Heritage Insurance Service Inc
Plan context: HERITAGE INSURANCE SERVICE INC 401(K) PROFIT SHARING PLAN & TRUST
EIN 61-0864935 • Louisville, KY • 10 filings • 6 plans
Current Snapshot
Latest Year
2020
2020 Participants
16
2020 Assets
$874,930
2020 Contributions
$119,430
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 |
|---|---|---|---|---|---|
| 2020 | 2 | 16 | $874,930 | $119,430 | $7,464iApproximate average salary by contribution assumption: employee only about $186,609 at 4% or $124,406 at 6%; with 50% employer match about $124,406 at 4% or $82,938 at 6%; with 100% employer match about $93,305 at 4% or $62,203 at 6%. |
| HERITAGE INSURANCE SERVICE INC 401(K) PROFIT SHARING PLAN & TRUST | - | 16 | $874,930 | $119,430 | $7,464iApproximate average salary by contribution assumption: employee only about $186,609 at 4% or $124,406 at 6%; with 50% employer match about $124,406 at 4% or $82,938 at 6%; with 100% employer match about $93,305 at 4% or $62,203 at 6%. |
| HERITAGE INSURANCE SERVICE INC 401 (K) PROFIT SHARING PLAN & TRUST | - | 0 | $0 | - | - |
| 2019 | 1 | 17 | $611,098 | $117,977 | $6,940iApproximate average salary by contribution assumption: employee only about $173,496 at 4% or $115,664 at 6%; with 50% employer match about $115,664 at 4% or $77,109 at 6%; with 100% employer match about $86,748 at 4% or $57,832 at 6%. |
| HERITAGE INSURANCE SERVICE INC 401(K) PROFIT SHARING PLAN & TRUST | - | 17 | $611,098 | $117,977 | $6,940iApproximate average salary by contribution assumption: employee only about $173,496 at 4% or $115,664 at 6%; with 50% employer match about $115,664 at 4% or $77,109 at 6%; with 100% employer match about $86,748 at 4% or $57,832 at 6%. |
| 2018 | 1 | 17 | $382,236 | $119,686 | $7,040iApproximate average salary by contribution assumption: employee only about $176,009 at 4% or $117,339 at 6%; with 50% employer match about $117,339 at 4% or $78,226 at 6%; with 100% employer match about $88,004 at 4% or $58,670 at 6%. |
| HERITAGE INSURANCE SERVICE INC 401 K PROFIT SHARING PLAN TRUST | - | 17 | $382,236 | $119,686 | $7,040iApproximate average salary by contribution assumption: employee only about $176,009 at 4% or $117,339 at 6%; with 50% employer match about $117,339 at 4% or $78,226 at 6%; with 100% employer match about $88,004 at 4% or $58,670 at 6%. |
| 2017 | 1 | 13 | $303,564 | $104,326 | $8,025iApproximate average salary by contribution assumption: employee only about $200,627 at 4% or $133,751 at 6%; with 50% employer match about $133,751 at 4% or $89,168 at 6%; with 100% employer match about $100,313 at 4% or $66,876 at 6%. |
| HERITAGE INSURANCE SERVICE INC 401(K) PROFIT SHARING PLAN & TRUST | - | 13 | $303,564 | $104,326 | $8,025iApproximate average salary by contribution assumption: employee only about $200,627 at 4% or $133,751 at 6%; with 50% employer match about $133,751 at 4% or $89,168 at 6%; with 100% employer match about $100,313 at 4% or $66,876 at 6%. |
| 2002 | 1 | 0 | $0 | $0 | - |
| Heritage Insurance Service Inc | - | 0 | - | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| Heritage Insurance Service Inc | - | 5 | - | - | - |
| 2000 | 2 | 6 | $0 | $0 | - |
| Heritage Insurance Service Inc | - | 6 | - | - | - |
| HERITAGE INSURANCE SERVICE INC PROFIT SHARING PLAN | - | 0 | - | - | - |
| 1999 | 1 | 17 | $0 | $0 | - |
| Heritage Insurance Service Inc | - | 17 | - | - | - |