Civic Intelligence

Heritage Oaks Bank

Plan context: Heritage Oaks Bank Retirement Plan

EIN 45-0407749 • 19 filings • 1 plans

Current Snapshot

Latest Year

2017

2017 Participants

283

2017 Assets

$12,726,087

2017 Contributions

$565,395

Historical Graphs

Total Assets Over Time

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

$12,726,087$6,363,044$0199920092016YearValue
$12,726,087Latest year 2016

Participants Over Time

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

2831420199920082016YearValue
283Latest year 2016

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
201710$0$565,395-
Heritage Oaks Bank Retirement Plan-0-$565,395-
20161283$12,726,087$2,242,194$7,923iApproximate average salary by contribution assumption: employee only about $198,074 at 4% or $132,049 at 6%; with 50% employer match about $132,049 at 4% or $88,033 at 6%; with 100% employer match about $99,037 at 4% or $66,025 at 6%.
Heritage Oaks Bank Retirement Plan-283$12,726,087$2,242,194$7,923iApproximate average salary by contribution assumption: employee only about $198,074 at 4% or $132,049 at 6%; with 50% employer match about $132,049 at 4% or $88,033 at 6%; with 100% employer match about $99,037 at 4% or $66,025 at 6%.
20151247$11,301,090$2,632,625$10,658iApproximate average salary by contribution assumption: employee only about $266,460 at 4% or $177,640 at 6%; with 50% employer match about $177,640 at 4% or $118,427 at 6%; with 100% employer match about $133,230 at 4% or $88,820 at 6%.
Heritage Oaks Bank Retirement Plan-247$11,301,090$2,632,625$10,658iApproximate average salary by contribution assumption: employee only about $266,460 at 4% or $177,640 at 6%; with 50% employer match about $177,640 at 4% or $118,427 at 6%; with 100% employer match about $133,230 at 4% or $88,820 at 6%.
20141272$11,217,034$3,337,201$12,269iApproximate average salary by contribution assumption: employee only about $306,728 at 4% or $204,485 at 6%; with 50% employer match about $204,485 at 4% or $136,324 at 6%; with 100% employer match about $153,364 at 4% or $102,243 at 6%.
Heritage Oaks Bank Retirement Plan-272$11,217,034$3,337,201$12,269iApproximate average salary by contribution assumption: employee only about $306,728 at 4% or $204,485 at 6%; with 50% employer match about $204,485 at 4% or $136,324 at 6%; with 100% employer match about $153,364 at 4% or $102,243 at 6%.
20131223$8,952,434$1,458,979$6,543iApproximate average salary by contribution assumption: employee only about $163,563 at 4% or $109,042 at 6%; with 50% employer match about $109,042 at 4% or $72,695 at 6%; with 100% employer match about $81,781 at 4% or $54,521 at 6%.
Heritage Oaks Bank Retirement Plan-223$8,952,434$1,458,979$6,543iApproximate average salary by contribution assumption: employee only about $163,563 at 4% or $109,042 at 6%; with 50% employer match about $109,042 at 4% or $72,695 at 6%; with 100% employer match about $81,781 at 4% or $54,521 at 6%.
20121259$7,853,186$1,141,755$4,408iApproximate average salary by contribution assumption: employee only about $110,208 at 4% or $73,472 at 6%; with 50% employer match about $73,472 at 4% or $48,981 at 6%; with 100% employer match about $55,104 at 4% or $36,736 at 6%.
Heritage Oaks Bank Retirement Plan-259$7,853,186$1,141,755$4,408iApproximate average salary by contribution assumption: employee only about $110,208 at 4% or $73,472 at 6%; with 50% employer match about $73,472 at 4% or $48,981 at 6%; with 100% employer match about $55,104 at 4% or $36,736 at 6%.
20111242$7,527,332$1,169,601$4,833iApproximate average salary by contribution assumption: employee only about $120,827 at 4% or $80,551 at 6%; with 50% employer match about $80,551 at 4% or $53,701 at 6%; with 100% employer match about $60,413 at 4% or $40,276 at 6%.
Heritage Oaks Bank Retirement Plan-242$7,527,332$1,169,601$4,833iApproximate average salary by contribution assumption: employee only about $120,827 at 4% or $80,551 at 6%; with 50% employer match about $80,551 at 4% or $53,701 at 6%; with 100% employer match about $60,413 at 4% or $40,276 at 6%.
20101253$7,935,779$943,272$3,728iApproximate average salary by contribution assumption: employee only about $93,209 at 4% or $62,139 at 6%; with 50% employer match about $62,139 at 4% or $41,426 at 6%; with 100% employer match about $46,604 at 4% or $31,070 at 6%.
Heritage Oaks Bank Retirement Plan-253$7,935,779$943,272$3,728iApproximate average salary by contribution assumption: employee only about $93,209 at 4% or $62,139 at 6%; with 50% employer match about $62,139 at 4% or $41,426 at 6%; with 100% employer match about $46,604 at 4% or $31,070 at 6%.
20091243$7,075,069$843,780$3,472iApproximate average salary by contribution assumption: employee only about $86,809 at 4% or $57,872 at 6%; with 50% employer match about $57,872 at 4% or $38,582 at 6%; with 100% employer match about $43,404 at 4% or $28,936 at 6%.
Heritage Oaks Bank Retirement Plan-243$7,075,069$843,780$3,472iApproximate average salary by contribution assumption: employee only about $86,809 at 4% or $57,872 at 6%; with 50% employer match about $57,872 at 4% or $38,582 at 6%; with 100% employer match about $43,404 at 4% or $28,936 at 6%.
20081234$4,901,294$1,056,475$4,515iApproximate average salary by contribution assumption: employee only about $112,871 at 4% or $75,248 at 6%; with 50% employer match about $75,248 at 4% or $50,165 at 6%; with 100% employer match about $56,436 at 4% or $37,624 at 6%.
Heritage Oaks Bank Retirement Plan-234$4,901,294$1,056,475$4,515iApproximate average salary by contribution assumption: employee only about $112,871 at 4% or $75,248 at 6%; with 50% employer match about $75,248 at 4% or $50,165 at 6%; with 100% employer match about $56,436 at 4% or $37,624 at 6%.
20071222$6,144,818$839,304$3,781iApproximate average salary by contribution assumption: employee only about $94,516 at 4% or $63,011 at 6%; with 50% employer match about $63,011 at 4% or $42,007 at 6%; with 100% employer match about $47,258 at 4% or $31,505 at 6%.
Heritage Oaks Bank Retirement Plan-222$6,144,818$839,304$3,781iApproximate average salary by contribution assumption: employee only about $94,516 at 4% or $63,011 at 6%; with 50% employer match about $63,011 at 4% or $42,007 at 6%; with 100% employer match about $47,258 at 4% or $31,505 at 6%.
20061197$4,523,757$926,597$4,704iApproximate average salary by contribution assumption: employee only about $117,588 at 4% or $78,392 at 6%; with 50% employer match about $78,392 at 4% or $52,262 at 6%; with 100% employer match about $58,794 at 4% or $39,196 at 6%.
Heritage Oaks Bank Retirement Plan-197$4,523,757$926,597$4,704iApproximate average salary by contribution assumption: employee only about $117,588 at 4% or $78,392 at 6%; with 50% employer match about $78,392 at 4% or $52,262 at 6%; with 100% employer match about $58,794 at 4% or $39,196 at 6%.
20051134$3,325,883$548,983$4,097iApproximate average salary by contribution assumption: employee only about $102,422 at 4% or $68,281 at 6%; with 50% employer match about $68,281 at 4% or $45,521 at 6%; with 100% employer match about $51,211 at 4% or $34,141 at 6%.
Heritage Oaks Bank Retirement Plan-134$3,325,883$548,983$4,097iApproximate average salary by contribution assumption: employee only about $102,422 at 4% or $68,281 at 6%; with 50% employer match about $68,281 at 4% or $45,521 at 6%; with 100% employer match about $51,211 at 4% or $34,141 at 6%.
20041134$2,670,446$503,465$3,757iApproximate average salary by contribution assumption: employee only about $93,930 at 4% or $62,620 at 6%; with 50% employer match about $62,620 at 4% or $41,747 at 6%; with 100% employer match about $46,965 at 4% or $31,310 at 6%.
Heritage Oaks Bank Retirement Plan-134$2,670,446$503,465$3,757iApproximate average salary by contribution assumption: employee only about $93,930 at 4% or $62,620 at 6%; with 50% employer match about $62,620 at 4% or $41,747 at 6%; with 100% employer match about $46,965 at 4% or $31,310 at 6%.
20031121$2,051,760$561,672$4,642iApproximate average salary by contribution assumption: employee only about $116,048 at 4% or $77,365 at 6%; with 50% employer match about $77,365 at 4% or $51,577 at 6%; with 100% employer match about $58,024 at 4% or $38,683 at 6%.
Heritage Oaks Bank Retirement Plan-121$2,051,760$561,672$4,642iApproximate average salary by contribution assumption: employee only about $116,048 at 4% or $77,365 at 6%; with 50% employer match about $77,365 at 4% or $51,577 at 6%; with 100% employer match about $58,024 at 4% or $38,683 at 6%.
2002189$1,234,000$322,488$3,623iApproximate average salary by contribution assumption: employee only about $90,587 at 4% or $60,391 at 6%; with 50% employer match about $60,391 at 4% or $40,261 at 6%; with 100% employer match about $45,293 at 4% or $30,196 at 6%.
Heritage Oaks Bank Retirement Plan-89$1,234,000$322,488$3,623iApproximate average salary by contribution assumption: employee only about $90,587 at 4% or $60,391 at 6%; with 50% employer match about $60,391 at 4% or $40,261 at 6%; with 100% employer match about $45,293 at 4% or $30,196 at 6%.
2001188$0$0-
Heritage Oaks Bank Retirement Plan-88---
200010$0$0-
Heritage Oaks Bank Retirement Plan-0---
1999151$1,091,673$390,190$7,651iApproximate average salary by contribution assumption: employee only about $191,270 at 4% or $127,513 at 6%; with 50% employer match about $127,513 at 4% or $85,009 at 6%; with 100% employer match about $95,635 at 4% or $63,757 at 6%.
Heritage Oaks Bank Retirement Plan-51$1,091,673$390,190$7,651iApproximate average salary by contribution assumption: employee only about $191,270 at 4% or $127,513 at 6%; with 50% employer match about $127,513 at 4% or $85,009 at 6%; with 100% employer match about $95,635 at 4% or $63,757 at 6%.