Civic Intelligence

HERITAGE HOUSE GROUP INC.

Plan context: HERITAGE HOUSE GROUP 401(K) PROFIT SHARING PLAN & TRUST

EIN 77-0492119 • Santa Barbara, CA • 12 filings • 2 plans

5200 Hollister AveSanta Barbara, CA 93111-2087
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$449,987

2025 Contributions

$106,687

Historical Graphs

Total Assets Over Time

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

$449,987$224,994$0201320192025YearValue
$449,987Latest year 2025

Participants Over Time

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

1580201320192025YearValue
12Latest year 2025

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
2025112$449,987$106,687$8,891iApproximate average salary by contribution assumption: employee only about $222,265 at 4% or $148,176 at 6%; with 50% employer match about $148,176 at 4% or $98,784 at 6%; with 100% employer match about $111,132 at 4% or $74,088 at 6%.
HERITAGE HOUSE GROUP 401(K) PROFIT SHARING PLAN & TRUST-12$449,987$106,687$8,891iApproximate average salary by contribution assumption: employee only about $222,265 at 4% or $148,176 at 6%; with 50% employer match about $148,176 at 4% or $98,784 at 6%; with 100% employer match about $111,132 at 4% or $74,088 at 6%.
2024112$318,885$63,090$5,258iApproximate average salary by contribution assumption: employee only about $131,438 at 4% or $87,625 at 6%; with 50% employer match about $87,625 at 4% or $58,417 at 6%; with 100% employer match about $65,719 at 4% or $43,813 at 6%.
HERITAGE HOUSE GROUP 401(K) PROFIT SHARING PLAN & TRUST-12$318,885$63,090$5,258iApproximate average salary by contribution assumption: employee only about $131,438 at 4% or $87,625 at 6%; with 50% employer match about $87,625 at 4% or $58,417 at 6%; with 100% employer match about $65,719 at 4% or $43,813 at 6%.
2023113$270,027$63,144$4,857iApproximate average salary by contribution assumption: employee only about $121,431 at 4% or $80,954 at 6%; with 50% employer match about $80,954 at 4% or $53,969 at 6%; with 100% employer match about $60,715 at 4% or $40,477 at 6%.
HERITAGE HOUSE GROUP 401(K) PROFIT SHARING PLAN & TRUST-13$270,027$63,144$4,857iApproximate average salary by contribution assumption: employee only about $121,431 at 4% or $80,954 at 6%; with 50% employer match about $80,954 at 4% or $53,969 at 6%; with 100% employer match about $60,715 at 4% or $40,477 at 6%.
2021110$393,050$65,856$6,586iApproximate average salary by contribution assumption: employee only about $164,640 at 4% or $109,760 at 6%; with 50% employer match about $109,760 at 4% or $73,173 at 6%; with 100% employer match about $82,320 at 4% or $54,880 at 6%.
HERITAGE HOUSE GROUP 401(K) PROFIT SHARING PLAN & TRUST-10$393,050$65,856$6,586iApproximate average salary by contribution assumption: employee only about $164,640 at 4% or $109,760 at 6%; with 50% employer match about $109,760 at 4% or $73,173 at 6%; with 100% employer match about $82,320 at 4% or $54,880 at 6%.
2020114$347,932$44,069$3,148iApproximate average salary by contribution assumption: employee only about $78,695 at 4% or $52,463 at 6%; with 50% employer match about $52,463 at 4% or $34,975 at 6%; with 100% employer match about $39,347 at 4% or $26,232 at 6%.
HERITAGE HOUSE GROUP 401(K) PROFIT SHARING PLAN & TRUST-14$347,932$44,069$3,148iApproximate average salary by contribution assumption: employee only about $78,695 at 4% or $52,463 at 6%; with 50% employer match about $52,463 at 4% or $34,975 at 6%; with 100% employer match about $39,347 at 4% or $26,232 at 6%.
2019115$313,866$49,712$3,314iApproximate average salary by contribution assumption: employee only about $82,853 at 4% or $55,236 at 6%; with 50% employer match about $55,236 at 4% or $36,824 at 6%; with 100% employer match about $41,427 at 4% or $27,618 at 6%.
HERITAGE HOUSE GROUP 401(K) PROFIT SHARING PLAN & TRUST-15$313,866$49,712$3,314iApproximate average salary by contribution assumption: employee only about $82,853 at 4% or $55,236 at 6%; with 50% employer match about $55,236 at 4% or $36,824 at 6%; with 100% employer match about $41,427 at 4% or $27,618 at 6%.
2018115$221,836$45,671$3,045iApproximate average salary by contribution assumption: employee only about $76,118 at 4% or $50,746 at 6%; with 50% employer match about $50,746 at 4% or $33,830 at 6%; with 100% employer match about $38,059 at 4% or $25,373 at 6%.
HERITAGE HOUSE GROUP 401 K PROFIT SHARING PLAN TRUST-15$221,836$45,671$3,045iApproximate average salary by contribution assumption: employee only about $76,118 at 4% or $50,746 at 6%; with 50% employer match about $50,746 at 4% or $33,830 at 6%; with 100% employer match about $38,059 at 4% or $25,373 at 6%.
2017115$192,614$39,680$2,645iApproximate average salary by contribution assumption: employee only about $66,133 at 4% or $44,089 at 6%; with 50% employer match about $44,089 at 4% or $29,393 at 6%; with 100% employer match about $33,067 at 4% or $22,044 at 6%.
HERITAGE HOUSE GROUP 401 K PROFIT SHARING PLAN TRUST-15$192,614$39,680$2,645iApproximate average salary by contribution assumption: employee only about $66,133 at 4% or $44,089 at 6%; with 50% employer match about $44,089 at 4% or $29,393 at 6%; with 100% employer match about $33,067 at 4% or $22,044 at 6%.
2016112$132,036$42,006$3,501iApproximate average salary by contribution assumption: employee only about $87,513 at 4% or $58,342 at 6%; with 50% employer match about $58,342 at 4% or $38,894 at 6%; with 100% employer match about $43,756 at 4% or $29,171 at 6%.
HERITAGE HOUSE GROUP 401 K PROFIT SHARING PLAN TRUST-12$132,036$42,006$3,501iApproximate average salary by contribution assumption: employee only about $87,513 at 4% or $58,342 at 6%; with 50% employer match about $58,342 at 4% or $38,894 at 6%; with 100% employer match about $43,756 at 4% or $29,171 at 6%.
2015110$93,605$39,828$3,983iApproximate average salary by contribution assumption: employee only about $99,570 at 4% or $66,380 at 6%; with 50% employer match about $66,380 at 4% or $44,253 at 6%; with 100% employer match about $49,785 at 4% or $33,190 at 6%.
HERITAGE HOUSE GROUP 401 K PROFIT SHARING PLAN TRUST-10$93,605$39,828$3,983iApproximate average salary by contribution assumption: employee only about $99,570 at 4% or $66,380 at 6%; with 50% employer match about $66,380 at 4% or $44,253 at 6%; with 100% employer match about $49,785 at 4% or $33,190 at 6%.
2014110$60,610$27,988$2,799iApproximate average salary by contribution assumption: employee only about $69,970 at 4% or $46,647 at 6%; with 50% employer match about $46,647 at 4% or $31,098 at 6%; with 100% employer match about $34,985 at 4% or $23,323 at 6%.
HERITAGE HOUSE GROUP 401 K PROFIT SHARING PLAN TRUST-10$60,610$27,988$2,799iApproximate average salary by contribution assumption: employee only about $69,970 at 4% or $46,647 at 6%; with 50% employer match about $46,647 at 4% or $31,098 at 6%; with 100% employer match about $34,985 at 4% or $23,323 at 6%.
2013110$30,832$20,694$2,069iApproximate average salary by contribution assumption: employee only about $51,735 at 4% or $34,490 at 6%; with 50% employer match about $34,490 at 4% or $22,993 at 6%; with 100% employer match about $25,868 at 4% or $17,245 at 6%.
HERITAGE HOUSE GROUP 401 K PROFIT SHARING PLAN TRUST-10$30,832$20,694$2,069iApproximate average salary by contribution assumption: employee only about $51,735 at 4% or $34,490 at 6%; with 50% employer match about $34,490 at 4% or $22,993 at 6%; with 100% employer match about $25,868 at 4% or $17,245 at 6%.