Heritage National Bank
Plan context: Heritage National Bank 401K Profit Sharing Plan
EIN 75-1910915 • 7 filings • 2 plans
Current Snapshot
Latest Year
2005
2005 Participants
60
2005 Assets
$800,034
2005 Contributions
$168,149
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 0 | $0 | $168,149 | - |
| Heritage National Bank 401K Profit Sharing Plan | - | 0 | - | $168,149 | - |
| 2004 | 1 | 60 | $800,034 | $179,843 | $2,997iApproximate average salary by contribution assumption: employee only about $74,935 at 4% or $49,956 at 6%; with 50% employer match about $49,956 at 4% or $33,304 at 6%; with 100% employer match about $37,467 at 4% or $24,978 at 6%. |
| Heritage National Bank 401K Profit Sharing Plan | - | 60 | $800,034 | $179,843 | $2,997iApproximate average salary by contribution assumption: employee only about $74,935 at 4% or $49,956 at 6%; with 50% employer match about $49,956 at 4% or $33,304 at 6%; with 100% employer match about $37,467 at 4% or $24,978 at 6%. |
| 2003 | 1 | 55 | $579,013 | $141,496 | $2,573iApproximate average salary by contribution assumption: employee only about $64,316 at 4% or $42,878 at 6%; with 50% employer match about $42,878 at 4% or $28,585 at 6%; with 100% employer match about $32,158 at 4% or $21,439 at 6%. |
| Heritage National Bank 401K Profit Sharing Plan | - | 55 | $579,013 | $141,496 | $2,573iApproximate average salary by contribution assumption: employee only about $64,316 at 4% or $42,878 at 6%; with 50% employer match about $42,878 at 4% or $28,585 at 6%; with 100% employer match about $32,158 at 4% or $21,439 at 6%. |
| 2002 | 1 | 52 | $381,905 | $126,178 | $2,427iApproximate average salary by contribution assumption: employee only about $60,663 at 4% or $40,442 at 6%; with 50% employer match about $40,442 at 4% or $26,961 at 6%; with 100% employer match about $30,331 at 4% or $20,221 at 6%. |
| Heritage National Bank 401K Profit Sharing Plan | - | 52 | $381,905 | $126,178 | $2,427iApproximate average salary by contribution assumption: employee only about $60,663 at 4% or $40,442 at 6%; with 50% employer match about $40,442 at 4% or $26,961 at 6%; with 100% employer match about $30,331 at 4% or $20,221 at 6%. |
| 2001 | 1 | 47 | $322,221 | $109,668 | $2,333iApproximate average salary by contribution assumption: employee only about $58,334 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,445 at 6%. |
| Heritage National Bank 401K Profit Sharing Plan | - | 47 | $322,221 | $109,668 | $2,333iApproximate average salary by contribution assumption: employee only about $58,334 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,445 at 6%. |
| 2000 | 1 | 41 | $299,000 | $115,345 | $2,813iApproximate average salary by contribution assumption: employee only about $70,332 at 4% or $46,888 at 6%; with 50% employer match about $46,888 at 4% or $31,259 at 6%; with 100% employer match about $35,166 at 4% or $23,444 at 6%. |
| Heritage National Bank 401K Profit Sharing Plan | - | 41 | $299,000 | $115,345 | $2,813iApproximate average salary by contribution assumption: employee only about $70,332 at 4% or $46,888 at 6%; with 50% employer match about $46,888 at 4% or $31,259 at 6%; with 100% employer match about $35,166 at 4% or $23,444 at 6%. |
| 1999 | 1 | 40 | $206,998 | $104,932 | $2,623iApproximate average salary by contribution assumption: employee only about $65,583 at 4% or $43,722 at 6%; with 50% employer match about $43,722 at 4% or $29,148 at 6%; with 100% employer match about $32,791 at 4% or $21,861 at 6%. |
| Heritage National Bank 401K Profit Sharing Plan | - | 40 | $206,998 | $104,932 | $2,623iApproximate average salary by contribution assumption: employee only about $65,583 at 4% or $43,722 at 6%; with 50% employer match about $43,722 at 4% or $29,148 at 6%; with 100% employer match about $32,791 at 4% or $21,861 at 6%. |