Civic Intelligence

Heritage Wealth Managment Inc.

Plan context: Heritage Wealth Management Inc. 401(K)/Ps

EIN 61-1599465 • San Diego, CA • 12 filings • 3 plans

11440 W. Bernardo Ct.#390San Diego, CA 92127
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,406,797

2024 Contributions

$160,519

Historical Graphs

Total Assets Over Time

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

$1,406,797$703,399$0201320192024YearValue
$1,406,797Latest year 2024

Participants Over Time

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

1470201320192024YearValue
10Latest year 2024

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
2024110$1,406,797$160,519$16,052iApproximate average salary by contribution assumption: employee only about $401,298 at 4% or $267,532 at 6%; with 50% employer match about $267,532 at 4% or $178,354 at 6%; with 100% employer match about $200,649 at 4% or $133,766 at 6%.
Heritage Wealth Management Inc. 401(K)/Ps-10$1,406,797$160,519$16,052iApproximate average salary by contribution assumption: employee only about $401,298 at 4% or $267,532 at 6%; with 50% employer match about $267,532 at 4% or $178,354 at 6%; with 100% employer match about $200,649 at 4% or $133,766 at 6%.
2023112$1,180,249$191,400$15,950iApproximate average salary by contribution assumption: employee only about $398,750 at 4% or $265,833 at 6%; with 50% employer match about $265,833 at 4% or $177,222 at 6%; with 100% employer match about $199,375 at 4% or $132,917 at 6%.
Heritage Wealth Management Inc. 401(K)/Ps-12$1,180,249$191,400$15,950iApproximate average salary by contribution assumption: employee only about $398,750 at 4% or $265,833 at 6%; with 50% employer match about $265,833 at 4% or $177,222 at 6%; with 100% employer match about $199,375 at 4% or $132,917 at 6%.
2022114$882,586$212,660$15,190iApproximate average salary by contribution assumption: employee only about $379,750 at 4% or $253,167 at 6%; with 50% employer match about $253,167 at 4% or $168,778 at 6%; with 100% employer match about $189,875 at 4% or $126,583 at 6%.
Heritage Wealth Management Inc. 401(K)/Ps-14$882,586$212,660$15,190iApproximate average salary by contribution assumption: employee only about $379,750 at 4% or $253,167 at 6%; with 50% employer match about $253,167 at 4% or $168,778 at 6%; with 100% employer match about $189,875 at 4% or $126,583 at 6%.
202118$1,204,102$105,892$13,237iApproximate average salary by contribution assumption: employee only about $330,913 at 4% or $220,608 at 6%; with 50% employer match about $220,608 at 4% or $147,072 at 6%; with 100% employer match about $165,456 at 4% or $110,304 at 6%.
Heritage Wealth Management Inc. 401(K)/Ps-8$1,204,102$105,892$13,237iApproximate average salary by contribution assumption: employee only about $330,913 at 4% or $220,608 at 6%; with 50% employer match about $220,608 at 4% or $147,072 at 6%; with 100% employer match about $165,456 at 4% or $110,304 at 6%.
202017$938,911$129,898$18,557iApproximate average salary by contribution assumption: employee only about $463,921 at 4% or $309,281 at 6%; with 50% employer match about $309,281 at 4% or $206,187 at 6%; with 100% employer match about $231,961 at 4% or $154,640 at 6%.
Heritage Wealth Management Inc. 401(K)/Ps-7$938,911$129,898$18,557iApproximate average salary by contribution assumption: employee only about $463,921 at 4% or $309,281 at 6%; with 50% employer match about $309,281 at 4% or $206,187 at 6%; with 100% employer match about $231,961 at 4% or $154,640 at 6%.
201917$554,850$90,702$12,957iApproximate average salary by contribution assumption: employee only about $323,936 at 4% or $215,957 at 6%; with 50% employer match about $215,957 at 4% or $143,971 at 6%; with 100% employer match about $161,968 at 4% or $107,979 at 6%.
Heritage Wealth Management Inc. 401(K)/Ps-7$554,850$90,702$12,957iApproximate average salary by contribution assumption: employee only about $323,936 at 4% or $215,957 at 6%; with 50% employer match about $215,957 at 4% or $143,971 at 6%; with 100% employer match about $161,968 at 4% or $107,979 at 6%.
201816$401,128$81,603$13,601iApproximate average salary by contribution assumption: employee only about $340,013 at 4% or $226,675 at 6%; with 50% employer match about $226,675 at 4% or $151,117 at 6%; with 100% employer match about $170,006 at 4% or $113,338 at 6%.
Heritage Wealth Management Inc. 401(K)/Ps-6$401,128$81,603$13,601iApproximate average salary by contribution assumption: employee only about $340,013 at 4% or $226,675 at 6%; with 50% employer match about $226,675 at 4% or $151,117 at 6%; with 100% employer match about $170,006 at 4% or $113,338 at 6%.
201716$347,326$79,162$13,194iApproximate average salary by contribution assumption: employee only about $329,842 at 4% or $219,894 at 6%; with 50% employer match about $219,894 at 4% or $146,596 at 6%; with 100% employer match about $164,921 at 4% or $109,947 at 6%.
Heritage Wealth Management Inc. 401(K)/Ps-6$347,326$79,162$13,194iApproximate average salary by contribution assumption: employee only about $329,842 at 4% or $219,894 at 6%; with 50% employer match about $219,894 at 4% or $146,596 at 6%; with 100% employer match about $164,921 at 4% or $109,947 at 6%.
201614$238,761$70,461$17,615iApproximate average salary by contribution assumption: employee only about $440,381 at 4% or $293,588 at 6%; with 50% employer match about $293,588 at 4% or $195,725 at 6%; with 100% employer match about $220,191 at 4% or $146,794 at 6%.
Heritage Wealth Management Inc. 401(K)/Ps-4$238,761$70,461$17,615iApproximate average salary by contribution assumption: employee only about $440,381 at 4% or $293,588 at 6%; with 50% employer match about $293,588 at 4% or $195,725 at 6%; with 100% employer match about $220,191 at 4% or $146,794 at 6%.
201514$156,483$66,472$16,618iApproximate average salary by contribution assumption: employee only about $415,450 at 4% or $276,967 at 6%; with 50% employer match about $276,967 at 4% or $184,644 at 6%; with 100% employer match about $207,725 at 4% or $138,483 at 6%.
Heritage Wealth Management Inc. 401(K)/Ps-4$156,483$66,472$16,618iApproximate average salary by contribution assumption: employee only about $415,450 at 4% or $276,967 at 6%; with 50% employer match about $276,967 at 4% or $184,644 at 6%; with 100% employer match about $207,725 at 4% or $138,483 at 6%.
201414$113,938$47,300$11,825iApproximate average salary by contribution assumption: employee only about $295,625 at 4% or $197,083 at 6%; with 50% employer match about $197,083 at 4% or $131,389 at 6%; with 100% employer match about $147,813 at 4% or $98,542 at 6%.
Heritage Wealth Management Inc. 401(K)/Ps-4$113,938$47,300$11,825iApproximate average salary by contribution assumption: employee only about $295,625 at 4% or $197,083 at 6%; with 50% employer match about $197,083 at 4% or $131,389 at 6%; with 100% employer match about $147,813 at 4% or $98,542 at 6%.
201313$86,392$50,012$16,671iApproximate average salary by contribution assumption: employee only about $416,767 at 4% or $277,844 at 6%; with 50% employer match about $277,844 at 4% or $185,230 at 6%; with 100% employer match about $208,383 at 4% or $138,922 at 6%.
Heritage Wealth Management Inc. 401(K)/Ps-3$86,392$50,012$16,671iApproximate average salary by contribution assumption: employee only about $416,767 at 4% or $277,844 at 6%; with 50% employer match about $277,844 at 4% or $185,230 at 6%; with 100% employer match about $208,383 at 4% or $138,922 at 6%.