Civic Intelligence

Heritage Nsurance Managers Inc.

Plan context: Heritage Insurance Managers Inc. 401 K Profit Sharing Plan

EIN 74-1315629 • 7 filings • 4 plans

Current Snapshot

Latest Year

2004

2004 Participants

12

2004 Assets

$265,692

2004 Contributions

$153

Historical Graphs

Total Assets Over Time

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

$370,215$185,108$0199920022003YearValue
$265,692Latest year 2003

Participants Over Time

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

47240199920022004YearValue
12Latest year 2004

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
2004212$0$153$13iApproximate average salary by contribution assumption: employee only about $319 at 4% or $213 at 6%; with 50% employer match about $213 at 4% or $142 at 6%; with 100% employer match about $159 at 4% or $106 at 6%.
HERITAGE INSURANCE MANAGERS INC FLEXIBLE BENEFITS PLAN-12---
Heritage Insurance Managers Inc. 401 K Profit Sharing Plan-0-$153-
2003114$265,692$645$46iApproximate average salary by contribution assumption: employee only about $1,152 at 4% or $768 at 6%; with 50% employer match about $768 at 4% or $512 at 6%; with 100% employer match about $576 at 4% or $384 at 6%.
Heritage Insurance Managers Inc. 401 K Profit Sharing Plan-14$265,692$645$46iApproximate average salary by contribution assumption: employee only about $1,152 at 4% or $768 at 6%; with 50% employer match about $768 at 4% or $512 at 6%; with 100% employer match about $576 at 4% or $384 at 6%.
2002115$255,667$24,470$1,631iApproximate average salary by contribution assumption: employee only about $40,783 at 4% or $27,189 at 6%; with 50% employer match about $27,189 at 4% or $18,126 at 6%; with 100% employer match about $20,392 at 4% or $13,594 at 6%.
Heritage Insurance Managers Inc. 401 K Profit Sharing Plan-15$255,667$24,470$1,631iApproximate average salary by contribution assumption: employee only about $40,783 at 4% or $27,189 at 6%; with 50% employer match about $27,189 at 4% or $18,126 at 6%; with 100% employer match about $20,392 at 4% or $13,594 at 6%.
2001119$0$0-
Heritage Insurance Managers Inc. 401 K Profit Sharing Plan-19---
2000147$353,231$85,662$1,823iApproximate average salary by contribution assumption: employee only about $45,565 at 4% or $30,377 at 6%; with 50% employer match about $30,377 at 4% or $20,251 at 6%; with 100% employer match about $22,782 at 4% or $15,188 at 6%.
Heritage Insurance Managers Inc. 401 K Profit Sharing Plan-47$353,231$85,662$1,823iApproximate average salary by contribution assumption: employee only about $45,565 at 4% or $30,377 at 6%; with 50% employer match about $30,377 at 4% or $20,251 at 6%; with 100% employer match about $22,782 at 4% or $15,188 at 6%.
1999137$370,215$145,608$3,935iApproximate average salary by contribution assumption: employee only about $98,384 at 4% or $65,589 at 6%; with 50% employer match about $65,589 at 4% or $43,726 at 6%; with 100% employer match about $49,192 at 4% or $32,795 at 6%.
Heritage Insurance Managers Inc. 401 K Profit Sharing Plan-37$370,215$145,608$3,935iApproximate average salary by contribution assumption: employee only about $98,384 at 4% or $65,589 at 6%; with 50% employer match about $65,589 at 4% or $43,726 at 6%; with 100% employer match about $49,192 at 4% or $32,795 at 6%.