Civic Intelligence

HERITAGE BUILDERS, INC.

Plan context: Heritage Builders Inc. Defined Benefit Plan and Trust

EIN 36-3759568 • 5 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$443,311

2003 Contributions

$99,845

Historical Graphs

Total Assets Over Time

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

$443,311$221,656$020002002YearValue
$443,311Latest year 2002

Participants Over Time

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

210199920012002YearValue
2Latest year 2002

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
200310$0$0-
Heritage Builders Inc. Defined Benefit Plan and Trust-0---
200212$443,311$99,845$49,923iApproximate average salary by contribution assumption: employee only about $1,248,063 at 4% or $832,042 at 6%; with 50% employer match about $832,042 at 4% or $554,694 at 6%; with 100% employer match about $624,031 at 4% or $416,021 at 6%.
Heritage Builders Inc. Defined Benefit Plan and Trust-2$443,311$99,845$49,923iApproximate average salary by contribution assumption: employee only about $1,248,063 at 4% or $832,042 at 6%; with 50% employer match about $832,042 at 4% or $554,694 at 6%; with 100% employer match about $624,031 at 4% or $416,021 at 6%.
200112$0$0-
Heritage Builders Inc. Defined Benefit Plan and Trust-2---
200012$286,491$93,652$46,826iApproximate average salary by contribution assumption: employee only about $1,170,650 at 4% or $780,433 at 6%; with 50% employer match about $780,433 at 4% or $520,289 at 6%; with 100% employer match about $585,325 at 4% or $390,217 at 6%.
Heritage Builders Inc. Defined Benefit Plan and Trust-2$286,491$93,652$46,826iApproximate average salary by contribution assumption: employee only about $1,170,650 at 4% or $780,433 at 6%; with 50% employer match about $780,433 at 4% or $520,289 at 6%; with 100% employer match about $585,325 at 4% or $390,217 at 6%.
199912$0$75,943$37,972iApproximate average salary by contribution assumption: employee only about $949,288 at 4% or $632,858 at 6%; with 50% employer match about $632,858 at 4% or $421,906 at 6%; with 100% employer match about $474,644 at 4% or $316,429 at 6%.
Heritage Builders Inc. Defined Benefit Plan and Trust-2-$75,943$37,972iApproximate average salary by contribution assumption: employee only about $949,288 at 4% or $632,858 at 6%; with 50% employer match about $632,858 at 4% or $421,906 at 6%; with 100% employer match about $474,644 at 4% or $316,429 at 6%.