Civic Intelligence

Heritage Retirement Advisors Inc.

Plan context: Heritage Retirement Advisors Inc. 401K Profit Sharing Plan

EIN 55-0908803 • San Diego, CA • 13 filings • 1 plans

11440 W. Bernardo Ct., Suite 390San Diego, CA 92127-1642
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,307,929

2024 Contributions

$139,668

Historical Graphs

Total Assets Over Time

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

$1,307,929$653,965$0201220182024YearValue
$1,307,929Latest year 2024

Participants Over Time

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

530201220182024YearValue
4Latest 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
202414$1,307,929$139,668$34,917iApproximate average salary by contribution assumption: employee only about $872,925 at 4% or $581,950 at 6%; with 50% employer match about $581,950 at 4% or $387,967 at 6%; with 100% employer match about $436,463 at 4% or $290,975 at 6%.
Heritage Retirement Advisors Inc. 401K Profit Sharing Plan-4$1,307,929$139,668$34,917iApproximate average salary by contribution assumption: employee only about $872,925 at 4% or $581,950 at 6%; with 50% employer match about $581,950 at 4% or $387,967 at 6%; with 100% employer match about $436,463 at 4% or $290,975 at 6%.
202314$1,011,621$130,198$32,550iApproximate average salary by contribution assumption: employee only about $813,738 at 4% or $542,492 at 6%; with 50% employer match about $542,492 at 4% or $361,661 at 6%; with 100% employer match about $406,869 at 4% or $271,246 at 6%.
Heritage Retirement Advisors Inc. 401K Profit Sharing Plan-4$1,011,621$130,198$32,550iApproximate average salary by contribution assumption: employee only about $813,738 at 4% or $542,492 at 6%; with 50% employer match about $542,492 at 4% or $361,661 at 6%; with 100% employer match about $406,869 at 4% or $271,246 at 6%.
202213$876,652$104,682$34,894iApproximate average salary by contribution assumption: employee only about $872,350 at 4% or $581,567 at 6%; with 50% employer match about $581,567 at 4% or $387,711 at 6%; with 100% employer match about $436,175 at 4% or $290,783 at 6%.
Heritage Retirement Advisors Inc. 401K Profit Sharing Plan-3$876,652$104,682$34,894iApproximate average salary by contribution assumption: employee only about $872,350 at 4% or $581,567 at 6%; with 50% employer match about $581,567 at 4% or $387,711 at 6%; with 100% employer match about $436,175 at 4% or $290,783 at 6%.
202113$1,014,137$48,799$16,266iApproximate average salary by contribution assumption: employee only about $406,658 at 4% or $271,106 at 6%; with 50% employer match about $271,106 at 4% or $180,737 at 6%; with 100% employer match about $203,329 at 4% or $135,553 at 6%.
Heritage Retirement Advisors Inc. 401K Profit Sharing Plan-3$1,014,137$48,799$16,266iApproximate average salary by contribution assumption: employee only about $406,658 at 4% or $271,106 at 6%; with 50% employer match about $271,106 at 4% or $180,737 at 6%; with 100% employer match about $203,329 at 4% or $135,553 at 6%.
202013$797,533$59,175$19,725iApproximate average salary by contribution assumption: employee only about $493,125 at 4% or $328,750 at 6%; with 50% employer match about $328,750 at 4% or $219,167 at 6%; with 100% employer match about $246,563 at 4% or $164,375 at 6%.
Heritage Retirement Advisors Inc. 401K Profit Sharing Plan-3$797,533$59,175$19,725iApproximate average salary by contribution assumption: employee only about $493,125 at 4% or $328,750 at 6%; with 50% employer match about $328,750 at 4% or $219,167 at 6%; with 100% employer match about $246,563 at 4% or $164,375 at 6%.
201913$531,874$26,863$8,954iApproximate average salary by contribution assumption: employee only about $223,858 at 4% or $149,239 at 6%; with 50% employer match about $149,239 at 4% or $99,493 at 6%; with 100% employer match about $111,929 at 4% or $74,619 at 6%.
Heritage Retirement Advisors Inc. 401K Profit Sharing Plan-3$531,874$26,863$8,954iApproximate average salary by contribution assumption: employee only about $223,858 at 4% or $149,239 at 6%; with 50% employer match about $149,239 at 4% or $99,493 at 6%; with 100% employer match about $111,929 at 4% or $74,619 at 6%.
201814$447,562$63,192$15,798iApproximate average salary by contribution assumption: employee only about $394,950 at 4% or $263,300 at 6%; with 50% employer match about $263,300 at 4% or $175,533 at 6%; with 100% employer match about $197,475 at 4% or $131,650 at 6%.
Heritage Retirement Advisors Inc. 401K Profit Sharing Plan-4$447,562$63,192$15,798iApproximate average salary by contribution assumption: employee only about $394,950 at 4% or $263,300 at 6%; with 50% employer match about $263,300 at 4% or $175,533 at 6%; with 100% employer match about $197,475 at 4% or $131,650 at 6%.
201714$487,624$116,082$29,021iApproximate average salary by contribution assumption: employee only about $725,513 at 4% or $483,675 at 6%; with 50% employer match about $483,675 at 4% or $322,450 at 6%; with 100% employer match about $362,756 at 4% or $241,838 at 6%.
Heritage Retirement Advisors Inc. 401K Profit Sharing Plan-4$487,624$116,082$29,021iApproximate average salary by contribution assumption: employee only about $725,513 at 4% or $483,675 at 6%; with 50% employer match about $483,675 at 4% or $322,450 at 6%; with 100% employer match about $362,756 at 4% or $241,838 at 6%.
201615$365,595$113,291$22,658iApproximate average salary by contribution assumption: employee only about $566,455 at 4% or $377,637 at 6%; with 50% employer match about $377,637 at 4% or $251,758 at 6%; with 100% employer match about $283,228 at 4% or $188,818 at 6%.
Heritage Retirement Advisors Inc. 401K Profit Sharing Plan-5$365,595$113,291$22,658iApproximate average salary by contribution assumption: employee only about $566,455 at 4% or $377,637 at 6%; with 50% employer match about $377,637 at 4% or $251,758 at 6%; with 100% employer match about $283,228 at 4% or $188,818 at 6%.
201515$234,382$87,489$17,498iApproximate average salary by contribution assumption: employee only about $437,445 at 4% or $291,630 at 6%; with 50% employer match about $291,630 at 4% or $194,420 at 6%; with 100% employer match about $218,723 at 4% or $145,815 at 6%.
Heritage Retirement Advisors Inc. 401K Profit Sharing Plan-5$234,382$87,489$17,498iApproximate average salary by contribution assumption: employee only about $437,445 at 4% or $291,630 at 6%; with 50% employer match about $291,630 at 4% or $194,420 at 6%; with 100% employer match about $218,723 at 4% or $145,815 at 6%.
201414$164,403$23,007$5,752iApproximate average salary by contribution assumption: employee only about $143,794 at 4% or $95,863 at 6%; with 50% employer match about $95,863 at 4% or $63,908 at 6%; with 100% employer match about $71,897 at 4% or $47,931 at 6%.
Heritage Retirement Advisors Inc. 401K Profit Sharing Plan-4$164,403$23,007$5,752iApproximate average salary by contribution assumption: employee only about $143,794 at 4% or $95,863 at 6%; with 50% employer match about $95,863 at 4% or $63,908 at 6%; with 100% employer match about $71,897 at 4% or $47,931 at 6%.
201314$144,987$84,624$21,156iApproximate average salary by contribution assumption: employee only about $528,900 at 4% or $352,600 at 6%; with 50% employer match about $352,600 at 4% or $235,067 at 6%; with 100% employer match about $264,450 at 4% or $176,300 at 6%.
Heritage Retirement Advisors Inc. 401K Profit Sharing Plan-4$144,987$84,624$21,156iApproximate average salary by contribution assumption: employee only about $528,900 at 4% or $352,600 at 6%; with 50% employer match about $352,600 at 4% or $235,067 at 6%; with 100% employer match about $264,450 at 4% or $176,300 at 6%.
201214$60,228$60,228$15,057iApproximate average salary by contribution assumption: employee only about $376,425 at 4% or $250,950 at 6%; with 50% employer match about $250,950 at 4% or $167,300 at 6%; with 100% employer match about $188,213 at 4% or $125,475 at 6%.
Heritage Retirement Advisors Inc. 401K Profit Sharing Plan-4$60,228$60,228$15,057iApproximate average salary by contribution assumption: employee only about $376,425 at 4% or $250,950 at 6%; with 50% employer match about $250,950 at 4% or $167,300 at 6%; with 100% employer match about $188,213 at 4% or $125,475 at 6%.