Civic Intelligence

Heritage Title Company Inc

Plan context: Heritage Title Company Inc 401K Profit Sharing Plan & Trust

EIN 52-1951382 • Rockville, MD • 12 filings • 2 plans

11821 Parklawn Dr Ste 224Rockville, MD 20852
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,229,696

2024 Contributions

$16,540

Historical Graphs

Total Assets Over Time

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

$1,229,696$614,848$0201320182023YearValue
$1,229,696Latest year 2023

Participants Over Time

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

1050201320182023YearValue
10Latest year 2023

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
202410$0$16,540-
Heritage Title Company Inc 401K Profit Sharing Plan & Trust-0$0$16,540-
2023110$1,229,696$69,404$6,940iApproximate average salary by contribution assumption: employee only about $173,510 at 4% or $115,673 at 6%; with 50% employer match about $115,673 at 4% or $77,116 at 6%; with 100% employer match about $86,755 at 4% or $57,837 at 6%.
Heritage Title Company Inc 401K Profit Sharing Plan & Trust-10$1,229,696$69,404$6,940iApproximate average salary by contribution assumption: employee only about $173,510 at 4% or $115,673 at 6%; with 50% employer match about $115,673 at 4% or $77,116 at 6%; with 100% employer match about $86,755 at 4% or $57,837 at 6%.
2022110$1,052,615$76,385$7,639iApproximate average salary by contribution assumption: employee only about $190,963 at 4% or $127,308 at 6%; with 50% employer match about $127,308 at 4% or $84,872 at 6%; with 100% employer match about $95,481 at 4% or $63,654 at 6%.
Heritage Title Company Inc 401K Profit Sharing Plan & Trust-10$1,052,615$76,385$7,639iApproximate average salary by contribution assumption: employee only about $190,963 at 4% or $127,308 at 6%; with 50% employer match about $127,308 at 4% or $84,872 at 6%; with 100% employer match about $95,481 at 4% or $63,654 at 6%.
2021110$1,094,211$78,843$7,884iApproximate average salary by contribution assumption: employee only about $197,108 at 4% or $131,405 at 6%; with 50% employer match about $131,405 at 4% or $87,603 at 6%; with 100% employer match about $98,554 at 4% or $65,703 at 6%.
Heritage Title Company Inc 401K Profit Sharing Plan & Trust-10$1,094,211$78,843$7,884iApproximate average salary by contribution assumption: employee only about $197,108 at 4% or $131,405 at 6%; with 50% employer match about $131,405 at 4% or $87,603 at 6%; with 100% employer match about $98,554 at 4% or $65,703 at 6%.
2020110$839,176$74,515$7,452iApproximate average salary by contribution assumption: employee only about $186,288 at 4% or $124,192 at 6%; with 50% employer match about $124,192 at 4% or $82,794 at 6%; with 100% employer match about $93,144 at 4% or $62,096 at 6%.
Heritage Title Company Inc 401K Profit Sharing Plan & Trust-10$839,176$74,515$7,452iApproximate average salary by contribution assumption: employee only about $186,288 at 4% or $124,192 at 6%; with 50% employer match about $124,192 at 4% or $82,794 at 6%; with 100% employer match about $93,144 at 4% or $62,096 at 6%.
2019110$692,380$69,659$6,966iApproximate average salary by contribution assumption: employee only about $174,148 at 4% or $116,098 at 6%; with 50% employer match about $116,098 at 4% or $77,399 at 6%; with 100% employer match about $87,074 at 4% or $58,049 at 6%.
Heritage Title Company Inc 401K Profit Sharing Plan & Trust-10$692,380$69,659$6,966iApproximate average salary by contribution assumption: employee only about $174,148 at 4% or $116,098 at 6%; with 50% employer match about $116,098 at 4% or $77,399 at 6%; with 100% employer match about $87,074 at 4% or $58,049 at 6%.
2018110$508,354$69,768$6,977iApproximate average salary by contribution assumption: employee only about $174,420 at 4% or $116,280 at 6%; with 50% employer match about $116,280 at 4% or $77,520 at 6%; with 100% employer match about $87,210 at 4% or $58,140 at 6%.
Heritage Title Company Inc 401K Profit Sharing Plan & Trust-10$508,354$69,768$6,977iApproximate average salary by contribution assumption: employee only about $174,420 at 4% or $116,280 at 6%; with 50% employer match about $116,280 at 4% or $77,520 at 6%; with 100% employer match about $87,210 at 4% or $58,140 at 6%.
2017110$464,523$66,215$6,622iApproximate average salary by contribution assumption: employee only about $165,538 at 4% or $110,358 at 6%; with 50% employer match about $110,358 at 4% or $73,572 at 6%; with 100% employer match about $82,769 at 4% or $55,179 at 6%.
Heritage Title Company Inc 401K Profit Sharing Plan & Trust-10$464,523$66,215$6,622iApproximate average salary by contribution assumption: employee only about $165,538 at 4% or $110,358 at 6%; with 50% employer match about $110,358 at 4% or $73,572 at 6%; with 100% employer match about $82,769 at 4% or $55,179 at 6%.
2016110$348,162$65,865$6,587iApproximate average salary by contribution assumption: employee only about $164,663 at 4% or $109,775 at 6%; with 50% employer match about $109,775 at 4% or $73,183 at 6%; with 100% employer match about $82,331 at 4% or $54,888 at 6%.
Heritage Title Company Inc 401K Profit Sharing Plan & Trust-10$348,162$65,865$6,587iApproximate average salary by contribution assumption: employee only about $164,663 at 4% or $109,775 at 6%; with 50% employer match about $109,775 at 4% or $73,183 at 6%; with 100% employer match about $82,331 at 4% or $54,888 at 6%.
2015110$248,572$64,463$6,446iApproximate average salary by contribution assumption: employee only about $161,158 at 4% or $107,438 at 6%; with 50% employer match about $107,438 at 4% or $71,626 at 6%; with 100% employer match about $80,579 at 4% or $53,719 at 6%.
Heritage Title Company Inc 401K Profit Sharing Plan & Trust-10$248,572$64,463$6,446iApproximate average salary by contribution assumption: employee only about $161,158 at 4% or $107,438 at 6%; with 50% employer match about $107,438 at 4% or $71,626 at 6%; with 100% employer match about $80,579 at 4% or $53,719 at 6%.
2014110$195,263$63,808$6,381iApproximate average salary by contribution assumption: employee only about $159,520 at 4% or $106,347 at 6%; with 50% employer match about $106,347 at 4% or $70,898 at 6%; with 100% employer match about $79,760 at 4% or $53,173 at 6%.
Heritage Title Company Inc 401K Profit Sharing Plan & Trust-10$195,263$63,808$6,381iApproximate average salary by contribution assumption: employee only about $159,520 at 4% or $106,347 at 6%; with 50% employer match about $106,347 at 4% or $70,898 at 6%; with 100% employer match about $79,760 at 4% or $53,173 at 6%.
201319$114,584$58,876$6,542iApproximate average salary by contribution assumption: employee only about $163,544 at 4% or $109,030 at 6%; with 50% employer match about $109,030 at 4% or $72,686 at 6%; with 100% employer match about $81,772 at 4% or $54,515 at 6%.
Heritage Title Company Inc 401K Profit Sharing Plan & Trust-9$114,584$58,876$6,542iApproximate average salary by contribution assumption: employee only about $163,544 at 4% or $109,030 at 6%; with 50% employer match about $109,030 at 4% or $72,686 at 6%; with 100% employer match about $81,772 at 4% or $54,515 at 6%.