Civic Intelligence

Apex Heritage Group Inc

Plan context: Apex Heritage Group Inc. 401(K) Profit Sharing Plan and Trust

EIN 46-1669012 • Houston, TX • 16 filings • 6 plans

7403 Wright RdHouston, TX 77041
Current Snapshot

Latest Year

2024

2024 Participants

229

2024 Assets

$5,347,043

2024 Contributions

$824,183

Historical Graphs

Total Assets Over Time

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

$11,903,108$5,951,554$0201420192024YearValue
$5,347,043Latest year 2024

Participants Over Time

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

4572290201420192024YearValue
229Latest 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
20241229$5,347,043$824,183$3,599iApproximate average salary by contribution assumption: employee only about $89,976 at 4% or $59,984 at 6%; with 50% employer match about $59,984 at 4% or $39,989 at 6%; with 100% employer match about $44,988 at 4% or $29,992 at 6%.
Apex Heritage Group Inc. 401(K) Profit Sharing Plan and Trust-229$5,347,043$824,183$3,599iApproximate average salary by contribution assumption: employee only about $89,976 at 4% or $59,984 at 6%; with 50% employer match about $59,984 at 4% or $39,989 at 6%; with 100% employer match about $44,988 at 4% or $29,992 at 6%.
20232253$9,204,703$1,457,190$5,760iApproximate average salary by contribution assumption: employee only about $143,991 at 4% or $95,994 at 6%; with 50% employer match about $95,994 at 4% or $63,996 at 6%; with 100% employer match about $71,996 at 4% or $47,997 at 6%.
Apex Heritage Group Inc. 401(K) Profit Sharing Plan and Trust-253$9,204,703$1,457,190$5,760iApproximate average salary by contribution assumption: employee only about $143,991 at 4% or $95,994 at 6%; with 50% employer match about $95,994 at 4% or $63,996 at 6%; with 100% employer match about $71,996 at 4% or $47,997 at 6%.
APEX HERITAGE GROUP HEALTH PLAN-170---
20222344$11,470,462$2,159,657$6,278iApproximate average salary by contribution assumption: employee only about $156,952 at 4% or $104,635 at 6%; with 50% employer match about $104,635 at 4% or $69,756 at 6%; with 100% employer match about $78,476 at 4% or $52,317 at 6%.
Apex Heritage Group Inc. 401(K) Profit Sharing Plan and Trust-344$11,470,462$2,159,657$6,278iApproximate average salary by contribution assumption: employee only about $156,952 at 4% or $104,635 at 6%; with 50% employer match about $104,635 at 4% or $69,756 at 6%; with 100% employer match about $78,476 at 4% or $52,317 at 6%.
APEX HERITAGE GROUP HEALTH PLAN-342---
20212385$11,903,108$1,505,140$3,909iApproximate average salary by contribution assumption: employee only about $97,736 at 4% or $65,158 at 6%; with 50% employer match about $65,158 at 4% or $43,438 at 6%; with 100% employer match about $48,868 at 4% or $32,579 at 6%.
Apex Heritage Group Inc. 401(K) Profit Sharing Plan and Trust-385$11,903,108$1,505,140$3,909iApproximate average salary by contribution assumption: employee only about $97,736 at 4% or $65,158 at 6%; with 50% employer match about $65,158 at 4% or $43,438 at 6%; with 100% employer match about $48,868 at 4% or $32,579 at 6%.
APEX HERITAGE GROUP HEALTH PLAN-307---
20202394$9,825,781$1,475,756$3,746iApproximate average salary by contribution assumption: employee only about $93,639 at 4% or $62,426 at 6%; with 50% employer match about $62,426 at 4% or $41,617 at 6%; with 100% employer match about $46,820 at 4% or $31,213 at 6%.
Apex Heritage Group Inc. 401(K) Profit Sharing Plan and Trust-394$9,825,781$1,475,756$3,746iApproximate average salary by contribution assumption: employee only about $93,639 at 4% or $62,426 at 6%; with 50% employer match about $62,426 at 4% or $41,617 at 6%; with 100% employer match about $46,820 at 4% or $31,213 at 6%.
APEX HERITAGE GROUP HEALTH PLAN-303---
20192457$7,811,854$1,338,430$2,929iApproximate average salary by contribution assumption: employee only about $73,218 at 4% or $48,812 at 6%; with 50% employer match about $48,812 at 4% or $32,541 at 6%; with 100% employer match about $36,609 at 4% or $24,406 at 6%.
Apex Heritage Group Inc. 401(K) Profit Sharing Plan and Trust-457$7,811,854$1,338,430$2,929iApproximate average salary by contribution assumption: employee only about $73,218 at 4% or $48,812 at 6%; with 50% employer match about $48,812 at 4% or $32,541 at 6%; with 100% employer match about $36,609 at 4% or $24,406 at 6%.
APEX HERITAGE GROUP HEALTH PLAN-354---
20181394$5,917,018$1,107,015$2,810iApproximate average salary by contribution assumption: employee only about $70,242 at 4% or $46,828 at 6%; with 50% employer match about $46,828 at 4% or $31,219 at 6%; with 100% employer match about $35,121 at 4% or $23,414 at 6%.
Apex Heritage Group Inc. 401(K) Profit Sharing Plan and Trust-394$5,917,018$1,107,015$2,810iApproximate average salary by contribution assumption: employee only about $70,242 at 4% or $46,828 at 6%; with 50% employer match about $46,828 at 4% or $31,219 at 6%; with 100% employer match about $35,121 at 4% or $23,414 at 6%.
20171316$5,552,126$586,135$1,855iApproximate average salary by contribution assumption: employee only about $46,371 at 4% or $30,914 at 6%; with 50% employer match about $30,914 at 4% or $20,610 at 6%; with 100% employer match about $23,186 at 4% or $15,457 at 6%.
Apex Heritage Group Inc. 401(K) Profit Sharing Plan and Trust-316$5,552,126$586,135$1,855iApproximate average salary by contribution assumption: employee only about $46,371 at 4% or $30,914 at 6%; with 50% employer match about $30,914 at 4% or $20,610 at 6%; with 100% employer match about $23,186 at 4% or $15,457 at 6%.
20161276$4,836,099$527,052$1,910iApproximate average salary by contribution assumption: employee only about $47,740 at 4% or $31,827 at 6%; with 50% employer match about $31,827 at 4% or $21,218 at 6%; with 100% employer match about $23,870 at 4% or $15,913 at 6%.
Apex Heritage Group Inc. 401(K) Profit Sharing Plan and Trust-276$4,836,099$527,052$1,910iApproximate average salary by contribution assumption: employee only about $47,740 at 4% or $31,827 at 6%; with 50% employer match about $31,827 at 4% or $21,218 at 6%; with 100% employer match about $23,870 at 4% or $15,913 at 6%.
20151240$4,965,648$540,669$2,253iApproximate average salary by contribution assumption: employee only about $56,320 at 4% or $37,546 at 6%; with 50% employer match about $37,546 at 4% or $25,031 at 6%; with 100% employer match about $28,160 at 4% or $18,773 at 6%.
Apex Heritage Group Inc. 401(K) Profit Sharing Plan and Trust-240$4,965,648$540,669$2,253iApproximate average salary by contribution assumption: employee only about $56,320 at 4% or $37,546 at 6%; with 50% employer match about $37,546 at 4% or $25,031 at 6%; with 100% employer match about $28,160 at 4% or $18,773 at 6%.
201416$518,169$484,892$80,815iApproximate average salary by contribution assumption: employee only about $2,020,383 at 4% or $1,346,922 at 6%; with 50% employer match about $1,346,922 at 4% or $897,948 at 6%; with 100% employer match about $1,010,192 at 4% or $673,461 at 6%.
Apex Heritage Group Inc. 401(K) Profit Sharing Plan and Trust-6$518,169$484,892$80,815iApproximate average salary by contribution assumption: employee only about $2,020,383 at 4% or $1,346,922 at 6%; with 50% employer match about $1,346,922 at 4% or $897,948 at 6%; with 100% employer match about $1,010,192 at 4% or $673,461 at 6%.