Heritage First Bancshares Inc.
Plan context: Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust
EIN 58-2535977 • 19 filings • 2 plans
Current Snapshot
Latest Year
2021
2021 Participants
40
2021 Assets
$1,426,637
2021 Contributions
$86,600
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $86,600 | - |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 0 | - | $86,600 | - |
| 2020 | 1 | 40 | $1,426,637 | $204,099 | $5,102iApproximate average salary by contribution assumption: employee only about $127,562 at 4% or $85,041 at 6%; with 50% employer match about $85,041 at 4% or $56,694 at 6%; with 100% employer match about $63,781 at 4% or $42,521 at 6%. |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 40 | $1,426,637 | $204,099 | $5,102iApproximate average salary by contribution assumption: employee only about $127,562 at 4% or $85,041 at 6%; with 50% employer match about $85,041 at 4% or $56,694 at 6%; with 100% employer match about $63,781 at 4% or $42,521 at 6%. |
| 2019 | 1 | 37 | $1,184,036 | $167,450 | $4,526iApproximate average salary by contribution assumption: employee only about $113,142 at 4% or $75,428 at 6%; with 50% employer match about $75,428 at 4% or $50,285 at 6%; with 100% employer match about $56,571 at 4% or $37,714 at 6%. |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 37 | $1,184,036 | $167,450 | $4,526iApproximate average salary by contribution assumption: employee only about $113,142 at 4% or $75,428 at 6%; with 50% employer match about $75,428 at 4% or $50,285 at 6%; with 100% employer match about $56,571 at 4% or $37,714 at 6%. |
| 2018 | 1 | 44 | $1,092,028 | $190,480 | $4,329iApproximate average salary by contribution assumption: employee only about $108,227 at 4% or $72,152 at 6%; with 50% employer match about $72,152 at 4% or $48,101 at 6%; with 100% employer match about $54,114 at 4% or $36,076 at 6%. |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 44 | $1,092,028 | $190,480 | $4,329iApproximate average salary by contribution assumption: employee only about $108,227 at 4% or $72,152 at 6%; with 50% employer match about $72,152 at 4% or $48,101 at 6%; with 100% employer match about $54,114 at 4% or $36,076 at 6%. |
| 2017 | 1 | 47 | $962,397 | $176,710 | $3,760iApproximate average salary by contribution assumption: employee only about $93,995 at 4% or $62,663 at 6%; with 50% employer match about $62,663 at 4% or $41,775 at 6%; with 100% employer match about $46,997 at 4% or $31,332 at 6%. |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 47 | $962,397 | $176,710 | $3,760iApproximate average salary by contribution assumption: employee only about $93,995 at 4% or $62,663 at 6%; with 50% employer match about $62,663 at 4% or $41,775 at 6%; with 100% employer match about $46,997 at 4% or $31,332 at 6%. |
| 2016 | 1 | 42 | $718,310 | $138,189 | $3,290iApproximate average salary by contribution assumption: employee only about $82,255 at 4% or $54,837 at 6%; with 50% employer match about $54,837 at 4% or $36,558 at 6%; with 100% employer match about $41,128 at 4% or $27,418 at 6%. |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 42 | $718,310 | $138,189 | $3,290iApproximate average salary by contribution assumption: employee only about $82,255 at 4% or $54,837 at 6%; with 50% employer match about $54,837 at 4% or $36,558 at 6%; with 100% employer match about $41,128 at 4% or $27,418 at 6%. |
| 2015 | 1 | 41 | $820,847 | $121,554 | $2,965iApproximate average salary by contribution assumption: employee only about $74,118 at 4% or $49,412 at 6%; with 50% employer match about $49,412 at 4% or $32,941 at 6%; with 100% employer match about $37,059 at 4% or $24,706 at 6%. |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 41 | $820,847 | $121,554 | $2,965iApproximate average salary by contribution assumption: employee only about $74,118 at 4% or $49,412 at 6%; with 50% employer match about $49,412 at 4% or $32,941 at 6%; with 100% employer match about $37,059 at 4% or $24,706 at 6%. |
| 2014 | 1 | 40 | $714,714 | $79,786 | $1,995iApproximate average salary by contribution assumption: employee only about $49,866 at 4% or $33,244 at 6%; with 50% employer match about $33,244 at 4% or $22,163 at 6%; with 100% employer match about $24,933 at 4% or $16,622 at 6%. |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 40 | $714,714 | $79,786 | $1,995iApproximate average salary by contribution assumption: employee only about $49,866 at 4% or $33,244 at 6%; with 50% employer match about $33,244 at 4% or $22,163 at 6%; with 100% employer match about $24,933 at 4% or $16,622 at 6%. |
| 2013 | 1 | 37 | $608,611 | $42,050 | $1,136iApproximate average salary by contribution assumption: employee only about $28,412 at 4% or $18,941 at 6%; with 50% employer match about $18,941 at 4% or $12,628 at 6%; with 100% employer match about $14,206 at 4% or $9,471 at 6%. |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 37 | $608,611 | $42,050 | $1,136iApproximate average salary by contribution assumption: employee only about $28,412 at 4% or $18,941 at 6%; with 50% employer match about $18,941 at 4% or $12,628 at 6%; with 100% employer match about $14,206 at 4% or $9,471 at 6%. |
| 2012 | 1 | 36 | $552,685 | $53,959 | $1,499iApproximate average salary by contribution assumption: employee only about $37,472 at 4% or $24,981 at 6%; with 50% employer match about $24,981 at 4% or $16,654 at 6%; with 100% employer match about $18,736 at 4% or $12,491 at 6%. |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 36 | $552,685 | $53,959 | $1,499iApproximate average salary by contribution assumption: employee only about $37,472 at 4% or $24,981 at 6%; with 50% employer match about $24,981 at 4% or $16,654 at 6%; with 100% employer match about $18,736 at 4% or $12,491 at 6%. |
| 2011 | 1 | 37 | $518,055 | $59,997 | $1,622iApproximate average salary by contribution assumption: employee only about $40,539 at 4% or $27,026 at 6%; with 50% employer match about $27,026 at 4% or $18,017 at 6%; with 100% employer match about $20,269 at 4% or $13,513 at 6%. |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 37 | $518,055 | $59,997 | $1,622iApproximate average salary by contribution assumption: employee only about $40,539 at 4% or $27,026 at 6%; with 50% employer match about $27,026 at 4% or $18,017 at 6%; with 100% employer match about $20,269 at 4% or $13,513 at 6%. |
| 2010 | 1 | 56 | $697,484 | $73,319 | $1,309iApproximate average salary by contribution assumption: employee only about $32,732 at 4% or $21,821 at 6%; with 50% employer match about $21,821 at 4% or $14,547 at 6%; with 100% employer match about $16,366 at 4% or $10,911 at 6%. |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 56 | $697,484 | $73,319 | $1,309iApproximate average salary by contribution assumption: employee only about $32,732 at 4% or $21,821 at 6%; with 50% employer match about $21,821 at 4% or $14,547 at 6%; with 100% employer match about $16,366 at 4% or $10,911 at 6%. |
| 2009 | 1 | 68 | $724,583 | $94,667 | $1,392iApproximate average salary by contribution assumption: employee only about $34,804 at 4% or $23,203 at 6%; with 50% employer match about $23,203 at 4% or $15,468 at 6%; with 100% employer match about $17,402 at 4% or $11,601 at 6%. |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 68 | $724,583 | $94,667 | $1,392iApproximate average salary by contribution assumption: employee only about $34,804 at 4% or $23,203 at 6%; with 50% employer match about $23,203 at 4% or $15,468 at 6%; with 100% employer match about $17,402 at 4% or $11,601 at 6%. |
| 2008 | 1 | 73 | $0 | $0 | - |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 73 | - | - | - |
| 2007 | 1 | 68 | $619,048 | $169,361 | $2,491iApproximate average salary by contribution assumption: employee only about $62,265 at 4% or $41,510 at 6%; with 50% employer match about $41,510 at 4% or $27,673 at 6%; with 100% employer match about $31,133 at 4% or $20,755 at 6%. |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 68 | $619,048 | $169,361 | $2,491iApproximate average salary by contribution assumption: employee only about $62,265 at 4% or $41,510 at 6%; with 50% employer match about $41,510 at 4% or $27,673 at 6%; with 100% employer match about $31,133 at 4% or $20,755 at 6%. |
| 2006 | 1 | 47 | $451,788 | $156,870 | $3,338iApproximate average salary by contribution assumption: employee only about $83,441 at 4% or $55,628 at 6%; with 50% employer match about $55,628 at 4% or $37,085 at 6%; with 100% employer match about $41,721 at 4% or $27,814 at 6%. |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 47 | $451,788 | $156,870 | $3,338iApproximate average salary by contribution assumption: employee only about $83,441 at 4% or $55,628 at 6%; with 50% employer match about $55,628 at 4% or $37,085 at 6%; with 100% employer match about $41,721 at 4% or $27,814 at 6%. |
| 2005 | 1 | 28 | $267,075 | $85,540 | $3,055iApproximate average salary by contribution assumption: employee only about $76,375 at 4% or $50,917 at 6%; with 50% employer match about $50,917 at 4% or $33,944 at 6%; with 100% employer match about $38,188 at 4% or $25,458 at 6%. |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 28 | $267,075 | $85,540 | $3,055iApproximate average salary by contribution assumption: employee only about $76,375 at 4% or $50,917 at 6%; with 50% employer match about $50,917 at 4% or $33,944 at 6%; with 100% employer match about $38,188 at 4% or $25,458 at 6%. |
| 2004 | 1 | 32 | $179,396 | $91,191 | $2,850iApproximate average salary by contribution assumption: employee only about $71,243 at 4% or $47,495 at 6%; with 50% employer match about $47,495 at 4% or $31,664 at 6%; with 100% employer match about $35,621 at 4% or $23,748 at 6%. |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 32 | $179,396 | $91,191 | $2,850iApproximate average salary by contribution assumption: employee only about $71,243 at 4% or $47,495 at 6%; with 50% employer match about $47,495 at 4% or $31,664 at 6%; with 100% employer match about $35,621 at 4% or $23,748 at 6%. |
| 2003 | 1 | 25 | $92,614 | $89,195 | $3,568iApproximate average salary by contribution assumption: employee only about $89,195 at 4% or $59,463 at 6%; with 50% employer match about $59,463 at 4% or $39,642 at 6%; with 100% employer match about $44,598 at 4% or $29,732 at 6%. |
| Heritage First Bancshares Inc. Employees' Savings & Profit Sharing Plan and Trust | - | 25 | $92,614 | $89,195 | $3,568iApproximate average salary by contribution assumption: employee only about $89,195 at 4% or $59,463 at 6%; with 50% employer match about $59,463 at 4% or $39,642 at 6%; with 100% employer match about $44,598 at 4% or $29,732 at 6%. |