Heritage Credit Union
Plan context: Heritage Credit Union Employees Retirement Plan and Trust
EIN 42-0483740 • 3 filings • 1 plans
Current Snapshot
Latest Year
2001
2001 Participants
11
2001 Assets
$60,943
2001 Contributions
$7,750
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2001 | 1 | 0 | $0 | $7,750 | - |
| Heritage Credit Union Employees Retirement Plan and Trust | - | 0 | - | $7,750 | - |
| 2000 | 1 | 11 | $60,943 | $10,520 | $956iApproximate average salary by contribution assumption: employee only about $23,909 at 4% or $15,939 at 6%; with 50% employer match about $15,939 at 4% or $10,626 at 6%; with 100% employer match about $11,955 at 4% or $7,970 at 6%. |
| Heritage Credit Union Employees Retirement Plan and Trust | - | 11 | $60,943 | $10,520 | $956iApproximate average salary by contribution assumption: employee only about $23,909 at 4% or $15,939 at 6%; with 50% employer match about $15,939 at 4% or $10,626 at 6%; with 100% employer match about $11,955 at 4% or $7,970 at 6%. |
| 1999 | 1 | 19 | $159,589 | $14,000 | $737iApproximate average salary by contribution assumption: employee only about $18,421 at 4% or $12,281 at 6%; with 50% employer match about $12,281 at 4% or $8,187 at 6%; with 100% employer match about $9,211 at 4% or $6,140 at 6%. |
| Heritage Credit Union Employees Retirement Plan and Trust | - | 19 | $159,589 | $14,000 | $737iApproximate average salary by contribution assumption: employee only about $18,421 at 4% or $12,281 at 6%; with 50% employer match about $12,281 at 4% or $8,187 at 6%; with 100% employer match about $9,211 at 4% or $6,140 at 6%. |