Civic Intelligence

HERITAGE FINANEIAL SERVICES

Plan context: Heritage Financial Services LLC 401(K) Profit Sharing Plan

EIN 65-1172766 • Pittsford, NY • 20 filings • 4 plans

179 Sullys TrailSuite 304Pittsford, NY 14534
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,653,009

2024 Contributions

$336,820

Historical Graphs

Total Assets Over Time

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

$3,653,009$1,826,505$0200520152024YearValue
$3,653,009Latest year 2024

Participants Over Time

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

1260200520152024YearValue
12Latest 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
2024112$3,653,009$336,820$28,068iApproximate average salary by contribution assumption: employee only about $701,708 at 4% or $467,806 at 6%; with 50% employer match about $467,806 at 4% or $311,870 at 6%; with 100% employer match about $350,854 at 4% or $233,903 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-12$3,653,009$336,820$28,068iApproximate average salary by contribution assumption: employee only about $701,708 at 4% or $467,806 at 6%; with 50% employer match about $467,806 at 4% or $311,870 at 6%; with 100% employer match about $350,854 at 4% or $233,903 at 6%.
2023112$3,504,932$311,353$25,946iApproximate average salary by contribution assumption: employee only about $648,652 at 4% or $432,435 at 6%; with 50% employer match about $432,435 at 4% or $288,290 at 6%; with 100% employer match about $324,326 at 4% or $216,217 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-12$3,504,932$311,353$25,946iApproximate average salary by contribution assumption: employee only about $648,652 at 4% or $432,435 at 6%; with 50% employer match about $432,435 at 4% or $288,290 at 6%; with 100% employer match about $324,326 at 4% or $216,217 at 6%.
202219$2,749,378$276,175$30,686iApproximate average salary by contribution assumption: employee only about $767,153 at 4% or $511,435 at 6%; with 50% employer match about $511,435 at 4% or $340,957 at 6%; with 100% employer match about $383,576 at 4% or $255,718 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-9$2,749,378$276,175$30,686iApproximate average salary by contribution assumption: employee only about $767,153 at 4% or $511,435 at 6%; with 50% employer match about $511,435 at 4% or $340,957 at 6%; with 100% employer match about $383,576 at 4% or $255,718 at 6%.
202119$2,927,204$236,385$26,265iApproximate average salary by contribution assumption: employee only about $656,625 at 4% or $437,750 at 6%; with 50% employer match about $437,750 at 4% or $291,833 at 6%; with 100% employer match about $328,313 at 4% or $218,875 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-9$2,927,204$236,385$26,265iApproximate average salary by contribution assumption: employee only about $656,625 at 4% or $437,750 at 6%; with 50% employer match about $437,750 at 4% or $291,833 at 6%; with 100% employer match about $328,313 at 4% or $218,875 at 6%.
202017$2,377,836$202,847$28,978iApproximate average salary by contribution assumption: employee only about $724,454 at 4% or $482,969 at 6%; with 50% employer match about $482,969 at 4% or $321,979 at 6%; with 100% employer match about $362,227 at 4% or $241,485 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-7$2,377,836$202,847$28,978iApproximate average salary by contribution assumption: employee only about $724,454 at 4% or $482,969 at 6%; with 50% employer match about $482,969 at 4% or $321,979 at 6%; with 100% employer match about $362,227 at 4% or $241,485 at 6%.
201916$1,901,136$184,030$30,672iApproximate average salary by contribution assumption: employee only about $766,792 at 4% or $511,194 at 6%; with 50% employer match about $511,194 at 4% or $340,796 at 6%; with 100% employer match about $383,396 at 4% or $255,597 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-6$1,901,136$184,030$30,672iApproximate average salary by contribution assumption: employee only about $766,792 at 4% or $511,194 at 6%; with 50% employer match about $511,194 at 4% or $340,796 at 6%; with 100% employer match about $383,396 at 4% or $255,597 at 6%.
201817$1,403,529$112,049$16,007iApproximate average salary by contribution assumption: employee only about $400,175 at 4% or $266,783 at 6%; with 50% employer match about $266,783 at 4% or $177,856 at 6%; with 100% employer match about $200,088 at 4% or $133,392 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-7$1,403,529$112,049$16,007iApproximate average salary by contribution assumption: employee only about $400,175 at 4% or $266,783 at 6%; with 50% employer match about $266,783 at 4% or $177,856 at 6%; with 100% employer match about $200,088 at 4% or $133,392 at 6%.
201716$1,425,653$89,798$14,966iApproximate average salary by contribution assumption: employee only about $374,158 at 4% or $249,439 at 6%; with 50% employer match about $249,439 at 4% or $166,293 at 6%; with 100% employer match about $187,079 at 4% or $124,719 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-6$1,425,653$89,798$14,966iApproximate average salary by contribution assumption: employee only about $374,158 at 4% or $249,439 at 6%; with 50% employer match about $249,439 at 4% or $166,293 at 6%; with 100% employer match about $187,079 at 4% or $124,719 at 6%.
201615$1,139,415$75,904$15,181iApproximate average salary by contribution assumption: employee only about $379,520 at 4% or $253,013 at 6%; with 50% employer match about $253,013 at 4% or $168,676 at 6%; with 100% employer match about $189,760 at 4% or $126,507 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-5$1,139,415$75,904$15,181iApproximate average salary by contribution assumption: employee only about $379,520 at 4% or $253,013 at 6%; with 50% employer match about $253,013 at 4% or $168,676 at 6%; with 100% employer match about $189,760 at 4% or $126,507 at 6%.
201516$1,036,167$113,071$18,845iApproximate average salary by contribution assumption: employee only about $471,129 at 4% or $314,086 at 6%; with 50% employer match about $314,086 at 4% or $209,391 at 6%; with 100% employer match about $235,565 at 4% or $157,043 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-6$1,036,167$113,071$18,845iApproximate average salary by contribution assumption: employee only about $471,129 at 4% or $314,086 at 6%; with 50% employer match about $314,086 at 4% or $209,391 at 6%; with 100% employer match about $235,565 at 4% or $157,043 at 6%.
201415$931,224$83,294$16,659iApproximate average salary by contribution assumption: employee only about $416,470 at 4% or $277,647 at 6%; with 50% employer match about $277,647 at 4% or $185,098 at 6%; with 100% employer match about $208,235 at 4% or $138,823 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-5$931,224$83,294$16,659iApproximate average salary by contribution assumption: employee only about $416,470 at 4% or $277,647 at 6%; with 50% employer match about $277,647 at 4% or $185,098 at 6%; with 100% employer match about $208,235 at 4% or $138,823 at 6%.
201314$803,084$124,939$31,235iApproximate average salary by contribution assumption: employee only about $780,869 at 4% or $520,579 at 6%; with 50% employer match about $520,579 at 4% or $347,053 at 6%; with 100% employer match about $390,434 at 4% or $260,290 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-4$803,084$124,939$31,235iApproximate average salary by contribution assumption: employee only about $780,869 at 4% or $520,579 at 6%; with 50% employer match about $520,579 at 4% or $347,053 at 6%; with 100% employer match about $390,434 at 4% or $260,290 at 6%.
201214$578,270$70,241$17,560iApproximate average salary by contribution assumption: employee only about $439,006 at 4% or $292,671 at 6%; with 50% employer match about $292,671 at 4% or $195,114 at 6%; with 100% employer match about $219,503 at 4% or $146,335 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-4$578,270$70,241$17,560iApproximate average salary by contribution assumption: employee only about $439,006 at 4% or $292,671 at 6%; with 50% employer match about $292,671 at 4% or $195,114 at 6%; with 100% employer match about $219,503 at 4% or $146,335 at 6%.
201114$477,267$62,755$15,689iApproximate average salary by contribution assumption: employee only about $392,219 at 4% or $261,479 at 6%; with 50% employer match about $261,479 at 4% or $174,319 at 6%; with 100% employer match about $196,109 at 4% or $130,740 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-4$477,267$62,755$15,689iApproximate average salary by contribution assumption: employee only about $392,219 at 4% or $261,479 at 6%; with 50% employer match about $261,479 at 4% or $174,319 at 6%; with 100% employer match about $196,109 at 4% or $130,740 at 6%.
201014$477,679$112,604$28,151iApproximate average salary by contribution assumption: employee only about $703,775 at 4% or $469,183 at 6%; with 50% employer match about $469,183 at 4% or $312,789 at 6%; with 100% employer match about $351,888 at 4% or $234,592 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-4$477,679$112,604$28,151iApproximate average salary by contribution assumption: employee only about $703,775 at 4% or $469,183 at 6%; with 50% employer match about $469,183 at 4% or $312,789 at 6%; with 100% employer match about $351,888 at 4% or $234,592 at 6%.
200914$408,172$54,261$13,565iApproximate average salary by contribution assumption: employee only about $339,131 at 4% or $226,088 at 6%; with 50% employer match about $226,088 at 4% or $150,725 at 6%; with 100% employer match about $169,566 at 4% or $113,044 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-4$408,172$54,261$13,565iApproximate average salary by contribution assumption: employee only about $339,131 at 4% or $226,088 at 6%; with 50% employer match about $226,088 at 4% or $150,725 at 6%; with 100% employer match about $169,566 at 4% or $113,044 at 6%.
200814$242,081$83,949$20,987iApproximate average salary by contribution assumption: employee only about $524,681 at 4% or $349,788 at 6%; with 50% employer match about $349,788 at 4% or $233,192 at 6%; with 100% employer match about $262,341 at 4% or $174,894 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-4$242,081$83,949$20,987iApproximate average salary by contribution assumption: employee only about $524,681 at 4% or $349,788 at 6%; with 50% employer match about $349,788 at 4% or $233,192 at 6%; with 100% employer match about $262,341 at 4% or $174,894 at 6%.
200714$0$0-
Heritage Financial Services LLC 401(K) Profit Sharing Plan-4---
200613$205,736$93,543$31,181iApproximate average salary by contribution assumption: employee only about $779,525 at 4% or $519,683 at 6%; with 50% employer match about $519,683 at 4% or $346,456 at 6%; with 100% employer match about $389,763 at 4% or $259,842 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-3$205,736$93,543$31,181iApproximate average salary by contribution assumption: employee only about $779,525 at 4% or $519,683 at 6%; with 50% employer match about $519,683 at 4% or $346,456 at 6%; with 100% employer match about $389,763 at 4% or $259,842 at 6%.
200513$274,557$93,496$31,165iApproximate average salary by contribution assumption: employee only about $779,133 at 4% or $519,422 at 6%; with 50% employer match about $519,422 at 4% or $346,281 at 6%; with 100% employer match about $389,567 at 4% or $259,711 at 6%.
Heritage Financial Services LLC 401(K) Profit Sharing Plan-3$274,557$93,496$31,165iApproximate average salary by contribution assumption: employee only about $779,133 at 4% or $519,422 at 6%; with 50% employer match about $519,422 at 4% or $346,281 at 6%; with 100% employer match about $389,567 at 4% or $259,711 at 6%.