Heritage Wealth Architects LLC
Plan context: Heritage Wealth Architects LLC 401(K) Plan
EIN 45-4450156 • St. Paul, MN • 2 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
7
2016 Assets
$120,640
2016 Contributions
$65,882
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 7 | $120,640 | $65,882 | $9,412iApproximate average salary by contribution assumption: employee only about $235,293 at 4% or $156,862 at 6%; with 50% employer match about $156,862 at 4% or $104,575 at 6%; with 100% employer match about $117,646 at 4% or $78,431 at 6%. |
| Heritage Wealth Architects LLC 401(K) Plan | - | 7 | $120,640 | $65,882 | $9,412iApproximate average salary by contribution assumption: employee only about $235,293 at 4% or $156,862 at 6%; with 50% employer match about $156,862 at 4% or $104,575 at 6%; with 100% employer match about $117,646 at 4% or $78,431 at 6%. |
| 2015 | 1 | 5 | $44,547 | $47,984 | $9,597iApproximate average salary by contribution assumption: employee only about $239,920 at 4% or $159,947 at 6%; with 50% employer match about $159,947 at 4% or $106,631 at 6%; with 100% employer match about $119,960 at 4% or $79,973 at 6%. |
| Heritage Wealth Architects LLC 401(K) Plan | - | 5 | $44,547 | $47,984 | $9,597iApproximate average salary by contribution assumption: employee only about $239,920 at 4% or $159,947 at 6%; with 50% employer match about $159,947 at 4% or $106,631 at 6%; with 100% employer match about $119,960 at 4% or $79,973 at 6%. |