Heritage Management Inc.
Plan context: Heritage Management Inc. Profit Sharing Trust
EIN 62-1089516 • 9 filings • 1 plans
Current Snapshot
Latest Year
2008
2008 Participants
21
2008 Assets
$674,981
2008 Contributions
$65,755
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| Heritage Management Inc. Profit Sharing Trust | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Heritage Management Inc. Profit Sharing Trust | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Heritage Management Inc. Profit Sharing Trust | - | 0 | - | - | - |
| 2005 | 1 | 21 | $674,981 | $65,755 | $3,131iApproximate average salary by contribution assumption: employee only about $78,280 at 4% or $52,187 at 6%; with 50% employer match about $52,187 at 4% or $34,791 at 6%; with 100% employer match about $39,140 at 4% or $26,093 at 6%. |
| Heritage Management Inc. Profit Sharing Trust | - | 21 | $674,981 | $65,755 | $3,131iApproximate average salary by contribution assumption: employee only about $78,280 at 4% or $52,187 at 6%; with 50% employer match about $52,187 at 4% or $34,791 at 6%; with 100% employer match about $39,140 at 4% or $26,093 at 6%. |
| 2003 | 1 | 21 | $0 | $0 | - |
| Heritage Management Inc. Profit Sharing Trust | - | 21 | - | - | - |
| 2002 | 1 | 18 | $0 | $0 | - |
| Heritage Management Inc. Profit Sharing Trust | - | 18 | - | - | - |
| 2001 | 1 | 22 | $0 | $0 | - |
| Heritage Management Inc. Profit Sharing Trust | - | 22 | - | - | - |
| 2000 | 1 | 19 | $0 | $0 | - |
| Heritage Management Inc. Profit Sharing Trust | - | 19 | - | - | - |
| 1999 | 1 | 19 | $524,410 | $32,058 | $1,687iApproximate average salary by contribution assumption: employee only about $42,182 at 4% or $28,121 at 6%; with 50% employer match about $28,121 at 4% or $18,747 at 6%; with 100% employer match about $21,091 at 4% or $14,061 at 6%. |
| Heritage Management Inc. Profit Sharing Trust | - | 19 | $524,410 | $32,058 | $1,687iApproximate average salary by contribution assumption: employee only about $42,182 at 4% or $28,121 at 6%; with 50% employer match about $28,121 at 4% or $18,747 at 6%; with 100% employer match about $21,091 at 4% or $14,061 at 6%. |