Civic Intelligence

Heritage Financial Group Inc.

Plan context: Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust

EIN 35-1517239 • Elkhart, IN • 46 filings • 8 plans

120 W Lexington AveElkhart, IN 46516-3117
Current Snapshot

Latest Year

2024

2024 Participants

93

2024 Assets

$20,535,494

2024 Contributions

$675,735

Historical Graphs

Total Assets Over Time

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

$20,535,494$10,267,747$0199920122024YearValue
$20,535,494Latest year 2024

Participants Over Time

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

3171590199920122024YearValue
93Latest year 2024

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
2024193$20,535,494$675,735$7,266iApproximate average salary by contribution assumption: employee only about $181,649 at 4% or $121,099 at 6%; with 50% employer match about $121,099 at 4% or $80,733 at 6%; with 100% employer match about $90,825 at 4% or $60,550 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-93$20,535,494$675,735$7,266iApproximate average salary by contribution assumption: employee only about $181,649 at 4% or $121,099 at 6%; with 50% employer match about $121,099 at 4% or $80,733 at 6%; with 100% employer match about $90,825 at 4% or $60,550 at 6%.
2023188$18,044,964$700,716$7,963iApproximate average salary by contribution assumption: employee only about $199,067 at 4% or $132,711 at 6%; with 50% employer match about $132,711 at 4% or $88,474 at 6%; with 100% employer match about $99,534 at 4% or $66,356 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-88$18,044,964$700,716$7,963iApproximate average salary by contribution assumption: employee only about $199,067 at 4% or $132,711 at 6%; with 50% employer match about $132,711 at 4% or $88,474 at 6%; with 100% employer match about $99,534 at 4% or $66,356 at 6%.
2022196$15,361,771$759,739$7,914iApproximate average salary by contribution assumption: employee only about $197,849 at 4% or $131,899 at 6%; with 50% employer match about $131,899 at 4% or $87,933 at 6%; with 100% employer match about $98,924 at 4% or $65,950 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-96$15,361,771$759,739$7,914iApproximate average salary by contribution assumption: employee only about $197,849 at 4% or $131,899 at 6%; with 50% employer match about $131,899 at 4% or $87,933 at 6%; with 100% employer match about $98,924 at 4% or $65,950 at 6%.
20212102$18,307,126$753,071$7,383iApproximate average salary by contribution assumption: employee only about $184,576 at 4% or $123,051 at 6%; with 50% employer match about $123,051 at 4% or $82,034 at 6%; with 100% employer match about $92,288 at 4% or $61,525 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-102$18,307,126$753,071$7,383iApproximate average salary by contribution assumption: employee only about $184,576 at 4% or $123,051 at 6%; with 50% employer match about $123,051 at 4% or $82,034 at 6%; with 100% employer match about $92,288 at 4% or $61,525 at 6%.
Heritage Cafeteria Plan-75---
20202199$16,144,490$831,896$4,180iApproximate average salary by contribution assumption: employee only about $104,510 at 4% or $69,673 at 6%; with 50% employer match about $69,673 at 4% or $46,449 at 6%; with 100% employer match about $52,255 at 4% or $34,837 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-199$16,144,490$831,896$4,180iApproximate average salary by contribution assumption: employee only about $104,510 at 4% or $69,673 at 6%; with 50% employer match about $69,673 at 4% or $46,449 at 6%; with 100% employer match about $52,255 at 4% or $34,837 at 6%.
Heritage Cafeteria Plan-105---
20192190$13,379,302$813,956$4,284iApproximate average salary by contribution assumption: employee only about $107,099 at 4% or $71,400 at 6%; with 50% employer match about $71,400 at 4% or $47,600 at 6%; with 100% employer match about $53,550 at 4% or $35,700 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-190$13,379,302$813,956$4,284iApproximate average salary by contribution assumption: employee only about $107,099 at 4% or $71,400 at 6%; with 50% employer match about $71,400 at 4% or $47,600 at 6%; with 100% employer match about $53,550 at 4% or $35,700 at 6%.
Heritage Cafeteria Plan-105---
20182175$10,715,940$773,820$4,422iApproximate average salary by contribution assumption: employee only about $110,546 at 4% or $73,697 at 6%; with 50% employer match about $73,697 at 4% or $49,131 at 6%; with 100% employer match about $55,273 at 4% or $36,849 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-175$10,715,940$773,820$4,422iApproximate average salary by contribution assumption: employee only about $110,546 at 4% or $73,697 at 6%; with 50% employer match about $73,697 at 4% or $49,131 at 6%; with 100% employer match about $55,273 at 4% or $36,849 at 6%.
Heritage Cafeteria Plan-108---
20172198$11,824,580$933,754$4,716iApproximate average salary by contribution assumption: employee only about $117,898 at 4% or $78,599 at 6%; with 50% employer match about $78,599 at 4% or $52,399 at 6%; with 100% employer match about $58,949 at 4% or $39,299 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-198$11,824,580$933,754$4,716iApproximate average salary by contribution assumption: employee only about $117,898 at 4% or $78,599 at 6%; with 50% employer match about $78,599 at 4% or $52,399 at 6%; with 100% employer match about $58,949 at 4% or $39,299 at 6%.
Heritage Cafeteria Plan-117---
20162191$9,745,846$858,000$4,492iApproximate average salary by contribution assumption: employee only about $112,304 at 4% or $74,869 at 6%; with 50% employer match about $74,869 at 4% or $49,913 at 6%; with 100% employer match about $56,152 at 4% or $37,435 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-191$9,745,846$858,000$4,492iApproximate average salary by contribution assumption: employee only about $112,304 at 4% or $74,869 at 6%; with 50% employer match about $74,869 at 4% or $49,913 at 6%; with 100% employer match about $56,152 at 4% or $37,435 at 6%.
Heritage Cafeteria Plan-114---
20152192$8,493,378$855,491$4,456iApproximate average salary by contribution assumption: employee only about $111,392 at 4% or $74,261 at 6%; with 50% employer match about $74,261 at 4% or $49,508 at 6%; with 100% employer match about $55,696 at 4% or $37,131 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-192$8,493,378$855,491$4,456iApproximate average salary by contribution assumption: employee only about $111,392 at 4% or $74,261 at 6%; with 50% employer match about $74,261 at 4% or $49,508 at 6%; with 100% employer match about $55,696 at 4% or $37,131 at 6%.
Heritage Cafeteria Plan-110---
20142203$8,599,057$1,520,320$7,489iApproximate average salary by contribution assumption: employee only about $187,232 at 4% or $124,821 at 6%; with 50% employer match about $124,821 at 4% or $83,214 at 6%; with 100% employer match about $93,616 at 4% or $62,411 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-203$8,599,057$1,520,320$7,489iApproximate average salary by contribution assumption: employee only about $187,232 at 4% or $124,821 at 6%; with 50% employer match about $124,821 at 4% or $83,214 at 6%; with 100% employer match about $93,616 at 4% or $62,411 at 6%.
Heritage Cafeteria Plan-111---
20132218$7,873,249$785,957$3,605iApproximate average salary by contribution assumption: employee only about $90,133 at 4% or $60,088 at 6%; with 50% employer match about $60,088 at 4% or $40,059 at 6%; with 100% employer match about $45,066 at 4% or $30,044 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-218$7,873,249$785,957$3,605iApproximate average salary by contribution assumption: employee only about $90,133 at 4% or $60,088 at 6%; with 50% employer match about $60,088 at 4% or $40,059 at 6%; with 100% employer match about $45,066 at 4% or $30,044 at 6%.
Heritage Cafeteria Plan-108---
20122247$6,256,391$801,387$3,244iApproximate average salary by contribution assumption: employee only about $81,112 at 4% or $54,075 at 6%; with 50% employer match about $54,075 at 4% or $36,050 at 6%; with 100% employer match about $40,556 at 4% or $27,037 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-247$6,256,391$801,387$3,244iApproximate average salary by contribution assumption: employee only about $81,112 at 4% or $54,075 at 6%; with 50% employer match about $54,075 at 4% or $36,050 at 6%; with 100% employer match about $40,556 at 4% or $27,037 at 6%.
Heritage Cafeteria Plan-121---
20112199$5,144,868$737,253$3,705iApproximate average salary by contribution assumption: employee only about $92,620 at 4% or $61,746 at 6%; with 50% employer match about $61,746 at 4% or $41,164 at 6%; with 100% employer match about $46,310 at 4% or $30,873 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-199$5,144,868$737,253$3,705iApproximate average salary by contribution assumption: employee only about $92,620 at 4% or $61,746 at 6%; with 50% employer match about $61,746 at 4% or $41,164 at 6%; with 100% employer match about $46,310 at 4% or $30,873 at 6%.
Heritage Cafeteria Plan-112---
20102213$5,156,350$626,895$2,943iApproximate average salary by contribution assumption: employee only about $73,579 at 4% or $49,053 at 6%; with 50% employer match about $49,053 at 4% or $32,702 at 6%; with 100% employer match about $36,790 at 4% or $24,526 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-213$5,156,350$626,895$2,943iApproximate average salary by contribution assumption: employee only about $73,579 at 4% or $49,053 at 6%; with 50% employer match about $49,053 at 4% or $32,702 at 6%; with 100% employer match about $36,790 at 4% or $24,526 at 6%.
Heritage Cafeteria Plan-142---
20092204$4,302,427$575,613$2,822iApproximate average salary by contribution assumption: employee only about $70,541 at 4% or $47,027 at 6%; with 50% employer match about $47,027 at 4% or $31,351 at 6%; with 100% employer match about $35,270 at 4% or $23,514 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-204$4,302,427$575,613$2,822iApproximate average salary by contribution assumption: employee only about $70,541 at 4% or $47,027 at 6%; with 50% employer match about $47,027 at 4% or $31,351 at 6%; with 100% employer match about $35,270 at 4% or $23,514 at 6%.
Heritage Cafeteria Plan-142---
20082184$2,900,892$666,720$3,623iApproximate average salary by contribution assumption: employee only about $90,587 at 4% or $60,391 at 6%; with 50% employer match about $60,391 at 4% or $40,261 at 6%; with 100% employer match about $45,293 at 4% or $30,196 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-184$2,900,892$666,720$3,623iApproximate average salary by contribution assumption: employee only about $90,587 at 4% or $60,391 at 6%; with 50% employer match about $60,391 at 4% or $40,261 at 6%; with 100% employer match about $45,293 at 4% or $30,196 at 6%.
Heritage Cafeteria Plan-142---
20072228$5,638,558$860,199$3,773iApproximate average salary by contribution assumption: employee only about $94,320 at 4% or $62,880 at 6%; with 50% employer match about $62,880 at 4% or $41,920 at 6%; with 100% employer match about $47,160 at 4% or $31,440 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-228$5,638,558$860,199$3,773iApproximate average salary by contribution assumption: employee only about $94,320 at 4% or $62,880 at 6%; with 50% employer match about $62,880 at 4% or $41,920 at 6%; with 100% employer match about $47,160 at 4% or $31,440 at 6%.
Heritage Cafeteria Plan-179---
20062310$5,305,924$832,361$2,685iApproximate average salary by contribution assumption: employee only about $67,126 at 4% or $44,751 at 6%; with 50% employer match about $44,751 at 4% or $29,834 at 6%; with 100% employer match about $33,563 at 4% or $22,375 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-310$5,305,924$832,361$2,685iApproximate average salary by contribution assumption: employee only about $67,126 at 4% or $44,751 at 6%; with 50% employer match about $44,751 at 4% or $29,834 at 6%; with 100% employer match about $33,563 at 4% or $22,375 at 6%.
Heritage Cafeteria Plan-217---
20052286$4,369,241$776,985$2,717iApproximate average salary by contribution assumption: employee only about $67,918 at 4% or $45,279 at 6%; with 50% employer match about $45,279 at 4% or $30,186 at 6%; with 100% employer match about $33,959 at 4% or $22,639 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-286$4,369,241$776,985$2,717iApproximate average salary by contribution assumption: employee only about $67,918 at 4% or $45,279 at 6%; with 50% employer match about $45,279 at 4% or $30,186 at 6%; with 100% employer match about $33,959 at 4% or $22,639 at 6%.
Heritage Cafeteria Plan-194---
20042288$3,821,032$775,500$2,693iApproximate average salary by contribution assumption: employee only about $67,318 at 4% or $44,878 at 6%; with 50% employer match about $44,878 at 4% or $29,919 at 6%; with 100% employer match about $33,659 at 4% or $22,439 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-288$3,821,032$775,500$2,693iApproximate average salary by contribution assumption: employee only about $67,318 at 4% or $44,878 at 6%; with 50% employer match about $44,878 at 4% or $29,919 at 6%; with 100% employer match about $33,659 at 4% or $22,439 at 6%.
Heritage Cafeteria Plan-207---
20032270$3,246,549$704,336$2,609iApproximate average salary by contribution assumption: employee only about $65,216 at 4% or $43,478 at 6%; with 50% employer match about $43,478 at 4% or $28,985 at 6%; with 100% employer match about $32,608 at 4% or $21,739 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-270$3,246,549$704,336$2,609iApproximate average salary by contribution assumption: employee only about $65,216 at 4% or $43,478 at 6%; with 50% employer match about $43,478 at 4% or $28,985 at 6%; with 100% employer match about $32,608 at 4% or $21,739 at 6%.
Heritage Cafeteria Plan-197---
20022249$2,471,665$782,961$3,144iApproximate average salary by contribution assumption: employee only about $78,611 at 4% or $52,407 at 6%; with 50% employer match about $52,407 at 4% or $34,938 at 6%; with 100% employer match about $39,305 at 4% or $26,204 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-249$2,471,665$782,961$3,144iApproximate average salary by contribution assumption: employee only about $78,611 at 4% or $52,407 at 6%; with 50% employer match about $52,407 at 4% or $34,938 at 6%; with 100% employer match about $39,305 at 4% or $26,204 at 6%.
Heritage Cafeteria Plan-197---
20011218$2,235,760$660,468$3,030iApproximate average salary by contribution assumption: employee only about $75,742 at 4% or $50,494 at 6%; with 50% employer match about $50,494 at 4% or $33,663 at 6%; with 100% employer match about $37,871 at 4% or $25,247 at 6%.
HERITAGE FINANCIAL GROUP, INC. 401K PLAN AND TRUST-218$2,235,760$660,468$3,030iApproximate average salary by contribution assumption: employee only about $75,742 at 4% or $50,494 at 6%; with 50% employer match about $50,494 at 4% or $33,663 at 6%; with 100% employer match about $37,871 at 4% or $25,247 at 6%.
20001317$0$0-
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-317---
19991261$2,635,884$660,923$2,532iApproximate average salary by contribution assumption: employee only about $63,307 at 4% or $42,205 at 6%; with 50% employer match about $42,205 at 4% or $28,136 at 6%; with 100% employer match about $31,653 at 4% or $21,102 at 6%.
Heritage Financial Group Inc. 401K Profit Sharing Plan and Trust-261$2,635,884$660,923$2,532iApproximate average salary by contribution assumption: employee only about $63,307 at 4% or $42,205 at 6%; with 50% employer match about $42,205 at 4% or $28,136 at 6%; with 100% employer match about $31,653 at 4% or $21,102 at 6%.