Civic Intelligence

HERITAGE SOUTHEAST BANK

Plan context: Heritage Southeast Bank 401(K) Profit Sharing Plan

EIN 58-0659995 • Jonesboro, GA • 45 filings • 6 plans

101 N Main StJonesboro, GA 30236
Current Snapshot

Latest Year

2023

2023 Participants

232

2023 Assets

$17,627,235

2023 Contributions

$2,248,926

Historical Graphs

Total Assets Over Time

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

$23,910,591$11,955,296$0199920112022YearValue
$17,627,235Latest year 2022

Participants Over Time

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

3011510199920112022YearValue
232Latest year 2022

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
202310$0$0-
Heritage Southeast Bank 401(K) Profit Sharing Plan-0---
20222232$17,627,235$2,248,926$9,694iApproximate average salary by contribution assumption: employee only about $242,341 at 4% or $161,561 at 6%; with 50% employer match about $161,561 at 4% or $107,707 at 6%; with 100% employer match about $121,171 at 4% or $80,780 at 6%.
Heritage Southeast Bank 401(K) Profit Sharing Plan-0$17,627,235$2,248,926-
Heritage Southeast Bank-232---
20212261$23,910,591$1,879,431$7,201iApproximate average salary by contribution assumption: employee only about $180,022 at 4% or $120,015 at 6%; with 50% employer match about $120,015 at 4% or $80,010 at 6%; with 100% employer match about $90,011 at 4% or $60,007 at 6%.
Heritage Southeast Bank 401(K) Profit Sharing Plan-261$23,910,591$1,879,431$7,201iApproximate average salary by contribution assumption: employee only about $180,022 at 4% or $120,015 at 6%; with 50% employer match about $120,015 at 4% or $80,010 at 6%; with 100% employer match about $90,011 at 4% or $60,007 at 6%.
Heritage Southeast Bank-223---
20202290$22,312,372$1,819,028$6,273iApproximate average salary by contribution assumption: employee only about $156,813 at 4% or $104,542 at 6%; with 50% employer match about $104,542 at 4% or $69,695 at 6%; with 100% employer match about $78,406 at 4% or $52,271 at 6%.
Heritage Southeast Bank 401(K) Profit Sharing Plan-262$22,312,372$1,819,028$6,943iApproximate average salary by contribution assumption: employee only about $173,571 at 4% or $115,714 at 6%; with 50% employer match about $115,714 at 4% or $77,143 at 6%; with 100% employer match about $86,786 at 4% or $57,857 at 6%.
Heritage Southeast Bank-290---
20193301$19,951,350$1,593,482$5,294iApproximate average salary by contribution assumption: employee only about $132,349 at 4% or $88,233 at 6%; with 50% employer match about $88,233 at 4% or $58,822 at 6%; with 100% employer match about $66,175 at 4% or $44,116 at 6%.
Heritage Southeast Bank 401(K) Profit Sharing Plan-301$19,951,350$841,516$2,796iApproximate average salary by contribution assumption: employee only about $69,893 at 4% or $46,596 at 6%; with 50% employer match about $46,596 at 4% or $31,064 at 6%; with 100% employer match about $34,947 at 4% or $23,298 at 6%.
PROVIDENCE BANK SECTION 401(K) PROFIT SHARING PLAN-0$0$87,426-
Heritage Bank 401K Plan-0-$664,540-
20181120$5,040,666$527,937$4,399iApproximate average salary by contribution assumption: employee only about $109,987 at 4% or $73,325 at 6%; with 50% employer match about $73,325 at 4% or $48,883 at 6%; with 100% employer match about $54,993 at 4% or $36,662 at 6%.
Heritage Bank 401K Plan-120$5,040,666$527,937$4,399iApproximate average salary by contribution assumption: employee only about $109,987 at 4% or $73,325 at 6%; with 50% employer match about $73,325 at 4% or $48,883 at 6%; with 100% employer match about $54,993 at 4% or $36,662 at 6%.
2017195$4,774,642$320,002$3,368iApproximate average salary by contribution assumption: employee only about $84,211 at 4% or $56,141 at 6%; with 50% employer match about $56,141 at 4% or $37,427 at 6%; with 100% employer match about $42,106 at 4% or $28,070 at 6%.
Heritage Bank 401K Plan-95$4,774,642$320,002$3,368iApproximate average salary by contribution assumption: employee only about $84,211 at 4% or $56,141 at 6%; with 50% employer match about $56,141 at 4% or $37,427 at 6%; with 100% employer match about $42,106 at 4% or $28,070 at 6%.
2016191$4,703,502$325,256$3,574iApproximate average salary by contribution assumption: employee only about $89,356 at 4% or $59,571 at 6%; with 50% employer match about $59,571 at 4% or $39,714 at 6%; with 100% employer match about $44,678 at 4% or $29,785 at 6%.
Heritage Bank 401K Plan-91$4,703,502$325,256$3,574iApproximate average salary by contribution assumption: employee only about $89,356 at 4% or $59,571 at 6%; with 50% employer match about $59,571 at 4% or $39,714 at 6%; with 100% employer match about $44,678 at 4% or $29,785 at 6%.
2015190$4,140,871$354,764$3,942iApproximate average salary by contribution assumption: employee only about $98,546 at 4% or $65,697 at 6%; with 50% employer match about $65,697 at 4% or $43,798 at 6%; with 100% employer match about $49,273 at 4% or $32,849 at 6%.
Heritage Bank 401K Plan-90$4,140,871$354,764$3,942iApproximate average salary by contribution assumption: employee only about $98,546 at 4% or $65,697 at 6%; with 50% employer match about $65,697 at 4% or $43,798 at 6%; with 100% employer match about $49,273 at 4% or $32,849 at 6%.
2014184$4,049,530$231,886$2,761iApproximate average salary by contribution assumption: employee only about $69,014 at 4% or $46,009 at 6%; with 50% employer match about $46,009 at 4% or $30,673 at 6%; with 100% employer match about $34,507 at 4% or $23,005 at 6%.
Heritage Bank 401K Plan-84$4,049,530$231,886$2,761iApproximate average salary by contribution assumption: employee only about $69,014 at 4% or $46,009 at 6%; with 50% employer match about $46,009 at 4% or $30,673 at 6%; with 100% employer match about $34,507 at 4% or $23,005 at 6%.
2013286$3,867,098$160,800$1,870iApproximate average salary by contribution assumption: employee only about $46,744 at 4% or $31,163 at 6%; with 50% employer match about $31,163 at 4% or $20,775 at 6%; with 100% employer match about $23,372 at 4% or $15,581 at 6%.
Heritage Bank 401K Plan-86$3,867,098$160,800$1,870iApproximate average salary by contribution assumption: employee only about $46,744 at 4% or $31,163 at 6%; with 50% employer match about $31,163 at 4% or $20,775 at 6%; with 100% employer match about $23,372 at 4% or $15,581 at 6%.
Heritage Bank Employee Stock Ownership Plan-0---
2012269$2,951,379$142,077$2,059iApproximate average salary by contribution assumption: employee only about $51,477 at 4% or $34,318 at 6%; with 50% employer match about $34,318 at 4% or $22,879 at 6%; with 100% employer match about $25,739 at 4% or $17,159 at 6%.
Heritage Bank 401K Plan-69$2,698,898$142,077$2,059iApproximate average salary by contribution assumption: employee only about $51,477 at 4% or $34,318 at 6%; with 50% employer match about $34,318 at 4% or $22,879 at 6%; with 100% employer match about $25,739 at 4% or $17,159 at 6%.
Heritage Bank Employee Stock Ownership Plan-62$252,481--
2011276$2,776,805$140,449$1,848iApproximate average salary by contribution assumption: employee only about $46,200 at 4% or $30,800 at 6%; with 50% employer match about $30,800 at 4% or $20,533 at 6%; with 100% employer match about $23,100 at 4% or $15,400 at 6%.
Heritage Bank 401K Plan-76$2,516,970$140,449$1,848iApproximate average salary by contribution assumption: employee only about $46,200 at 4% or $30,800 at 6%; with 50% employer match about $30,800 at 4% or $20,533 at 6%; with 100% employer match about $23,100 at 4% or $15,400 at 6%.
Heritage Bank Employee Stock Ownership Plan-70$259,835--
2010286$2,899,895$139,201$1,619iApproximate average salary by contribution assumption: employee only about $40,465 at 4% or $26,977 at 6%; with 50% employer match about $26,977 at 4% or $17,985 at 6%; with 100% employer match about $20,233 at 4% or $13,488 at 6%.
Heritage Bank 401K Plan-83$2,615,518$139,201$1,677iApproximate average salary by contribution assumption: employee only about $41,928 at 4% or $27,952 at 6%; with 50% employer match about $27,952 at 4% or $18,635 at 6%; with 100% employer match about $20,964 at 4% or $13,976 at 6%.
Heritage Bank Employee Stock Ownership Plan-86$284,377--
2009286$2,543,616$160,881$1,871iApproximate average salary by contribution assumption: employee only about $46,768 at 4% or $31,178 at 6%; with 50% employer match about $31,178 at 4% or $20,786 at 6%; with 100% employer match about $23,384 at 4% or $15,589 at 6%.
Heritage Bank 401K Plan-84$2,225,258$160,881$1,915iApproximate average salary by contribution assumption: employee only about $47,881 at 4% or $31,921 at 6%; with 50% employer match about $31,921 at 4% or $21,281 at 6%; with 100% employer match about $23,941 at 4% or $15,960 at 6%.
Heritage Bank Employee Stock Ownership Plan-86$318,358--
20082105$2,143,598$397,887$3,789iApproximate average salary by contribution assumption: employee only about $94,735 at 4% or $63,157 at 6%; with 50% employer match about $63,157 at 4% or $42,104 at 6%; with 100% employer match about $47,368 at 4% or $31,578 at 6%.
Heritage Bank 401K Plan-105$1,784,297$397,887$3,789iApproximate average salary by contribution assumption: employee only about $94,735 at 4% or $63,157 at 6%; with 50% employer match about $63,157 at 4% or $42,104 at 6%; with 100% employer match about $47,368 at 4% or $31,578 at 6%.
Heritage Bank Employee Stock Ownership Plan-105$359,301--
20072106$4,935,039$404,137$3,813iApproximate average salary by contribution assumption: employee only about $95,315 at 4% or $63,544 at 6%; with 50% employer match about $63,544 at 4% or $42,362 at 6%; with 100% employer match about $47,658 at 4% or $31,772 at 6%.
Heritage Bank 401K Plan-106$2,699,611$404,137$3,813iApproximate average salary by contribution assumption: employee only about $95,315 at 4% or $63,544 at 6%; with 50% employer match about $63,544 at 4% or $42,362 at 6%; with 100% employer match about $47,658 at 4% or $31,772 at 6%.
Heritage Bank Employee Stock Ownership Plan-105$2,235,428--
2006290$6,737,659$364,171$4,046iApproximate average salary by contribution assumption: employee only about $101,159 at 4% or $67,439 at 6%; with 50% employer match about $67,439 at 4% or $44,959 at 6%; with 100% employer match about $50,579 at 4% or $33,720 at 6%.
Heritage Bank Employee Stock Ownership Plan-83$4,216,970--
Heritage Bank 401K Plan-90$2,520,689$364,171$4,046iApproximate average salary by contribution assumption: employee only about $101,159 at 4% or $67,439 at 6%; with 50% employer match about $67,439 at 4% or $44,959 at 6%; with 100% employer match about $50,579 at 4% or $33,720 at 6%.
2005284$4,545,333$356,581$4,245iApproximate average salary by contribution assumption: employee only about $106,125 at 4% or $70,750 at 6%; with 50% employer match about $70,750 at 4% or $47,167 at 6%; with 100% employer match about $53,063 at 4% or $35,375 at 6%.
Heritage Bank Employee Stock Ownership Plan-77$2,505,115--
Heritage Bank 401K Plan-84$2,040,218$356,581$4,245iApproximate average salary by contribution assumption: employee only about $106,125 at 4% or $70,750 at 6%; with 50% employer match about $70,750 at 4% or $47,167 at 6%; with 100% employer match about $53,063 at 4% or $35,375 at 6%.
2004292$4,917,434$327,206$3,557iApproximate average salary by contribution assumption: employee only about $88,915 at 4% or $59,276 at 6%; with 50% employer match about $59,276 at 4% or $39,518 at 6%; with 100% employer match about $44,457 at 4% or $29,638 at 6%.
Heritage Bank Employee Stock Ownership Plan-83$3,096,347--
Heritage Bank 401K Plan-92$1,821,087$327,206$3,557iApproximate average salary by contribution assumption: employee only about $88,915 at 4% or $59,276 at 6%; with 50% employer match about $59,276 at 4% or $39,518 at 6%; with 100% employer match about $44,457 at 4% or $29,638 at 6%.
2003276$4,123,838$287,570$3,784iApproximate average salary by contribution assumption: employee only about $94,595 at 4% or $63,064 at 6%; with 50% employer match about $63,064 at 4% or $42,042 at 6%; with 100% employer match about $47,298 at 4% or $31,532 at 6%.
Heritage Bank Employee Stock Ownership Plan-76$2,642,141--
Heritage Bank 401K Plan-76$1,481,697$287,570$3,784iApproximate average salary by contribution assumption: employee only about $94,595 at 4% or $63,064 at 6%; with 50% employer match about $63,064 at 4% or $42,042 at 6%; with 100% employer match about $47,298 at 4% or $31,532 at 6%.
2002276$2,978,627$250,264$3,293iApproximate average salary by contribution assumption: employee only about $82,324 at 4% or $54,882 at 6%; with 50% employer match about $54,882 at 4% or $36,588 at 6%; with 100% employer match about $41,162 at 4% or $27,441 at 6%.
Heritage Bank Employee Stock Ownership Plan-72$2,001,057--
Heritage Bank 401K Plan-76$977,570$250,264$3,293iApproximate average salary by contribution assumption: employee only about $82,324 at 4% or $54,882 at 6%; with 50% employer match about $54,882 at 4% or $36,588 at 6%; with 100% employer match about $41,162 at 4% or $27,441 at 6%.
2001275$2,676,511$527,759$7,037iApproximate average salary by contribution assumption: employee only about $175,920 at 4% or $117,280 at 6%; with 50% employer match about $117,280 at 4% or $78,187 at 6%; with 100% employer match about $87,960 at 4% or $58,640 at 6%.
Heritage Bank Employee Stock Ownership Plan-68$1,745,645$326,614$4,803iApproximate average salary by contribution assumption: employee only about $120,079 at 4% or $80,052 at 6%; with 50% employer match about $80,052 at 4% or $53,368 at 6%; with 100% employer match about $60,039 at 4% or $40,026 at 6%.
Heritage Bank 401K Plan-75$930,866$201,145$2,682iApproximate average salary by contribution assumption: employee only about $67,048 at 4% or $44,699 at 6%; with 50% employer match about $44,699 at 4% or $29,799 at 6%; with 100% employer match about $33,524 at 4% or $22,349 at 6%.
2000282$1,769,820$431,243$5,259iApproximate average salary by contribution assumption: employee only about $131,477 at 4% or $87,651 at 6%; with 50% employer match about $87,651 at 4% or $58,434 at 6%; with 100% employer match about $65,738 at 4% or $43,826 at 6%.
Heritage Bank 401K Plan-82$944,239$342,588$4,178iApproximate average salary by contribution assumption: employee only about $104,448 at 4% or $69,632 at 6%; with 50% employer match about $69,632 at 4% or $46,421 at 6%; with 100% employer match about $52,224 at 4% or $34,816 at 6%.
Heritage Bank Employee Stock Ownership Plan-53$825,581$88,655$1,673iApproximate average salary by contribution assumption: employee only about $41,818 at 4% or $27,879 at 6%; with 50% employer match about $27,879 at 4% or $18,586 at 6%; with 100% employer match about $20,909 at 4% or $13,939 at 6%.
1999291$2,113,749$271,520$2,984iApproximate average salary by contribution assumption: employee only about $74,593 at 4% or $49,729 at 6%; with 50% employer match about $49,729 at 4% or $33,153 at 6%; with 100% employer match about $37,297 at 4% or $24,864 at 6%.
Heritage Bank Employee Stock Ownership Plan-48$1,248,969$88,155$1,837iApproximate average salary by contribution assumption: employee only about $45,914 at 4% or $30,609 at 6%; with 50% employer match about $30,609 at 4% or $20,406 at 6%; with 100% employer match about $22,957 at 4% or $15,305 at 6%.
Heritage Bank 401K Plan-91$864,780$183,365$2,015iApproximate average salary by contribution assumption: employee only about $50,375 at 4% or $33,583 at 6%; with 50% employer match about $33,583 at 4% or $22,389 at 6%; with 100% employer match about $25,188 at 4% or $16,792 at 6%.