Civic Intelligence

Heritage Internal Medicine PC.

Plan context: Heritage Internal Medicine PC. 401K Savings Plan

EIN 54-2015328 • Leesburg, VA • 15 filings • 6 plans

116A Edwards Ferry RoadLeesburg, VA 20176
Current Snapshot

Latest Year

2013

2013 Participants

1

2013 Assets

$692,906

2013 Contributions

$56,500

Historical Graphs

Total Assets Over Time

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

$692,906$346,453$0200220082013YearValue
$692,906Latest year 2013

Participants Over Time

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

320200120072013YearValue
1Latest year 2013

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
201311$692,906$56,500$56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%.
Heritage Internal Medicine PC. 401K Savings Plan-1$692,906$56,500$56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%.
201211$576,393$49,652$49,652iApproximate average salary by contribution assumption: employee only about $1,241,300 at 4% or $827,533 at 6%; with 50% employer match about $827,533 at 4% or $551,689 at 6%; with 100% employer match about $620,650 at 4% or $413,767 at 6%.
Heritage Internal Medicine PC. 401K Savings Plan-1$576,393$49,652$49,652iApproximate average salary by contribution assumption: employee only about $1,241,300 at 4% or $827,533 at 6%; with 50% employer match about $827,533 at 4% or $551,689 at 6%; with 100% employer match about $620,650 at 4% or $413,767 at 6%.
201111$452,263$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Heritage Internal Medicine PC. 401K Savings Plan-1$452,263$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
201011$418,083$48,499$48,499iApproximate average salary by contribution assumption: employee only about $1,212,475 at 4% or $808,317 at 6%; with 50% employer match about $808,317 at 4% or $538,878 at 6%; with 100% employer match about $606,238 at 4% or $404,158 at 6%.
Heritage Internal Medicine PC. 401K Savings Plan-1$418,083$48,499$48,499iApproximate average salary by contribution assumption: employee only about $1,212,475 at 4% or $808,317 at 6%; with 50% employer match about $808,317 at 4% or $538,878 at 6%; with 100% employer match about $606,238 at 4% or $404,158 at 6%.
200912$334,795$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Heritage Internal Medicine PC. 401K Savings Plan-2$334,795$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
200811$345,285$45,106$45,106iApproximate average salary by contribution assumption: employee only about $1,127,650 at 4% or $751,767 at 6%; with 50% employer match about $751,767 at 4% or $501,178 at 6%; with 100% employer match about $563,825 at 4% or $375,883 at 6%.
Heritage Internal Medicine PC. 401K Savings Plan-1$345,285$45,106$45,106iApproximate average salary by contribution assumption: employee only about $1,127,650 at 4% or $751,767 at 6%; with 50% employer match about $751,767 at 4% or $501,178 at 6%; with 100% employer match about $563,825 at 4% or $375,883 at 6%.
200712$505,166$47,113$23,557iApproximate average salary by contribution assumption: employee only about $588,913 at 4% or $392,608 at 6%; with 50% employer match about $392,608 at 4% or $261,739 at 6%; with 100% employer match about $294,456 at 4% or $196,304 at 6%.
Heritage Internal Medicine PC. 401K Savings Plan-2$505,166$47,113$23,557iApproximate average salary by contribution assumption: employee only about $588,913 at 4% or $392,608 at 6%; with 50% employer match about $392,608 at 4% or $261,739 at 6%; with 100% employer match about $294,456 at 4% or $196,304 at 6%.
200613$438,609$45,548$15,183iApproximate average salary by contribution assumption: employee only about $379,567 at 4% or $253,044 at 6%; with 50% employer match about $253,044 at 4% or $168,696 at 6%; with 100% employer match about $189,783 at 4% or $126,522 at 6%.
Heritage Internal Medicine PC. 401K Savings Plan-3$438,609$45,548$15,183iApproximate average salary by contribution assumption: employee only about $379,567 at 4% or $253,044 at 6%; with 50% employer match about $253,044 at 4% or $168,696 at 6%; with 100% employer match about $189,783 at 4% or $126,522 at 6%.
200513$327,308$44,391$14,797iApproximate average salary by contribution assumption: employee only about $369,925 at 4% or $246,617 at 6%; with 50% employer match about $246,617 at 4% or $164,411 at 6%; with 100% employer match about $184,963 at 4% or $123,308 at 6%.
Heritage Internal Medicine PC. 401K Savings Plan-3$327,308$44,391$14,797iApproximate average salary by contribution assumption: employee only about $369,925 at 4% or $246,617 at 6%; with 50% employer match about $246,617 at 4% or $164,411 at 6%; with 100% employer match about $184,963 at 4% or $123,308 at 6%.
200412$271,357$42,934$21,467iApproximate average salary by contribution assumption: employee only about $536,675 at 4% or $357,783 at 6%; with 50% employer match about $357,783 at 4% or $238,522 at 6%; with 100% employer match about $268,338 at 4% or $178,892 at 6%.
Heritage Internal Medicine PC. 401K Savings Plan-2$271,357$42,934$21,467iApproximate average salary by contribution assumption: employee only about $536,675 at 4% or $357,783 at 6%; with 50% employer match about $357,783 at 4% or $238,522 at 6%; with 100% employer match about $268,338 at 4% or $178,892 at 6%.
200313$216,741$42,500$14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%.
Heritage Internal Medicine PC. 401K Savings Plan-3$216,741$42,500$14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%.
200223$147,264$42,333$14,111iApproximate average salary by contribution assumption: employee only about $352,775 at 4% or $235,183 at 6%; with 50% employer match about $235,183 at 4% or $156,789 at 6%; with 100% employer match about $176,388 at 4% or $117,592 at 6%.
Heritage Internal Medicine PC. 401K Savings Plan-3$147,264$42,333$14,111iApproximate average salary by contribution assumption: employee only about $352,775 at 4% or $235,183 at 6%; with 50% employer match about $235,183 at 4% or $156,789 at 6%; with 100% employer match about $176,388 at 4% or $117,592 at 6%.
HERITAGE INTERNAL MEDICINE, P.C. MONEY PURCHASE PENSION PLAN-0---
200123$0$0-
HERITAGE INTERNAL MEDICINE MONEY PURCHASE PENSION PLAN-3---
Heritage Internal Medicine PC. 401K Savings Plan-3---