Civic Intelligence

Heritage Financial Corp.

Plan context: Heritage Financial Corp, 401 K Plan

EIN 58-1996210 • 6 filings • 3 plans

Current Snapshot

Latest Year

2004

2004 Participants

13

2004 Assets

$17,481

2004 Contributions

$3,250

Historical Graphs

Total Assets Over Time

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

$49,003$24,502$0200020022003YearValue
$17,481Latest year 2003

Participants Over Time

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

1790200020022003YearValue
13Latest year 2003

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
200410$0$0-
Heritage Financial Corp, 401 K Plan-0---
2003113$17,481$3,250$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
Heritage Financial Corp, 401 K Plan-13$17,481$3,250$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
2002117$49,003$31,875$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
Heritage Financial Corp, 401 K Plan-17$49,003$31,875$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
200126$0$0-
Heritage Financial Corp, 401 K Plan-6---
Heritage Financial Corp, 401 K Plan-6---
200016$34,891$34,638$5,773iApproximate average salary by contribution assumption: employee only about $144,325 at 4% or $96,217 at 6%; with 50% employer match about $96,217 at 4% or $64,144 at 6%; with 100% employer match about $72,163 at 4% or $48,108 at 6%.
Heritage Financial Corp, 401 K Plan-6$34,891$34,638$5,773iApproximate average salary by contribution assumption: employee only about $144,325 at 4% or $96,217 at 6%; with 50% employer match about $96,217 at 4% or $64,144 at 6%; with 100% employer match about $72,163 at 4% or $48,108 at 6%.