Civic Intelligence

THE HERITAGE COMPANY, INC.

Plan context: Heritage Company Inc. Employee Savings Plan

EIN 71-0404080 • Sherwood, AR • 26 filings • 7 plans

2402 Wildwood AveSherwood, AR 72120-5084
Current Snapshot

Latest Year

2020

2020 Participants

32

2020 Assets

$6,629

2020 Contributions

$1,560

Historical Graphs

Total Assets Over Time

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

$4,213,698$2,106,849$0200220112020YearValue
$6,629Latest year 2020

Participants Over Time

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

6233120200220112019YearValue
32Latest year 2019

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
202010$6,629$1,560-
Heritage Company Inc. Employee Savings Plan-0$6,629$1,560-
2019132$3,197,049$121,454$3,795iApproximate average salary by contribution assumption: employee only about $94,886 at 4% or $63,257 at 6%; with 50% employer match about $63,257 at 4% or $42,172 at 6%; with 100% employer match about $47,443 at 4% or $31,629 at 6%.
Heritage Company Inc. Employee Savings Plan-32$3,197,049$121,454$3,795iApproximate average salary by contribution assumption: employee only about $94,886 at 4% or $63,257 at 6%; with 50% employer match about $63,257 at 4% or $42,172 at 6%; with 100% employer match about $47,443 at 4% or $31,629 at 6%.
20181412$2,921,769$153,052$371iApproximate average salary by contribution assumption: employee only about $9,287 at 4% or $6,191 at 6%; with 50% employer match about $6,191 at 4% or $4,128 at 6%; with 100% employer match about $4,644 at 4% or $3,096 at 6%.
Heritage Company Inc. Employee Savings Plan-412$2,921,769$153,052$371iApproximate average salary by contribution assumption: employee only about $9,287 at 4% or $6,191 at 6%; with 50% employer match about $6,191 at 4% or $4,128 at 6%; with 100% employer match about $4,644 at 4% or $3,096 at 6%.
20171307$3,116,439$161,294$525iApproximate average salary by contribution assumption: employee only about $13,135 at 4% or $8,756 at 6%; with 50% employer match about $8,756 at 4% or $5,838 at 6%; with 100% employer match about $6,567 at 4% or $4,378 at 6%.
Heritage Company Inc. Employee Savings Plan-307$3,116,439$161,294$525iApproximate average salary by contribution assumption: employee only about $13,135 at 4% or $8,756 at 6%; with 50% employer match about $8,756 at 4% or $5,838 at 6%; with 100% employer match about $6,567 at 4% or $4,378 at 6%.
20162344$3,004,559$207,850$604iApproximate average salary by contribution assumption: employee only about $15,105 at 4% or $10,070 at 6%; with 50% employer match about $10,070 at 4% or $6,714 at 6%; with 100% employer match about $7,553 at 4% or $5,035 at 6%.
Heritage Company Inc. Employee Savings Plan-344$3,004,559$207,850$604iApproximate average salary by contribution assumption: employee only about $15,105 at 4% or $10,070 at 6%; with 50% employer match about $10,070 at 4% or $6,714 at 6%; with 100% employer match about $7,553 at 4% or $5,035 at 6%.
The Heritage Company Flexible Benefit Plan-216---
20151283$2,919,005$166,355$588iApproximate average salary by contribution assumption: employee only about $14,696 at 4% or $9,797 at 6%; with 50% employer match about $9,797 at 4% or $6,531 at 6%; with 100% employer match about $7,348 at 4% or $4,899 at 6%.
Heritage Company Inc. Employee Savings Plan-283$2,919,005$166,355$588iApproximate average salary by contribution assumption: employee only about $14,696 at 4% or $9,797 at 6%; with 50% employer match about $9,797 at 4% or $6,531 at 6%; with 100% employer match about $7,348 at 4% or $4,899 at 6%.
20142390$3,569,701$226,585$581iApproximate average salary by contribution assumption: employee only about $14,525 at 4% or $9,683 at 6%; with 50% employer match about $9,683 at 4% or $6,455 at 6%; with 100% employer match about $7,262 at 4% or $4,842 at 6%.
Heritage Company Inc. Employee Savings Plan-390$3,569,701$226,585$581iApproximate average salary by contribution assumption: employee only about $14,525 at 4% or $9,683 at 6%; with 50% employer match about $9,683 at 4% or $6,455 at 6%; with 100% employer match about $7,262 at 4% or $4,842 at 6%.
The Heritage Company Flexible Benefit Plan-117---
20131449$3,393,281$202,796$452iApproximate average salary by contribution assumption: employee only about $11,292 at 4% or $7,528 at 6%; with 50% employer match about $7,528 at 4% or $5,018 at 6%; with 100% employer match about $5,646 at 4% or $3,764 at 6%.
Heritage Company Inc. Employee Savings Plan-449$3,393,281$202,796$452iApproximate average salary by contribution assumption: employee only about $11,292 at 4% or $7,528 at 6%; with 50% employer match about $7,528 at 4% or $5,018 at 6%; with 100% employer match about $5,646 at 4% or $3,764 at 6%.
20121489$3,331,957$233,070$477iApproximate average salary by contribution assumption: employee only about $11,916 at 4% or $7,944 at 6%; with 50% employer match about $7,944 at 4% or $5,296 at 6%; with 100% employer match about $5,958 at 4% or $3,972 at 6%.
Heritage Company Inc. Employee Savings Plan-489$3,331,957$233,070$477iApproximate average salary by contribution assumption: employee only about $11,916 at 4% or $7,944 at 6%; with 50% employer match about $7,944 at 4% or $5,296 at 6%; with 100% employer match about $5,958 at 4% or $3,972 at 6%.
20112493$3,292,834$262,816$533iApproximate average salary by contribution assumption: employee only about $13,327 at 4% or $8,885 at 6%; with 50% employer match about $8,885 at 4% or $5,923 at 6%; with 100% employer match about $6,664 at 4% or $4,442 at 6%.
Heritage Company Inc. Employee Savings Plan-493$3,292,834$262,816$533iApproximate average salary by contribution assumption: employee only about $13,327 at 4% or $8,885 at 6%; with 50% employer match about $8,885 at 4% or $5,923 at 6%; with 100% employer match about $6,664 at 4% or $4,442 at 6%.
The Heritage Company Flexible Benefit Plan-124---
20103412$3,628,862$271,718$660iApproximate average salary by contribution assumption: employee only about $16,488 at 4% or $10,992 at 6%; with 50% employer match about $10,992 at 4% or $7,328 at 6%; with 100% employer match about $8,244 at 4% or $5,496 at 6%.
Heritage Company Inc. Employee Savings Plan-412$3,628,862$271,718$660iApproximate average salary by contribution assumption: employee only about $16,488 at 4% or $10,992 at 6%; with 50% employer match about $10,992 at 4% or $7,328 at 6%; with 100% employer match about $8,244 at 4% or $5,496 at 6%.
The Heritage Company Flexible Benefit Plan-165---
The Heritage Company Flexible Benefit Plan-147---
20092570$3,625,190$294,359$516iApproximate average salary by contribution assumption: employee only about $12,910 at 4% or $8,607 at 6%; with 50% employer match about $8,607 at 4% or $5,738 at 6%; with 100% employer match about $6,455 at 4% or $4,303 at 6%.
Heritage Company Inc. Employee Savings Plan-570$3,625,190$294,359$516iApproximate average salary by contribution assumption: employee only about $12,910 at 4% or $8,607 at 6%; with 50% employer match about $8,607 at 4% or $5,738 at 6%; with 100% employer match about $6,455 at 4% or $4,303 at 6%.
The Heritage Company Flexible Benefit Plan-144---
20082623$3,167,933$430,029$690iApproximate average salary by contribution assumption: employee only about $17,256 at 4% or $11,504 at 6%; with 50% employer match about $11,504 at 4% or $7,670 at 6%; with 100% employer match about $8,628 at 4% or $5,752 at 6%.
Heritage Company Inc. Employee Savings Plan-623$3,167,933$430,029$690iApproximate average salary by contribution assumption: employee only about $17,256 at 4% or $11,504 at 6%; with 50% employer match about $11,504 at 4% or $7,670 at 6%; with 100% employer match about $8,628 at 4% or $5,752 at 6%.
The Heritage Company Flexible Benefit Plan-150---
20071535$4,213,698$495,280$926iApproximate average salary by contribution assumption: employee only about $23,144 at 4% or $15,429 at 6%; with 50% employer match about $15,429 at 4% or $10,286 at 6%; with 100% employer match about $11,572 at 4% or $7,715 at 6%.
Heritage Company Inc. Employee Savings Plan-535$4,213,698$495,280$926iApproximate average salary by contribution assumption: employee only about $23,144 at 4% or $15,429 at 6%; with 50% employer match about $15,429 at 4% or $10,286 at 6%; with 100% employer match about $11,572 at 4% or $7,715 at 6%.
20061562$3,781,843$595,006$1,059iApproximate average salary by contribution assumption: employee only about $26,468 at 4% or $17,645 at 6%; with 50% employer match about $17,645 at 4% or $11,764 at 6%; with 100% employer match about $13,234 at 4% or $8,823 at 6%.
Heritage Company Inc. Employee Savings Plan-562$3,781,843$595,006$1,059iApproximate average salary by contribution assumption: employee only about $26,468 at 4% or $17,645 at 6%; with 50% employer match about $17,645 at 4% or $11,764 at 6%; with 100% employer match about $13,234 at 4% or $8,823 at 6%.
20051405$3,050,525$347,997$859iApproximate average salary by contribution assumption: employee only about $21,481 at 4% or $14,321 at 6%; with 50% employer match about $14,321 at 4% or $9,547 at 6%; with 100% employer match about $10,741 at 4% or $7,160 at 6%.
Heritage Company Inc. Employee Savings Plan-405$3,050,525$347,997$859iApproximate average salary by contribution assumption: employee only about $21,481 at 4% or $14,321 at 6%; with 50% employer match about $14,321 at 4% or $9,547 at 6%; with 100% employer match about $10,741 at 4% or $7,160 at 6%.
20041463$2,740,394$335,900$725iApproximate average salary by contribution assumption: employee only about $18,137 at 4% or $12,091 at 6%; with 50% employer match about $12,091 at 4% or $8,061 at 6%; with 100% employer match about $9,069 at 4% or $6,046 at 6%.
Heritage Company Inc. Employee Savings Plan-463$2,740,394$335,900$725iApproximate average salary by contribution assumption: employee only about $18,137 at 4% or $12,091 at 6%; with 50% employer match about $12,091 at 4% or $8,061 at 6%; with 100% employer match about $9,069 at 4% or $6,046 at 6%.
20031376$2,317,978$315,267$838iApproximate average salary by contribution assumption: employee only about $20,962 at 4% or $13,975 at 6%; with 50% employer match about $13,975 at 4% or $9,316 at 6%; with 100% employer match about $10,481 at 4% or $6,987 at 6%.
Heritage Company Inc. Employee Savings Plan-376$2,317,978$315,267$838iApproximate average salary by contribution assumption: employee only about $20,962 at 4% or $13,975 at 6%; with 50% employer match about $13,975 at 4% or $9,316 at 6%; with 100% employer match about $10,481 at 4% or $6,987 at 6%.
20021420$1,787,983$360,218$858iApproximate average salary by contribution assumption: employee only about $21,442 at 4% or $14,294 at 6%; with 50% employer match about $14,294 at 4% or $9,530 at 6%; with 100% employer match about $10,721 at 4% or $7,147 at 6%.
Heritage Company Inc. Employee Savings Plan-420$1,787,983$360,218$858iApproximate average salary by contribution assumption: employee only about $21,442 at 4% or $14,294 at 6%; with 50% employer match about $14,294 at 4% or $9,530 at 6%; with 100% employer match about $10,721 at 4% or $7,147 at 6%.