Current Snapshot
Latest Year
2017
2017 Participants
5
2017 Assets
$4,935
2017 Contributions
$76,000
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Heritage Oak Inc. 401(K) Plan | - | 0 | - | - | - |
| 2016 | 1 | 5 | $4,935 | $0 | - |
| Heritage Oak Inc. 401(K) Plan | - | 5 | $4,935 | - | - |
| 2015 | 1 | 6 | $434,285 | $0 | - |
| Heritage Oak Inc. 401(K) Plan | - | 6 | $434,285 | - | - |
| 2014 | 1 | 6 | $428,008 | $0 | - |
| Heritage Oak Inc. 401(K) Plan | - | 6 | $428,008 | - | - |
| 2013 | 1 | 6 | $430,574 | $0 | - |
| Heritage Oak Inc. 401(K) Plan | - | 6 | $430,574 | - | - |
| 2012 | 1 | 6 | $641,413 | $0 | - |
| Heritage Oak Inc. 401(K) Plan | - | 6 | $641,413 | - | - |
| 2011 | 1 | 8 | $340,591 | $0 | - |
| Heritage Oak Inc. 401(K) Plan | - | 8 | $340,591 | - | - |
| 2010 | 1 | 4 | $359,174 | $76,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| Heritage Oak Inc. 401(K) Plan | - | 4 | $359,174 | $76,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |