Heritage Financial Group LLC
Plan context: Heritage Financial Group 401K Plan
EIN 35-2075003 • 3 filings • 1 plans
Current Snapshot
Latest Year
2001
2001 Participants
9
2001 Assets
$91,080
2001 Contributions
$80,379
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 |
|---|---|---|---|---|---|
| 2001 | 1 | 0 | $0 | $0 | - |
| Heritage Financial Group 401K Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Heritage Financial Group 401K Plan | - | 0 | - | - | - |
| 1999 | 1 | 9 | $91,080 | $80,379 | $8,931iApproximate average salary by contribution assumption: employee only about $223,275 at 4% or $148,850 at 6%; with 50% employer match about $148,850 at 4% or $99,233 at 6%; with 100% employer match about $111,638 at 4% or $74,425 at 6%. |
| Heritage Financial Group 401K Plan | - | 9 | $91,080 | $80,379 | $8,931iApproximate average salary by contribution assumption: employee only about $223,275 at 4% or $148,850 at 6%; with 50% employer match about $148,850 at 4% or $99,233 at 6%; with 100% employer match about $111,638 at 4% or $74,425 at 6%. |