Civic Intelligence

I. B. Davis Inc.

Plan context: Heritage Travel 401K Retirement Plan

EIN 31-1091638 • Dayton, OH • 13 filings • 3 plans

4543 Gullane CircleDayton, OH 45429
Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$125,791

2011 Contributions

$800

Historical Graphs

Total Assets Over Time

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

$186,439$93,220$0199920052011YearValue
$125,791Latest year 2011

Participants Over Time

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

1580199920052011YearValue
2Latest year 2011

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
201112$125,791$800$400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%.
Heritage Travel 401K Retirement Plan-2$125,791$800$400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%.
201012$124,174$3,151$1,576iApproximate average salary by contribution assumption: employee only about $39,388 at 4% or $26,258 at 6%; with 50% employer match about $26,258 at 4% or $17,506 at 6%; with 100% employer match about $19,694 at 4% or $13,129 at 6%.
Heritage Travel 401K Retirement Plan-2$124,174$3,151$1,576iApproximate average salary by contribution assumption: employee only about $39,388 at 4% or $26,258 at 6%; with 50% employer match about $26,258 at 4% or $17,506 at 6%; with 100% employer match about $19,694 at 4% or $13,129 at 6%.
200916$174,410$11,705$1,951iApproximate average salary by contribution assumption: employee only about $48,771 at 4% or $32,514 at 6%; with 50% employer match about $32,514 at 4% or $21,676 at 6%; with 100% employer match about $24,385 at 4% or $16,257 at 6%.
Heritage Travel 401K Retirement Plan-6$174,410$11,705$1,951iApproximate average salary by contribution assumption: employee only about $48,771 at 4% or $32,514 at 6%; with 50% employer match about $32,514 at 4% or $21,676 at 6%; with 100% employer match about $24,385 at 4% or $16,257 at 6%.
200818$129,477$11,634$1,454iApproximate average salary by contribution assumption: employee only about $36,356 at 4% or $24,238 at 6%; with 50% employer match about $24,238 at 4% or $16,158 at 6%; with 100% employer match about $18,178 at 4% or $12,119 at 6%.
Heritage Travel 401K Retirement Plan-8$129,477$11,634$1,454iApproximate average salary by contribution assumption: employee only about $36,356 at 4% or $24,238 at 6%; with 50% employer match about $24,238 at 4% or $16,158 at 6%; with 100% employer match about $18,178 at 4% or $12,119 at 6%.
200718$186,439$15,594$1,949iApproximate average salary by contribution assumption: employee only about $48,731 at 4% or $32,488 at 6%; with 50% employer match about $32,488 at 4% or $21,658 at 6%; with 100% employer match about $24,366 at 4% or $16,244 at 6%.
Heritage Travel 401K Retirement Plan-8$186,439$15,594$1,949iApproximate average salary by contribution assumption: employee only about $48,731 at 4% or $32,488 at 6%; with 50% employer match about $32,488 at 4% or $21,658 at 6%; with 100% employer match about $24,366 at 4% or $16,244 at 6%.
200619$163,935$10,765$1,196iApproximate average salary by contribution assumption: employee only about $29,903 at 4% or $19,935 at 6%; with 50% employer match about $19,935 at 4% or $13,290 at 6%; with 100% employer match about $14,951 at 4% or $9,968 at 6%.
Heritage Travel 401K Retirement Plan-9$163,935$10,765$1,196iApproximate average salary by contribution assumption: employee only about $29,903 at 4% or $19,935 at 6%; with 50% employer match about $19,935 at 4% or $13,290 at 6%; with 100% employer match about $14,951 at 4% or $9,968 at 6%.
2005110$150,958$21,407$2,141iApproximate average salary by contribution assumption: employee only about $53,517 at 4% or $35,678 at 6%; with 50% employer match about $35,678 at 4% or $23,786 at 6%; with 100% employer match about $26,759 at 4% or $17,839 at 6%.
Heritage Travel 401K Retirement Plan-10$150,958$21,407$2,141iApproximate average salary by contribution assumption: employee only about $53,517 at 4% or $35,678 at 6%; with 50% employer match about $35,678 at 4% or $23,786 at 6%; with 100% employer match about $26,759 at 4% or $17,839 at 6%.
2004112$123,881$19,448$1,621iApproximate average salary by contribution assumption: employee only about $40,517 at 4% or $27,011 at 6%; with 50% employer match about $27,011 at 4% or $18,007 at 6%; with 100% employer match about $20,258 at 4% or $13,506 at 6%.
Heritage Travel 401K Retirement Plan-12$123,881$19,448$1,621iApproximate average salary by contribution assumption: employee only about $40,517 at 4% or $27,011 at 6%; with 50% employer match about $27,011 at 4% or $18,007 at 6%; with 100% employer match about $20,258 at 4% or $13,506 at 6%.
2003111$88,943$15,903$1,446iApproximate average salary by contribution assumption: employee only about $36,143 at 4% or $24,095 at 6%; with 50% employer match about $24,095 at 4% or $16,064 at 6%; with 100% employer match about $18,072 at 4% or $12,048 at 6%.
Heritage Travel 401K Retirement Plan-11$88,943$15,903$1,446iApproximate average salary by contribution assumption: employee only about $36,143 at 4% or $24,095 at 6%; with 50% employer match about $24,095 at 4% or $16,064 at 6%; with 100% employer match about $18,072 at 4% or $12,048 at 6%.
2002112$53,748$18,797$1,566iApproximate average salary by contribution assumption: employee only about $39,160 at 4% or $26,107 at 6%; with 50% employer match about $26,107 at 4% or $17,405 at 6%; with 100% employer match about $19,580 at 4% or $13,053 at 6%.
Heritage Travel 401K Retirement Plan-12$53,748$18,797$1,566iApproximate average salary by contribution assumption: employee only about $39,160 at 4% or $26,107 at 6%; with 50% employer match about $26,107 at 4% or $17,405 at 6%; with 100% employer match about $19,580 at 4% or $13,053 at 6%.
2001113$43,625$13,894$1,069iApproximate average salary by contribution assumption: employee only about $26,719 at 4% or $17,813 at 6%; with 50% employer match about $17,813 at 4% or $11,875 at 6%; with 100% employer match about $13,360 at 4% or $8,906 at 6%.
Heritage Travel 401K Retirement Plan-13$43,625$13,894$1,069iApproximate average salary by contribution assumption: employee only about $26,719 at 4% or $17,813 at 6%; with 50% employer match about $17,813 at 4% or $11,875 at 6%; with 100% employer match about $13,360 at 4% or $8,906 at 6%.
2000115$32,884$16,773$1,118iApproximate average salary by contribution assumption: employee only about $27,955 at 4% or $18,637 at 6%; with 50% employer match about $18,637 at 4% or $12,424 at 6%; with 100% employer match about $13,978 at 4% or $9,318 at 6%.
Heritage Travel 401K Retirement Plan-15$32,884$16,773$1,118iApproximate average salary by contribution assumption: employee only about $27,955 at 4% or $18,637 at 6%; with 50% employer match about $18,637 at 4% or $12,424 at 6%; with 100% employer match about $13,978 at 4% or $9,318 at 6%.
1999113$17,203$12,335$949iApproximate average salary by contribution assumption: employee only about $23,721 at 4% or $15,814 at 6%; with 50% employer match about $15,814 at 4% or $10,543 at 6%; with 100% employer match about $11,861 at 4% or $7,907 at 6%.
Heritage Travel 401K Retirement Plan-13$17,203$12,335$949iApproximate average salary by contribution assumption: employee only about $23,721 at 4% or $15,814 at 6%; with 50% employer match about $15,814 at 4% or $10,543 at 6%; with 100% employer match about $11,861 at 4% or $7,907 at 6%.