Civic Intelligence

Heritage Development, Inc.

Plan context: Heritage Development, Inc. 401(k) Profit Sharing Plan and Trust

EIN 41-1860612 • 10 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

30

2008 Assets

$227,047

2008 Contributions

$15,741

Historical Graphs

Total Assets Over Time

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

$227,047$113,524$0199920042006YearValue
$227,047Latest year 2006

Participants Over Time

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

66330199920032007YearValue
30Latest year 2007

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
200810$0$15,741-
Heritage Development, Inc. 401(k) Profit Sharing Plan and Trust-0-$15,741-
2007130$0$0-
Heritage Development, Inc. 401(k) Profit Sharing Plan and Trust-30---
2006144$227,047$106,384$2,418iApproximate average salary by contribution assumption: employee only about $60,445 at 4% or $40,297 at 6%; with 50% employer match about $40,297 at 4% or $26,865 at 6%; with 100% employer match about $30,223 at 4% or $20,148 at 6%.
Heritage Development, Inc. 401(k) Profit Sharing Plan and Trust-44$227,047$106,384$2,418iApproximate average salary by contribution assumption: employee only about $60,445 at 4% or $40,297 at 6%; with 50% employer match about $40,297 at 4% or $26,865 at 6%; with 100% employer match about $30,223 at 4% or $20,148 at 6%.
2005166$220,758$102,183$1,548iApproximate average salary by contribution assumption: employee only about $38,706 at 4% or $25,804 at 6%; with 50% employer match about $25,804 at 4% or $17,203 at 6%; with 100% employer match about $19,353 at 4% or $12,902 at 6%.
Heritage Development, Inc. 401(k) Profit Sharing Plan and Trust-66$220,758$102,183$1,548iApproximate average salary by contribution assumption: employee only about $38,706 at 4% or $25,804 at 6%; with 50% employer match about $25,804 at 4% or $17,203 at 6%; with 100% employer match about $19,353 at 4% or $12,902 at 6%.
2004137$114,344$33,892$916iApproximate average salary by contribution assumption: employee only about $22,900 at 4% or $15,267 at 6%; with 50% employer match about $15,267 at 4% or $10,178 at 6%; with 100% employer match about $11,450 at 4% or $7,633 at 6%.
Heritage Development, Inc. 401(k) Profit Sharing Plan and Trust-37$114,344$33,892$916iApproximate average salary by contribution assumption: employee only about $22,900 at 4% or $15,267 at 6%; with 50% employer match about $15,267 at 4% or $10,178 at 6%; with 100% employer match about $11,450 at 4% or $7,633 at 6%.
2003112$69,696$17,019$1,418iApproximate average salary by contribution assumption: employee only about $35,456 at 4% or $23,638 at 6%; with 50% employer match about $23,638 at 4% or $15,758 at 6%; with 100% employer match about $17,728 at 4% or $11,819 at 6%.
Heritage Development, Inc. 401(k) Profit Sharing Plan and Trust-12$69,696$17,019$1,418iApproximate average salary by contribution assumption: employee only about $35,456 at 4% or $23,638 at 6%; with 50% employer match about $23,638 at 4% or $15,758 at 6%; with 100% employer match about $17,728 at 4% or $11,819 at 6%.
2002111$39,163$16,758$1,523iApproximate average salary by contribution assumption: employee only about $38,086 at 4% or $25,391 at 6%; with 50% employer match about $25,391 at 4% or $16,927 at 6%; with 100% employer match about $19,043 at 4% or $12,695 at 6%.
Heritage Development, Inc. 401(k) Profit Sharing Plan and Trust-11$39,163$16,758$1,523iApproximate average salary by contribution assumption: employee only about $38,086 at 4% or $25,391 at 6%; with 50% employer match about $25,391 at 4% or $16,927 at 6%; with 100% employer match about $19,043 at 4% or $12,695 at 6%.
2001117$0$0-
Heritage Development, Inc. 401(k) Profit Sharing Plan and Trust-17---
2000114$0$0-
Heritage Development, Inc. 401(k) Profit Sharing Plan and Trust-14---
1999111$8,388$3,450$314iApproximate average salary by contribution assumption: employee only about $7,841 at 4% or $5,227 at 6%; with 50% employer match about $5,227 at 4% or $3,485 at 6%; with 100% employer match about $3,920 at 4% or $2,614 at 6%.
Heritage Development, Inc. 401(k) Profit Sharing Plan and Trust-11$8,388$3,450$314iApproximate average salary by contribution assumption: employee only about $7,841 at 4% or $5,227 at 6%; with 50% employer match about $5,227 at 4% or $3,485 at 6%; with 100% employer match about $3,920 at 4% or $2,614 at 6%.