Civic Intelligence

Heritage Enterprises Inc.

Plan context: Heritage Enterprises Inc. Retirement Savings Plan

EIN 37-0909086 • 32 filings • 3 plans

Current Snapshot

Latest Year

2017

2017 Participants

2,370

2017 Assets

$23,547,957

2017 Contributions

$3,029,692

Historical Graphs

Total Assets Over Time

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

$23,547,957$11,773,979$0200120092017YearValue
$23,547,957Latest year 2017

Participants Over Time

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

2,4191,2100200020092017YearValue
2,370Latest year 2017

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
201712,370$23,547,957$3,029,692$1,278iApproximate average salary by contribution assumption: employee only about $31,959 at 4% or $21,306 at 6%; with 50% employer match about $21,306 at 4% or $14,204 at 6%; with 100% employer match about $15,979 at 4% or $10,653 at 6%.
Heritage Enterprises Inc. Retirement Savings Plan-2,370$23,547,957$3,029,692$1,278iApproximate average salary by contribution assumption: employee only about $31,959 at 4% or $21,306 at 6%; with 50% employer match about $21,306 at 4% or $14,204 at 6%; with 100% employer match about $15,979 at 4% or $10,653 at 6%.
201622,419$20,284,773$2,485,438$1,027iApproximate average salary by contribution assumption: employee only about $25,687 at 4% or $17,124 at 6%; with 50% employer match about $17,124 at 4% or $11,416 at 6%; with 100% employer match about $12,843 at 4% or $8,562 at 6%.
Heritage Enterprises Inc. Retirement Savings Plan-2,419$20,284,773$2,485,438$1,027iApproximate average salary by contribution assumption: employee only about $25,687 at 4% or $17,124 at 6%; with 50% employer match about $17,124 at 4% or $11,416 at 6%; with 100% employer match about $12,843 at 4% or $8,562 at 6%.
Heritage Enterprises Inc. Group Health Insurance Plan-2,369---
201522,348$18,585,442$2,504,602$1,067iApproximate average salary by contribution assumption: employee only about $26,667 at 4% or $17,778 at 6%; with 50% employer match about $17,778 at 4% or $11,852 at 6%; with 100% employer match about $13,334 at 4% or $8,889 at 6%.
Heritage Enterprises Inc. Retirement Savings Plan-2,309$18,585,442$2,504,602$1,085iApproximate average salary by contribution assumption: employee only about $27,118 at 4% or $18,079 at 6%; with 50% employer match about $18,079 at 4% or $12,052 at 6%; with 100% employer match about $13,559 at 4% or $9,039 at 6%.
Heritage Enterprises Inc. Group Health Insurance Plan-2,348---
201422,249$18,439,842$2,487,831$1,106iApproximate average salary by contribution assumption: employee only about $27,655 at 4% or $18,437 at 6%; with 50% employer match about $18,437 at 4% or $12,291 at 6%; with 100% employer match about $13,827 at 4% or $9,218 at 6%.
Heritage Enterprises Inc. Retirement Savings Plan-2,208$18,439,842$2,487,831$1,127iApproximate average salary by contribution assumption: employee only about $28,168 at 4% or $18,779 at 6%; with 50% employer match about $18,779 at 4% or $12,519 at 6%; with 100% employer match about $14,084 at 4% or $9,389 at 6%.
Heritage Enterprises Inc. Group Health Insurance Plan-2,249---
201321,985$17,433,122$1,474,424$743iApproximate average salary by contribution assumption: employee only about $18,570 at 4% or $12,380 at 6%; with 50% employer match about $12,380 at 4% or $8,253 at 6%; with 100% employer match about $9,285 at 4% or $6,190 at 6%.
Heritage Enterprises Inc. Retirement Savings Plan-1,985$17,433,122$1,474,424$743iApproximate average salary by contribution assumption: employee only about $18,570 at 4% or $12,380 at 6%; with 50% employer match about $12,380 at 4% or $8,253 at 6%; with 100% employer match about $9,285 at 4% or $6,190 at 6%.
Heritage Enterprises Inc. Group Health Insurance Plan-1,080---
201221,919$15,076,004$1,376,025$717iApproximate average salary by contribution assumption: employee only about $17,926 at 4% or $11,951 at 6%; with 50% employer match about $11,951 at 4% or $7,967 at 6%; with 100% employer match about $8,963 at 4% or $5,975 at 6%.
Heritage Enterprises Inc. Retirement Savings Plan-1,919$15,076,004$1,376,025$717iApproximate average salary by contribution assumption: employee only about $17,926 at 4% or $11,951 at 6%; with 50% employer match about $11,951 at 4% or $7,967 at 6%; with 100% employer match about $8,963 at 4% or $5,975 at 6%.
Heritage Enterprises Inc. Group Health Insurance Plan-1,078---
201121,871$13,140,104$1,340,067$716iApproximate average salary by contribution assumption: employee only about $17,906 at 4% or $11,937 at 6%; with 50% employer match about $11,937 at 4% or $7,958 at 6%; with 100% employer match about $8,953 at 4% or $5,969 at 6%.
Heritage Enterprises Inc. Retirement Savings Plan-1,871$13,140,104$1,340,067$716iApproximate average salary by contribution assumption: employee only about $17,906 at 4% or $11,937 at 6%; with 50% employer match about $11,937 at 4% or $7,958 at 6%; with 100% employer match about $8,953 at 4% or $5,969 at 6%.
Heritage Enterprises Inc. Group Health Insurance Plan-1,109---
201021,938$12,939,259$1,208,689$624iApproximate average salary by contribution assumption: employee only about $15,592 at 4% or $10,395 at 6%; with 50% employer match about $10,395 at 4% or $6,930 at 6%; with 100% employer match about $7,796 at 4% or $5,197 at 6%.
Heritage Enterprises Inc. Retirement Savings Plan-1,938$12,939,259$1,208,689$624iApproximate average salary by contribution assumption: employee only about $15,592 at 4% or $10,395 at 6%; with 50% employer match about $10,395 at 4% or $6,930 at 6%; with 100% employer match about $7,796 at 4% or $5,197 at 6%.
Heritage Enterprises Inc. Group Health Insurance Plan-1,129---
200921,883$10,934,073$1,211,155$643iApproximate average salary by contribution assumption: employee only about $16,080 at 4% or $10,720 at 6%; with 50% employer match about $10,720 at 4% or $7,147 at 6%; with 100% employer match about $8,040 at 4% or $5,360 at 6%.
Heritage Enterprises Inc. Retirement Savings Plan-1,883$10,934,073$1,211,155$643iApproximate average salary by contribution assumption: employee only about $16,080 at 4% or $10,720 at 6%; with 50% employer match about $10,720 at 4% or $7,147 at 6%; with 100% employer match about $8,040 at 4% or $5,360 at 6%.
Heritage Enterprises Inc. Group Health Insurance Plan-1,099---
200821,760$8,612,372$1,417,272$805iApproximate average salary by contribution assumption: employee only about $20,132 at 4% or $13,421 at 6%; with 50% employer match about $13,421 at 4% or $8,947 at 6%; with 100% employer match about $10,066 at 4% or $6,711 at 6%.
Heritage Enterprises Inc. Retirement Savings Plan-1,760$8,612,372$1,417,272$805iApproximate average salary by contribution assumption: employee only about $20,132 at 4% or $13,421 at 6%; with 50% employer match about $13,421 at 4% or $8,947 at 6%; with 100% employer match about $10,066 at 4% or $6,711 at 6%.
Heritage Enterprises Inc. Group Health Insurance Plan-1,102---
200721,729$12,171,192$1,344,022$777iApproximate average salary by contribution assumption: employee only about $19,434 at 4% or $12,956 at 6%; with 50% employer match about $12,956 at 4% or $8,637 at 6%; with 100% employer match about $9,717 at 4% or $6,478 at 6%.
Heritage Enterprises Inc. Retirement Savings Plan-1,729$12,171,192$1,344,022$777iApproximate average salary by contribution assumption: employee only about $19,434 at 4% or $12,956 at 6%; with 50% employer match about $12,956 at 4% or $8,637 at 6%; with 100% employer match about $9,717 at 4% or $6,478 at 6%.
Heritage Enterprises Inc. Group Health Insurance Plan-970---
200621,651$11,006,342$1,386,137$840iApproximate average salary by contribution assumption: employee only about $20,989 at 4% or $13,993 at 6%; with 50% employer match about $13,993 at 4% or $9,329 at 6%; with 100% employer match about $10,495 at 4% or $6,996 at 6%.
Heritage Enterprises Inc. Retirement Savings Plan-1,651$11,006,342$1,386,137$840iApproximate average salary by contribution assumption: employee only about $20,989 at 4% or $13,993 at 6%; with 50% employer match about $13,993 at 4% or $9,329 at 6%; with 100% employer match about $10,495 at 4% or $6,996 at 6%.
Heritage Enterprises Inc. Group Health Insurance Plan-951---
200521,787$9,268,483$1,372,212$768iApproximate average salary by contribution assumption: employee only about $19,197 at 4% or $12,798 at 6%; with 50% employer match about $12,798 at 4% or $8,532 at 6%; with 100% employer match about $9,599 at 4% or $6,399 at 6%.
Heritage Enterprises Inc. Retirement Savings Plan-1,787$9,268,483$1,372,212$768iApproximate average salary by contribution assumption: employee only about $19,197 at 4% or $12,798 at 6%; with 50% employer match about $12,798 at 4% or $8,532 at 6%; with 100% employer match about $9,599 at 4% or $6,399 at 6%.
Heritage Enterprises Inc. Group Health Insurance Plan-977---
200421,575$7,989,619$1,377,704$875iApproximate average salary by contribution assumption: employee only about $21,868 at 4% or $14,579 at 6%; with 50% employer match about $14,579 at 4% or $9,719 at 6%; with 100% employer match about $10,934 at 4% or $7,289 at 6%.
Heritage Enterprises Inc. Retirement Savings Plan-1,575$7,989,619$1,377,704$875iApproximate average salary by contribution assumption: employee only about $21,868 at 4% or $14,579 at 6%; with 50% employer match about $14,579 at 4% or $9,719 at 6%; with 100% employer match about $10,934 at 4% or $7,289 at 6%.
Heritage Enterprises Inc. Group Health Insurance Plan-889---
200321,579$6,411,001$1,171,323$742iApproximate average salary by contribution assumption: employee only about $18,545 at 4% or $12,364 at 6%; with 50% employer match about $12,364 at 4% or $8,242 at 6%; with 100% employer match about $9,273 at 4% or $6,182 at 6%.
Heritage Enterprises Inc. Retirement Savings Plan-1,579$6,411,001$1,171,323$742iApproximate average salary by contribution assumption: employee only about $18,545 at 4% or $12,364 at 6%; with 50% employer match about $12,364 at 4% or $8,242 at 6%; with 100% employer match about $9,273 at 4% or $6,182 at 6%.
Heritage Enterprises Inc. Group Health Insurance Plan-934---
200211,470$5,090,575$1,074,002$731iApproximate average salary by contribution assumption: employee only about $18,265 at 4% or $12,177 at 6%; with 50% employer match about $12,177 at 4% or $8,118 at 6%; with 100% employer match about $9,133 at 4% or $6,088 at 6%.
Heritage Enterprises Inc. Retirement Savings Plan-1,470$5,090,575$1,074,002$731iApproximate average salary by contribution assumption: employee only about $18,265 at 4% or $12,177 at 6%; with 50% employer match about $12,177 at 4% or $8,118 at 6%; with 100% employer match about $9,133 at 4% or $6,088 at 6%.
200111,591$4,712,447$1,046,579$658iApproximate average salary by contribution assumption: employee only about $16,445 at 4% or $10,964 at 6%; with 50% employer match about $10,964 at 4% or $7,309 at 6%; with 100% employer match about $8,223 at 4% or $5,482 at 6%.
Heritage Enterprises Inc. Retirement Savings Plan-1,591$4,712,447$1,046,579$658iApproximate average salary by contribution assumption: employee only about $16,445 at 4% or $10,964 at 6%; with 50% employer match about $10,964 at 4% or $7,309 at 6%; with 100% employer match about $8,223 at 4% or $5,482 at 6%.
200011,457$0$0-
Heritage Enterprises Inc. Retirement Savings Plan-1,457---