Current Snapshot
Latest Year
2001
2001 Participants
64
2001 Assets
$506,485
2001 Contributions
$149,957
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2001 | 1 | 0 | $0 | $0 | - |
| Heritage Bank 401K Plan | - | 0 | - | - | - |
| 2000 | 1 | 64 | $506,485 | $0 | - |
| Heritage Bank 401K Plan | - | 64 | $506,485 | - | - |
| 1999 | 1 | 38 | $568,490 | $149,957 | $3,946iApproximate average salary by contribution assumption: employee only about $98,656 at 4% or $65,771 at 6%; with 50% employer match about $65,771 at 4% or $43,847 at 6%; with 100% employer match about $49,328 at 4% or $32,885 at 6%. |
| Heritage Bank 401K Plan | - | 38 | $568,490 | $149,957 | $3,946iApproximate average salary by contribution assumption: employee only about $98,656 at 4% or $65,771 at 6%; with 50% employer match about $65,771 at 4% or $43,847 at 6%; with 100% employer match about $49,328 at 4% or $32,885 at 6%. |