Civic Intelligence

Heritage Wealth Advisors

Plan context: Heritage Wealth Advisors Retirement Trust

EIN 36-4579334 • Richmond, VA • 17 filings • 1 plans

919 East Main Street Suite 950Richmond, VA 23219
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$4,633,957

2024 Contributions

$912,037

Historical Graphs

Total Assets Over Time

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

$4,633,957$2,316,979$0200820162024YearValue
$4,633,957Latest year 2024

Participants Over Time

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

47240200820162024YearValue
37Latest year 2024

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
2024137$4,633,957$912,037$24,650iApproximate average salary by contribution assumption: employee only about $616,241 at 4% or $410,827 at 6%; with 50% employer match about $410,827 at 4% or $273,885 at 6%; with 100% employer match about $308,121 at 4% or $205,414 at 6%.
Heritage Wealth Advisors Retirement Trust-37$4,633,957$912,037$24,650iApproximate average salary by contribution assumption: employee only about $616,241 at 4% or $410,827 at 6%; with 50% employer match about $410,827 at 4% or $273,885 at 6%; with 100% employer match about $308,121 at 4% or $205,414 at 6%.
2023147$4,137,967$672,080$14,300iApproximate average salary by contribution assumption: employee only about $357,489 at 4% or $238,326 at 6%; with 50% employer match about $238,326 at 4% or $158,884 at 6%; with 100% employer match about $178,745 at 4% or $119,163 at 6%.
Heritage Wealth Advisors Retirement Trust-47$4,137,967$672,080$14,300iApproximate average salary by contribution assumption: employee only about $357,489 at 4% or $238,326 at 6%; with 50% employer match about $238,326 at 4% or $158,884 at 6%; with 100% employer match about $178,745 at 4% or $119,163 at 6%.
2022142$3,618,916$646,724$15,398iApproximate average salary by contribution assumption: employee only about $384,955 at 4% or $256,637 at 6%; with 50% employer match about $256,637 at 4% or $171,091 at 6%; with 100% employer match about $192,477 at 4% or $128,318 at 6%.
Heritage Wealth Advisors Retirement Trust-42$3,618,916$646,724$15,398iApproximate average salary by contribution assumption: employee only about $384,955 at 4% or $256,637 at 6%; with 50% employer match about $256,637 at 4% or $171,091 at 6%; with 100% employer match about $192,477 at 4% or $128,318 at 6%.
2021137$3,632,954$479,993$12,973iApproximate average salary by contribution assumption: employee only about $324,320 at 4% or $216,213 at 6%; with 50% employer match about $216,213 at 4% or $144,142 at 6%; with 100% employer match about $162,160 at 4% or $108,107 at 6%.
Heritage Wealth Advisors Retirement Trust-37$3,632,954$479,993$12,973iApproximate average salary by contribution assumption: employee only about $324,320 at 4% or $216,213 at 6%; with 50% employer match about $216,213 at 4% or $144,142 at 6%; with 100% employer match about $162,160 at 4% or $108,107 at 6%.
2020138$3,359,563$527,763$13,889iApproximate average salary by contribution assumption: employee only about $347,213 at 4% or $231,475 at 6%; with 50% employer match about $231,475 at 4% or $154,317 at 6%; with 100% employer match about $173,606 at 4% or $115,738 at 6%.
Heritage Wealth Advisors Retirement Trust-38$3,359,563$527,763$13,889iApproximate average salary by contribution assumption: employee only about $347,213 at 4% or $231,475 at 6%; with 50% employer match about $231,475 at 4% or $154,317 at 6%; with 100% employer match about $173,606 at 4% or $115,738 at 6%.
2019136$2,678,319$447,244$12,423iApproximate average salary by contribution assumption: employee only about $310,586 at 4% or $207,057 at 6%; with 50% employer match about $207,057 at 4% or $138,038 at 6%; with 100% employer match about $155,293 at 4% or $103,529 at 6%.
Heritage Wealth Advisors Retirement Trust-36$2,678,319$447,244$12,423iApproximate average salary by contribution assumption: employee only about $310,586 at 4% or $207,057 at 6%; with 50% employer match about $207,057 at 4% or $138,038 at 6%; with 100% employer match about $155,293 at 4% or $103,529 at 6%.
2018130$1,897,534$392,605$13,087iApproximate average salary by contribution assumption: employee only about $327,171 at 4% or $218,114 at 6%; with 50% employer match about $218,114 at 4% or $145,409 at 6%; with 100% employer match about $163,585 at 4% or $109,057 at 6%.
Heritage Wealth Advisors Retirement Trust-30$1,897,534$392,605$13,087iApproximate average salary by contribution assumption: employee only about $327,171 at 4% or $218,114 at 6%; with 50% employer match about $218,114 at 4% or $145,409 at 6%; with 100% employer match about $163,585 at 4% or $109,057 at 6%.
2017126$1,902,054$363,648$13,986iApproximate average salary by contribution assumption: employee only about $349,662 at 4% or $233,108 at 6%; with 50% employer match about $233,108 at 4% or $155,405 at 6%; with 100% employer match about $174,831 at 4% or $116,554 at 6%.
Heritage Wealth Advisors Retirement Trust-26$1,902,054$363,648$13,986iApproximate average salary by contribution assumption: employee only about $349,662 at 4% or $233,108 at 6%; with 50% employer match about $233,108 at 4% or $155,405 at 6%; with 100% employer match about $174,831 at 4% or $116,554 at 6%.
2016126$1,442,393$262,487$10,096iApproximate average salary by contribution assumption: employee only about $252,391 at 4% or $168,261 at 6%; with 50% employer match about $168,261 at 4% or $112,174 at 6%; with 100% employer match about $126,196 at 4% or $84,130 at 6%.
Heritage Wealth Advisors Retirement Trust-26$1,442,393$262,487$10,096iApproximate average salary by contribution assumption: employee only about $252,391 at 4% or $168,261 at 6%; with 50% employer match about $168,261 at 4% or $112,174 at 6%; with 100% employer match about $126,196 at 4% or $84,130 at 6%.
2015121$1,162,368$265,171$12,627iApproximate average salary by contribution assumption: employee only about $315,680 at 4% or $210,453 at 6%; with 50% employer match about $210,453 at 4% or $140,302 at 6%; with 100% employer match about $157,840 at 4% or $105,227 at 6%.
Heritage Wealth Advisors Retirement Trust-21$1,162,368$265,171$12,627iApproximate average salary by contribution assumption: employee only about $315,680 at 4% or $210,453 at 6%; with 50% employer match about $210,453 at 4% or $140,302 at 6%; with 100% employer match about $157,840 at 4% or $105,227 at 6%.
2014123$958,775$220,353$9,581iApproximate average salary by contribution assumption: employee only about $239,514 at 4% or $159,676 at 6%; with 50% employer match about $159,676 at 4% or $106,451 at 6%; with 100% employer match about $119,757 at 4% or $79,838 at 6%.
Heritage Wealth Advisors Retirement Trust-23$958,775$220,353$9,581iApproximate average salary by contribution assumption: employee only about $239,514 at 4% or $159,676 at 6%; with 50% employer match about $159,676 at 4% or $106,451 at 6%; with 100% employer match about $119,757 at 4% or $79,838 at 6%.
2013117$886,059$193,028$11,355iApproximate average salary by contribution assumption: employee only about $283,865 at 4% or $189,243 at 6%; with 50% employer match about $189,243 at 4% or $126,162 at 6%; with 100% employer match about $141,932 at 4% or $94,622 at 6%.
Heritage Wealth Advisors Retirement Trust-17$886,059$193,028$11,355iApproximate average salary by contribution assumption: employee only about $283,865 at 4% or $189,243 at 6%; with 50% employer match about $189,243 at 4% or $126,162 at 6%; with 100% employer match about $141,932 at 4% or $94,622 at 6%.
2012114$577,084$123,671$8,834iApproximate average salary by contribution assumption: employee only about $220,841 at 4% or $147,227 at 6%; with 50% employer match about $147,227 at 4% or $98,152 at 6%; with 100% employer match about $110,421 at 4% or $73,614 at 6%.
Heritage Wealth Advisors Retirement Trust-14$577,084$123,671$8,834iApproximate average salary by contribution assumption: employee only about $220,841 at 4% or $147,227 at 6%; with 50% employer match about $147,227 at 4% or $98,152 at 6%; with 100% employer match about $110,421 at 4% or $73,614 at 6%.
2011113$436,023$152,310$11,716iApproximate average salary by contribution assumption: employee only about $292,904 at 4% or $195,269 at 6%; with 50% employer match about $195,269 at 4% or $130,179 at 6%; with 100% employer match about $146,452 at 4% or $97,635 at 6%.
Heritage Wealth Advisors Retirement Trust-13$436,023$152,310$11,716iApproximate average salary by contribution assumption: employee only about $292,904 at 4% or $195,269 at 6%; with 50% employer match about $195,269 at 4% or $130,179 at 6%; with 100% employer match about $146,452 at 4% or $97,635 at 6%.
2010115$360,990$121,037$8,069iApproximate average salary by contribution assumption: employee only about $201,728 at 4% or $134,486 at 6%; with 50% employer match about $134,486 at 4% or $89,657 at 6%; with 100% employer match about $100,864 at 4% or $67,243 at 6%.
Heritage Wealth Advisors Retirement Trust-15$360,990$121,037$8,069iApproximate average salary by contribution assumption: employee only about $201,728 at 4% or $134,486 at 6%; with 50% employer match about $134,486 at 4% or $89,657 at 6%; with 100% employer match about $100,864 at 4% or $67,243 at 6%.
2009111$167,658$110,580$10,053iApproximate average salary by contribution assumption: employee only about $251,318 at 4% or $167,545 at 6%; with 50% employer match about $167,545 at 4% or $111,697 at 6%; with 100% employer match about $125,659 at 4% or $83,773 at 6%.
Heritage Wealth Advisors Retirement Trust-11$167,658$110,580$10,053iApproximate average salary by contribution assumption: employee only about $251,318 at 4% or $167,545 at 6%; with 50% employer match about $167,545 at 4% or $111,697 at 6%; with 100% employer match about $125,659 at 4% or $83,773 at 6%.
2008112$51,616$67,293$5,608iApproximate average salary by contribution assumption: employee only about $140,194 at 4% or $93,463 at 6%; with 50% employer match about $93,463 at 4% or $62,308 at 6%; with 100% employer match about $70,097 at 4% or $46,731 at 6%.
Heritage Wealth Advisors Retirement Trust-12$51,616$67,293$5,608iApproximate average salary by contribution assumption: employee only about $140,194 at 4% or $93,463 at 6%; with 50% employer match about $93,463 at 4% or $62,308 at 6%; with 100% employer match about $70,097 at 4% or $46,731 at 6%.