Civic Intelligence

Heritage Funeral Homes

Plan context: Heritage Funeral Home Money Purchase Pension Plan

EIN 62-1531726 • 14 filings • 5 plans

Current Snapshot

Latest Year

2013

2013 Participants

11

2013 Assets

$1,339,030

2013 Contributions

$87,834

Historical Graphs

Total Assets Over Time

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

$1,339,030$669,515$0199920082013YearValue
$1,339,030Latest year 2013

Participants Over Time

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

1580199920062012YearValue
11Latest year 2012

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
201310$1,339,030$87,834-
Heritage Funeral Home Money Purchase Pension Plan-0$1,339,030$87,834-
2012111$1,069,635$71,148$6,468iApproximate average salary by contribution assumption: employee only about $161,700 at 4% or $107,800 at 6%; with 50% employer match about $107,800 at 4% or $71,867 at 6%; with 100% employer match about $80,850 at 4% or $53,900 at 6%.
Heritage Funeral Home Money Purchase Pension Plan-11$1,069,635$71,148$6,468iApproximate average salary by contribution assumption: employee only about $161,700 at 4% or $107,800 at 6%; with 50% employer match about $107,800 at 4% or $71,867 at 6%; with 100% employer match about $80,850 at 4% or $53,900 at 6%.
2011115$943,435$68,227$4,548iApproximate average salary by contribution assumption: employee only about $113,712 at 4% or $75,808 at 6%; with 50% employer match about $75,808 at 4% or $50,539 at 6%; with 100% employer match about $56,856 at 4% or $37,904 at 6%.
Heritage Funeral Home Money Purchase Pension Plan-15$943,435$68,227$4,548iApproximate average salary by contribution assumption: employee only about $113,712 at 4% or $75,808 at 6%; with 50% employer match about $75,808 at 4% or $50,539 at 6%; with 100% employer match about $56,856 at 4% or $37,904 at 6%.
2010115$863,479$74,992$4,999iApproximate average salary by contribution assumption: employee only about $124,987 at 4% or $83,324 at 6%; with 50% employer match about $83,324 at 4% or $55,550 at 6%; with 100% employer match about $62,493 at 4% or $41,662 at 6%.
Heritage Funeral Home Money Purchase Pension Plan-15$863,479$74,992$4,999iApproximate average salary by contribution assumption: employee only about $124,987 at 4% or $83,324 at 6%; with 50% employer match about $83,324 at 4% or $55,550 at 6%; with 100% employer match about $62,493 at 4% or $41,662 at 6%.
2009114$743,242$24,892$1,778iApproximate average salary by contribution assumption: employee only about $44,450 at 4% or $29,633 at 6%; with 50% employer match about $29,633 at 4% or $19,756 at 6%; with 100% employer match about $22,225 at 4% or $14,817 at 6%.
Heritage Funeral Home Money Purchase Pension Plan-14$743,242$24,892$1,778iApproximate average salary by contribution assumption: employee only about $44,450 at 4% or $29,633 at 6%; with 50% employer match about $29,633 at 4% or $19,756 at 6%; with 100% employer match about $22,225 at 4% or $14,817 at 6%.
2008113$683,369$61,145$4,703iApproximate average salary by contribution assumption: employee only about $117,587 at 4% or $78,391 at 6%; with 50% employer match about $78,391 at 4% or $52,261 at 6%; with 100% employer match about $58,793 at 4% or $39,196 at 6%.
Heritage Funeral Home Money Purchase Pension Plan-13$683,369$61,145$4,703iApproximate average salary by contribution assumption: employee only about $117,587 at 4% or $78,391 at 6%; with 50% employer match about $78,391 at 4% or $52,261 at 6%; with 100% employer match about $58,793 at 4% or $39,196 at 6%.
2007113$0$0-
Heritage Funeral Home Money Purchase Pension Plan-13---
200619$699,660$73,001$8,111iApproximate average salary by contribution assumption: employee only about $202,781 at 4% or $135,187 at 6%; with 50% employer match about $135,187 at 4% or $90,125 at 6%; with 100% employer match about $101,390 at 4% or $67,594 at 6%.
Heritage Funeral Home Money Purchase Pension Plan-9$699,660$73,001$8,111iApproximate average salary by contribution assumption: employee only about $202,781 at 4% or $135,187 at 6%; with 50% employer match about $135,187 at 4% or $90,125 at 6%; with 100% employer match about $101,390 at 4% or $67,594 at 6%.
2005111$620,074$43,413$3,947iApproximate average salary by contribution assumption: employee only about $98,666 at 4% or $65,777 at 6%; with 50% employer match about $65,777 at 4% or $43,852 at 6%; with 100% employer match about $49,333 at 4% or $32,889 at 6%.
Heritage Funeral Home Money Purchase Pension Plan-11$620,074$43,413$3,947iApproximate average salary by contribution assumption: employee only about $98,666 at 4% or $65,777 at 6%; with 50% employer match about $65,777 at 4% or $43,852 at 6%; with 100% employer match about $49,333 at 4% or $32,889 at 6%.
2004111$552,538$15,189$1,381iApproximate average salary by contribution assumption: employee only about $34,520 at 4% or $23,014 at 6%; with 50% employer match about $23,014 at 4% or $15,342 at 6%; with 100% employer match about $17,260 at 4% or $11,507 at 6%.
Heritage Funeral Home Money Purchase Pension Plan-11$552,538$15,189$1,381iApproximate average salary by contribution assumption: employee only about $34,520 at 4% or $23,014 at 6%; with 50% employer match about $23,014 at 4% or $15,342 at 6%; with 100% employer match about $17,260 at 4% or $11,507 at 6%.
2003111$490,600$102,745$9,340iApproximate average salary by contribution assumption: employee only about $233,511 at 4% or $155,674 at 6%; with 50% employer match about $155,674 at 4% or $103,783 at 6%; with 100% employer match about $116,756 at 4% or $77,837 at 6%.
Heritage Funeral Home Money Purchase Pension Plan-11$490,600$102,745$9,340iApproximate average salary by contribution assumption: employee only about $233,511 at 4% or $155,674 at 6%; with 50% employer match about $155,674 at 4% or $103,783 at 6%; with 100% employer match about $116,756 at 4% or $77,837 at 6%.
2001110$0$0-
Heritage Funeral Home Money Purchase Pension Plan-10---
2000110$425,856$73,040$7,304iApproximate average salary by contribution assumption: employee only about $182,600 at 4% or $121,733 at 6%; with 50% employer match about $121,733 at 4% or $81,156 at 6%; with 100% employer match about $91,300 at 4% or $60,867 at 6%.
Heritage Funeral Home Money Purchase Pension Plan-10$425,856$73,040$7,304iApproximate average salary by contribution assumption: employee only about $182,600 at 4% or $121,733 at 6%; with 50% employer match about $121,733 at 4% or $81,156 at 6%; with 100% employer match about $91,300 at 4% or $60,867 at 6%.
1999110$395,886$73,776$7,378iApproximate average salary by contribution assumption: employee only about $184,440 at 4% or $122,960 at 6%; with 50% employer match about $122,960 at 4% or $81,973 at 6%; with 100% employer match about $92,220 at 4% or $61,480 at 6%.
Heritage Funeral Home Money Purchase Pension Plan-10$395,886$73,776$7,378iApproximate average salary by contribution assumption: employee only about $184,440 at 4% or $122,960 at 6%; with 50% employer match about $122,960 at 4% or $81,973 at 6%; with 100% employer match about $92,220 at 4% or $61,480 at 6%.