Heritage Bank
Plan context: Heritage Bank Profit Sharing, 401K Savings and Employee Stock Ownership Plan & Trust
EIN 62-1362276 • 3 filings • 1 plans
Current Snapshot
Latest Year
2001
2001 Participants
37
2001 Assets
$411,842
2001 Contributions
$75,656
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 |
|---|---|---|---|---|---|
| 2001 | 1 | 0 | $0 | $0 | - |
| Heritage Bank Profit Sharing, 401K Savings and Employee Stock Ownership Plan & Trust | - | 0 | - | - | - |
| 2000 | 1 | 37 | $411,842 | $75,656 | $2,045iApproximate average salary by contribution assumption: employee only about $51,119 at 4% or $34,079 at 6%; with 50% employer match about $34,079 at 4% or $22,720 at 6%; with 100% employer match about $25,559 at 4% or $17,040 at 6%. |
| Heritage Bank Profit Sharing, 401K Savings and Employee Stock Ownership Plan & Trust | - | 37 | $411,842 | $75,656 | $2,045iApproximate average salary by contribution assumption: employee only about $51,119 at 4% or $34,079 at 6%; with 50% employer match about $34,079 at 4% or $22,720 at 6%; with 100% employer match about $25,559 at 4% or $17,040 at 6%. |
| 1999 | 1 | 79 | $2,901,328 | $343,542 | $4,349iApproximate average salary by contribution assumption: employee only about $108,716 at 4% or $72,477 at 6%; with 50% employer match about $72,477 at 4% or $48,318 at 6%; with 100% employer match about $54,358 at 4% or $36,239 at 6%. |
| Heritage Bank Profit Sharing, 401K Savings and Employee Stock Ownership Plan & Trust | - | 79 | $2,901,328 | $343,542 | $4,349iApproximate average salary by contribution assumption: employee only about $108,716 at 4% or $72,477 at 6%; with 50% employer match about $72,477 at 4% or $48,318 at 6%; with 100% employer match about $54,358 at 4% or $36,239 at 6%. |