Hertiage Insurance Services
Plan context: Heritage Insurance Services 401K Profit Sharing Plan
EIN 34-1655528 • 1 filings • 1 plans
Current Snapshot
Latest Year
1999
1999 Participants
20
1999 Assets
$230,044
1999 Contributions
$51,202
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 |
|---|---|---|---|---|---|
| 1999 | 1 | 20 | $230,044 | $51,202 | $2,560iApproximate average salary by contribution assumption: employee only about $64,003 at 4% or $42,668 at 6%; with 50% employer match about $42,668 at 4% or $28,446 at 6%; with 100% employer match about $32,001 at 4% or $21,334 at 6%. |
| Heritage Insurance Services 401K Profit Sharing Plan | - | 20 | $230,044 | $51,202 | $2,560iApproximate average salary by contribution assumption: employee only about $64,003 at 4% or $42,668 at 6%; with 50% employer match about $42,668 at 4% or $28,446 at 6%; with 100% employer match about $32,001 at 4% or $21,334 at 6%. |