Civic Intelligence

Heritage Trust Company

Plan context: Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company

EIN 73-1544262 • 19 filings • 3 plans

Current Snapshot

Latest Year

2017

2017 Participants

34

2017 Assets

$4,604,155

2017 Contributions

$139,248

Historical Graphs

Total Assets Over Time

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

$7,456,209$3,728,105$0199920092017YearValue
$4,604,155Latest year 2017

Participants Over Time

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

34170199920082017YearValue
34Latest year 2017

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
2017134$4,604,155$0-
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-34$4,604,155--
2016134$7,011,988$139,248$4,096iApproximate average salary by contribution assumption: employee only about $102,388 at 4% or $68,259 at 6%; with 50% employer match about $68,259 at 4% or $45,506 at 6%; with 100% employer match about $51,194 at 4% or $34,129 at 6%.
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-34$7,011,988$139,248$4,096iApproximate average salary by contribution assumption: employee only about $102,388 at 4% or $68,259 at 6%; with 50% employer match about $68,259 at 4% or $45,506 at 6%; with 100% employer match about $51,194 at 4% or $34,129 at 6%.
2015134$7,415,044$723,659$21,284iApproximate average salary by contribution assumption: employee only about $532,102 at 4% or $354,735 at 6%; with 50% employer match about $354,735 at 4% or $236,490 at 6%; with 100% employer match about $266,051 at 4% or $177,367 at 6%.
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-34$7,415,044$723,659$21,284iApproximate average salary by contribution assumption: employee only about $532,102 at 4% or $354,735 at 6%; with 50% employer match about $354,735 at 4% or $236,490 at 6%; with 100% employer match about $266,051 at 4% or $177,367 at 6%.
2014127$7,456,209$770,553$28,539iApproximate average salary by contribution assumption: employee only about $713,475 at 4% or $475,650 at 6%; with 50% employer match about $475,650 at 4% or $317,100 at 6%; with 100% employer match about $356,738 at 4% or $237,825 at 6%.
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-27$7,456,209$770,553$28,539iApproximate average salary by contribution assumption: employee only about $713,475 at 4% or $475,650 at 6%; with 50% employer match about $475,650 at 4% or $317,100 at 6%; with 100% employer match about $356,738 at 4% or $237,825 at 6%.
2013129$6,620,254$434,269$14,975iApproximate average salary by contribution assumption: employee only about $374,370 at 4% or $249,580 at 6%; with 50% employer match about $249,580 at 4% or $166,387 at 6%; with 100% employer match about $187,185 at 4% or $124,790 at 6%.
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-29$6,620,254$434,269$14,975iApproximate average salary by contribution assumption: employee only about $374,370 at 4% or $249,580 at 6%; with 50% employer match about $249,580 at 4% or $166,387 at 6%; with 100% employer match about $187,185 at 4% or $124,790 at 6%.
2012129$6,144,764$306,825$10,580iApproximate average salary by contribution assumption: employee only about $264,504 at 4% or $176,336 at 6%; with 50% employer match about $176,336 at 4% or $117,557 at 6%; with 100% employer match about $132,252 at 4% or $88,168 at 6%.
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-29$6,144,764$306,825$10,580iApproximate average salary by contribution assumption: employee only about $264,504 at 4% or $176,336 at 6%; with 50% employer match about $176,336 at 4% or $117,557 at 6%; with 100% employer match about $132,252 at 4% or $88,168 at 6%.
2011127$5,527,319$308,846$11,439iApproximate average salary by contribution assumption: employee only about $285,969 at 4% or $190,646 at 6%; with 50% employer match about $190,646 at 4% or $127,097 at 6%; with 100% employer match about $142,984 at 4% or $95,323 at 6%.
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-27$5,527,319$308,846$11,439iApproximate average salary by contribution assumption: employee only about $285,969 at 4% or $190,646 at 6%; with 50% employer match about $190,646 at 4% or $127,097 at 6%; with 100% employer match about $142,984 at 4% or $95,323 at 6%.
2010124$4,894,371$551,445$22,977iApproximate average salary by contribution assumption: employee only about $574,422 at 4% or $382,948 at 6%; with 50% employer match about $382,948 at 4% or $255,299 at 6%; with 100% employer match about $287,211 at 4% or $191,474 at 6%.
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-24$4,894,371$551,445$22,977iApproximate average salary by contribution assumption: employee only about $574,422 at 4% or $382,948 at 6%; with 50% employer match about $382,948 at 4% or $255,299 at 6%; with 100% employer match about $287,211 at 4% or $191,474 at 6%.
2009121$3,853,576$145,962$6,951iApproximate average salary by contribution assumption: employee only about $173,764 at 4% or $115,843 at 6%; with 50% employer match about $115,843 at 4% or $77,229 at 6%; with 100% employer match about $86,882 at 4% or $57,921 at 6%.
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-21$3,853,576$145,962$6,951iApproximate average salary by contribution assumption: employee only about $173,764 at 4% or $115,843 at 6%; with 50% employer match about $115,843 at 4% or $77,229 at 6%; with 100% employer match about $86,882 at 4% or $57,921 at 6%.
2008119$3,487,183$156,131$8,217iApproximate average salary by contribution assumption: employee only about $205,436 at 4% or $136,957 at 6%; with 50% employer match about $136,957 at 4% or $91,305 at 6%; with 100% employer match about $102,718 at 4% or $68,479 at 6%.
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-19$3,487,183$156,131$8,217iApproximate average salary by contribution assumption: employee only about $205,436 at 4% or $136,957 at 6%; with 50% employer match about $136,957 at 4% or $91,305 at 6%; with 100% employer match about $102,718 at 4% or $68,479 at 6%.
2007117$0$0-
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-17---
2006115$3,902,431$169,601$11,307iApproximate average salary by contribution assumption: employee only about $282,668 at 4% or $188,446 at 6%; with 50% employer match about $188,446 at 4% or $125,630 at 6%; with 100% employer match about $141,334 at 4% or $94,223 at 6%.
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-15$3,902,431$169,601$11,307iApproximate average salary by contribution assumption: employee only about $282,668 at 4% or $188,446 at 6%; with 50% employer match about $188,446 at 4% or $125,630 at 6%; with 100% employer match about $141,334 at 4% or $94,223 at 6%.
2005115$3,401,601$261,075$17,405iApproximate average salary by contribution assumption: employee only about $435,125 at 4% or $290,083 at 6%; with 50% employer match about $290,083 at 4% or $193,389 at 6%; with 100% employer match about $217,563 at 4% or $145,042 at 6%.
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-15$3,401,601$261,075$17,405iApproximate average salary by contribution assumption: employee only about $435,125 at 4% or $290,083 at 6%; with 50% employer match about $290,083 at 4% or $193,389 at 6%; with 100% employer match about $217,563 at 4% or $145,042 at 6%.
2004115$3,032,679$596,627$39,775iApproximate average salary by contribution assumption: employee only about $994,378 at 4% or $662,919 at 6%; with 50% employer match about $662,919 at 4% or $441,946 at 6%; with 100% employer match about $497,189 at 4% or $331,459 at 6%.
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-15$3,032,679$596,627$39,775iApproximate average salary by contribution assumption: employee only about $994,378 at 4% or $662,919 at 6%; with 50% employer match about $662,919 at 4% or $441,946 at 6%; with 100% employer match about $497,189 at 4% or $331,459 at 6%.
2003114$2,236,721$83,032$5,931iApproximate average salary by contribution assumption: employee only about $148,271 at 4% or $98,848 at 6%; with 50% employer match about $98,848 at 4% or $65,898 at 6%; with 100% employer match about $74,136 at 4% or $49,424 at 6%.
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-14$2,236,721$83,032$5,931iApproximate average salary by contribution assumption: employee only about $148,271 at 4% or $98,848 at 6%; with 50% employer match about $98,848 at 4% or $65,898 at 6%; with 100% employer match about $74,136 at 4% or $49,424 at 6%.
2002114$1,905,699$76,681$5,477iApproximate average salary by contribution assumption: employee only about $136,930 at 4% or $91,287 at 6%; with 50% employer match about $91,287 at 4% or $60,858 at 6%; with 100% employer match about $68,465 at 4% or $45,643 at 6%.
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-14$1,905,699$76,681$5,477iApproximate average salary by contribution assumption: employee only about $136,930 at 4% or $91,287 at 6%; with 50% employer match about $91,287 at 4% or $60,858 at 6%; with 100% employer match about $68,465 at 4% or $45,643 at 6%.
2001110$1,834,303$55,659$5,566iApproximate average salary by contribution assumption: employee only about $139,148 at 4% or $92,765 at 6%; with 50% employer match about $92,765 at 4% or $61,843 at 6%; with 100% employer match about $69,574 at 4% or $46,383 at 6%.
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-10$1,834,303$55,659$5,566iApproximate average salary by contribution assumption: employee only about $139,148 at 4% or $92,765 at 6%; with 50% employer match about $92,765 at 4% or $61,843 at 6%; with 100% employer match about $69,574 at 4% or $46,383 at 6%.
200019$1,903,708$96,727$10,747iApproximate average salary by contribution assumption: employee only about $268,686 at 4% or $179,124 at 6%; with 50% employer match about $179,124 at 4% or $119,416 at 6%; with 100% employer match about $134,343 at 4% or $89,562 at 6%.
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-9$1,903,708$96,727$10,747iApproximate average salary by contribution assumption: employee only about $268,686 at 4% or $179,124 at 6%; with 50% employer match about $179,124 at 4% or $119,416 at 6%; with 100% employer match about $134,343 at 4% or $89,562 at 6%.
199916$1,807,832$38,998$6,500iApproximate average salary by contribution assumption: employee only about $162,492 at 4% or $108,328 at 6%; with 50% employer match about $108,328 at 4% or $72,219 at 6%; with 100% employer match about $81,246 at 4% or $54,164 at 6%.
Savings Incentive and Profit Sharing Plan for Employees of Heritage Trust Company-6$1,807,832$38,998$6,500iApproximate average salary by contribution assumption: employee only about $162,492 at 4% or $108,328 at 6%; with 50% employer match about $108,328 at 4% or $72,219 at 6%; with 100% employer match about $81,246 at 4% or $54,164 at 6%.