Civic Intelligence

The Heritage Bank

Plan context: The Heritage Bank Pension Plan

EIN 56-0304770 • Lucama, NC • 29 filings • 4 plans

106 S. Main StreetLucama, NC 27851
Current Snapshot

Latest Year

2013

2013 Participants

79

2013 Assets

$9,759,430

2013 Contributions

$1,359,894

Historical Graphs

Total Assets Over Time

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

$12,300,809$6,150,405$0199920062012YearValue
$9,759,430Latest year 2012

Participants Over Time

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

115580199920062012YearValue
79Latest year 2012

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
201310$0$0-
The Heritage Bank Pension Plan-0---
2012279$9,759,430$1,359,894$17,214iApproximate average salary by contribution assumption: employee only about $430,346 at 4% or $286,897 at 6%; with 50% employer match about $286,897 at 4% or $191,265 at 6%; with 100% employer match about $215,173 at 4% or $143,449 at 6%.
The Heritage Bank Pension Plan-79$9,759,430$1,220,000$15,443iApproximate average salary by contribution assumption: employee only about $386,076 at 4% or $257,384 at 6%; with 50% employer match about $257,384 at 4% or $171,589 at 6%; with 100% employer match about $193,038 at 4% or $128,692 at 6%.
The Heritage Bank Capital Accumulation Plan-0$0$139,894-
2011280$12,300,809$953,781$11,922iApproximate average salary by contribution assumption: employee only about $298,057 at 4% or $198,704 at 6%; with 50% employer match about $198,704 at 4% or $132,470 at 6%; with 100% employer match about $149,028 at 4% or $99,352 at 6%.
The Heritage Bank Pension Plan-80$7,730,719$661,000$8,263iApproximate average salary by contribution assumption: employee only about $206,563 at 4% or $137,708 at 6%; with 50% employer match about $137,708 at 4% or $91,806 at 6%; with 100% employer match about $103,281 at 4% or $68,854 at 6%.
The Heritage Bank Capital Accumulation Plan-70$4,570,090$292,781$4,183iApproximate average salary by contribution assumption: employee only about $104,565 at 4% or $69,710 at 6%; with 50% employer match about $69,710 at 4% or $46,473 at 6%; with 100% employer match about $52,282 at 4% or $34,855 at 6%.
2010287$12,099,299$374,502$4,305iApproximate average salary by contribution assumption: employee only about $107,616 at 4% or $71,744 at 6%; with 50% employer match about $71,744 at 4% or $47,829 at 6%; with 100% employer match about $53,808 at 4% or $35,872 at 6%.
The Heritage Bank Pension Plan-87$7,125,036--
The Heritage Bank Capital Accumulation Plan-75$4,974,263$374,502$4,993iApproximate average salary by contribution assumption: employee only about $124,834 at 4% or $83,223 at 6%; with 50% employer match about $83,223 at 4% or $55,482 at 6%; with 100% employer match about $62,417 at 4% or $41,611 at 6%.
2009288$11,297,556$2,008,886$22,828iApproximate average salary by contribution assumption: employee only about $570,706 at 4% or $380,471 at 6%; with 50% employer match about $380,471 at 4% or $253,647 at 6%; with 100% employer match about $285,353 at 4% or $190,235 at 6%.
The Heritage Bank Pension Plan-88$6,558,960$1,702,000$19,341iApproximate average salary by contribution assumption: employee only about $483,523 at 4% or $322,348 at 6%; with 50% employer match about $322,348 at 4% or $214,899 at 6%; with 100% employer match about $241,761 at 4% or $161,174 at 6%.
The Heritage Bank Capital Accumulation Plan-76$4,738,596$306,886$4,038iApproximate average salary by contribution assumption: employee only about $100,949 at 4% or $67,300 at 6%; with 50% employer match about $67,300 at 4% or $44,866 at 6%; with 100% employer match about $50,475 at 4% or $33,650 at 6%.
20082103$4,052,981$345,095$3,350iApproximate average salary by contribution assumption: employee only about $83,761 at 4% or $55,841 at 6%; with 50% employer match about $55,841 at 4% or $37,227 at 6%; with 100% employer match about $41,880 at 4% or $27,920 at 6%.
The Heritage Bank Capital Accumulation Plan-103$4,052,981$345,095$3,350iApproximate average salary by contribution assumption: employee only about $83,761 at 4% or $55,841 at 6%; with 50% employer match about $55,841 at 4% or $37,227 at 6%; with 100% employer match about $41,880 at 4% or $27,920 at 6%.
The Heritage Bank Pension Plan-86---
20072100$0$0-
The Heritage Bank Capital Accumulation Plan-100---
The Heritage Bank Pension Plan-86---
2006299$9,335,810$383,359$3,872iApproximate average salary by contribution assumption: employee only about $96,808 at 4% or $64,539 at 6%; with 50% employer match about $64,539 at 4% or $43,026 at 6%; with 100% employer match about $48,404 at 4% or $32,269 at 6%.
The Heritage Bank Pension Plan-91$4,797,174$71,181$782iApproximate average salary by contribution assumption: employee only about $19,555 at 4% or $13,037 at 6%; with 50% employer match about $13,037 at 4% or $8,691 at 6%; with 100% employer match about $9,778 at 4% or $6,518 at 6%.
The Heritage Bank Capital Accumulation Plan-99$4,538,636$312,178$3,153iApproximate average salary by contribution assumption: employee only about $78,833 at 4% or $52,555 at 6%; with 50% employer match about $52,555 at 4% or $35,037 at 6%; with 100% employer match about $39,416 at 4% or $26,278 at 6%.
20052105$8,391,182$683,441$6,509iApproximate average salary by contribution assumption: employee only about $162,724 at 4% or $108,483 at 6%; with 50% employer match about $108,483 at 4% or $72,322 at 6%; with 100% employer match about $81,362 at 4% or $54,241 at 6%.
The Heritage Bank Pension Plan-90$4,271,188$337,598$3,751iApproximate average salary by contribution assumption: employee only about $93,777 at 4% or $62,518 at 6%; with 50% employer match about $62,518 at 4% or $41,679 at 6%; with 100% employer match about $46,889 at 4% or $31,259 at 6%.
The Heritage Bank Capital Accumulation Plan-105$4,119,994$345,843$3,294iApproximate average salary by contribution assumption: employee only about $82,344 at 4% or $54,896 at 6%; with 50% employer match about $54,896 at 4% or $36,597 at 6%; with 100% employer match about $41,172 at 4% or $27,448 at 6%.
20042104$7,600,054$816,154$7,848iApproximate average salary by contribution assumption: employee only about $196,191 at 4% or $130,794 at 6%; with 50% employer match about $130,794 at 4% or $87,196 at 6%; with 100% employer match about $98,095 at 4% or $65,397 at 6%.
The Heritage Bank Capital Accumulation Plan-104$3,858,880$330,555$3,178iApproximate average salary by contribution assumption: employee only about $79,460 at 4% or $52,974 at 6%; with 50% employer match about $52,974 at 4% or $35,316 at 6%; with 100% employer match about $39,730 at 4% or $26,487 at 6%.
The Heritage Bank Pension Plan-93$3,741,174$485,599$5,221iApproximate average salary by contribution assumption: employee only about $130,537 at 4% or $87,025 at 6%; with 50% employer match about $87,025 at 4% or $58,017 at 6%; with 100% employer match about $65,269 at 4% or $43,512 at 6%.
20032103$3,380,758$314,940$3,058iApproximate average salary by contribution assumption: employee only about $76,442 at 4% or $50,961 at 6%; with 50% employer match about $50,961 at 4% or $33,974 at 6%; with 100% employer match about $38,221 at 4% or $25,481 at 6%.
The Heritage Bank Capital Accumulation Plan-103$3,380,758$314,940$3,058iApproximate average salary by contribution assumption: employee only about $76,442 at 4% or $50,961 at 6%; with 50% employer match about $50,961 at 4% or $33,974 at 6%; with 100% employer match about $38,221 at 4% or $25,481 at 6%.
The Heritage Bank Pension Plan-91---
20022115$2,815,847$452,000$3,930iApproximate average salary by contribution assumption: employee only about $98,261 at 4% or $65,507 at 6%; with 50% employer match about $65,507 at 4% or $43,671 at 6%; with 100% employer match about $49,130 at 4% or $32,754 at 6%.
The Heritage Bank Capital Accumulation Plan-98$2,815,847$452,000$4,612iApproximate average salary by contribution assumption: employee only about $115,306 at 4% or $76,871 at 6%; with 50% employer match about $76,871 at 4% or $51,247 at 6%; with 100% employer match about $57,653 at 4% or $38,435 at 6%.
The Heritage Bank Pension Plan-115---
2001298$0$0-
The Heritage Bank Capital Accumulation Plan-98---
The Heritage Bank Pension Plan-76---
2000277$2,648,106$265,121$3,443iApproximate average salary by contribution assumption: employee only about $86,078 at 4% or $57,385 at 6%; with 50% employer match about $57,385 at 4% or $38,257 at 6%; with 100% employer match about $43,039 at 4% or $28,693 at 6%.
The Heritage Bank Capital Accumulation Plan-77$2,648,106$265,121$3,443iApproximate average salary by contribution assumption: employee only about $86,078 at 4% or $57,385 at 6%; with 50% employer match about $57,385 at 4% or $38,257 at 6%; with 100% employer match about $43,039 at 4% or $28,693 at 6%.
The Heritage Bank Pension Plan-50---
1999266$5,323,884$224,962$3,409iApproximate average salary by contribution assumption: employee only about $85,213 at 4% or $56,809 at 6%; with 50% employer match about $56,809 at 4% or $37,872 at 6%; with 100% employer match about $42,606 at 4% or $28,404 at 6%.
The Heritage Bank Pension Plan-60$2,727,933--
The Heritage Bank Capital Accumulation Plan-66$2,595,951$224,962$3,409iApproximate average salary by contribution assumption: employee only about $85,213 at 4% or $56,809 at 6%; with 50% employer match about $56,809 at 4% or $37,872 at 6%; with 100% employer match about $42,606 at 4% or $28,404 at 6%.