Civic Intelligence

Legacy Resources Co. LP

Plan context: Heritage Group Retirement Savings Plan IX

EIN 35-1881943 • Indianapolis, IN • 13 filings • 1 plans

5400 West 86th StreetIndianapolis, IN 46268
Current Snapshot

Latest Year

2011

2011 Participants

16

2011 Assets

$4,100,242

2011 Contributions

$304,794

Historical Graphs

Total Assets Over Time

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

$4,100,242$2,050,121$0199920052010YearValue
$4,100,242Latest year 2010

Participants Over Time

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

23120199920052010YearValue
16Latest year 2010

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
201110$0$0-
Heritage Group Retirement Savings Plan IX-0---
2010116$4,100,242$304,794$19,050iApproximate average salary by contribution assumption: employee only about $476,241 at 4% or $317,494 at 6%; with 50% employer match about $317,494 at 4% or $211,663 at 6%; with 100% employer match about $238,120 at 4% or $158,747 at 6%.
Heritage Group Retirement Savings Plan IX-16$4,100,242$304,794$19,050iApproximate average salary by contribution assumption: employee only about $476,241 at 4% or $317,494 at 6%; with 50% employer match about $317,494 at 4% or $211,663 at 6%; with 100% employer match about $238,120 at 4% or $158,747 at 6%.
2009118$3,691,636$266,040$14,780iApproximate average salary by contribution assumption: employee only about $369,500 at 4% or $246,333 at 6%; with 50% employer match about $246,333 at 4% or $164,222 at 6%; with 100% employer match about $184,750 at 4% or $123,167 at 6%.
Heritage Group Retirement Savings Plan IX-18$3,691,636$266,040$14,780iApproximate average salary by contribution assumption: employee only about $369,500 at 4% or $246,333 at 6%; with 50% employer match about $246,333 at 4% or $164,222 at 6%; with 100% employer match about $184,750 at 4% or $123,167 at 6%.
2008117$2,798,087$398,590$23,446iApproximate average salary by contribution assumption: employee only about $586,162 at 4% or $390,775 at 6%; with 50% employer match about $390,775 at 4% or $260,516 at 6%; with 100% employer match about $293,081 at 4% or $195,387 at 6%.
Heritage Group Retirement Savings Plan IX-17$2,798,087$398,590$23,446iApproximate average salary by contribution assumption: employee only about $586,162 at 4% or $390,775 at 6%; with 50% employer match about $390,775 at 4% or $260,516 at 6%; with 100% employer match about $293,081 at 4% or $195,387 at 6%.
2007119$0$0-
Heritage Group Retirement Savings Plan IX-19---
2006122$2,900,797$272,806$12,400iApproximate average salary by contribution assumption: employee only about $310,007 at 4% or $206,671 at 6%; with 50% employer match about $206,671 at 4% or $137,781 at 6%; with 100% employer match about $155,003 at 4% or $103,336 at 6%.
Heritage Group Retirement Savings Plan IX-22$2,900,797$272,806$12,400iApproximate average salary by contribution assumption: employee only about $310,007 at 4% or $206,671 at 6%; with 50% employer match about $206,671 at 4% or $137,781 at 6%; with 100% employer match about $155,003 at 4% or $103,336 at 6%.
2005122$2,387,049$265,644$12,075iApproximate average salary by contribution assumption: employee only about $301,868 at 4% or $201,245 at 6%; with 50% employer match about $201,245 at 4% or $134,164 at 6%; with 100% employer match about $150,934 at 4% or $100,623 at 6%.
Heritage Group Retirement Savings Plan IX-22$2,387,049$265,644$12,075iApproximate average salary by contribution assumption: employee only about $301,868 at 4% or $201,245 at 6%; with 50% employer match about $201,245 at 4% or $134,164 at 6%; with 100% employer match about $150,934 at 4% or $100,623 at 6%.
2004123$1,983,493$177,948$7,737iApproximate average salary by contribution assumption: employee only about $193,422 at 4% or $128,948 at 6%; with 50% employer match about $128,948 at 4% or $85,965 at 6%; with 100% employer match about $96,711 at 4% or $64,474 at 6%.
Heritage Group Retirement Savings Plan IX-23$1,983,493$177,948$7,737iApproximate average salary by contribution assumption: employee only about $193,422 at 4% or $128,948 at 6%; with 50% employer match about $128,948 at 4% or $85,965 at 6%; with 100% employer match about $96,711 at 4% or $64,474 at 6%.
2003122$1,630,571$190,053$8,639iApproximate average salary by contribution assumption: employee only about $215,969 at 4% or $143,980 at 6%; with 50% employer match about $143,980 at 4% or $95,986 at 6%; with 100% employer match about $107,985 at 4% or $71,990 at 6%.
Heritage Group Retirement Savings Plan IX-22$1,630,571$190,053$8,639iApproximate average salary by contribution assumption: employee only about $215,969 at 4% or $143,980 at 6%; with 50% employer match about $143,980 at 4% or $95,986 at 6%; with 100% employer match about $107,985 at 4% or $71,990 at 6%.
2002113$1,190,751$164,590$12,661iApproximate average salary by contribution assumption: employee only about $316,519 at 4% or $211,013 at 6%; with 50% employer match about $211,013 at 4% or $140,675 at 6%; with 100% employer match about $158,260 at 4% or $105,506 at 6%.
Heritage Group Retirement Savings Plan IX-13$1,190,751$164,590$12,661iApproximate average salary by contribution assumption: employee only about $316,519 at 4% or $211,013 at 6%; with 50% employer match about $211,013 at 4% or $140,675 at 6%; with 100% employer match about $158,260 at 4% or $105,506 at 6%.
2001113$0$0-
Heritage Group Retirement Savings Plan IX-13---
2000113$1,126,150$135,266$10,405iApproximate average salary by contribution assumption: employee only about $260,127 at 4% or $173,418 at 6%; with 50% employer match about $173,418 at 4% or $115,612 at 6%; with 100% employer match about $130,063 at 4% or $86,709 at 6%.
Heritage Group Retirement Savings Plan IX-13$1,126,150$135,266$10,405iApproximate average salary by contribution assumption: employee only about $260,127 at 4% or $173,418 at 6%; with 50% employer match about $173,418 at 4% or $115,612 at 6%; with 100% employer match about $130,063 at 4% or $86,709 at 6%.
1999112$983,789$112,174$9,348iApproximate average salary by contribution assumption: employee only about $233,696 at 4% or $155,797 at 6%; with 50% employer match about $155,797 at 4% or $103,865 at 6%; with 100% employer match about $116,848 at 4% or $77,899 at 6%.
Heritage Group Retirement Savings Plan IX-12$983,789$112,174$9,348iApproximate average salary by contribution assumption: employee only about $233,696 at 4% or $155,797 at 6%; with 50% employer match about $155,797 at 4% or $103,865 at 6%; with 100% employer match about $116,848 at 4% or $77,899 at 6%.