The Heritage Bank
Plan context: The Heritage Bank Profit Sharing Plan
EIN 58-0288090 • Hinesville, GA • 40 filings • 4 plans
Current Snapshot
Latest Year
2019
2019 Participants
163
2019 Assets
$11,402,623
2019 Contributions
$728,330
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 163 | $0 | $0 | - |
| The Heritage Bank Flexible Benefits Plan | - | 163 | - | - | - |
| 2018 | 2 | 170 | $11,402,623 | $728,330 | $4,284iApproximate average salary by contribution assumption: employee only about $107,107 at 4% or $71,405 at 6%; with 50% employer match about $71,405 at 4% or $47,603 at 6%; with 100% employer match about $53,554 at 4% or $35,702 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 170 | $11,402,623 | $728,330 | $4,284iApproximate average salary by contribution assumption: employee only about $107,107 at 4% or $71,405 at 6%; with 50% employer match about $71,405 at 4% or $47,603 at 6%; with 100% employer match about $53,554 at 4% or $35,702 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 168 | - | - | - |
| 2017 | 2 | 162 | $13,849,151 | $490,428 | $3,027iApproximate average salary by contribution assumption: employee only about $75,683 at 4% or $50,456 at 6%; with 50% employer match about $50,456 at 4% or $33,637 at 6%; with 100% employer match about $37,842 at 4% or $25,228 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 162 | $13,849,151 | $490,428 | $3,027iApproximate average salary by contribution assumption: employee only about $75,683 at 4% or $50,456 at 6%; with 50% employer match about $50,456 at 4% or $33,637 at 6%; with 100% employer match about $37,842 at 4% or $25,228 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 106 | - | - | - |
| 2016 | 2 | 180 | $12,778,576 | $375,035 | $2,084iApproximate average salary by contribution assumption: employee only about $52,088 at 4% or $34,725 at 6%; with 50% employer match about $34,725 at 4% or $23,150 at 6%; with 100% employer match about $26,044 at 4% or $17,363 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 180 | $12,778,576 | $375,035 | $2,084iApproximate average salary by contribution assumption: employee only about $52,088 at 4% or $34,725 at 6%; with 50% employer match about $34,725 at 4% or $23,150 at 6%; with 100% employer match about $26,044 at 4% or $17,363 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 144 | - | - | - |
| 2015 | 2 | 181 | $11,376,882 | $462,739 | $2,557iApproximate average salary by contribution assumption: employee only about $63,914 at 4% or $42,609 at 6%; with 50% employer match about $42,609 at 4% or $28,406 at 6%; with 100% employer match about $31,957 at 4% or $21,305 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 181 | $11,376,882 | $462,739 | $2,557iApproximate average salary by contribution assumption: employee only about $63,914 at 4% or $42,609 at 6%; with 50% employer match about $42,609 at 4% or $28,406 at 6%; with 100% employer match about $31,957 at 4% or $21,305 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 176 | - | - | - |
| 2014 | 2 | 192 | $12,903,526 | $479,684 | $2,498iApproximate average salary by contribution assumption: employee only about $62,459 at 4% or $41,639 at 6%; with 50% employer match about $41,639 at 4% or $27,759 at 6%; with 100% employer match about $31,229 at 4% or $20,820 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 192 | $12,903,526 | $479,684 | $2,498iApproximate average salary by contribution assumption: employee only about $62,459 at 4% or $41,639 at 6%; with 50% employer match about $41,639 at 4% or $27,759 at 6%; with 100% employer match about $31,229 at 4% or $20,820 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 171 | - | - | - |
| 2013 | 2 | 197 | $12,681,918 | $356,618 | $1,810iApproximate average salary by contribution assumption: employee only about $45,256 at 4% or $30,171 at 6%; with 50% employer match about $30,171 at 4% or $20,114 at 6%; with 100% employer match about $22,628 at 4% or $15,085 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 197 | $12,681,918 | $356,618 | $1,810iApproximate average salary by contribution assumption: employee only about $45,256 at 4% or $30,171 at 6%; with 50% employer match about $30,171 at 4% or $20,114 at 6%; with 100% employer match about $22,628 at 4% or $15,085 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 189 | - | - | - |
| 2012 | 2 | 231 | $12,388,863 | $393,948 | $1,705iApproximate average salary by contribution assumption: employee only about $42,635 at 4% or $28,423 at 6%; with 50% employer match about $28,423 at 4% or $18,949 at 6%; with 100% employer match about $21,318 at 4% or $14,212 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 229 | $12,388,863 | $393,948 | $1,720iApproximate average salary by contribution assumption: employee only about $43,007 at 4% or $28,672 at 6%; with 50% employer match about $28,672 at 4% or $19,114 at 6%; with 100% employer match about $21,504 at 4% or $14,336 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 231 | - | - | - |
| 2011 | 2 | 321 | $17,191,769 | $514,969 | $1,604iApproximate average salary by contribution assumption: employee only about $40,107 at 4% or $26,738 at 6%; with 50% employer match about $26,738 at 4% or $17,825 at 6%; with 100% employer match about $20,053 at 4% or $13,369 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 321 | $17,191,769 | $514,969 | $1,604iApproximate average salary by contribution assumption: employee only about $40,107 at 4% or $26,738 at 6%; with 50% employer match about $26,738 at 4% or $17,825 at 6%; with 100% employer match about $20,053 at 4% or $13,369 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 210 | - | - | - |
| 2010 | 2 | 357 | $18,337,446 | $802,852 | $2,249iApproximate average salary by contribution assumption: employee only about $56,222 at 4% or $37,481 at 6%; with 50% employer match about $37,481 at 4% or $24,988 at 6%; with 100% employer match about $28,111 at 4% or $18,741 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 357 | $18,337,446 | $802,852 | $2,249iApproximate average salary by contribution assumption: employee only about $56,222 at 4% or $37,481 at 6%; with 50% employer match about $37,481 at 4% or $24,988 at 6%; with 100% employer match about $28,111 at 4% or $18,741 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 253 | - | - | - |
| 2009 | 2 | 387 | $16,393,443 | $1,980,026 | $5,116iApproximate average salary by contribution assumption: employee only about $127,909 at 4% or $85,272 at 6%; with 50% employer match about $85,272 at 4% or $56,848 at 6%; with 100% employer match about $63,954 at 4% or $42,636 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 345 | $16,393,443 | $1,980,026 | $5,739iApproximate average salary by contribution assumption: employee only about $143,480 at 4% or $95,653 at 6%; with 50% employer match about $95,653 at 4% or $63,769 at 6%; with 100% employer match about $71,740 at 4% or $47,827 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 387 | - | - | - |
| 2008 | 2 | 326 | $12,744,299 | $1,745,104 | $5,353iApproximate average salary by contribution assumption: employee only about $133,827 at 4% or $89,218 at 6%; with 50% employer match about $89,218 at 4% or $59,479 at 6%; with 100% employer match about $66,913 at 4% or $44,609 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 326 | $12,744,299 | $1,745,104 | $5,353iApproximate average salary by contribution assumption: employee only about $133,827 at 4% or $89,218 at 6%; with 50% employer match about $89,218 at 4% or $59,479 at 6%; with 100% employer match about $66,913 at 4% or $44,609 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 215 | - | - | - |
| 2007 | 2 | 302 | $15,008,051 | $1,575,667 | $5,217iApproximate average salary by contribution assumption: employee only about $130,436 at 4% or $86,957 at 6%; with 50% employer match about $86,957 at 4% or $57,972 at 6%; with 100% employer match about $65,218 at 4% or $43,479 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 302 | $15,008,051 | $1,575,667 | $5,217iApproximate average salary by contribution assumption: employee only about $130,436 at 4% or $86,957 at 6%; with 50% employer match about $86,957 at 4% or $57,972 at 6%; with 100% employer match about $65,218 at 4% or $43,479 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 267 | - | - | - |
| 2006 | 2 | 300 | $13,303,456 | $1,393,243 | $4,644iApproximate average salary by contribution assumption: employee only about $116,104 at 4% or $77,402 at 6%; with 50% employer match about $77,402 at 4% or $51,602 at 6%; with 100% employer match about $58,052 at 4% or $38,701 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 300 | $13,303,456 | $1,393,243 | $4,644iApproximate average salary by contribution assumption: employee only about $116,104 at 4% or $77,402 at 6%; with 50% employer match about $77,402 at 4% or $51,602 at 6%; with 100% employer match about $58,052 at 4% or $38,701 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 243 | - | - | - |
| 2005 | 2 | 225 | $8,489,441 | $917,053 | $4,076iApproximate average salary by contribution assumption: employee only about $101,895 at 4% or $67,930 at 6%; with 50% employer match about $67,930 at 4% or $45,287 at 6%; with 100% employer match about $50,947 at 4% or $33,965 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 225 | $8,489,441 | $917,053 | $4,076iApproximate average salary by contribution assumption: employee only about $101,895 at 4% or $67,930 at 6%; with 50% employer match about $67,930 at 4% or $45,287 at 6%; with 100% employer match about $50,947 at 4% or $33,965 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 209 | - | - | - |
| 2004 | 2 | 194 | $7,347,023 | $755,762 | $3,896iApproximate average salary by contribution assumption: employee only about $97,392 at 4% or $64,928 at 6%; with 50% employer match about $64,928 at 4% or $43,285 at 6%; with 100% employer match about $48,696 at 4% or $32,464 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 194 | $7,347,023 | $755,762 | $3,896iApproximate average salary by contribution assumption: employee only about $97,392 at 4% or $64,928 at 6%; with 50% employer match about $64,928 at 4% or $43,285 at 6%; with 100% employer match about $48,696 at 4% or $32,464 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 122 | - | - | - |
| 2003 | 2 | 137 | $6,302,802 | $584,217 | $4,264iApproximate average salary by contribution assumption: employee only about $106,609 at 4% or $71,073 at 6%; with 50% employer match about $71,073 at 4% or $47,382 at 6%; with 100% employer match about $53,304 at 4% or $35,536 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 135 | $6,302,802 | $584,217 | $4,328iApproximate average salary by contribution assumption: employee only about $108,188 at 4% or $72,126 at 6%; with 50% employer match about $72,126 at 4% or $48,084 at 6%; with 100% employer match about $54,094 at 4% or $36,063 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 137 | - | - | - |
| 2002 | 2 | 128 | $5,907,764 | $579,698 | $4,529iApproximate average salary by contribution assumption: employee only about $113,222 at 4% or $75,482 at 6%; with 50% employer match about $75,482 at 4% or $50,321 at 6%; with 100% employer match about $56,611 at 4% or $37,741 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 128 | $5,907,764 | $579,698 | $4,529iApproximate average salary by contribution assumption: employee only about $113,222 at 4% or $75,482 at 6%; with 50% employer match about $75,482 at 4% or $50,321 at 6%; with 100% employer match about $56,611 at 4% or $37,741 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 118 | - | - | - |
| 2001 | 2 | 125 | $6,546,446 | $550,416 | $4,403iApproximate average salary by contribution assumption: employee only about $110,083 at 4% or $73,389 at 6%; with 50% employer match about $73,389 at 4% or $48,926 at 6%; with 100% employer match about $55,042 at 4% or $36,694 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 125 | $6,546,446 | $550,416 | $4,403iApproximate average salary by contribution assumption: employee only about $110,083 at 4% or $73,389 at 6%; with 50% employer match about $73,389 at 4% or $48,926 at 6%; with 100% employer match about $55,042 at 4% or $36,694 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 124 | - | - | - |
| 2000 | 2 | 118 | $6,671,250 | $505,612 | $4,285iApproximate average salary by contribution assumption: employee only about $107,121 at 4% or $71,414 at 6%; with 50% employer match about $71,414 at 4% or $47,609 at 6%; with 100% employer match about $53,561 at 4% or $35,707 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 118 | $6,671,250 | $505,612 | $4,285iApproximate average salary by contribution assumption: employee only about $107,121 at 4% or $71,414 at 6%; with 50% employer match about $71,414 at 4% or $47,609 at 6%; with 100% employer match about $53,561 at 4% or $35,707 at 6%. |
| The Heritage Bank Flexible Benefits Plan | - | 0 | - | - | - |
| 1999 | 1 | 127 | $8,232,773 | $538,005 | $4,236iApproximate average salary by contribution assumption: employee only about $105,906 at 4% or $70,604 at 6%; with 50% employer match about $70,604 at 4% or $47,070 at 6%; with 100% employer match about $52,953 at 4% or $35,302 at 6%. |
| The Heritage Bank Profit Sharing Plan | - | 127 | $8,232,773 | $538,005 | $4,236iApproximate average salary by contribution assumption: employee only about $105,906 at 4% or $70,604 at 6%; with 50% employer match about $70,604 at 4% or $47,070 at 6%; with 100% employer match about $52,953 at 4% or $35,302 at 6%. |