Civic Intelligence

The Heritage Organization, L.L.C.

Plan context: Heritage Organization Savings & Investment Plan

EIN 75-2574920 • 9 filings • 2 plans

Current Snapshot

Latest Year

2006

2006 Participants

1

2006 Assets

$76,553

2006 Contributions

$255,163

Historical Graphs

Total Assets Over Time

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

$1,667,283$833,642$0199920022005YearValue
$76,553Latest year 2005

Participants Over Time

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

106530199920032006YearValue
1Latest year 2006

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
200611$0$0-
Heritage Organization Savings & Investment Plan-1---
200511$76,553$0-
Heritage Organization Savings & Investment Plan-1$76,553--
2004121$573,724$255,163$12,151iApproximate average salary by contribution assumption: employee only about $303,765 at 4% or $202,510 at 6%; with 50% employer match about $202,510 at 4% or $135,007 at 6%; with 100% employer match about $151,883 at 4% or $101,255 at 6%.
Heritage Organization Savings & Investment Plan-21$573,724$255,163$12,151iApproximate average salary by contribution assumption: employee only about $303,765 at 4% or $202,510 at 6%; with 50% employer match about $202,510 at 4% or $135,007 at 6%; with 100% employer match about $151,883 at 4% or $101,255 at 6%.
2003189$1,667,283$479,614$5,389iApproximate average salary by contribution assumption: employee only about $134,723 at 4% or $89,815 at 6%; with 50% employer match about $89,815 at 4% or $59,877 at 6%; with 100% employer match about $67,362 at 4% or $44,908 at 6%.
Heritage Organization Savings & Investment Plan-89$1,667,283$479,614$5,389iApproximate average salary by contribution assumption: employee only about $134,723 at 4% or $89,815 at 6%; with 50% employer match about $89,815 at 4% or $59,877 at 6%; with 100% employer match about $67,362 at 4% or $44,908 at 6%.
20021103$1,015,884$435,946$4,232iApproximate average salary by contribution assumption: employee only about $105,812 at 4% or $70,541 at 6%; with 50% employer match about $70,541 at 4% or $47,028 at 6%; with 100% employer match about $52,906 at 4% or $35,271 at 6%.
Heritage Organization Savings & Investment Plan-103$1,015,884$435,946$4,232iApproximate average salary by contribution assumption: employee only about $105,812 at 4% or $70,541 at 6%; with 50% employer match about $70,541 at 4% or $47,028 at 6%; with 100% employer match about $52,906 at 4% or $35,271 at 6%.
2001296$951,052$361,230$3,763iApproximate average salary by contribution assumption: employee only about $94,070 at 4% or $62,714 at 6%; with 50% employer match about $62,714 at 4% or $41,809 at 6%; with 100% employer match about $47,035 at 4% or $31,357 at 6%.
Heritage Organization Savings & Investment Plan-96$951,052$361,230$3,763iApproximate average salary by contribution assumption: employee only about $94,070 at 4% or $62,714 at 6%; with 50% employer match about $62,714 at 4% or $41,809 at 6%; with 100% employer match about $47,035 at 4% or $31,357 at 6%.
THE HERITAGE ORGANIZATION, LLC FLEXIBLE BENEFIT PLAN-0---
20001106$804,045$255,191$2,407iApproximate average salary by contribution assumption: employee only about $60,187 at 4% or $40,124 at 6%; with 50% employer match about $40,124 at 4% or $26,750 at 6%; with 100% employer match about $30,093 at 4% or $20,062 at 6%.
Heritage Organization Savings & Investment Plan-106$804,045$255,191$2,407iApproximate average salary by contribution assumption: employee only about $60,187 at 4% or $40,124 at 6%; with 50% employer match about $40,124 at 4% or $26,750 at 6%; with 100% employer match about $30,093 at 4% or $20,062 at 6%.
1999163$807,551$333,578$5,295iApproximate average salary by contribution assumption: employee only about $132,372 at 4% or $88,248 at 6%; with 50% employer match about $88,248 at 4% or $58,832 at 6%; with 100% employer match about $66,186 at 4% or $44,124 at 6%.
Heritage Organization Savings & Investment Plan-63$807,551$333,578$5,295iApproximate average salary by contribution assumption: employee only about $132,372 at 4% or $88,248 at 6%; with 50% employer match about $88,248 at 4% or $58,832 at 6%; with 100% employer match about $66,186 at 4% or $44,124 at 6%.