Heritage Realty
Plan context: Heritage Realty Defined Benefit Pension Plan
EIN 54-5609139 • San Mateo, CA • 7 filings • 1 plans
Current Snapshot
Latest Year
2010
2010 Participants
4
2010 Assets
$1,284,781
2010 Contributions
$240,000
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 4 | $1,284,781 | $240,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| Heritage Realty Defined Benefit Pension Plan | - | 4 | $1,284,781 | $240,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| 2006 | 1 | 4 | $800,000 | $100,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Heritage Realty Defined Benefit Pension Plan | - | 4 | $800,000 | $100,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2005 | 1 | 5 | $646,283 | $241,676 | $48,335iApproximate average salary by contribution assumption: employee only about $1,208,380 at 4% or $805,587 at 6%; with 50% employer match about $805,587 at 4% or $537,058 at 6%; with 100% employer match about $604,190 at 4% or $402,793 at 6%. |
| Heritage Realty Defined Benefit Pension Plan | - | 5 | $646,283 | $241,676 | $48,335iApproximate average salary by contribution assumption: employee only about $1,208,380 at 4% or $805,587 at 6%; with 50% employer match about $805,587 at 4% or $537,058 at 6%; with 100% employer match about $604,190 at 4% or $402,793 at 6%. |
| 2004 | 1 | 5 | $399,884 | $106,815 | $21,363iApproximate average salary by contribution assumption: employee only about $534,075 at 4% or $356,050 at 6%; with 50% employer match about $356,050 at 4% or $237,367 at 6%; with 100% employer match about $267,038 at 4% or $178,025 at 6%. |
| Heritage Realty Defined Benefit Pension Plan | - | 5 | $399,884 | $106,815 | $21,363iApproximate average salary by contribution assumption: employee only about $534,075 at 4% or $356,050 at 6%; with 50% employer match about $356,050 at 4% or $237,367 at 6%; with 100% employer match about $267,038 at 4% or $178,025 at 6%. |
| 2003 | 1 | 5 | $0 | $0 | - |
| Heritage Realty Defined Benefit Pension Plan | - | 5 | - | - | - |
| 2002 | 1 | 4 | $0 | $0 | - |
| Heritage Realty Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Heritage Realty Defined Benefit Pension Plan | - | 4 | - | - | - |