Civic Intelligence

Heritage Bancshares Group Inc.

Plan context: Heritage Bancshares Group Inc. 401(K) Retirement Plan

EIN 41-1768838 • 21 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

90

2024 Assets

$20,780,248

2024 Contributions

$1,215,270

Historical Graphs

Total Assets Over Time

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

$25,723,346$12,861,673$0201420192024YearValue
$20,780,248Latest year 2024

Participants Over Time

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

181910201420192024YearValue
90Latest 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
2024290$20,780,248$1,215,270$13,503iApproximate average salary by contribution assumption: employee only about $337,575 at 4% or $225,050 at 6%; with 50% employer match about $225,050 at 4% or $150,033 at 6%; with 100% employer match about $168,788 at 4% or $112,525 at 6%.
Heritage Bancshares Group Inc. 401(K) Retirement Plan-90$12,298,866$547,798$6,087iApproximate average salary by contribution assumption: employee only about $152,166 at 4% or $101,444 at 6%; with 50% employer match about $101,444 at 4% or $67,629 at 6%; with 100% employer match about $76,083 at 4% or $50,722 at 6%.
Heritage Bancshares Group Inc. Employee Stock Ownership Plan and Trust-78$8,481,382$667,472$8,557iApproximate average salary by contribution assumption: employee only about $213,933 at 4% or $142,622 at 6%; with 50% employer match about $142,622 at 4% or $95,081 at 6%; with 100% employer match about $106,967 at 4% or $71,311 at 6%.
2023291$25,013,286$1,465,402$16,103iApproximate average salary by contribution assumption: employee only about $402,583 at 4% or $268,389 at 6%; with 50% employer match about $268,389 at 4% or $178,926 at 6%; with 100% employer match about $201,291 at 4% or $134,194 at 6%.
Heritage Bancshares Group Inc. 401(K) Retirement Plan-91$13,432,913$1,127,704$12,392iApproximate average salary by contribution assumption: employee only about $309,809 at 4% or $206,539 at 6%; with 50% employer match about $206,539 at 4% or $137,693 at 6%; with 100% employer match about $154,904 at 4% or $103,270 at 6%.
Heritage Bancshares Group Inc. Employee Stock Ownership Plan and Trust-81$11,580,373$337,698$4,169iApproximate average salary by contribution assumption: employee only about $104,228 at 4% or $69,485 at 6%; with 50% employer match about $69,485 at 4% or $46,323 at 6%; with 100% employer match about $52,114 at 4% or $34,743 at 6%.
20222106$24,457,237$1,205,179$11,370iApproximate average salary by contribution assumption: employee only about $284,240 at 4% or $189,494 at 6%; with 50% employer match about $189,494 at 4% or $126,329 at 6%; with 100% employer match about $142,120 at 4% or $94,747 at 6%.
Heritage Bancshares Group Inc. 401(K) Retirement Plan-106$12,347,641$876,182$8,266iApproximate average salary by contribution assumption: employee only about $206,647 at 4% or $137,764 at 6%; with 50% employer match about $137,764 at 4% or $91,843 at 6%; with 100% employer match about $103,323 at 4% or $68,882 at 6%.
Heritage Bancshares Group Inc. Employee Stock Ownership Plan and Trust-90$12,109,596$328,997$3,656iApproximate average salary by contribution assumption: employee only about $91,388 at 4% or $60,925 at 6%; with 50% employer match about $60,925 at 4% or $40,617 at 6%; with 100% employer match about $45,694 at 4% or $30,463 at 6%.
20212148$25,723,346$1,043,949$7,054iApproximate average salary by contribution assumption: employee only about $176,343 at 4% or $117,562 at 6%; with 50% employer match about $117,562 at 4% or $78,375 at 6%; with 100% employer match about $88,171 at 4% or $58,781 at 6%.
Heritage Bancshares Group Inc. 401(K) Retirement Plan-148$15,484,233$645,373$4,361iApproximate average salary by contribution assumption: employee only about $109,016 at 4% or $72,677 at 6%; with 50% employer match about $72,677 at 4% or $48,451 at 6%; with 100% employer match about $54,508 at 4% or $36,339 at 6%.
Heritage Bancshares Group Inc. Employee Stock Ownership Plan and Trust-94$10,239,113$398,576$4,240iApproximate average salary by contribution assumption: employee only about $106,004 at 4% or $70,670 at 6%; with 50% employer match about $70,670 at 4% or $47,113 at 6%; with 100% employer match about $53,002 at 4% or $35,335 at 6%.
20202157$21,791,963$1,262,824$8,043iApproximate average salary by contribution assumption: employee only about $201,087 at 4% or $134,058 at 6%; with 50% employer match about $134,058 at 4% or $89,372 at 6%; with 100% employer match about $100,543 at 4% or $67,029 at 6%.
Heritage Bancshares Group Inc. 401(K) Retirement Plan-157$13,567,223$889,430$5,665iApproximate average salary by contribution assumption: employee only about $141,629 at 4% or $94,419 at 6%; with 50% employer match about $94,419 at 4% or $62,946 at 6%; with 100% employer match about $70,814 at 4% or $47,210 at 6%.
Heritage Bancshares Group Inc. Employee Stock Ownership Plan and Trust-98$8,224,740$373,394$3,810iApproximate average salary by contribution assumption: employee only about $95,254 at 4% or $63,502 at 6%; with 50% employer match about $63,502 at 4% or $42,335 at 6%; with 100% employer match about $47,627 at 4% or $31,751 at 6%.
20192136$17,872,446$957,456$7,040iApproximate average salary by contribution assumption: employee only about $176,003 at 4% or $117,335 at 6%; with 50% employer match about $117,335 at 4% or $78,224 at 6%; with 100% employer match about $88,001 at 4% or $58,668 at 6%.
Heritage Bancshares Group Inc. 401(K) Retirement Plan-136$11,651,744$659,233$4,847iApproximate average salary by contribution assumption: employee only about $121,183 at 4% or $80,788 at 6%; with 50% employer match about $80,788 at 4% or $53,859 at 6%; with 100% employer match about $60,591 at 4% or $40,394 at 6%.
Heritage Bancshares Group Inc. Employee Stock Ownership Plan and Trust-92$6,220,702$298,223$3,242iApproximate average salary by contribution assumption: employee only about $81,039 at 4% or $54,026 at 6%; with 50% employer match about $54,026 at 4% or $36,017 at 6%; with 100% employer match about $40,519 at 4% or $27,013 at 6%.
20182181$14,265,490$1,190,808$6,579iApproximate average salary by contribution assumption: employee only about $164,476 at 4% or $109,651 at 6%; with 50% employer match about $109,651 at 4% or $73,101 at 6%; with 100% employer match about $82,238 at 4% or $54,825 at 6%.
Heritage Bancshares Group Inc. 401(K) Retirement Plan-181$9,371,868$859,218$4,747iApproximate average salary by contribution assumption: employee only about $118,677 at 4% or $79,118 at 6%; with 50% employer match about $79,118 at 4% or $52,745 at 6%; with 100% employer match about $59,338 at 4% or $39,559 at 6%.
Heritage Bancshares Group Inc. Employee Stock Ownership Plan and Trust-113$4,893,622$331,590$2,934iApproximate average salary by contribution assumption: employee only about $73,361 at 4% or $48,907 at 6%; with 50% employer match about $48,907 at 4% or $32,605 at 6%; with 100% employer match about $36,680 at 4% or $24,454 at 6%.
20172178$14,619,559$824,588$4,633iApproximate average salary by contribution assumption: employee only about $115,813 at 4% or $77,209 at 6%; with 50% employer match about $77,209 at 4% or $51,472 at 6%; with 100% employer match about $57,906 at 4% or $38,604 at 6%.
Heritage Bancshares Group Inc. 401(K) Retirement Plan-178$9,841,496$514,883$2,893iApproximate average salary by contribution assumption: employee only about $72,315 at 4% or $48,210 at 6%; with 50% employer match about $48,210 at 4% or $32,140 at 6%; with 100% employer match about $36,158 at 4% or $24,105 at 6%.
Heritage Bancshares Group Inc. Employee Stock Ownership Plan and Trust-112$4,778,063$309,705$2,765iApproximate average salary by contribution assumption: employee only about $69,131 at 4% or $46,087 at 6%; with 50% employer match about $46,087 at 4% or $30,725 at 6%; with 100% employer match about $34,565 at 4% or $23,044 at 6%.
20162155$12,975,871$1,616,951$10,432iApproximate average salary by contribution assumption: employee only about $260,799 at 4% or $173,866 at 6%; with 50% employer match about $173,866 at 4% or $115,910 at 6%; with 100% employer match about $130,399 at 4% or $86,933 at 6%.
Heritage Bancshares Group Inc. 401(K) Retirement Plan-155$9,215,261$680,423$4,390iApproximate average salary by contribution assumption: employee only about $109,746 at 4% or $73,164 at 6%; with 50% employer match about $73,164 at 4% or $48,776 at 6%; with 100% employer match about $54,873 at 4% or $36,582 at 6%.
Heritage Bancshares Group Inc. Employee Stock Ownership Plan and Trust-109$3,760,610$936,528$8,592iApproximate average salary by contribution assumption: employee only about $214,800 at 4% or $143,200 at 6%; with 50% employer match about $143,200 at 4% or $95,467 at 6%; with 100% employer match about $107,400 at 4% or $71,600 at 6%.
20152169$11,552,516$1,458,484$8,630iApproximate average salary by contribution assumption: employee only about $215,752 at 4% or $143,835 at 6%; with 50% employer match about $143,835 at 4% or $95,890 at 6%; with 100% employer match about $107,876 at 4% or $71,917 at 6%.
Heritage Bancshares Group Inc. 401(K) Retirement Plan-169$8,568,386$1,126,063$6,663iApproximate average salary by contribution assumption: employee only about $166,577 at 4% or $111,052 at 6%; with 50% employer match about $111,052 at 4% or $74,034 at 6%; with 100% employer match about $83,289 at 4% or $55,526 at 6%.
Heritage Bancshares Group Inc. Employee Stock Ownership Plan and Trust-118$2,984,130$332,421$2,817iApproximate average salary by contribution assumption: employee only about $70,428 at 4% or $46,952 at 6%; with 50% employer match about $46,952 at 4% or $31,301 at 6%; with 100% employer match about $35,214 at 4% or $23,476 at 6%.
20141122$1,201,464$0-
Heritage Bancshares Group Inc. Employee Stock Ownership Plan and Trust-122$1,201,464--