Heritage Custom Homes LLC
Plan context: Heritage Employee Savings Plan
EIN 56-1954548 • 9 filings • 2 plans
Current Snapshot
Latest Year
2007
2007 Participants
6
2007 Assets
$37,924
2007 Contributions
$10,481
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 6 | $37,924 | $10,481 | $1,747iApproximate average salary by contribution assumption: employee only about $43,671 at 4% or $29,114 at 6%; with 50% employer match about $29,114 at 4% or $19,409 at 6%; with 100% employer match about $21,835 at 4% or $14,557 at 6%. |
| Heritage Employee Savings Plan | - | 6 | $37,924 | $10,481 | $1,747iApproximate average salary by contribution assumption: employee only about $43,671 at 4% or $29,114 at 6%; with 50% employer match about $29,114 at 4% or $19,409 at 6%; with 100% employer match about $21,835 at 4% or $14,557 at 6%. |
| 2006 | 1 | 7 | $33,120 | $10,503 | $1,500iApproximate average salary by contribution assumption: employee only about $37,511 at 4% or $25,007 at 6%; with 50% employer match about $25,007 at 4% or $16,671 at 6%; with 100% employer match about $18,755 at 4% or $12,504 at 6%. |
| Heritage Employee Savings Plan | - | 7 | $33,120 | $10,503 | $1,500iApproximate average salary by contribution assumption: employee only about $37,511 at 4% or $25,007 at 6%; with 50% employer match about $25,007 at 4% or $16,671 at 6%; with 100% employer match about $18,755 at 4% or $12,504 at 6%. |
| 2005 | 1 | 4 | $33,609 | $10,712 | $2,678iApproximate average salary by contribution assumption: employee only about $66,950 at 4% or $44,633 at 6%; with 50% employer match about $44,633 at 4% or $29,756 at 6%; with 100% employer match about $33,475 at 4% or $22,317 at 6%. |
| Heritage Employee Savings Plan | - | 4 | $33,609 | $10,712 | $2,678iApproximate average salary by contribution assumption: employee only about $66,950 at 4% or $44,633 at 6%; with 50% employer match about $44,633 at 4% or $29,756 at 6%; with 100% employer match about $33,475 at 4% or $22,317 at 6%. |
| 2004 | 1 | 7 | $29,880 | $14,069 | $2,010iApproximate average salary by contribution assumption: employee only about $50,246 at 4% or $33,498 at 6%; with 50% employer match about $33,498 at 4% or $22,332 at 6%; with 100% employer match about $25,123 at 4% or $16,749 at 6%. |
| Heritage Employee Savings Plan | - | 7 | $29,880 | $14,069 | $2,010iApproximate average salary by contribution assumption: employee only about $50,246 at 4% or $33,498 at 6%; with 50% employer match about $33,498 at 4% or $22,332 at 6%; with 100% employer match about $25,123 at 4% or $16,749 at 6%. |
| 2003 | 1 | 7 | $12,874 | $1,210 | $173iApproximate average salary by contribution assumption: employee only about $4,321 at 4% or $2,881 at 6%; with 50% employer match about $2,881 at 4% or $1,921 at 6%; with 100% employer match about $2,161 at 4% or $1,440 at 6%. |
| Heritage Employee Savings Plan | - | 7 | $12,874 | $1,210 | $173iApproximate average salary by contribution assumption: employee only about $4,321 at 4% or $2,881 at 6%; with 50% employer match about $2,881 at 4% or $1,921 at 6%; with 100% employer match about $2,161 at 4% or $1,440 at 6%. |
| 2002 | 1 | 4 | $16,996 | $2,959 | $740iApproximate average salary by contribution assumption: employee only about $18,494 at 4% or $12,329 at 6%; with 50% employer match about $12,329 at 4% or $8,219 at 6%; with 100% employer match about $9,247 at 4% or $6,165 at 6%. |
| Heritage Employee Savings Plan | - | 4 | $16,996 | $2,959 | $740iApproximate average salary by contribution assumption: employee only about $18,494 at 4% or $12,329 at 6%; with 50% employer match about $12,329 at 4% or $8,219 at 6%; with 100% employer match about $9,247 at 4% or $6,165 at 6%. |
| 2001 | 1 | 10 | $0 | $0 | - |
| Heritage Employee Savings Plan | - | 10 | - | - | - |
| 2000 | 1 | 9 | $0 | $0 | - |
| Heritage Employee Savings Plan | - | 9 | - | - | - |
| 1999 | 1 | 12 | $7,585 | $7,387 | $616iApproximate average salary by contribution assumption: employee only about $15,390 at 4% or $10,260 at 6%; with 50% employer match about $10,260 at 4% or $6,840 at 6%; with 100% employer match about $7,695 at 4% or $5,130 at 6%. |
| Heritage Employee Savings Plan | - | 12 | $7,585 | $7,387 | $616iApproximate average salary by contribution assumption: employee only about $15,390 at 4% or $10,260 at 6%; with 50% employer match about $10,260 at 4% or $6,840 at 6%; with 100% employer match about $7,695 at 4% or $5,130 at 6%. |