Heritage Financial Management LLC
Plan context: Heritage Financial Management LLC Profit Sharing Plan
EIN 54-1880489 • 4 filings • 1 plans
Current Snapshot
Latest Year
2002
2002 Participants
11
2002 Assets
$306,613
2002 Contributions
$55,311
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $0 | - |
| Heritage Financial Management LLC Profit Sharing Plan | - | 0 | - | - | - |
| 2001 | 1 | 11 | $306,613 | $55,311 | $5,028iApproximate average salary by contribution assumption: employee only about $125,707 at 4% or $83,805 at 6%; with 50% employer match about $83,805 at 4% or $55,870 at 6%; with 100% employer match about $62,853 at 4% or $41,902 at 6%. |
| Heritage Financial Management LLC Profit Sharing Plan | - | 11 | $306,613 | $55,311 | $5,028iApproximate average salary by contribution assumption: employee only about $125,707 at 4% or $83,805 at 6%; with 50% employer match about $83,805 at 4% or $55,870 at 6%; with 100% employer match about $62,853 at 4% or $41,902 at 6%. |
| 2000 | 1 | 7 | $312,995 | $47,491 | $6,784iApproximate average salary by contribution assumption: employee only about $169,611 at 4% or $113,074 at 6%; with 50% employer match about $113,074 at 4% or $75,383 at 6%; with 100% employer match about $84,805 at 4% or $56,537 at 6%. |
| Heritage Financial Management LLC Profit Sharing Plan | - | 7 | $312,995 | $47,491 | $6,784iApproximate average salary by contribution assumption: employee only about $169,611 at 4% or $113,074 at 6%; with 50% employer match about $113,074 at 4% or $75,383 at 6%; with 100% employer match about $84,805 at 4% or $56,537 at 6%. |
| 1999 | 1 | 7 | $282,588 | $40,304 | $5,758iApproximate average salary by contribution assumption: employee only about $143,943 at 4% or $95,962 at 6%; with 50% employer match about $95,962 at 4% or $63,975 at 6%; with 100% employer match about $71,971 at 4% or $47,981 at 6%. |
| Heritage Financial Management LLC Profit Sharing Plan | - | 7 | $282,588 | $40,304 | $5,758iApproximate average salary by contribution assumption: employee only about $143,943 at 4% or $95,962 at 6%; with 50% employer match about $95,962 at 4% or $63,975 at 6%; with 100% employer match about $71,971 at 4% or $47,981 at 6%. |