Civic Intelligence

Heritage Group LLC

Plan context: Heritage Group LLC 401(K) P/S Plan

EIN 43-1961449 • Nashville, TN • 13 filings • 2 plans

20 Burton Hills Blvd Suite 150Nashville, TN 37215
Current Snapshot

Latest Year

2020

2020 Participants

11

2020 Assets

$3,524,305

2020 Contributions

$265,311

Historical Graphs

Total Assets Over Time

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

$3,524,305$1,762,153$0200820142020YearValue
$3,524,305Latest year 2020

Participants Over Time

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

1160200820142020YearValue
11Latest year 2020

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
2020111$3,524,305$265,311$24,119iApproximate average salary by contribution assumption: employee only about $602,980 at 4% or $401,986 at 6%; with 50% employer match about $401,986 at 4% or $267,991 at 6%; with 100% employer match about $301,490 at 4% or $200,993 at 6%.
Heritage Group LLC 401(K) P/S Plan-11$3,524,305$265,311$24,119iApproximate average salary by contribution assumption: employee only about $602,980 at 4% or $401,986 at 6%; with 50% employer match about $401,986 at 4% or $267,991 at 6%; with 100% employer match about $301,490 at 4% or $200,993 at 6%.
2019110$2,645,876$533,631$53,363iApproximate average salary by contribution assumption: employee only about $1,334,078 at 4% or $889,385 at 6%; with 50% employer match about $889,385 at 4% or $592,923 at 6%; with 100% employer match about $667,039 at 4% or $444,693 at 6%.
Heritage Group LLC 401(K) P/S Plan-10$2,645,876$533,631$53,363iApproximate average salary by contribution assumption: employee only about $1,334,078 at 4% or $889,385 at 6%; with 50% employer match about $889,385 at 4% or $592,923 at 6%; with 100% employer match about $667,039 at 4% or $444,693 at 6%.
201819$1,594,561$229,705$25,523iApproximate average salary by contribution assumption: employee only about $638,069 at 4% or $425,380 at 6%; with 50% employer match about $425,380 at 4% or $283,586 at 6%; with 100% employer match about $319,035 at 4% or $212,690 at 6%.
Heritage Group LLC 401(K) P/S Plan-9$1,594,561$229,705$25,523iApproximate average salary by contribution assumption: employee only about $638,069 at 4% or $425,380 at 6%; with 50% employer match about $425,380 at 4% or $283,586 at 6%; with 100% employer match about $319,035 at 4% or $212,690 at 6%.
201718$1,474,593$186,100$23,263iApproximate average salary by contribution assumption: employee only about $581,563 at 4% or $387,708 at 6%; with 50% employer match about $387,708 at 4% or $258,472 at 6%; with 100% employer match about $290,781 at 4% or $193,854 at 6%.
Heritage Group LLC 401(K) P/S Plan-8$1,474,593$186,100$23,263iApproximate average salary by contribution assumption: employee only about $581,563 at 4% or $387,708 at 6%; with 50% employer match about $387,708 at 4% or $258,472 at 6%; with 100% employer match about $290,781 at 4% or $193,854 at 6%.
201618$1,078,946$132,807$16,601iApproximate average salary by contribution assumption: employee only about $415,022 at 4% or $276,681 at 6%; with 50% employer match about $276,681 at 4% or $184,454 at 6%; with 100% employer match about $207,511 at 4% or $138,341 at 6%.
Heritage Group LLC 401(K) P/S Plan-8$1,078,946$132,807$16,601iApproximate average salary by contribution assumption: employee only about $415,022 at 4% or $276,681 at 6%; with 50% employer match about $276,681 at 4% or $184,454 at 6%; with 100% employer match about $207,511 at 4% or $138,341 at 6%.
201517$876,308$131,928$18,847iApproximate average salary by contribution assumption: employee only about $471,171 at 4% or $314,114 at 6%; with 50% employer match about $314,114 at 4% or $209,410 at 6%; with 100% employer match about $235,586 at 4% or $157,057 at 6%.
Heritage Group LLC 401(K) P/S Plan-7$876,308$131,928$18,847iApproximate average salary by contribution assumption: employee only about $471,171 at 4% or $314,114 at 6%; with 50% employer match about $314,114 at 4% or $209,410 at 6%; with 100% employer match about $235,586 at 4% or $157,057 at 6%.
201418$747,462$204,460$25,558iApproximate average salary by contribution assumption: employee only about $638,938 at 4% or $425,958 at 6%; with 50% employer match about $425,958 at 4% or $283,972 at 6%; with 100% employer match about $319,469 at 4% or $212,979 at 6%.
Heritage Group LLC 401(K) P/S Plan-8$747,462$204,460$25,558iApproximate average salary by contribution assumption: employee only about $638,938 at 4% or $425,958 at 6%; with 50% employer match about $425,958 at 4% or $283,972 at 6%; with 100% employer match about $319,469 at 4% or $212,979 at 6%.
201317$503,322$119,832$17,119iApproximate average salary by contribution assumption: employee only about $427,971 at 4% or $285,314 at 6%; with 50% employer match about $285,314 at 4% or $190,210 at 6%; with 100% employer match about $213,986 at 4% or $142,657 at 6%.
Heritage Group LLC 401(K) P/S Plan-7$503,322$119,832$17,119iApproximate average salary by contribution assumption: employee only about $427,971 at 4% or $285,314 at 6%; with 50% employer match about $285,314 at 4% or $190,210 at 6%; with 100% employer match about $213,986 at 4% or $142,657 at 6%.
201215$298,710$64,295$12,859iApproximate average salary by contribution assumption: employee only about $321,475 at 4% or $214,317 at 6%; with 50% employer match about $214,317 at 4% or $142,878 at 6%; with 100% employer match about $160,738 at 4% or $107,158 at 6%.
Heritage Group LLC 401(K) P/S Plan-5$298,710$64,295$12,859iApproximate average salary by contribution assumption: employee only about $321,475 at 4% or $214,317 at 6%; with 50% employer match about $214,317 at 4% or $142,878 at 6%; with 100% employer match about $160,738 at 4% or $107,158 at 6%.
201112$201,473$110,733$55,367iApproximate average salary by contribution assumption: employee only about $1,384,163 at 4% or $922,775 at 6%; with 50% employer match about $922,775 at 4% or $615,183 at 6%; with 100% employer match about $692,081 at 4% or $461,388 at 6%.
Heritage Group LLC 401(K) P/S Plan-2$201,473$110,733$55,367iApproximate average salary by contribution assumption: employee only about $1,384,163 at 4% or $922,775 at 6%; with 50% employer match about $922,775 at 4% or $615,183 at 6%; with 100% employer match about $692,081 at 4% or $461,388 at 6%.
201012$97,574$25,133$12,567iApproximate average salary by contribution assumption: employee only about $314,163 at 4% or $209,442 at 6%; with 50% employer match about $209,442 at 4% or $139,628 at 6%; with 100% employer match about $157,081 at 4% or $104,721 at 6%.
Heritage Group LLC 401(K) P/S Plan-2$97,574$25,133$12,567iApproximate average salary by contribution assumption: employee only about $314,163 at 4% or $209,442 at 6%; with 50% employer match about $209,442 at 4% or $139,628 at 6%; with 100% employer match about $157,081 at 4% or $104,721 at 6%.
200912$63,348$31,518$15,759iApproximate average salary by contribution assumption: employee only about $393,975 at 4% or $262,650 at 6%; with 50% employer match about $262,650 at 4% or $175,100 at 6%; with 100% employer match about $196,988 at 4% or $131,325 at 6%.
Heritage Group LLC 401(K) P/S Plan-2$63,348$31,518$15,759iApproximate average salary by contribution assumption: employee only about $393,975 at 4% or $262,650 at 6%; with 50% employer match about $262,650 at 4% or $175,100 at 6%; with 100% employer match about $196,988 at 4% or $131,325 at 6%.
200814$18,450$24,070$6,018iApproximate average salary by contribution assumption: employee only about $150,438 at 4% or $100,292 at 6%; with 50% employer match about $100,292 at 4% or $66,861 at 6%; with 100% employer match about $75,219 at 4% or $50,146 at 6%.
Heritage Group LLC 401(K) P/S Plan-4$18,450$24,070$6,018iApproximate average salary by contribution assumption: employee only about $150,438 at 4% or $100,292 at 6%; with 50% employer match about $100,292 at 4% or $66,861 at 6%; with 100% employer match about $75,219 at 4% or $50,146 at 6%.