Civic Intelligence

Heritage Interests LLC

Plan context: Heritage One 401(K) Plan

EIN 45-3776966 • North Highlands, CA • 27 filings • 6 plans

4300 Jetway CTNorth Highlands, CA 95660-5702
Current Snapshot

Latest Year

2019

2019 Participants

182

2019 Assets

$9,614,816

2019 Contributions

$575,413

Historical Graphs

Total Assets Over Time

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

$10,164,119$5,082,060$0201220152018YearValue
$9,614,816Latest year 2018

Participants Over Time

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

182910201120152018YearValue
182Latest year 2018

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
201920$0$575,413-
Heritage One 401(K) Plan-0-$575,413-
Group Insurance Plan-0---
20183182$9,614,816$637,802$3,504iApproximate average salary by contribution assumption: employee only about $87,610 at 4% or $58,407 at 6%; with 50% employer match about $58,407 at 4% or $38,938 at 6%; with 100% employer match about $43,805 at 4% or $29,203 at 6%.
Heritage One 401(K) Plan-138$9,614,816$637,802$4,622iApproximate average salary by contribution assumption: employee only about $115,544 at 4% or $77,029 at 6%; with 50% employer match about $77,029 at 4% or $51,353 at 6%; with 100% employer match about $57,772 at 4% or $38,515 at 6%.
Group Insurance Plan-164---
Heritage One Premium Only Plan-182---
20173168$10,114,656$516,077$3,072iApproximate average salary by contribution assumption: employee only about $76,797 at 4% or $51,198 at 6%; with 50% employer match about $51,198 at 4% or $34,132 at 6%; with 100% employer match about $38,399 at 4% or $25,599 at 6%.
Heritage One 401(K) Plan-127$10,114,656$516,077$4,064iApproximate average salary by contribution assumption: employee only about $101,590 at 4% or $67,727 at 6%; with 50% employer match about $67,727 at 4% or $45,151 at 6%; with 100% employer match about $50,795 at 4% or $33,863 at 6%.
Group Insurance Plan-154---
Heritage One Premium Only Plan-168---
20164155$9,293,499$416,210$2,685iApproximate average salary by contribution assumption: employee only about $67,131 at 4% or $44,754 at 6%; with 50% employer match about $44,754 at 4% or $29,836 at 6%; with 100% employer match about $33,565 at 4% or $22,377 at 6%.
Heritage One 401(K) Plan-129$9,293,499$416,210$3,226iApproximate average salary by contribution assumption: employee only about $80,661 at 4% or $53,774 at 6%; with 50% employer match about $53,774 at 4% or $35,849 at 6%; with 100% employer match about $40,330 at 4% or $26,887 at 6%.
Heritage Flexible Benefit Plan-155---
Group Insurance Plan-155---
Heritage One Premium Only Plan-154---
20154150$10,099,693$354,180$2,361iApproximate average salary by contribution assumption: employee only about $59,030 at 4% or $39,353 at 6%; with 50% employer match about $39,353 at 4% or $26,236 at 6%; with 100% employer match about $29,515 at 4% or $19,677 at 6%.
Heritage One 401(K) Plan-143$10,099,693$354,180$2,477iApproximate average salary by contribution assumption: employee only about $61,920 at 4% or $41,280 at 6%; with 50% employer match about $41,280 at 4% or $27,520 at 6%; with 100% employer match about $30,960 at 4% or $20,640 at 6%.
Heritage Flexible Benefit Plan-118---
Group Insurance Plan-118---
Heritage One Premium Only Plan-150---
20143130$10,164,119$318,126$2,447iApproximate average salary by contribution assumption: employee only about $61,178 at 4% or $40,785 at 6%; with 50% employer match about $40,785 at 4% or $27,190 at 6%; with 100% employer match about $30,589 at 4% or $20,393 at 6%.
Heritage One 401(K) Plan-116$10,164,119$318,126$2,742iApproximate average salary by contribution assumption: employee only about $68,562 at 4% or $45,708 at 6%; with 50% employer match about $45,708 at 4% or $30,472 at 6%; with 100% employer match about $34,281 at 4% or $22,854 at 6%.
Group Insurance Plan-108---
Heritage Flexible Benefit Plan-130---
20134133$9,284,302$325,922$2,451iApproximate average salary by contribution assumption: employee only about $61,264 at 4% or $40,842 at 6%; with 50% employer match about $40,842 at 4% or $27,228 at 6%; with 100% employer match about $30,632 at 4% or $20,421 at 6%.
Heritage One 401(K) Plan-104$9,284,302$325,922$3,134iApproximate average salary by contribution assumption: employee only about $78,347 at 4% or $52,231 at 6%; with 50% employer match about $52,231 at 4% or $34,821 at 6%; with 100% employer match about $39,173 at 4% or $26,116 at 6%.
Heritage Flexible Benefit Plan-99---
Group Insurance Plan-101---
Heritage One Premium Only Plan-133---
2012399$8,244,146$184,557$1,864iApproximate average salary by contribution assumption: employee only about $46,605 at 4% or $31,070 at 6%; with 50% employer match about $31,070 at 4% or $20,713 at 6%; with 100% employer match about $23,303 at 4% or $15,535 at 6%.
Heritage One 401(K) Plan-91$8,244,146$184,557$2,028iApproximate average salary by contribution assumption: employee only about $50,702 at 4% or $33,802 at 6%; with 50% employer match about $33,802 at 4% or $22,534 at 6%; with 100% employer match about $25,351 at 4% or $16,901 at 6%.
Heritage Flexible Benefit Plan-84---
Heritage One Premium Only Plan-99---
2011188$0$0-
Heritage One Premium Only Plan-88---
Heritage Interests LLC | EIN 45-3776966 | 2019 Form 5500 Company Profile