Civic Intelligence

HERITAGE ELECTRIC INC

Plan context: HERITAGE ELECTRIC INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 30-1232747 • Santa Paula, CA • 3 filings • 1 plans

223 Lucada StSanta Paula, CA 93060-3113
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$26,981

2025 Contributions

$17,489

Historical Graphs

Total Assets Over Time

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

$26,981$13,491$0202320242025YearValue
$26,981Latest year 2025

Participants Over Time

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

1470202320242025YearValue
14Latest year 2025

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
2025114$26,981$17,489$1,249iApproximate average salary by contribution assumption: employee only about $31,230 at 4% or $20,820 at 6%; with 50% employer match about $20,820 at 4% or $13,880 at 6%; with 100% employer match about $15,615 at 4% or $10,410 at 6%.
HERITAGE ELECTRIC INC 401(K) PROFIT SHARING PLAN & TRUST-14$26,981$17,489$1,249iApproximate average salary by contribution assumption: employee only about $31,230 at 4% or $20,820 at 6%; with 50% employer match about $20,820 at 4% or $13,880 at 6%; with 100% employer match about $15,615 at 4% or $10,410 at 6%.
2024110$7,820$10,092$1,009iApproximate average salary by contribution assumption: employee only about $25,230 at 4% or $16,820 at 6%; with 50% employer match about $16,820 at 4% or $11,213 at 6%; with 100% employer match about $12,615 at 4% or $8,410 at 6%.
HERITAGE ELECTRIC INC 401(K) PROFIT SHARING PLAN & TRUST-10$7,820$10,092$1,009iApproximate average salary by contribution assumption: employee only about $25,230 at 4% or $16,820 at 6%; with 50% employer match about $16,820 at 4% or $11,213 at 6%; with 100% employer match about $12,615 at 4% or $8,410 at 6%.
202315$829$813$163iApproximate average salary by contribution assumption: employee only about $4,065 at 4% or $2,710 at 6%; with 50% employer match about $2,710 at 4% or $1,807 at 6%; with 100% employer match about $2,033 at 4% or $1,355 at 6%.
HERITAGE ELECTRIC INC 401(K) PROFIT SHARING PLAN & TRUST-5$829$813$163iApproximate average salary by contribution assumption: employee only about $4,065 at 4% or $2,710 at 6%; with 50% employer match about $2,710 at 4% or $1,807 at 6%; with 100% employer match about $2,033 at 4% or $1,355 at 6%.