The Heritage Financial Group LLC
Plan context: Hfg Benefits & Risk Management 401(K) Plan
EIN 45-0537019 • Miami, FL • 5 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
4
2017 Assets
$293,338
2017 Contributions
$42,559
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Hfg Benefits & Risk Management 401(K) Plan | - | 0 | $0 | - | - |
| 2016 | 1 | 4 | $293,338 | $0 | - |
| Hfg Benefits & Risk Management 401(K) Plan | - | 4 | $293,338 | $0 | - |
| 2015 | 1 | 4 | $274,618 | $42,559 | $10,640iApproximate average salary by contribution assumption: employee only about $265,994 at 4% or $177,329 at 6%; with 50% employer match about $177,329 at 4% or $118,219 at 6%; with 100% employer match about $132,997 at 4% or $88,665 at 6%. |
| Hfg Benefits & Risk Management 401(K) Plan | - | 4 | $274,618 | $42,559 | $10,640iApproximate average salary by contribution assumption: employee only about $265,994 at 4% or $177,329 at 6%; with 50% employer match about $177,329 at 4% or $118,219 at 6%; with 100% employer match about $132,997 at 4% or $88,665 at 6%. |
| 2014 | 1 | 4 | $234,846 | $156,325 | $39,081iApproximate average salary by contribution assumption: employee only about $977,031 at 4% or $651,354 at 6%; with 50% employer match about $651,354 at 4% or $434,236 at 6%; with 100% employer match about $488,516 at 4% or $325,677 at 6%. |
| Hfg Benefits & Risk Management 401(K) Plan | - | 4 | $234,846 | $156,325 | $39,081iApproximate average salary by contribution assumption: employee only about $977,031 at 4% or $651,354 at 6%; with 50% employer match about $651,354 at 4% or $434,236 at 6%; with 100% employer match about $488,516 at 4% or $325,677 at 6%. |
| 2013 | 1 | 4 | $66,705 | $60,429 | $15,107iApproximate average salary by contribution assumption: employee only about $377,681 at 4% or $251,788 at 6%; with 50% employer match about $251,788 at 4% or $167,858 at 6%; with 100% employer match about $188,841 at 4% or $125,894 at 6%. |
| Hfg Benefits & Risk Management 401(K) Plan | - | 4 | $66,705 | $60,429 | $15,107iApproximate average salary by contribution assumption: employee only about $377,681 at 4% or $251,788 at 6%; with 50% employer match about $251,788 at 4% or $167,858 at 6%; with 100% employer match about $188,841 at 4% or $125,894 at 6%. |