Civic Intelligence

Heritage Commercial LLC

Plan context: Heritage Commercial LLC 401K Profit Sharing Plan

EIN 68-0404651 • 7 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

3

2008 Assets

$149,869

2008 Contributions

$17,654

Historical Graphs

Total Assets Over Time

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

$149,869$74,935$0200220042006YearValue
$149,869Latest year 2006

Participants Over Time

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

320200220052007YearValue
3Latest year 2007

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
200810$0$0-
Heritage Commercial LLC 401K Profit Sharing Plan-0---
200713$0$0-
Heritage Commercial LLC 401K Profit Sharing Plan-3---
200613$149,869$0-
Heritage Commercial LLC 401K Profit Sharing Plan-3$149,869--
200513$117,332$17,654$5,885iApproximate average salary by contribution assumption: employee only about $147,117 at 4% or $98,078 at 6%; with 50% employer match about $98,078 at 4% or $65,385 at 6%; with 100% employer match about $73,558 at 4% or $49,039 at 6%.
Heritage Commercial LLC 401K Profit Sharing Plan-3$117,332$17,654$5,885iApproximate average salary by contribution assumption: employee only about $147,117 at 4% or $98,078 at 6%; with 50% employer match about $98,078 at 4% or $65,385 at 6%; with 100% employer match about $73,558 at 4% or $49,039 at 6%.
200413$107,396$21,306$7,102iApproximate average salary by contribution assumption: employee only about $177,550 at 4% or $118,367 at 6%; with 50% employer match about $118,367 at 4% or $78,911 at 6%; with 100% employer match about $88,775 at 4% or $59,183 at 6%.
Heritage Commercial LLC 401K Profit Sharing Plan-3$107,396$21,306$7,102iApproximate average salary by contribution assumption: employee only about $177,550 at 4% or $118,367 at 6%; with 50% employer match about $118,367 at 4% or $78,911 at 6%; with 100% employer match about $88,775 at 4% or $59,183 at 6%.
200313$82,610$54,589$18,196iApproximate average salary by contribution assumption: employee only about $454,908 at 4% or $303,272 at 6%; with 50% employer match about $303,272 at 4% or $202,181 at 6%; with 100% employer match about $227,454 at 4% or $151,636 at 6%.
Heritage Commercial LLC 401K Profit Sharing Plan-3$82,610$54,589$18,196iApproximate average salary by contribution assumption: employee only about $454,908 at 4% or $303,272 at 6%; with 50% employer match about $303,272 at 4% or $202,181 at 6%; with 100% employer match about $227,454 at 4% or $151,636 at 6%.
200213$27,819$27,819$9,273iApproximate average salary by contribution assumption: employee only about $231,825 at 4% or $154,550 at 6%; with 50% employer match about $154,550 at 4% or $103,033 at 6%; with 100% employer match about $115,913 at 4% or $77,275 at 6%.
Heritage Commercial LLC 401K Profit Sharing Plan-3$27,819$27,819$9,273iApproximate average salary by contribution assumption: employee only about $231,825 at 4% or $154,550 at 6%; with 50% employer match about $154,550 at 4% or $103,033 at 6%; with 100% employer match about $115,913 at 4% or $77,275 at 6%.