Civic Intelligence

Heritage State Bank

Plan context: Heritage State Bank 401K Safe Harbor Plan

EIN 37-0308155 • Lawrenceville, IL • 15 filings • 3 plans

2201 James StreetLawrenceville, IL 62439
Current Snapshot

Latest Year

2020

2020 Participants

9

2020 Assets

$932,907

2020 Contributions

$77,697

Historical Graphs

Total Assets Over Time

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

$1,151,699$575,850$0200620132019YearValue
$932,907Latest year 2019

Participants Over Time

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

1160200620132019YearValue
9Latest year 2019

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
202010$0$77,697-
Heritage State Bank 401K Safe Harbor Plan-0$0$77,697-
201919$932,907$94,631$10,515iApproximate average salary by contribution assumption: employee only about $262,864 at 4% or $175,243 at 6%; with 50% employer match about $175,243 at 4% or $116,828 at 6%; with 100% employer match about $131,432 at 4% or $87,621 at 6%.
Heritage State Bank 401K Safe Harbor Plan-9$932,907$94,631$10,515iApproximate average salary by contribution assumption: employee only about $262,864 at 4% or $175,243 at 6%; with 50% employer match about $175,243 at 4% or $116,828 at 6%; with 100% employer match about $131,432 at 4% or $87,621 at 6%.
2018110$1,151,699$126,008$12,601iApproximate average salary by contribution assumption: employee only about $315,020 at 4% or $210,013 at 6%; with 50% employer match about $210,013 at 4% or $140,009 at 6%; with 100% employer match about $157,510 at 4% or $105,007 at 6%.
Heritage State Bank 401K Safe Harbor Plan-10$1,151,699$126,008$12,601iApproximate average salary by contribution assumption: employee only about $315,020 at 4% or $210,013 at 6%; with 50% employer match about $210,013 at 4% or $140,009 at 6%; with 100% employer match about $157,510 at 4% or $105,007 at 6%.
2017110$1,141,067$123,835$12,384iApproximate average salary by contribution assumption: employee only about $309,588 at 4% or $206,392 at 6%; with 50% employer match about $206,392 at 4% or $137,594 at 6%; with 100% employer match about $154,794 at 4% or $103,196 at 6%.
Heritage State Bank 401K Safe Harbor Plan-10$1,141,067$123,835$12,384iApproximate average salary by contribution assumption: employee only about $309,588 at 4% or $206,392 at 6%; with 50% employer match about $206,392 at 4% or $137,594 at 6%; with 100% employer match about $154,794 at 4% or $103,196 at 6%.
2016110$898,792$173,975$17,398iApproximate average salary by contribution assumption: employee only about $434,938 at 4% or $289,958 at 6%; with 50% employer match about $289,958 at 4% or $193,306 at 6%; with 100% employer match about $217,469 at 4% or $144,979 at 6%.
Heritage State Bank 401K Safe Harbor Plan-10$898,792$173,975$17,398iApproximate average salary by contribution assumption: employee only about $434,938 at 4% or $289,958 at 6%; with 50% employer match about $289,958 at 4% or $193,306 at 6%; with 100% employer match about $217,469 at 4% or $144,979 at 6%.
2015110$973,299$110,320$11,032iApproximate average salary by contribution assumption: employee only about $275,800 at 4% or $183,867 at 6%; with 50% employer match about $183,867 at 4% or $122,578 at 6%; with 100% employer match about $137,900 at 4% or $91,933 at 6%.
Heritage State Bank 401K Safe Harbor Plan-10$973,299$110,320$11,032iApproximate average salary by contribution assumption: employee only about $275,800 at 4% or $183,867 at 6%; with 50% employer match about $183,867 at 4% or $122,578 at 6%; with 100% employer match about $137,900 at 4% or $91,933 at 6%.
2014110$862,140$101,734$10,173iApproximate average salary by contribution assumption: employee only about $254,335 at 4% or $169,557 at 6%; with 50% employer match about $169,557 at 4% or $113,038 at 6%; with 100% employer match about $127,168 at 4% or $84,778 at 6%.
Heritage State Bank 401K Safe Harbor Plan-10$862,140$101,734$10,173iApproximate average salary by contribution assumption: employee only about $254,335 at 4% or $169,557 at 6%; with 50% employer match about $169,557 at 4% or $113,038 at 6%; with 100% employer match about $127,168 at 4% or $84,778 at 6%.
2013111$770,405$108,789$9,890iApproximate average salary by contribution assumption: employee only about $247,248 at 4% or $164,832 at 6%; with 50% employer match about $164,832 at 4% or $109,888 at 6%; with 100% employer match about $123,624 at 4% or $82,416 at 6%.
Heritage State Bank 401K Safe Harbor Plan-11$770,405$108,789$9,890iApproximate average salary by contribution assumption: employee only about $247,248 at 4% or $164,832 at 6%; with 50% employer match about $164,832 at 4% or $109,888 at 6%; with 100% employer match about $123,624 at 4% or $82,416 at 6%.
2012111$592,164$96,459$8,769iApproximate average salary by contribution assumption: employee only about $219,225 at 4% or $146,150 at 6%; with 50% employer match about $146,150 at 4% or $97,433 at 6%; with 100% employer match about $109,613 at 4% or $73,075 at 6%.
Heritage State Bank 401K Safe Harbor Plan-11$592,164$96,459$8,769iApproximate average salary by contribution assumption: employee only about $219,225 at 4% or $146,150 at 6%; with 50% employer match about $146,150 at 4% or $97,433 at 6%; with 100% employer match about $109,613 at 4% or $73,075 at 6%.
2011111$489,116$91,532$8,321iApproximate average salary by contribution assumption: employee only about $208,027 at 4% or $138,685 at 6%; with 50% employer match about $138,685 at 4% or $92,457 at 6%; with 100% employer match about $104,014 at 4% or $69,342 at 6%.
Heritage State Bank 401K Safe Harbor Plan-11$489,116$91,532$8,321iApproximate average salary by contribution assumption: employee only about $208,027 at 4% or $138,685 at 6%; with 50% employer match about $138,685 at 4% or $92,457 at 6%; with 100% employer match about $104,014 at 4% or $69,342 at 6%.
2010111$411,641$98,689$8,972iApproximate average salary by contribution assumption: employee only about $224,293 at 4% or $149,529 at 6%; with 50% employer match about $149,529 at 4% or $99,686 at 6%; with 100% employer match about $112,147 at 4% or $74,764 at 6%.
Heritage State Bank 401K Safe Harbor Plan-11$411,641$98,689$8,972iApproximate average salary by contribution assumption: employee only about $224,293 at 4% or $149,529 at 6%; with 50% employer match about $149,529 at 4% or $99,686 at 6%; with 100% employer match about $112,147 at 4% or $74,764 at 6%.
2009111$297,974$94,272$8,570iApproximate average salary by contribution assumption: employee only about $214,255 at 4% or $142,836 at 6%; with 50% employer match about $142,836 at 4% or $95,224 at 6%; with 100% employer match about $107,127 at 4% or $71,418 at 6%.
Heritage State Bank 401K Safe Harbor Plan-11$297,974$94,272$8,570iApproximate average salary by contribution assumption: employee only about $214,255 at 4% or $142,836 at 6%; with 50% employer match about $142,836 at 4% or $95,224 at 6%; with 100% employer match about $107,127 at 4% or $71,418 at 6%.
2008110$198,871$90,973$9,097iApproximate average salary by contribution assumption: employee only about $227,432 at 4% or $151,622 at 6%; with 50% employer match about $151,622 at 4% or $101,081 at 6%; with 100% employer match about $113,716 at 4% or $75,811 at 6%.
Heritage State Bank 401K Safe Harbor Plan-10$198,871$90,973$9,097iApproximate average salary by contribution assumption: employee only about $227,432 at 4% or $151,622 at 6%; with 50% employer match about $151,622 at 4% or $101,081 at 6%; with 100% employer match about $113,716 at 4% or $75,811 at 6%.
2007110$140,672$95,671$9,567iApproximate average salary by contribution assumption: employee only about $239,178 at 4% or $159,452 at 6%; with 50% employer match about $159,452 at 4% or $106,301 at 6%; with 100% employer match about $119,589 at 4% or $79,726 at 6%.
Heritage State Bank 401K Safe Harbor Plan-10$140,672$95,671$9,567iApproximate average salary by contribution assumption: employee only about $239,178 at 4% or $159,452 at 6%; with 50% employer match about $159,452 at 4% or $106,301 at 6%; with 100% employer match about $119,589 at 4% or $79,726 at 6%.
2006111$42,380$41,990$3,817iApproximate average salary by contribution assumption: employee only about $95,432 at 4% or $63,621 at 6%; with 50% employer match about $63,621 at 4% or $42,414 at 6%; with 100% employer match about $47,716 at 4% or $31,811 at 6%.
Heritage State Bank 401K Safe Harbor Plan-11$42,380$41,990$3,817iApproximate average salary by contribution assumption: employee only about $95,432 at 4% or $63,621 at 6%; with 50% employer match about $63,621 at 4% or $42,414 at 6%; with 100% employer match about $47,716 at 4% or $31,811 at 6%.