Civic Intelligence

Heritage Wealth Management

Plan context: Heritage Wealth Management 401K Plan

EIN 46-0491507 • Houston, TX • 19 filings • 2 plans

4400 Post Oak Pkwy Ste 2510Houston, TX 77027-3409
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,596,703

2024 Contributions

$417,900

Historical Graphs

Total Assets Over Time

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

$3,596,703$1,798,352$0200620152024YearValue
$3,596,703Latest year 2024

Participants Over Time

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

950200620152024YearValue
9Latest year 2024

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
202419$3,596,703$417,900$46,433iApproximate average salary by contribution assumption: employee only about $1,160,833 at 4% or $773,889 at 6%; with 50% employer match about $773,889 at 4% or $515,926 at 6%; with 100% employer match about $580,417 at 4% or $386,944 at 6%.
Heritage Wealth Management 401K Plan-9$3,596,703$417,900$46,433iApproximate average salary by contribution assumption: employee only about $1,160,833 at 4% or $773,889 at 6%; with 50% employer match about $773,889 at 4% or $515,926 at 6%; with 100% employer match about $580,417 at 4% or $386,944 at 6%.
202318$2,926,169$163,821$20,478iApproximate average salary by contribution assumption: employee only about $511,941 at 4% or $341,294 at 6%; with 50% employer match about $341,294 at 4% or $227,529 at 6%; with 100% employer match about $255,970 at 4% or $170,647 at 6%.
Heritage Wealth Management 401K Plan-8$2,926,169$163,821$20,478iApproximate average salary by contribution assumption: employee only about $511,941 at 4% or $341,294 at 6%; with 50% employer match about $341,294 at 4% or $227,529 at 6%; with 100% employer match about $255,970 at 4% or $170,647 at 6%.
202219$2,311,136$150,282$16,698iApproximate average salary by contribution assumption: employee only about $417,450 at 4% or $278,300 at 6%; with 50% employer match about $278,300 at 4% or $185,533 at 6%; with 100% employer match about $208,725 at 4% or $139,150 at 6%.
Heritage Wealth Management 401K Plan-9$2,311,136$150,282$16,698iApproximate average salary by contribution assumption: employee only about $417,450 at 4% or $278,300 at 6%; with 50% employer match about $278,300 at 4% or $185,533 at 6%; with 100% employer match about $208,725 at 4% or $139,150 at 6%.
202118$2,496,850$124,011$15,501iApproximate average salary by contribution assumption: employee only about $387,534 at 4% or $258,356 at 6%; with 50% employer match about $258,356 at 4% or $172,238 at 6%; with 100% employer match about $193,767 at 4% or $129,178 at 6%.
Heritage Wealth Management 401K Plan-8$2,496,850$124,011$15,501iApproximate average salary by contribution assumption: employee only about $387,534 at 4% or $258,356 at 6%; with 50% employer match about $258,356 at 4% or $172,238 at 6%; with 100% employer match about $193,767 at 4% or $129,178 at 6%.
202016$1,906,711$110,905$18,484iApproximate average salary by contribution assumption: employee only about $462,104 at 4% or $308,069 at 6%; with 50% employer match about $308,069 at 4% or $205,380 at 6%; with 100% employer match about $231,052 at 4% or $154,035 at 6%.
Heritage Wealth Management 401K Plan-6$1,906,711$110,905$18,484iApproximate average salary by contribution assumption: employee only about $462,104 at 4% or $308,069 at 6%; with 50% employer match about $308,069 at 4% or $205,380 at 6%; with 100% employer match about $231,052 at 4% or $154,035 at 6%.
201915$1,598,145$613,463$122,693iApproximate average salary by contribution assumption: employee only about $3,067,315 at 4% or $2,044,877 at 6%; with 50% employer match about $2,044,877 at 4% or $1,363,251 at 6%; with 100% employer match about $1,533,658 at 4% or $1,022,438 at 6%.
Heritage Wealth Management 401K Plan-5$1,598,145$613,463$122,693iApproximate average salary by contribution assumption: employee only about $3,067,315 at 4% or $2,044,877 at 6%; with 50% employer match about $2,044,877 at 4% or $1,363,251 at 6%; with 100% employer match about $1,533,658 at 4% or $1,022,438 at 6%.
201815$746,335$93,286$18,657iApproximate average salary by contribution assumption: employee only about $466,430 at 4% or $310,953 at 6%; with 50% employer match about $310,953 at 4% or $207,302 at 6%; with 100% employer match about $233,215 at 4% or $155,477 at 6%.
Heritage Wealth Management 401K Plan-5$746,335$93,286$18,657iApproximate average salary by contribution assumption: employee only about $466,430 at 4% or $310,953 at 6%; with 50% employer match about $310,953 at 4% or $207,302 at 6%; with 100% employer match about $233,215 at 4% or $155,477 at 6%.
201716$747,628$101,142$16,857iApproximate average salary by contribution assumption: employee only about $421,425 at 4% or $280,950 at 6%; with 50% employer match about $280,950 at 4% or $187,300 at 6%; with 100% employer match about $210,713 at 4% or $140,475 at 6%.
Heritage Wealth Management 401K Plan-6$747,628$101,142$16,857iApproximate average salary by contribution assumption: employee only about $421,425 at 4% or $280,950 at 6%; with 50% employer match about $280,950 at 4% or $187,300 at 6%; with 100% employer match about $210,713 at 4% or $140,475 at 6%.
201616$609,239$105,776$17,629iApproximate average salary by contribution assumption: employee only about $440,733 at 4% or $293,822 at 6%; with 50% employer match about $293,822 at 4% or $195,881 at 6%; with 100% employer match about $220,367 at 4% or $146,911 at 6%.
Heritage Wealth Management 401K Plan-6$609,239$105,776$17,629iApproximate average salary by contribution assumption: employee only about $440,733 at 4% or $293,822 at 6%; with 50% employer match about $293,822 at 4% or $195,881 at 6%; with 100% employer match about $220,367 at 4% or $146,911 at 6%.
201516$433,847$87,427$14,571iApproximate average salary by contribution assumption: employee only about $364,279 at 4% or $242,853 at 6%; with 50% employer match about $242,853 at 4% or $161,902 at 6%; with 100% employer match about $182,140 at 4% or $121,426 at 6%.
Heritage Wealth Management 401K Plan-6$433,847$87,427$14,571iApproximate average salary by contribution assumption: employee only about $364,279 at 4% or $242,853 at 6%; with 50% employer match about $242,853 at 4% or $161,902 at 6%; with 100% employer match about $182,140 at 4% or $121,426 at 6%.
201415$371,424$83,696$16,739iApproximate average salary by contribution assumption: employee only about $418,480 at 4% or $278,987 at 6%; with 50% employer match about $278,987 at 4% or $185,991 at 6%; with 100% employer match about $209,240 at 4% or $139,493 at 6%.
Heritage Wealth Management 401K Plan-5$371,424$83,696$16,739iApproximate average salary by contribution assumption: employee only about $418,480 at 4% or $278,987 at 6%; with 50% employer match about $278,987 at 4% or $185,991 at 6%; with 100% employer match about $209,240 at 4% or $139,493 at 6%.
201318$311,267$70,219$8,777iApproximate average salary by contribution assumption: employee only about $219,434 at 4% or $146,290 at 6%; with 50% employer match about $146,290 at 4% or $97,526 at 6%; with 100% employer match about $109,717 at 4% or $73,145 at 6%.
Heritage Wealth Management 401K Plan-8$311,267$70,219$8,777iApproximate average salary by contribution assumption: employee only about $219,434 at 4% or $146,290 at 6%; with 50% employer match about $146,290 at 4% or $97,526 at 6%; with 100% employer match about $109,717 at 4% or $73,145 at 6%.
201218$322,699$39,942$4,993iApproximate average salary by contribution assumption: employee only about $124,819 at 4% or $83,213 at 6%; with 50% employer match about $83,213 at 4% or $55,475 at 6%; with 100% employer match about $62,409 at 4% or $41,606 at 6%.
Heritage Wealth Management 401K Plan-8$322,699$39,942$4,993iApproximate average salary by contribution assumption: employee only about $124,819 at 4% or $83,213 at 6%; with 50% employer match about $83,213 at 4% or $55,475 at 6%; with 100% employer match about $62,409 at 4% or $41,606 at 6%.
201116$229,955$93,633$15,606iApproximate average salary by contribution assumption: employee only about $390,138 at 4% or $260,092 at 6%; with 50% employer match about $260,092 at 4% or $173,394 at 6%; with 100% employer match about $195,069 at 4% or $130,046 at 6%.
Heritage Wealth Management 401K Plan-6$229,955$93,633$15,606iApproximate average salary by contribution assumption: employee only about $390,138 at 4% or $260,092 at 6%; with 50% employer match about $260,092 at 4% or $173,394 at 6%; with 100% employer match about $195,069 at 4% or $130,046 at 6%.
201016$160,398$8,459$1,410iApproximate average salary by contribution assumption: employee only about $35,246 at 4% or $23,497 at 6%; with 50% employer match about $23,497 at 4% or $15,665 at 6%; with 100% employer match about $17,623 at 4% or $11,749 at 6%.
Heritage Wealth Management 401K Plan-6$160,398$8,459$1,410iApproximate average salary by contribution assumption: employee only about $35,246 at 4% or $23,497 at 6%; with 50% employer match about $23,497 at 4% or $15,665 at 6%; with 100% employer match about $17,623 at 4% or $11,749 at 6%.
200917$129,020$13,281$1,897iApproximate average salary by contribution assumption: employee only about $47,432 at 4% or $31,621 at 6%; with 50% employer match about $31,621 at 4% or $21,081 at 6%; with 100% employer match about $23,716 at 4% or $15,811 at 6%.
Heritage Wealth Management 401K Plan-7$129,020$13,281$1,897iApproximate average salary by contribution assumption: employee only about $47,432 at 4% or $31,621 at 6%; with 50% employer match about $31,621 at 4% or $21,081 at 6%; with 100% employer match about $23,716 at 4% or $15,811 at 6%.
200816$81,563$54,547$9,091iApproximate average salary by contribution assumption: employee only about $227,279 at 4% or $151,519 at 6%; with 50% employer match about $151,519 at 4% or $101,013 at 6%; with 100% employer match about $113,640 at 4% or $75,760 at 6%.
Heritage Wealth Management 401K Plan-6$81,563$54,547$9,091iApproximate average salary by contribution assumption: employee only about $227,279 at 4% or $151,519 at 6%; with 50% employer match about $151,519 at 4% or $101,013 at 6%; with 100% employer match about $113,640 at 4% or $75,760 at 6%.
200714$68,290$51,889$12,972iApproximate average salary by contribution assumption: employee only about $324,306 at 4% or $216,204 at 6%; with 50% employer match about $216,204 at 4% or $144,136 at 6%; with 100% employer match about $162,153 at 4% or $108,102 at 6%.
Heritage Wealth Management 401K Plan-4$68,290$51,889$12,972iApproximate average salary by contribution assumption: employee only about $324,306 at 4% or $216,204 at 6%; with 50% employer match about $216,204 at 4% or $144,136 at 6%; with 100% employer match about $162,153 at 4% or $108,102 at 6%.
200613$14,995$14,970$4,990iApproximate average salary by contribution assumption: employee only about $124,750 at 4% or $83,167 at 6%; with 50% employer match about $83,167 at 4% or $55,444 at 6%; with 100% employer match about $62,375 at 4% or $41,583 at 6%.
Heritage Wealth Management 401K Plan-3$14,995$14,970$4,990iApproximate average salary by contribution assumption: employee only about $124,750 at 4% or $83,167 at 6%; with 50% employer match about $83,167 at 4% or $55,444 at 6%; with 100% employer match about $62,375 at 4% or $41,583 at 6%.
Heritage Wealth Management | EIN 46-0491507 | 2024 Form 5500 Company Profile