Civic Intelligence

THE GARRETT GROUP, LLC

Plan context: Heritage Homebuilders Inc. 401K Profit Sharing Plan

EIN 33-0790389 • Temecula, CA • 17 filings • 6 plans

One Betterworld CircleTemecula, CA 92590
Current Snapshot

Latest Year

2015

2015 Participants

14

2015 Assets

$1,894,657

2015 Contributions

$30,630

Historical Graphs

Total Assets Over Time

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

$2,530,245$1,265,123$0199920072014YearValue
$1,894,657Latest year 2014

Participants Over Time

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

62310199920072014YearValue
14Latest year 2014

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
201510$0$30,630-
Heritage Homebuilders Inc. 401K Profit Sharing Plan-0$0$30,630-
2014114$1,894,657$36,546$2,610iApproximate average salary by contribution assumption: employee only about $65,261 at 4% or $43,507 at 6%; with 50% employer match about $43,507 at 4% or $29,005 at 6%; with 100% employer match about $32,630 at 4% or $21,754 at 6%.
Heritage Homebuilders Inc. 401K Profit Sharing Plan-14$1,894,657$36,546$2,610iApproximate average salary by contribution assumption: employee only about $65,261 at 4% or $43,507 at 6%; with 50% employer match about $43,507 at 4% or $29,005 at 6%; with 100% employer match about $32,630 at 4% or $21,754 at 6%.
2013123$2,141,043$106,370$4,625iApproximate average salary by contribution assumption: employee only about $115,620 at 4% or $77,080 at 6%; with 50% employer match about $77,080 at 4% or $51,386 at 6%; with 100% employer match about $57,810 at 4% or $38,540 at 6%.
Heritage Homebuilders Inc. 401K Profit Sharing Plan-23$2,141,043$106,370$4,625iApproximate average salary by contribution assumption: employee only about $115,620 at 4% or $77,080 at 6%; with 50% employer match about $77,080 at 4% or $51,386 at 6%; with 100% employer match about $57,810 at 4% or $38,540 at 6%.
2012136$1,717,026$76,145$2,115iApproximate average salary by contribution assumption: employee only about $52,878 at 4% or $35,252 at 6%; with 50% employer match about $35,252 at 4% or $23,502 at 6%; with 100% employer match about $26,439 at 4% or $17,626 at 6%.
Heritage Homebuilders Inc. 401K Profit Sharing Plan-36$1,717,026$76,145$2,115iApproximate average salary by contribution assumption: employee only about $52,878 at 4% or $35,252 at 6%; with 50% employer match about $35,252 at 4% or $23,502 at 6%; with 100% employer match about $26,439 at 4% or $17,626 at 6%.
2011135$2,046,029$81,433$2,327iApproximate average salary by contribution assumption: employee only about $58,166 at 4% or $38,778 at 6%; with 50% employer match about $38,778 at 4% or $25,852 at 6%; with 100% employer match about $29,083 at 4% or $19,389 at 6%.
Heritage Homebuilders Inc. 401K Profit Sharing Plan-35$2,046,029$81,433$2,327iApproximate average salary by contribution assumption: employee only about $58,166 at 4% or $38,778 at 6%; with 50% employer match about $38,778 at 4% or $25,852 at 6%; with 100% employer match about $29,083 at 4% or $19,389 at 6%.
2010145$2,404,519$91,126$2,025iApproximate average salary by contribution assumption: employee only about $50,626 at 4% or $33,750 at 6%; with 50% employer match about $33,750 at 4% or $22,500 at 6%; with 100% employer match about $25,313 at 4% or $16,875 at 6%.
Heritage Homebuilders Inc. 401K Profit Sharing Plan-45$2,404,519$91,126$2,025iApproximate average salary by contribution assumption: employee only about $50,626 at 4% or $33,750 at 6%; with 50% employer match about $33,750 at 4% or $22,500 at 6%; with 100% employer match about $25,313 at 4% or $16,875 at 6%.
2009147$2,040,550$109,269$2,325iApproximate average salary by contribution assumption: employee only about $58,122 at 4% or $38,748 at 6%; with 50% employer match about $38,748 at 4% or $25,832 at 6%; with 100% employer match about $29,061 at 4% or $19,374 at 6%.
Heritage Homebuilders Inc. 401K Profit Sharing Plan-47$2,040,550$109,269$2,325iApproximate average salary by contribution assumption: employee only about $58,122 at 4% or $38,748 at 6%; with 50% employer match about $38,748 at 4% or $25,832 at 6%; with 100% employer match about $29,061 at 4% or $19,374 at 6%.
2008135$0$0-
Heritage Homebuilders Inc. 401K Profit Sharing Plan-35---
2007162$2,530,245$640,115$10,324iApproximate average salary by contribution assumption: employee only about $258,111 at 4% or $172,074 at 6%; with 50% employer match about $172,074 at 4% or $114,716 at 6%; with 100% employer match about $129,055 at 4% or $86,037 at 6%.
Heritage Homebuilders Inc. 401K Profit Sharing Plan-62$2,530,245$640,115$10,324iApproximate average salary by contribution assumption: employee only about $258,111 at 4% or $172,074 at 6%; with 50% employer match about $172,074 at 4% or $114,716 at 6%; with 100% employer match about $129,055 at 4% or $86,037 at 6%.
2006156$1,697,823$347,418$6,204iApproximate average salary by contribution assumption: employee only about $155,097 at 4% or $103,398 at 6%; with 50% employer match about $103,398 at 4% or $68,932 at 6%; with 100% employer match about $77,549 at 4% or $51,699 at 6%.
Heritage Homebuilders Inc. 401K Profit Sharing Plan-56$1,697,823$347,418$6,204iApproximate average salary by contribution assumption: employee only about $155,097 at 4% or $103,398 at 6%; with 50% employer match about $103,398 at 4% or $68,932 at 6%; with 100% employer match about $77,549 at 4% or $51,699 at 6%.
2005137$1,402,276$375,236$10,142iApproximate average salary by contribution assumption: employee only about $253,538 at 4% or $169,025 at 6%; with 50% employer match about $169,025 at 4% or $112,683 at 6%; with 100% employer match about $126,769 at 4% or $84,513 at 6%.
Heritage Homebuilders Inc. 401K Profit Sharing Plan-37$1,402,276$375,236$10,142iApproximate average salary by contribution assumption: employee only about $253,538 at 4% or $169,025 at 6%; with 50% employer match about $169,025 at 4% or $112,683 at 6%; with 100% employer match about $126,769 at 4% or $84,513 at 6%.
2004135$927,276$312,942$8,941iApproximate average salary by contribution assumption: employee only about $223,530 at 4% or $149,020 at 6%; with 50% employer match about $149,020 at 4% or $99,347 at 6%; with 100% employer match about $111,765 at 4% or $74,510 at 6%.
Heritage Homebuilders Inc. 401K Profit Sharing Plan-35$927,276$312,942$8,941iApproximate average salary by contribution assumption: employee only about $223,530 at 4% or $149,020 at 6%; with 50% employer match about $149,020 at 4% or $99,347 at 6%; with 100% employer match about $111,765 at 4% or $74,510 at 6%.
2003122$0$0-
Heritage Homebuilders Inc. 401K Profit Sharing Plan-22---
2002121$495,237$306,333$14,587iApproximate average salary by contribution assumption: employee only about $364,682 at 4% or $243,121 at 6%; with 50% employer match about $243,121 at 4% or $162,081 at 6%; with 100% employer match about $182,341 at 4% or $121,561 at 6%.
Heritage Homebuilders Inc. 401K Profit Sharing Plan-21$495,237$306,333$14,587iApproximate average salary by contribution assumption: employee only about $364,682 at 4% or $243,121 at 6%; with 50% employer match about $243,121 at 4% or $162,081 at 6%; with 100% employer match about $182,341 at 4% or $121,561 at 6%.
2001119$0$0-
Heritage Homebuilders Inc. 401K Profit Sharing Plan-19---
2000129$123,886$71,812$2,476iApproximate average salary by contribution assumption: employee only about $61,907 at 4% or $41,271 at 6%; with 50% employer match about $41,271 at 4% or $27,514 at 6%; with 100% employer match about $30,953 at 4% or $20,636 at 6%.
Heritage Homebuilders Inc. 401K Profit Sharing Plan-29$123,886$71,812$2,476iApproximate average salary by contribution assumption: employee only about $61,907 at 4% or $41,271 at 6%; with 50% employer match about $41,271 at 4% or $27,514 at 6%; with 100% employer match about $30,953 at 4% or $20,636 at 6%.
1999113$76,900$55,768$4,290iApproximate average salary by contribution assumption: employee only about $107,246 at 4% or $71,497 at 6%; with 50% employer match about $71,497 at 4% or $47,665 at 6%; with 100% employer match about $53,623 at 4% or $35,749 at 6%.
Heritage Homebuilders Inc. 401K Profit Sharing Plan-13$76,900$55,768$4,290iApproximate average salary by contribution assumption: employee only about $107,246 at 4% or $71,497 at 6%; with 50% employer match about $71,497 at 4% or $47,665 at 6%; with 100% employer match about $53,623 at 4% or $35,749 at 6%.