Civic Intelligence

Heron Holdings Inc.

Plan context: Heron Holdings Inc

EIN 59-0897576 • Clearwater, FL • 22 filings • 6 plans

2865 Executive DrClearwater, FL 33762-3316
Current Snapshot

Latest Year

2023

2023 Participants

16

2023 Assets

$1,089,156

2023 Contributions

$174,978

Historical Graphs

Total Assets Over Time

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

$3,643,547$1,821,774$0199920132023YearValue
$1,089,156Latest year 2023

Participants Over Time

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

104520199920132023YearValue
16Latest year 2023

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
2023116$1,089,156$174,978$10,936iApproximate average salary by contribution assumption: employee only about $273,403 at 4% or $182,269 at 6%; with 50% employer match about $182,269 at 4% or $121,513 at 6%; with 100% employer match about $136,702 at 4% or $91,134 at 6%.
Heron Holdings Inc-16$1,089,156$174,978$10,936iApproximate average salary by contribution assumption: employee only about $273,403 at 4% or $182,269 at 6%; with 50% employer match about $182,269 at 4% or $121,513 at 6%; with 100% employer match about $136,702 at 4% or $91,134 at 6%.
2022117$793,713$192,797$11,341iApproximate average salary by contribution assumption: employee only about $283,525 at 4% or $189,017 at 6%; with 50% employer match about $189,017 at 4% or $126,011 at 6%; with 100% employer match about $141,763 at 4% or $94,508 at 6%.
Heron Holdings Inc-17$793,713$192,797$11,341iApproximate average salary by contribution assumption: employee only about $283,525 at 4% or $189,017 at 6%; with 50% employer match about $189,017 at 4% or $126,011 at 6%; with 100% employer match about $141,763 at 4% or $94,508 at 6%.
2021117$1,537,482$165,963$9,763iApproximate average salary by contribution assumption: employee only about $244,063 at 4% or $162,709 at 6%; with 50% employer match about $162,709 at 4% or $108,473 at 6%; with 100% employer match about $122,032 at 4% or $81,354 at 6%.
Heron Holdings Inc-17$1,537,482$165,963$9,763iApproximate average salary by contribution assumption: employee only about $244,063 at 4% or $162,709 at 6%; with 50% employer match about $162,709 at 4% or $108,473 at 6%; with 100% employer match about $122,032 at 4% or $81,354 at 6%.
2020118$1,768,818$139,730$7,763iApproximate average salary by contribution assumption: employee only about $194,069 at 4% or $129,380 at 6%; with 50% employer match about $129,380 at 4% or $86,253 at 6%; with 100% employer match about $97,035 at 4% or $64,690 at 6%.
Heron Holdings Inc-18$1,768,818$139,730$7,763iApproximate average salary by contribution assumption: employee only about $194,069 at 4% or $129,380 at 6%; with 50% employer match about $129,380 at 4% or $86,253 at 6%; with 100% employer match about $97,035 at 4% or $64,690 at 6%.
2019119$1,825,091$136,073$7,162iApproximate average salary by contribution assumption: employee only about $179,043 at 4% or $119,362 at 6%; with 50% employer match about $119,362 at 4% or $79,575 at 6%; with 100% employer match about $89,522 at 4% or $59,681 at 6%.
Heron Holdings Inc-19$1,825,091$136,073$7,162iApproximate average salary by contribution assumption: employee only about $179,043 at 4% or $119,362 at 6%; with 50% employer match about $119,362 at 4% or $79,575 at 6%; with 100% employer match about $89,522 at 4% or $59,681 at 6%.
2018115$2,666,003$147,094$9,806iApproximate average salary by contribution assumption: employee only about $245,157 at 4% or $163,438 at 6%; with 50% employer match about $163,438 at 4% or $108,959 at 6%; with 100% employer match about $122,578 at 4% or $81,719 at 6%.
Heron Holdings Inc-15$2,666,003$147,094$9,806iApproximate average salary by contribution assumption: employee only about $245,157 at 4% or $163,438 at 6%; with 50% employer match about $163,438 at 4% or $108,959 at 6%; with 100% employer match about $122,578 at 4% or $81,719 at 6%.
2017116$2,754,289$160,181$10,011iApproximate average salary by contribution assumption: employee only about $250,283 at 4% or $166,855 at 6%; with 50% employer match about $166,855 at 4% or $111,237 at 6%; with 100% employer match about $125,141 at 4% or $83,428 at 6%.
Heron Holdings Inc-16$2,754,289$160,181$10,011iApproximate average salary by contribution assumption: employee only about $250,283 at 4% or $166,855 at 6%; with 50% employer match about $166,855 at 4% or $111,237 at 6%; with 100% employer match about $125,141 at 4% or $83,428 at 6%.
2016119$2,983,209$191,759$10,093iApproximate average salary by contribution assumption: employee only about $252,314 at 4% or $168,210 at 6%; with 50% employer match about $168,210 at 4% or $112,140 at 6%; with 100% employer match about $126,157 at 4% or $84,105 at 6%.
Heron Holdings Inc-19$2,983,209$191,759$10,093iApproximate average salary by contribution assumption: employee only about $252,314 at 4% or $168,210 at 6%; with 50% employer match about $168,210 at 4% or $112,140 at 6%; with 100% employer match about $126,157 at 4% or $84,105 at 6%.
2015124$3,096,466$212,720$8,863iApproximate average salary by contribution assumption: employee only about $221,583 at 4% or $147,722 at 6%; with 50% employer match about $147,722 at 4% or $98,481 at 6%; with 100% employer match about $110,792 at 4% or $73,861 at 6%.
Heron Holdings Inc-24$3,096,466$212,720$8,863iApproximate average salary by contribution assumption: employee only about $221,583 at 4% or $147,722 at 6%; with 50% employer match about $147,722 at 4% or $98,481 at 6%; with 100% employer match about $110,792 at 4% or $73,861 at 6%.
2014123$2,929,448$166,489$7,239iApproximate average salary by contribution assumption: employee only about $180,966 at 4% or $120,644 at 6%; with 50% employer match about $120,644 at 4% or $80,429 at 6%; with 100% employer match about $90,483 at 4% or $60,322 at 6%.
Heron Holdings Inc-23$2,929,448$166,489$7,239iApproximate average salary by contribution assumption: employee only about $180,966 at 4% or $120,644 at 6%; with 50% employer match about $120,644 at 4% or $80,429 at 6%; with 100% employer match about $90,483 at 4% or $60,322 at 6%.
2013131$3,643,547$224,735$7,250iApproximate average salary by contribution assumption: employee only about $181,238 at 4% or $120,825 at 6%; with 50% employer match about $120,825 at 4% or $80,550 at 6%; with 100% employer match about $90,619 at 4% or $60,413 at 6%.
Heron Holdings Inc-31$3,643,547$224,735$7,250iApproximate average salary by contribution assumption: employee only about $181,238 at 4% or $120,825 at 6%; with 50% employer match about $120,825 at 4% or $80,550 at 6%; with 100% employer match about $90,619 at 4% or $60,413 at 6%.
2012134$3,297,257$219,557$6,458iApproximate average salary by contribution assumption: employee only about $161,439 at 4% or $107,626 at 6%; with 50% employer match about $107,626 at 4% or $71,751 at 6%; with 100% employer match about $80,719 at 4% or $53,813 at 6%.
Heron Holdings Inc-34$3,297,257$219,557$6,458iApproximate average salary by contribution assumption: employee only about $161,439 at 4% or $107,626 at 6%; with 50% employer match about $107,626 at 4% or $71,751 at 6%; with 100% employer match about $80,719 at 4% or $53,813 at 6%.
2011136$2,875,711$246,965$6,860iApproximate average salary by contribution assumption: employee only about $171,503 at 4% or $114,336 at 6%; with 50% employer match about $114,336 at 4% or $76,224 at 6%; with 100% employer match about $85,752 at 4% or $57,168 at 6%.
Heron Holdings Inc-36$2,875,711$246,965$6,860iApproximate average salary by contribution assumption: employee only about $171,503 at 4% or $114,336 at 6%; with 50% employer match about $114,336 at 4% or $76,224 at 6%; with 100% employer match about $85,752 at 4% or $57,168 at 6%.
2010139$3,060,988$254,578$6,528iApproximate average salary by contribution assumption: employee only about $163,191 at 4% or $108,794 at 6%; with 50% employer match about $108,794 at 4% or $72,529 at 6%; with 100% employer match about $81,596 at 4% or $54,397 at 6%.
Heron Holdings Inc-39$3,060,988$254,578$6,528iApproximate average salary by contribution assumption: employee only about $163,191 at 4% or $108,794 at 6%; with 50% employer match about $108,794 at 4% or $72,529 at 6%; with 100% employer match about $81,596 at 4% or $54,397 at 6%.
2009138$2,620,849$251,367$6,615iApproximate average salary by contribution assumption: employee only about $165,373 at 4% or $110,249 at 6%; with 50% employer match about $110,249 at 4% or $73,499 at 6%; with 100% employer match about $82,687 at 4% or $55,124 at 6%.
Heron Holdings Inc-38$2,620,849$251,367$6,615iApproximate average salary by contribution assumption: employee only about $165,373 at 4% or $110,249 at 6%; with 50% employer match about $110,249 at 4% or $73,499 at 6%; with 100% employer match about $82,687 at 4% or $55,124 at 6%.
2008138$2,148,182$72,501$1,908iApproximate average salary by contribution assumption: employee only about $47,698 at 4% or $31,799 at 6%; with 50% employer match about $31,799 at 4% or $21,199 at 6%; with 100% employer match about $23,849 at 4% or $15,899 at 6%.
Heron Holdings Inc. Profit Sharing Plan-38$2,148,182$72,501$1,908iApproximate average salary by contribution assumption: employee only about $47,698 at 4% or $31,799 at 6%; with 50% employer match about $31,799 at 4% or $21,199 at 6%; with 100% employer match about $23,849 at 4% or $15,899 at 6%.
20041104$2,531,081$195,796$1,883iApproximate average salary by contribution assumption: employee only about $47,066 at 4% or $31,378 at 6%; with 50% employer match about $31,378 at 4% or $20,918 at 6%; with 100% employer match about $23,533 at 4% or $15,689 at 6%.
Heron Holdings Inc. Profit Sharing Plan-104$2,531,081$195,796$1,883iApproximate average salary by contribution assumption: employee only about $47,066 at 4% or $31,378 at 6%; with 50% employer match about $31,378 at 4% or $20,918 at 6%; with 100% employer match about $23,533 at 4% or $15,689 at 6%.
2003135$2,656,639$51,803$1,480iApproximate average salary by contribution assumption: employee only about $37,002 at 4% or $24,668 at 6%; with 50% employer match about $24,668 at 4% or $16,445 at 6%; with 100% employer match about $18,501 at 4% or $12,334 at 6%.
Heron Holdings Inc. Profit Sharing Plan-35$2,656,639$51,803$1,480iApproximate average salary by contribution assumption: employee only about $37,002 at 4% or $24,668 at 6%; with 50% employer match about $24,668 at 4% or $16,445 at 6%; with 100% employer match about $18,501 at 4% or $12,334 at 6%.
2002139$2,283,874$99,747$2,558iApproximate average salary by contribution assumption: employee only about $63,940 at 4% or $42,627 at 6%; with 50% employer match about $42,627 at 4% or $28,418 at 6%; with 100% employer match about $31,970 at 4% or $21,313 at 6%.
Heron Holdings Inc. Profit Sharing Plan-39$2,283,874$99,747$2,558iApproximate average salary by contribution assumption: employee only about $63,940 at 4% or $42,627 at 6%; with 50% employer match about $42,627 at 4% or $28,418 at 6%; with 100% employer match about $31,970 at 4% or $21,313 at 6%.
200110$2,341,010$63,531-
Heron Holdings Inc. Profit Sharing Plan-0$2,341,010$63,531-
2000161$2,675,501$70,858$1,162iApproximate average salary by contribution assumption: employee only about $29,040 at 4% or $19,360 at 6%; with 50% employer match about $19,360 at 4% or $12,907 at 6%; with 100% employer match about $14,520 at 4% or $9,680 at 6%.
Heron Holdings Inc. Profit Sharing Plan-61$2,675,501$70,858$1,162iApproximate average salary by contribution assumption: employee only about $29,040 at 4% or $19,360 at 6%; with 50% employer match about $19,360 at 4% or $12,907 at 6%; with 100% employer match about $14,520 at 4% or $9,680 at 6%.
1999157$2,991,176$75,090$1,317iApproximate average salary by contribution assumption: employee only about $32,934 at 4% or $21,956 at 6%; with 50% employer match about $21,956 at 4% or $14,637 at 6%; with 100% employer match about $16,467 at 4% or $10,978 at 6%.
Heron Holdings Inc. Profit Sharing Plan-57$2,991,176$75,090$1,317iApproximate average salary by contribution assumption: employee only about $32,934 at 4% or $21,956 at 6%; with 50% employer match about $21,956 at 4% or $14,637 at 6%; with 100% employer match about $16,467 at 4% or $10,978 at 6%.