employer match about $93,590 at 4% or $62,394 at 6%.
The Heritage Group LLC 401(K) Profit Sharing Plan-13$554,041$97,334$7,487iApproximate average salary by contribution assumption: employee only about $187,181 at 4% or $124,787 at 6%; with 50% employer match about $124,787 at 4% or $83,191 at 6%; with 100% employer match about $93,590 at 4% or $62,394 at 6%.
201518$429,787$25,610$3,201iApproximate average salary by contribution assumption: employee only about $80,031 at 4% or $53,354 at 6%; with 50% employer match about $53,354 at 4% or $35,569 at 6%; with 100% employer match about $40,016 at 4% or $26,677 at 6%.
The Heritage Group LLC 401(K) Profit Sharing Plan-8$429,787$25,610$3,201iApproximate average salary by contribution assumption: employee only about $80,031 at 4% or $53,354 at 6%; with 50% employer match about $53,354 at 4% or $35,569 at 6%; with 100% employer match about $40,016 at 4% or $26,677 at 6%.
201418$416,362$94,237$11,780iApproximate average salary by contribution assumption: employee only about $294,491 at 4% or $196,327 at 6%; with 50% employer match about $196,327 at 4% or $130,885 at 6%; with 100% employer match about $147,245 at 4% or $98,164 at 6%.
The Heritage Group LLC 401(K) Profit Sharing Plan-8$416,362$94,237$11,780iApproximate average salary by contribution assumption: employee only about $294,491 at 4% or $196,327 at 6%; with 50% employer match about $196,327 at 4% or $130,885 at 6%; with 100% employer match about $147,245 at 4% or $98,164 at 6%.
201318$304,133$26,904$3,363iApproximate average salary by contribution assumption: employee only about $84,075 at 4% or $56,050 at 6%; with 50% employer match about $56,050 at 4% or $37,367 at 6%; with 100% employer match about $42,038 at 4% or $28,025 at 6%.
The Heritage Group LLC 401(K) Profit Sharing Plan-8$304,133$26,904$3,363iApproximate average salary by contribution assumption: employee only about $84,075 at 4% or $56,050 at 6%; with 50% employer match about $56,050 at 4% or $37,367 at 6%; with 100% employer match about $42,038 at 4% or $28,025 at 6%.
201219$229,978$24,196$2,688iApproximate average salary by contribution assumption: employee only about $67,211 at 4% or $44,807 at 6%; with 50% employer match about $44,807 at 4% or $29,872 at 6%; with 100% employer match about $33,606 at 4% or $22,404 at 6%.
The Heritage Group LLC 401(K) Profit Sharing Plan-9$229,978$24,196$2,688iApproximate average salary by contribution assumption: employee only about $67,211 at 4% or $44,807 at 6%; with 50% employer match about $44,807 at 4% or $29,872 at 6%; with 100% employer match about $33,606 at 4% or $22,404 at 6%.
2011110$191,509$23,104$2,310iApproximate average salary by contribution assumption: employee only about $57,760 at 4% or $38,507 at 6%; with 50% employer match about $38,507 at 4% or $25,671 at 6%; with 100% employer match about $28,880 at 4% or $19,253 at 6%.
The Heritage Group LLC 401(K) Profit Sharing Plan-10$191,509$23,104$2,310iApproximate average salary by contribution assumption: employee only about $57,760 at 4% or $38,507 at 6%; with 50% employer match about $38,507 at 4% or $25,671 at 6%; with 100% employer match about $28,880 at 4% or $19,253 at 6%.
201019$174,859$14,855$1,651iApproximate average salary by contribution assumption: employee only about $41,264 at 4% or $27,509 at 6%; with 50% employer match about $27,509 at 4% or $18,340 at 6%; with 100% employer match about $20,632 at 4% or $13,755 at 6%.
The Heritage Group LLC 401(K) Profit Sharing Plan-9$174,859$14,855$1,651iApproximate average salary by contribution assumption: employee only about $41,264 at 4% or $27,509 at 6%; with 50% employer match about $27,509 at 4% or $18,340 at 6%; with 100% employer match about $20,632 at 4% or $13,755 at 6%.
200918$146,044$38,438$4,805iApproximate average salary by contribution assumption: employee only about $120,119 at 4% or $80,079 at 6%; with 50% employer match about $80,079 at 4% or $53,386 at 6%; with 100% employer match about $60,059 at 4% or $40,040 at 6%.
The Heritage Group LLC 401(K) Profit Sharing Plan-8$146,044$38,438$4,805iApproximate average salary by contribution assumption: employee only about $120,119 at 4% or $80,079 at 6%; with 50% employer match about $80,079 at 4% or $53,386 at 6%; with 100% employer match about $60,059 at 4% or $40,040 at 6%.
2008111$77,660$29,843$2,713iApproximate average salary by contribution assumption: employee only about $67,825 at 4% or $45,217 at 6%; with 50% employer match about $45,217 at 4% or $30,144 at 6%; with 100% employer match about $33,913 at 4% or $22,608 at 6%.
The Heritage Group LLC 401(K) Profit Sharing Plan-11$77,660$29,843$2,713iApproximate average salary by contribution assumption: employee only about $67,825 at 4% or $45,217 at 6%; with 50% employer match about $45,217 at 4% or $30,144 at 6%; with 100% employer match about $33,913 at 4% or $22,608 at 6%.