Civic Intelligence

HERITAGE BANCSHARES GROUP, INC.

Plan context: Heritage Banks Na 401K Profit Sharing Plan

EIN 41-0880598 • 5 filings • 3 plans

Current Snapshot

Latest Year

2003

2003 Participants

115

2003 Assets

$2,233,633

2003 Contributions

$441,925

Historical Graphs

Total Assets Over Time

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

$2,233,633$1,116,817$0199920022003YearValue
$2,233,633Latest year 2003

Participants Over Time

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

115580199920022003YearValue
115Latest year 2003

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
20031115$2,233,633$441,925$3,843iApproximate average salary by contribution assumption: employee only about $96,071 at 4% or $64,047 at 6%; with 50% employer match about $64,047 at 4% or $42,698 at 6%; with 100% employer match about $48,035 at 4% or $32,024 at 6%.
Heritage Banks Na 401K Profit Sharing Plan-115$2,233,633$441,925$3,843iApproximate average salary by contribution assumption: employee only about $96,071 at 4% or $64,047 at 6%; with 50% employer match about $64,047 at 4% or $42,698 at 6%; with 100% employer match about $48,035 at 4% or $32,024 at 6%.
2002198$1,492,765$368,168$3,757iApproximate average salary by contribution assumption: employee only about $93,920 at 4% or $62,614 at 6%; with 50% employer match about $62,614 at 4% or $41,742 at 6%; with 100% employer match about $46,960 at 4% or $31,307 at 6%.
Heritage Banks Na 401K Profit Sharing Plan-98$1,492,765$368,168$3,757iApproximate average salary by contribution assumption: employee only about $93,920 at 4% or $62,614 at 6%; with 50% employer match about $62,614 at 4% or $41,742 at 6%; with 100% employer match about $46,960 at 4% or $31,307 at 6%.
2001190$0$0-
Heritage Banks Na 401K Profit Sharing Plan-90---
1999246$655,841$112,169$2,438iApproximate average salary by contribution assumption: employee only about $60,961 at 4% or $40,641 at 6%; with 50% employer match about $40,641 at 4% or $27,094 at 6%; with 100% employer match about $30,481 at 4% or $20,320 at 6%.
Heritage Banks Na 401K Profit Sharing Plan-46$655,841$112,169$2,438iApproximate average salary by contribution assumption: employee only about $60,961 at 4% or $40,641 at 6%; with 50% employer match about $40,641 at 4% or $27,094 at 6%; with 100% employer match about $30,481 at 4% or $20,320 at 6%.
Heritage Bank Na Cafeteria Plan-21---