Civic Intelligence

Heritage Sales Ltd.

Plan context: Heritage Sales Ltd. Employees Profit Sharing Plan & Trust

EIN 36-3132469 • Roselle, IL • 29 filings • 4 plans

936 W. Lake StreetRoselle, IL 60172
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$3,296,862

2023 Contributions

$70,670

Historical Graphs

Total Assets Over Time

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

$3,296,862$1,648,431$0199920142023YearValue
$3,296,862Latest year 2023

Participants Over Time

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

630199920122023YearValue
4Latest year 2023

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
202314$3,296,862$70,670$17,668iApproximate average salary by contribution assumption: employee only about $441,688 at 4% or $294,458 at 6%; with 50% employer match about $294,458 at 4% or $196,306 at 6%; with 100% employer match about $220,844 at 4% or $147,229 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-4$3,296,862$70,670$17,668iApproximate average salary by contribution assumption: employee only about $441,688 at 4% or $294,458 at 6%; with 50% employer match about $294,458 at 4% or $196,306 at 6%; with 100% employer match about $220,844 at 4% or $147,229 at 6%.
202214$2,922,435$60,065$15,016iApproximate average salary by contribution assumption: employee only about $375,406 at 4% or $250,271 at 6%; with 50% employer match about $250,271 at 4% or $166,847 at 6%; with 100% employer match about $187,703 at 4% or $125,135 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-4$2,922,435$60,065$15,016iApproximate average salary by contribution assumption: employee only about $375,406 at 4% or $250,271 at 6%; with 50% employer match about $250,271 at 4% or $166,847 at 6%; with 100% employer match about $187,703 at 4% or $125,135 at 6%.
202115$2,731,389$65,641$13,128iApproximate average salary by contribution assumption: employee only about $328,205 at 4% or $218,803 at 6%; with 50% employer match about $218,803 at 4% or $145,869 at 6%; with 100% employer match about $164,103 at 4% or $109,402 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-5$2,731,389$65,641$13,128iApproximate average salary by contribution assumption: employee only about $328,205 at 4% or $218,803 at 6%; with 50% employer match about $218,803 at 4% or $145,869 at 6%; with 100% employer match about $164,103 at 4% or $109,402 at 6%.
202015$3,050,655$77,665$15,533iApproximate average salary by contribution assumption: employee only about $388,325 at 4% or $258,883 at 6%; with 50% employer match about $258,883 at 4% or $172,589 at 6%; with 100% employer match about $194,163 at 4% or $129,442 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-5$3,050,655$77,665$15,533iApproximate average salary by contribution assumption: employee only about $388,325 at 4% or $258,883 at 6%; with 50% employer match about $258,883 at 4% or $172,589 at 6%; with 100% employer match about $194,163 at 4% or $129,442 at 6%.
201915$2,440,417$58,190$11,638iApproximate average salary by contribution assumption: employee only about $290,950 at 4% or $193,967 at 6%; with 50% employer match about $193,967 at 4% or $129,311 at 6%; with 100% employer match about $145,475 at 4% or $96,983 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-5$2,440,417$58,190$11,638iApproximate average salary by contribution assumption: employee only about $290,950 at 4% or $193,967 at 6%; with 50% employer match about $193,967 at 4% or $129,311 at 6%; with 100% employer match about $145,475 at 4% or $96,983 at 6%.
201815$2,383,798$86,756$17,351iApproximate average salary by contribution assumption: employee only about $433,780 at 4% or $289,187 at 6%; with 50% employer match about $289,187 at 4% or $192,791 at 6%; with 100% employer match about $216,890 at 4% or $144,593 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-5$2,383,798$86,756$17,351iApproximate average salary by contribution assumption: employee only about $433,780 at 4% or $289,187 at 6%; with 50% employer match about $289,187 at 4% or $192,791 at 6%; with 100% employer match about $216,890 at 4% or $144,593 at 6%.
201715$2,215,734$38,032$7,606iApproximate average salary by contribution assumption: employee only about $190,160 at 4% or $126,773 at 6%; with 50% employer match about $126,773 at 4% or $84,516 at 6%; with 100% employer match about $95,080 at 4% or $63,387 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-5$2,215,734$38,032$7,606iApproximate average salary by contribution assumption: employee only about $190,160 at 4% or $126,773 at 6%; with 50% employer match about $126,773 at 4% or $84,516 at 6%; with 100% employer match about $95,080 at 4% or $63,387 at 6%.
201616$2,042,737$64,770$10,795iApproximate average salary by contribution assumption: employee only about $269,875 at 4% or $179,917 at 6%; with 50% employer match about $179,917 at 4% or $119,944 at 6%; with 100% employer match about $134,938 at 4% or $89,958 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-6$2,042,737$64,770$10,795iApproximate average salary by contribution assumption: employee only about $269,875 at 4% or $179,917 at 6%; with 50% employer match about $179,917 at 4% or $119,944 at 6%; with 100% employer match about $134,938 at 4% or $89,958 at 6%.
201516$1,805,696$54,830$9,138iApproximate average salary by contribution assumption: employee only about $228,458 at 4% or $152,306 at 6%; with 50% employer match about $152,306 at 4% or $101,537 at 6%; with 100% employer match about $114,229 at 4% or $76,153 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-6$1,805,696$54,830$9,138iApproximate average salary by contribution assumption: employee only about $228,458 at 4% or $152,306 at 6%; with 50% employer match about $152,306 at 4% or $101,537 at 6%; with 100% employer match about $114,229 at 4% or $76,153 at 6%.
201416$1,657,300$58,034$9,672iApproximate average salary by contribution assumption: employee only about $241,808 at 4% or $161,206 at 6%; with 50% employer match about $161,206 at 4% or $107,470 at 6%; with 100% employer match about $120,904 at 4% or $80,603 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-6$1,657,300$58,034$9,672iApproximate average salary by contribution assumption: employee only about $241,808 at 4% or $161,206 at 6%; with 50% employer match about $161,206 at 4% or $107,470 at 6%; with 100% employer match about $120,904 at 4% or $80,603 at 6%.
201314$1,591,339$0-
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-4$1,591,339$0-
201214$1,425,125$30,274$7,569iApproximate average salary by contribution assumption: employee only about $189,213 at 4% or $126,142 at 6%; with 50% employer match about $126,142 at 4% or $84,094 at 6%; with 100% employer match about $94,606 at 4% or $63,071 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-4$1,425,125$30,274$7,569iApproximate average salary by contribution assumption: employee only about $189,213 at 4% or $126,142 at 6%; with 50% employer match about $126,142 at 4% or $84,094 at 6%; with 100% employer match about $94,606 at 4% or $63,071 at 6%.
201115$1,357,299$34,236$6,847iApproximate average salary by contribution assumption: employee only about $171,180 at 4% or $114,120 at 6%; with 50% employer match about $114,120 at 4% or $76,080 at 6%; with 100% employer match about $85,590 at 4% or $57,060 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-5$1,357,299$34,236$6,847iApproximate average salary by contribution assumption: employee only about $171,180 at 4% or $114,120 at 6%; with 50% employer match about $114,120 at 4% or $76,080 at 6%; with 100% employer match about $85,590 at 4% or $57,060 at 6%.
201015$1,315,615$33,962$6,792iApproximate average salary by contribution assumption: employee only about $169,810 at 4% or $113,207 at 6%; with 50% employer match about $113,207 at 4% or $75,471 at 6%; with 100% employer match about $84,905 at 4% or $56,603 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-5$1,315,615$33,962$6,792iApproximate average salary by contribution assumption: employee only about $169,810 at 4% or $113,207 at 6%; with 50% employer match about $113,207 at 4% or $75,471 at 6%; with 100% employer match about $84,905 at 4% or $56,603 at 6%.
200914$1,169,534$35,410$8,853iApproximate average salary by contribution assumption: employee only about $221,313 at 4% or $147,542 at 6%; with 50% employer match about $147,542 at 4% or $98,361 at 6%; with 100% employer match about $110,656 at 4% or $73,771 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-4$1,169,534$35,410$8,853iApproximate average salary by contribution assumption: employee only about $221,313 at 4% or $147,542 at 6%; with 50% employer match about $147,542 at 4% or $98,361 at 6%; with 100% employer match about $110,656 at 4% or $73,771 at 6%.
200814$0$0-
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-4---
200714$0$0-
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-4---
200614$966,645$91,497$22,874iApproximate average salary by contribution assumption: employee only about $571,856 at 4% or $381,238 at 6%; with 50% employer match about $381,238 at 4% or $254,158 at 6%; with 100% employer match about $285,928 at 4% or $190,619 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-4$966,645$91,497$22,874iApproximate average salary by contribution assumption: employee only about $571,856 at 4% or $381,238 at 6%; with 50% employer match about $381,238 at 4% or $254,158 at 6%; with 100% employer match about $285,928 at 4% or $190,619 at 6%.
200513$798,579$80,719$26,906iApproximate average salary by contribution assumption: employee only about $672,658 at 4% or $448,439 at 6%; with 50% employer match about $448,439 at 4% or $298,959 at 6%; with 100% employer match about $336,329 at 4% or $224,219 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-3$798,579$80,719$26,906iApproximate average salary by contribution assumption: employee only about $672,658 at 4% or $448,439 at 6%; with 50% employer match about $448,439 at 4% or $298,959 at 6%; with 100% employer match about $336,329 at 4% or $224,219 at 6%.
200412$741,414$40,749$20,375iApproximate average salary by contribution assumption: employee only about $509,363 at 4% or $339,575 at 6%; with 50% employer match about $339,575 at 4% or $226,383 at 6%; with 100% employer match about $254,681 at 4% or $169,788 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-2$741,414$40,749$20,375iApproximate average salary by contribution assumption: employee only about $509,363 at 4% or $339,575 at 6%; with 50% employer match about $339,575 at 4% or $226,383 at 6%; with 100% employer match about $254,681 at 4% or $169,788 at 6%.
200312$0$0-
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-2---
200220$0$0-
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-0---
Heritage Sales Ltd. Employees Money Purchase Pension Plan & Trust-0---
200124$0$0-
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-4---
Heritage Sales Ltd. Employees Money Purchase Pension Plan & Trust-4---
200024$578,329$54,928$13,732iApproximate average salary by contribution assumption: employee only about $343,300 at 4% or $228,867 at 6%; with 50% employer match about $228,867 at 4% or $152,578 at 6%; with 100% employer match about $171,650 at 4% or $114,433 at 6%.
Heritage Sales Ltd. Employees Money Purchase Pension Plan & Trust-4$295,563$23,071$5,768iApproximate average salary by contribution assumption: employee only about $144,194 at 4% or $96,129 at 6%; with 50% employer match about $96,129 at 4% or $64,086 at 6%; with 100% employer match about $72,097 at 4% or $48,065 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-4$282,766$31,857$7,964iApproximate average salary by contribution assumption: employee only about $199,106 at 4% or $132,738 at 6%; with 50% employer match about $132,738 at 4% or $88,492 at 6%; with 100% employer match about $99,553 at 4% or $66,369 at 6%.
199924$661,128$57,458$14,365iApproximate average salary by contribution assumption: employee only about $359,113 at 4% or $239,408 at 6%; with 50% employer match about $239,408 at 4% or $159,606 at 6%; with 100% employer match about $179,556 at 4% or $119,704 at 6%.
Heritage Sales Ltd. Employees Money Purchase Pension Plan & Trust-4$362,692$22,983$5,746iApproximate average salary by contribution assumption: employee only about $143,644 at 4% or $95,763 at 6%; with 50% employer match about $95,763 at 4% or $63,842 at 6%; with 100% employer match about $71,822 at 4% or $47,881 at 6%.
Heritage Sales Ltd. Employees Profit Sharing Plan & Trust-4$298,436$34,475$8,619iApproximate average salary by contribution assumption: employee only about $215,469 at 4% or $143,646 at 6%; with 50% employer match about $143,646 at 4% or $95,764 at 6%; with 100% employer match about $107,734 at 4% or $71,823 at 6%.
Heritage Sales Ltd. | EIN 36-3132469 | 2023 Form 5500 Company Profile