Civic Intelligence

Heritage Equipment Company

Plan context: Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan

EIN 31-1024171 • Plain City, OH • 22 filings • 4 plans

9000 Heritage DrPlain City, OH 43064-9493
Current Snapshot

Latest Year

2023

2023 Participants

20

2023 Assets

$1,598,594

2023 Contributions

$43,889

Historical Graphs

Total Assets Over Time

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

$1,769,781$884,891$0200020132022YearValue
$1,598,594Latest year 2022

Participants Over Time

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

31160200020122022YearValue
20Latest year 2022

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
202310$0$43,889-
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-0$0$43,889-
2022120$1,598,594$99,311$4,966iApproximate average salary by contribution assumption: employee only about $124,139 at 4% or $82,759 at 6%; with 50% employer match about $82,759 at 4% or $55,173 at 6%; with 100% employer match about $62,069 at 4% or $41,380 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-20$1,598,594$99,311$4,966iApproximate average salary by contribution assumption: employee only about $124,139 at 4% or $82,759 at 6%; with 50% employer match about $82,759 at 4% or $55,173 at 6%; with 100% employer match about $62,069 at 4% or $41,380 at 6%.
2021119$1,769,781$142,125$7,480iApproximate average salary by contribution assumption: employee only about $187,007 at 4% or $124,671 at 6%; with 50% employer match about $124,671 at 4% or $83,114 at 6%; with 100% employer match about $93,503 at 4% or $62,336 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-19$1,769,781$142,125$7,480iApproximate average salary by contribution assumption: employee only about $187,007 at 4% or $124,671 at 6%; with 50% employer match about $124,671 at 4% or $83,114 at 6%; with 100% employer match about $93,503 at 4% or $62,336 at 6%.
2020121$1,579,823$80,675$3,842iApproximate average salary by contribution assumption: employee only about $96,042 at 4% or $64,028 at 6%; with 50% employer match about $64,028 at 4% or $42,685 at 6%; with 100% employer match about $48,021 at 4% or $32,014 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-21$1,579,823$80,675$3,842iApproximate average salary by contribution assumption: employee only about $96,042 at 4% or $64,028 at 6%; with 50% employer match about $64,028 at 4% or $42,685 at 6%; with 100% employer match about $48,021 at 4% or $32,014 at 6%.
2019122$1,416,211$83,279$3,785iApproximate average salary by contribution assumption: employee only about $94,635 at 4% or $63,090 at 6%; with 50% employer match about $63,090 at 4% or $42,060 at 6%; with 100% employer match about $47,318 at 4% or $31,545 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-22$1,416,211$83,279$3,785iApproximate average salary by contribution assumption: employee only about $94,635 at 4% or $63,090 at 6%; with 50% employer match about $63,090 at 4% or $42,060 at 6%; with 100% employer match about $47,318 at 4% or $31,545 at 6%.
2018121$1,099,399$91,427$4,354iApproximate average salary by contribution assumption: employee only about $108,842 at 4% or $72,561 at 6%; with 50% employer match about $72,561 at 4% or $48,374 at 6%; with 100% employer match about $54,421 at 4% or $36,281 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-21$1,099,399$91,427$4,354iApproximate average salary by contribution assumption: employee only about $108,842 at 4% or $72,561 at 6%; with 50% employer match about $72,561 at 4% or $48,374 at 6%; with 100% employer match about $54,421 at 4% or $36,281 at 6%.
2017121$1,136,992$89,952$4,283iApproximate average salary by contribution assumption: employee only about $107,086 at 4% or $71,390 at 6%; with 50% employer match about $71,390 at 4% or $47,594 at 6%; with 100% employer match about $53,543 at 4% or $35,695 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-21$1,136,992$89,952$4,283iApproximate average salary by contribution assumption: employee only about $107,086 at 4% or $71,390 at 6%; with 50% employer match about $71,390 at 4% or $47,594 at 6%; with 100% employer match about $53,543 at 4% or $35,695 at 6%.
2016121$924,630$90,808$4,324iApproximate average salary by contribution assumption: employee only about $108,105 at 4% or $72,070 at 6%; with 50% employer match about $72,070 at 4% or $48,047 at 6%; with 100% employer match about $54,052 at 4% or $36,035 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-21$924,630$90,808$4,324iApproximate average salary by contribution assumption: employee only about $108,105 at 4% or $72,070 at 6%; with 50% employer match about $72,070 at 4% or $48,047 at 6%; with 100% employer match about $54,052 at 4% or $36,035 at 6%.
2015123$813,002$93,722$4,075iApproximate average salary by contribution assumption: employee only about $101,872 at 4% or $67,914 at 6%; with 50% employer match about $67,914 at 4% or $45,276 at 6%; with 100% employer match about $50,936 at 4% or $33,957 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-23$813,002$93,722$4,075iApproximate average salary by contribution assumption: employee only about $101,872 at 4% or $67,914 at 6%; with 50% employer match about $67,914 at 4% or $45,276 at 6%; with 100% employer match about $50,936 at 4% or $33,957 at 6%.
2014122$724,954$75,138$3,415iApproximate average salary by contribution assumption: employee only about $85,384 at 4% or $56,923 at 6%; with 50% employer match about $56,923 at 4% or $37,948 at 6%; with 100% employer match about $42,692 at 4% or $28,461 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-22$724,954$75,138$3,415iApproximate average salary by contribution assumption: employee only about $85,384 at 4% or $56,923 at 6%; with 50% employer match about $56,923 at 4% or $37,948 at 6%; with 100% employer match about $42,692 at 4% or $28,461 at 6%.
2013123$630,197$76,729$3,336iApproximate average salary by contribution assumption: employee only about $83,401 at 4% or $55,601 at 6%; with 50% employer match about $55,601 at 4% or $37,067 at 6%; with 100% employer match about $41,701 at 4% or $27,800 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-23$630,197$76,729$3,336iApproximate average salary by contribution assumption: employee only about $83,401 at 4% or $55,601 at 6%; with 50% employer match about $55,601 at 4% or $37,067 at 6%; with 100% employer match about $41,701 at 4% or $27,800 at 6%.
2012125$718,844$76,133$3,045iApproximate average salary by contribution assumption: employee only about $76,133 at 4% or $50,755 at 6%; with 50% employer match about $50,755 at 4% or $33,837 at 6%; with 100% employer match about $38,067 at 4% or $25,378 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-25$718,844$76,133$3,045iApproximate average salary by contribution assumption: employee only about $76,133 at 4% or $50,755 at 6%; with 50% employer match about $50,755 at 4% or $33,837 at 6%; with 100% employer match about $38,067 at 4% or $25,378 at 6%.
2011126$619,910$83,092$3,196iApproximate average salary by contribution assumption: employee only about $79,896 at 4% or $53,264 at 6%; with 50% employer match about $53,264 at 4% or $35,509 at 6%; with 100% employer match about $39,948 at 4% or $26,632 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-26$619,910$83,092$3,196iApproximate average salary by contribution assumption: employee only about $79,896 at 4% or $53,264 at 6%; with 50% employer match about $53,264 at 4% or $35,509 at 6%; with 100% employer match about $39,948 at 4% or $26,632 at 6%.
2010124$614,618$90,151$3,756iApproximate average salary by contribution assumption: employee only about $93,907 at 4% or $62,605 at 6%; with 50% employer match about $62,605 at 4% or $41,737 at 6%; with 100% employer match about $46,954 at 4% or $31,302 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-24$614,618$90,151$3,756iApproximate average salary by contribution assumption: employee only about $93,907 at 4% or $62,605 at 6%; with 50% employer match about $62,605 at 4% or $41,737 at 6%; with 100% employer match about $46,954 at 4% or $31,302 at 6%.
2009128$627,248$104,863$3,745iApproximate average salary by contribution assumption: employee only about $93,628 at 4% or $62,418 at 6%; with 50% employer match about $62,418 at 4% or $41,612 at 6%; with 100% employer match about $46,814 at 4% or $31,209 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-28$627,248$104,863$3,745iApproximate average salary by contribution assumption: employee only about $93,628 at 4% or $62,418 at 6%; with 50% employer match about $62,418 at 4% or $41,612 at 6%; with 100% employer match about $46,814 at 4% or $31,209 at 6%.
2008131$462,682$153,959$4,966iApproximate average salary by contribution assumption: employee only about $124,160 at 4% or $82,774 at 6%; with 50% employer match about $82,774 at 4% or $55,182 at 6%; with 100% employer match about $62,080 at 4% or $41,387 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-31$462,682$153,959$4,966iApproximate average salary by contribution assumption: employee only about $124,160 at 4% or $82,774 at 6%; with 50% employer match about $82,774 at 4% or $55,182 at 6%; with 100% employer match about $62,080 at 4% or $41,387 at 6%.
2007129$0$0-
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-29---
2006120$344,590$50,605$2,530iApproximate average salary by contribution assumption: employee only about $63,256 at 4% or $42,171 at 6%; with 50% employer match about $42,171 at 4% or $28,114 at 6%; with 100% employer match about $31,628 at 4% or $21,085 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-20$344,590$50,605$2,530iApproximate average salary by contribution assumption: employee only about $63,256 at 4% or $42,171 at 6%; with 50% employer match about $42,171 at 4% or $28,114 at 6%; with 100% employer match about $31,628 at 4% or $21,085 at 6%.
2003118$156,056$42,976$2,388iApproximate average salary by contribution assumption: employee only about $59,689 at 4% or $39,793 at 6%; with 50% employer match about $39,793 at 4% or $26,528 at 6%; with 100% employer match about $29,844 at 4% or $19,896 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-18$156,056$42,976$2,388iApproximate average salary by contribution assumption: employee only about $59,689 at 4% or $39,793 at 6%; with 50% employer match about $39,793 at 4% or $26,528 at 6%; with 100% employer match about $29,844 at 4% or $19,896 at 6%.
2002114$90,251$45,426$3,245iApproximate average salary by contribution assumption: employee only about $81,118 at 4% or $54,079 at 6%; with 50% employer match about $54,079 at 4% or $36,052 at 6%; with 100% employer match about $40,559 at 4% or $27,039 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-14$90,251$45,426$3,245iApproximate average salary by contribution assumption: employee only about $81,118 at 4% or $54,079 at 6%; with 50% employer match about $54,079 at 4% or $36,052 at 6%; with 100% employer match about $40,559 at 4% or $27,039 at 6%.
2001114$80,942$33,007$2,358iApproximate average salary by contribution assumption: employee only about $58,941 at 4% or $39,294 at 6%; with 50% employer match about $39,294 at 4% or $26,196 at 6%; with 100% employer match about $29,471 at 4% or $19,647 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-14$80,942$33,007$2,358iApproximate average salary by contribution assumption: employee only about $58,941 at 4% or $39,294 at 6%; with 50% employer match about $39,294 at 4% or $26,196 at 6%; with 100% employer match about $29,471 at 4% or $19,647 at 6%.
2000116$67,999$22,822$1,426iApproximate average salary by contribution assumption: employee only about $35,659 at 4% or $23,773 at 6%; with 50% employer match about $23,773 at 4% or $15,849 at 6%; with 100% employer match about $17,830 at 4% or $11,886 at 6%.
Heritage Equipment Co. & Affiliates 401(K) Profit Sharing Plan-16$67,999$22,822$1,426iApproximate average salary by contribution assumption: employee only about $35,659 at 4% or $23,773 at 6%; with 50% employer match about $23,773 at 4% or $15,849 at 6%; with 100% employer match about $17,830 at 4% or $11,886 at 6%.