Heritage Capital Management
Plan context: Heritage Capital Management 4 01K Profit Sharing Plan and Trust
EIN 36-3799691 • 6 filings • 2 plans
Current Snapshot
Latest Year
2005
2005 Participants
5
2005 Assets
$3,715
2005 Contributions
$1,039
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 0 | $0 | $1,039 | - |
| Heritage Capital Management 4 01K Profit Sharing Plan and Trust | - | 0 | - | $1,039 | - |
| 2004 | 1 | 5 | $3,715 | $10,817 | $2,163iApproximate average salary by contribution assumption: employee only about $54,085 at 4% or $36,057 at 6%; with 50% employer match about $36,057 at 4% or $24,038 at 6%; with 100% employer match about $27,043 at 4% or $18,028 at 6%. |
| Heritage Capital Management 4 01K Profit Sharing Plan and Trust | - | 5 | $3,715 | $10,817 | $2,163iApproximate average salary by contribution assumption: employee only about $54,085 at 4% or $36,057 at 6%; with 50% employer match about $36,057 at 4% or $24,038 at 6%; with 100% employer match about $27,043 at 4% or $18,028 at 6%. |
| 2003 | 1 | 5 | $147,353 | $5,830 | $1,166iApproximate average salary by contribution assumption: employee only about $29,150 at 4% or $19,433 at 6%; with 50% employer match about $19,433 at 4% or $12,956 at 6%; with 100% employer match about $14,575 at 4% or $9,717 at 6%. |
| Heritage Capital Management 4 01K Profit Sharing Plan and Trust | - | 5 | $147,353 | $5,830 | $1,166iApproximate average salary by contribution assumption: employee only about $29,150 at 4% or $19,433 at 6%; with 50% employer match about $19,433 at 4% or $12,956 at 6%; with 100% employer match about $14,575 at 4% or $9,717 at 6%. |
| 2002 | 1 | 5 | $0 | $0 | - |
| Heritage Capital Management 4 01K Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Heritage Capital Management 4 01K Profit Sharing Plan and Trust | - | 6 | - | - | - |
| 1999 | 1 | 8 | $175,774 | $43,465 | $5,433iApproximate average salary by contribution assumption: employee only about $135,828 at 4% or $90,552 at 6%; with 50% employer match about $90,552 at 4% or $60,368 at 6%; with 100% employer match about $67,914 at 4% or $45,276 at 6%. |
| Heritage Capital Management 4 01K Profit Sharing Plan and Trust | - | 8 | $175,774 | $43,465 | $5,433iApproximate average salary by contribution assumption: employee only about $135,828 at 4% or $90,552 at 6%; with 50% employer match about $90,552 at 4% or $60,368 at 6%; with 100% employer match about $67,914 at 4% or $45,276 at 6%. |