Civic Intelligence

Heritage Hills Pharmacy

Plan context: Jerry G Bernhardt Tte Heritage Hills Pharmacy Profit Sharing Pension Plan

EIN 73-1301136 • 2 filings • 2 plans

Current Snapshot

Latest Year

1999

1999 Participants

2

1999 Assets

$462,831

1999 Contributions

$32,093

Historical Graphs

Total Assets Over Time

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

$462,831$231,416$01999YearValue
$462,831Latest year 1999

Participants Over Time

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

2101999YearValue
2Latest year 1999

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
199922$462,831$32,093$16,047iApproximate average salary by contribution assumption: employee only about $401,163 at 4% or $267,442 at 6%; with 50% employer match about $267,442 at 4% or $178,294 at 6%; with 100% employer match about $200,581 at 4% or $133,721 at 6%.
Jerry G Bernhardt Tte Heritage Hills Pharmacy Profit Sharing Pension Plan-2$425,805$11,704$5,852iApproximate average salary by contribution assumption: employee only about $146,300 at 4% or $97,533 at 6%; with 50% employer match about $97,533 at 4% or $65,022 at 6%; with 100% employer match about $73,150 at 4% or $48,767 at 6%.
Jerry G Bernhardt Tte Heritage Hills Pharmacy Money Purchase Pension Plan-2$37,026$20,389$10,195iApproximate average salary by contribution assumption: employee only about $254,863 at 4% or $169,908 at 6%; with 50% employer match about $169,908 at 4% or $113,272 at 6%; with 100% employer match about $127,431 at 4% or $84,954 at 6%.