Civic Intelligence

Somerford Place Inc. Formerly Somerford Corporation

Plan context: Heritage Partners 401K Retirement Plan

EIN 77-0498970 • 9 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

121

2007 Assets

$15,384

2007 Contributions

$6,463

Historical Graphs

Total Assets Over Time

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

$133,194$66,597$0199920042006YearValue
$15,384Latest year 2006

Participants Over Time

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

121610199920022005YearValue
121Latest year 2005

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
200710$0$0-
Heritage Partners 401K Retirement Plan-0---
200610$15,384$6,463-
Heritage Partners 401K Retirement Plan-0$15,384$6,463-
20051121$8,516$6,957$57iApproximate average salary by contribution assumption: employee only about $1,437 at 4% or $958 at 6%; with 50% employer match about $958 at 4% or $639 at 6%; with 100% employer match about $719 at 4% or $479 at 6%.
Heritage Partners 401K Retirement Plan-121$8,516$6,957$57iApproximate average salary by contribution assumption: employee only about $1,437 at 4% or $958 at 6%; with 50% employer match about $958 at 4% or $639 at 6%; with 100% employer match about $719 at 4% or $479 at 6%.
200412$2,125$2,172$1,086iApproximate average salary by contribution assumption: employee only about $27,150 at 4% or $18,100 at 6%; with 50% employer match about $18,100 at 4% or $12,067 at 6%; with 100% employer match about $13,575 at 4% or $9,050 at 6%.
Heritage Partners 401K Retirement Plan-2$2,125$2,172$1,086iApproximate average salary by contribution assumption: employee only about $27,150 at 4% or $18,100 at 6%; with 50% employer match about $18,100 at 4% or $12,067 at 6%; with 100% employer match about $13,575 at 4% or $9,050 at 6%.
200310$0$0-
Heritage Partners 401K Retirement Plan-0---
2002122$59,293$0-
Heritage Partners 401K Retirement Plan-22$59,293--
2001124$0$0-
Heritage Partners 401K Retirement Plan-24---
2000127$94,125$0-
Heritage Partners 401K Retirement Plan-27$94,125--
1999116$133,194$39,779$2,486iApproximate average salary by contribution assumption: employee only about $62,155 at 4% or $41,436 at 6%; with 50% employer match about $41,436 at 4% or $27,624 at 6%; with 100% employer match about $31,077 at 4% or $20,718 at 6%.
Heritage Partners 401K Retirement Plan-16$133,194$39,779$2,486iApproximate average salary by contribution assumption: employee only about $62,155 at 4% or $41,436 at 6%; with 50% employer match about $41,436 at 4% or $27,624 at 6%; with 100% employer match about $31,077 at 4% or $20,718 at 6%.