Civic Intelligence

Heritage Investment Group Inc.

Plan context: Heritage Investment Group 401(K) Plan

EIN 65-0414452 • Pompano Beach, FL • 40 filings • 6 plans

2480 NE 23rd StreetPompano Beach, FL 33062
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$16,085,433

2024 Contributions

$696,423

Historical Graphs

Total Assets Over Time

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

$16,085,433$8,042,717$0199920142024YearValue
$16,085,433Latest year 2024

Participants Over Time

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

22110199920122024YearValue
22Latest 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
2024222$16,085,433$696,423$31,656iApproximate average salary by contribution assumption: employee only about $791,390 at 4% or $527,593 at 6%; with 50% employer match about $527,593 at 4% or $351,729 at 6%; with 100% employer match about $395,695 at 4% or $263,797 at 6%.
Heritage Investment Group 401(K) Plan-22$11,761,699$564,423$25,656iApproximate average salary by contribution assumption: employee only about $641,390 at 4% or $427,593 at 6%; with 50% employer match about $427,593 at 4% or $285,062 at 6%; with 100% employer match about $320,695 at 4% or $213,797 at 6%.
Heritage Investment Group Pension Plan-11$4,323,734$132,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
2023221$13,675,171$883,368$42,065iApproximate average salary by contribution assumption: employee only about $1,051,629 at 4% or $701,086 at 6%; with 50% employer match about $701,086 at 4% or $467,390 at 6%; with 100% employer match about $525,814 at 4% or $350,543 at 6%.
Heritage Investment Group 401(K) Plan-21$9,932,267$582,798$27,752iApproximate average salary by contribution assumption: employee only about $693,807 at 4% or $462,538 at 6%; with 50% employer match about $462,538 at 4% or $308,359 at 6%; with 100% employer match about $346,904 at 4% or $231,269 at 6%.
Heritage Investment Group Pension Plan-14$3,742,904$300,570$21,469iApproximate average salary by contribution assumption: employee only about $536,732 at 4% or $357,821 at 6%; with 50% employer match about $357,821 at 4% or $238,548 at 6%; with 100% employer match about $268,366 at 4% or $178,911 at 6%.
2022220$11,007,889$778,577$38,929iApproximate average salary by contribution assumption: employee only about $973,221 at 4% or $648,814 at 6%; with 50% employer match about $648,814 at 4% or $432,543 at 6%; with 100% employer match about $486,611 at 4% or $324,407 at 6%.
Heritage Investment Group 401(K) Plan-20$8,023,459$497,012$24,851iApproximate average salary by contribution assumption: employee only about $621,265 at 4% or $414,177 at 6%; with 50% employer match about $414,177 at 4% or $276,118 at 6%; with 100% employer match about $310,633 at 4% or $207,088 at 6%.
Heritage Investment Group Pension Plan-12$2,984,430$281,565$23,464iApproximate average salary by contribution assumption: employee only about $586,594 at 4% or $391,063 at 6%; with 50% employer match about $391,063 at 4% or $260,708 at 6%; with 100% employer match about $293,297 at 4% or $195,531 at 6%.
2021220$11,907,902$863,202$43,160iApproximate average salary by contribution assumption: employee only about $1,079,003 at 4% or $719,335 at 6%; with 50% employer match about $719,335 at 4% or $479,557 at 6%; with 100% employer match about $539,501 at 4% or $359,668 at 6%.
Heritage Investment Group 401(K) Plan-20$8,822,750$594,027$29,701iApproximate average salary by contribution assumption: employee only about $742,534 at 4% or $495,023 at 6%; with 50% employer match about $495,023 at 4% or $330,015 at 6%; with 100% employer match about $371,267 at 4% or $247,511 at 6%.
Heritage Investment Group Pension Plan-12$3,085,152$269,175$22,431iApproximate average salary by contribution assumption: employee only about $560,781 at 4% or $373,854 at 6%; with 50% employer match about $373,854 at 4% or $249,236 at 6%; with 100% employer match about $280,391 at 4% or $186,927 at 6%.
2020221$9,394,712$750,343$35,731iApproximate average salary by contribution assumption: employee only about $893,265 at 4% or $595,510 at 6%; with 50% employer match about $595,510 at 4% or $397,007 at 6%; with 100% employer match about $446,633 at 4% or $297,755 at 6%.
Heritage Investment Group 401(K) Plan-21$6,922,951$486,282$23,156iApproximate average salary by contribution assumption: employee only about $578,907 at 4% or $385,938 at 6%; with 50% employer match about $385,938 at 4% or $257,292 at 6%; with 100% employer match about $289,454 at 4% or $192,969 at 6%.
Heritage Investment Group Pension Plan-9$2,471,761$264,061$29,340iApproximate average salary by contribution assumption: employee only about $733,503 at 4% or $489,002 at 6%; with 50% employer match about $489,002 at 4% or $326,001 at 6%; with 100% employer match about $366,751 at 4% or $244,501 at 6%.
2019221$8,115,723$697,439$33,211iApproximate average salary by contribution assumption: employee only about $830,285 at 4% or $553,523 at 6%; with 50% employer match about $553,523 at 4% or $369,015 at 6%; with 100% employer match about $415,142 at 4% or $276,762 at 6%.
Heritage Investment Group 401(K) Plan-21$6,047,040$437,199$20,819iApproximate average salary by contribution assumption: employee only about $520,475 at 4% or $346,983 at 6%; with 50% employer match about $346,983 at 4% or $231,322 at 6%; with 100% employer match about $260,238 at 4% or $173,492 at 6%.
Heritage Investment Group Pension Plan-10$2,068,683$260,240$26,024iApproximate average salary by contribution assumption: employee only about $650,600 at 4% or $433,733 at 6%; with 50% employer match about $433,733 at 4% or $289,156 at 6%; with 100% employer match about $325,300 at 4% or $216,867 at 6%.
2018220$6,160,075$732,291$36,615iApproximate average salary by contribution assumption: employee only about $915,364 at 4% or $610,243 at 6%; with 50% employer match about $610,243 at 4% or $406,828 at 6%; with 100% employer match about $457,682 at 4% or $305,121 at 6%.
Heritage Investment Group 401(K) Plan-20$4,606,529$468,084$23,404iApproximate average salary by contribution assumption: employee only about $585,105 at 4% or $390,070 at 6%; with 50% employer match about $390,070 at 4% or $260,047 at 6%; with 100% employer match about $292,553 at 4% or $195,035 at 6%.
Heritage Investment Group Pension Plan-8$1,553,546$264,207$33,026iApproximate average salary by contribution assumption: employee only about $825,647 at 4% or $550,431 at 6%; with 50% employer match about $550,431 at 4% or $366,954 at 6%; with 100% employer match about $412,823 at 4% or $275,216 at 6%.
2017219$5,938,883$707,619$37,243iApproximate average salary by contribution assumption: employee only about $931,078 at 4% or $620,718 at 6%; with 50% employer match about $620,718 at 4% or $413,812 at 6%; with 100% employer match about $465,539 at 4% or $310,359 at 6%.
Heritage Investment Group 401(K) Plan-19$4,551,286$331,986$17,473iApproximate average salary by contribution assumption: employee only about $436,824 at 4% or $291,216 at 6%; with 50% employer match about $291,216 at 4% or $194,144 at 6%; with 100% employer match about $218,412 at 4% or $145,608 at 6%.
Heritage Investment Group Pension Plan-8$1,387,597$375,633$46,954iApproximate average salary by contribution assumption: employee only about $1,173,853 at 4% or $782,569 at 6%; with 50% employer match about $782,569 at 4% or $521,713 at 6%; with 100% employer match about $586,927 at 4% or $391,284 at 6%.
2016218$4,607,709$568,877$31,604iApproximate average salary by contribution assumption: employee only about $790,107 at 4% or $526,738 at 6%; with 50% employer match about $526,738 at 4% or $351,159 at 6%; with 100% employer match about $395,053 at 4% or $263,369 at 6%.
Heritage Investment Group 401(K) Plan-18$3,595,745$313,757$17,431iApproximate average salary by contribution assumption: employee only about $435,774 at 4% or $290,516 at 6%; with 50% employer match about $290,516 at 4% or $193,677 at 6%; with 100% employer match about $217,887 at 4% or $145,258 at 6%.
Heritage Investment Group Pension Plan-8$1,011,964$255,120$31,890iApproximate average salary by contribution assumption: employee only about $797,250 at 4% or $531,500 at 6%; with 50% employer match about $531,500 at 4% or $354,333 at 6%; with 100% employer match about $398,625 at 4% or $265,750 at 6%.
2015218$3,654,462$531,193$29,511iApproximate average salary by contribution assumption: employee only about $737,768 at 4% or $491,845 at 6%; with 50% employer match about $491,845 at 4% or $327,897 at 6%; with 100% employer match about $368,884 at 4% or $245,923 at 6%.
Heritage Investment Group 401(K) Plan-18$2,964,087$303,193$16,844iApproximate average salary by contribution assumption: employee only about $421,101 at 4% or $280,734 at 6%; with 50% employer match about $280,734 at 4% or $187,156 at 6%; with 100% employer match about $210,551 at 4% or $140,367 at 6%.
Heritage Investment Group Pension Plan-7$690,375$228,000$32,571iApproximate average salary by contribution assumption: employee only about $814,286 at 4% or $542,857 at 6%; with 50% employer match about $542,857 at 4% or $361,905 at 6%; with 100% employer match about $407,143 at 4% or $271,429 at 6%.
2014315$3,289,598$841,860$56,124iApproximate average salary by contribution assumption: employee only about $1,403,100 at 4% or $935,400 at 6%; with 50% employer match about $935,400 at 4% or $623,600 at 6%; with 100% employer match about $701,550 at 4% or $467,700 at 6%.
Heritage Investment Group 401(K) Plan-15$2,813,195$503,647$33,576iApproximate average salary by contribution assumption: employee only about $839,412 at 4% or $559,608 at 6%; with 50% employer match about $559,608 at 4% or $373,072 at 6%; with 100% employer match about $419,706 at 4% or $279,804 at 6%.
Heritage Investment Group Pension Plan-6$476,403$238,200$39,700iApproximate average salary by contribution assumption: employee only about $992,500 at 4% or $661,667 at 6%; with 50% employer match about $661,667 at 4% or $441,111 at 6%; with 100% employer match about $496,250 at 4% or $330,833 at 6%.
Heritage Investment Group Inc. 401K Plan-0$0$100,013-
2013314$2,633,447$463,697$33,121iApproximate average salary by contribution assumption: employee only about $828,030 at 4% or $552,020 at 6%; with 50% employer match about $552,020 at 4% or $368,013 at 6%; with 100% employer match about $414,015 at 4% or $276,010 at 6%.
Heritage Investment Group Inc. 401K Plan-14$2,335,687$165,937$11,853iApproximate average salary by contribution assumption: employee only about $296,316 at 4% or $197,544 at 6%; with 50% employer match about $197,544 at 4% or $131,696 at 6%; with 100% employer match about $148,158 at 4% or $98,772 at 6%.
Heritage Investment Group Pension Plan-6$235,460$235,460$39,243iApproximate average salary by contribution assumption: employee only about $981,083 at 4% or $654,056 at 6%; with 50% employer match about $654,056 at 4% or $436,037 at 6%; with 100% employer match about $490,542 at 4% or $327,028 at 6%.
Heritage Investment Group 401(K) Plan-7$62,300$62,300$8,900iApproximate average salary by contribution assumption: employee only about $222,500 at 4% or $148,333 at 6%; with 50% employer match about $148,333 at 4% or $98,889 at 6%; with 100% employer match about $111,250 at 4% or $74,167 at 6%.
2012115$1,860,597$143,603$9,574iApproximate average salary by contribution assumption: employee only about $239,338 at 4% or $159,559 at 6%; with 50% employer match about $159,559 at 4% or $106,373 at 6%; with 100% employer match about $119,669 at 4% or $79,779 at 6%.
Heritage Investment Group Inc. 401K Plan-15$1,860,597$143,603$9,574iApproximate average salary by contribution assumption: employee only about $239,338 at 4% or $159,559 at 6%; with 50% employer match about $159,559 at 4% or $106,373 at 6%; with 100% employer match about $119,669 at 4% or $79,779 at 6%.
2011116$1,521,251$132,215$8,263iApproximate average salary by contribution assumption: employee only about $206,586 at 4% or $137,724 at 6%; with 50% employer match about $137,724 at 4% or $91,816 at 6%; with 100% employer match about $103,293 at 4% or $68,862 at 6%.
Heritage Investment Group Inc. 401K Plan-16$1,521,251$132,215$8,263iApproximate average salary by contribution assumption: employee only about $206,586 at 4% or $137,724 at 6%; with 50% employer match about $137,724 at 4% or $91,816 at 6%; with 100% employer match about $103,293 at 4% or $68,862 at 6%.
2010115$1,433,637$109,880$7,325iApproximate average salary by contribution assumption: employee only about $183,133 at 4% or $122,089 at 6%; with 50% employer match about $122,089 at 4% or $81,393 at 6%; with 100% employer match about $91,567 at 4% or $61,044 at 6%.
Heritage Investment Group Inc. 401K Plan-15$1,433,637$109,880$7,325iApproximate average salary by contribution assumption: employee only about $183,133 at 4% or $122,089 at 6%; with 50% employer match about $122,089 at 4% or $81,393 at 6%; with 100% employer match about $91,567 at 4% or $61,044 at 6%.
2009212$1,160,712$57,108$4,759iApproximate average salary by contribution assumption: employee only about $118,975 at 4% or $79,317 at 6%; with 50% employer match about $79,317 at 4% or $52,878 at 6%; with 100% employer match about $59,488 at 4% or $39,658 at 6%.
Heritage Investment Group Inc. 401K Plan-12$1,160,712$57,108$4,759iApproximate average salary by contribution assumption: employee only about $118,975 at 4% or $79,317 at 6%; with 50% employer match about $79,317 at 4% or $52,878 at 6%; with 100% employer match about $59,488 at 4% or $39,658 at 6%.
Heritage Investment Group Inc. 401K Plan-----
2007114$0$0-
Heritage Investment Group Inc. 401K Plan-14---
2006113$840,280$281,653$21,666iApproximate average salary by contribution assumption: employee only about $541,640 at 4% or $361,094 at 6%; with 50% employer match about $361,094 at 4% or $240,729 at 6%; with 100% employer match about $270,820 at 4% or $180,547 at 6%.
Heritage Investment Group Inc. 401K Plan-13$840,280$281,653$21,666iApproximate average salary by contribution assumption: employee only about $541,640 at 4% or $361,094 at 6%; with 50% employer match about $361,094 at 4% or $240,729 at 6%; with 100% employer match about $270,820 at 4% or $180,547 at 6%.
200518$458,506$84,576$10,572iApproximate average salary by contribution assumption: employee only about $264,300 at 4% or $176,200 at 6%; with 50% employer match about $176,200 at 4% or $117,467 at 6%; with 100% employer match about $132,150 at 4% or $88,100 at 6%.
Heritage Investment Group Inc. 401K Plan-8$458,506$84,576$10,572iApproximate average salary by contribution assumption: employee only about $264,300 at 4% or $176,200 at 6%; with 50% employer match about $176,200 at 4% or $117,467 at 6%; with 100% employer match about $132,150 at 4% or $88,100 at 6%.
200418$338,280$76,677$9,585iApproximate average salary by contribution assumption: employee only about $239,616 at 4% or $159,744 at 6%; with 50% employer match about $159,744 at 4% or $106,496 at 6%; with 100% employer match about $119,808 at 4% or $79,872 at 6%.
Heritage Investment Group Inc. 401K Plan-8$338,280$76,677$9,585iApproximate average salary by contribution assumption: employee only about $239,616 at 4% or $159,744 at 6%; with 50% employer match about $159,744 at 4% or $106,496 at 6%; with 100% employer match about $119,808 at 4% or $79,872 at 6%.
200318$0$0-
Heritage Investment Group Inc. 401K Plan-8---
200215$123,719$35,711$7,142iApproximate average salary by contribution assumption: employee only about $178,555 at 4% or $119,037 at 6%; with 50% employer match about $119,037 at 4% or $79,358 at 6%; with 100% employer match about $89,278 at 4% or $59,518 at 6%.
Heritage Investment Group Inc. 401K Plan-5$123,719$35,711$7,142iApproximate average salary by contribution assumption: employee only about $178,555 at 4% or $119,037 at 6%; with 50% employer match about $119,037 at 4% or $79,358 at 6%; with 100% employer match about $89,278 at 4% or $59,518 at 6%.
200115$0$0-
Heritage Investment Group Inc. 401K Plan-5---
200015$102,426$43,778$8,756iApproximate average salary by contribution assumption: employee only about $218,890 at 4% or $145,927 at 6%; with 50% employer match about $145,927 at 4% or $97,284 at 6%; with 100% employer match about $109,445 at 4% or $72,963 at 6%.
Heritage Investment Group Inc. 401K Plan-5$102,426$43,778$8,756iApproximate average salary by contribution assumption: employee only about $218,890 at 4% or $145,927 at 6%; with 50% employer match about $145,927 at 4% or $97,284 at 6%; with 100% employer match about $109,445 at 4% or $72,963 at 6%.
199914$100,333$26,972$6,743iApproximate average salary by contribution assumption: employee only about $168,575 at 4% or $112,383 at 6%; with 50% employer match about $112,383 at 4% or $74,922 at 6%; with 100% employer match about $84,288 at 4% or $56,192 at 6%.
Heritage Investment Group Inc. 401K Plan-4$100,333$26,972$6,743iApproximate average salary by contribution assumption: employee only about $168,575 at 4% or $112,383 at 6%; with 50% employer match about $112,383 at 4% or $74,922 at 6%; with 100% employer match about $84,288 at 4% or $56,192 at 6%.