HERITAGE BANK, FSB
Plan context: HERITAGE BANK SAFE HARBOR 401K PROFIT SHARING PLAN
EIN 81-0520275 • 8 filings • 4 plans
Current Snapshot
Latest Year
2006
2006 Participants
145
2006 Assets
$6,397,130
2006 Contributions
$633,415
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 145 | $6,397,130 | $633,415 | $4,368iApproximate average salary by contribution assumption: employee only about $109,209 at 4% or $72,806 at 6%; with 50% employer match about $72,806 at 4% or $48,538 at 6%; with 100% employer match about $54,605 at 4% or $36,403 at 6%. |
| HERITAGE BANK SAFE HARBOR 401K PROFIT SHARING PLAN | - | 145 | $6,397,130 | $633,415 | $4,368iApproximate average salary by contribution assumption: employee only about $109,209 at 4% or $72,806 at 6%; with 50% employer match about $72,806 at 4% or $48,538 at 6%; with 100% employer match about $54,605 at 4% or $36,403 at 6%. |
| 2005 | 1 | 151 | $5,254,804 | $673,048 | $4,457iApproximate average salary by contribution assumption: employee only about $111,432 at 4% or $74,288 at 6%; with 50% employer match about $74,288 at 4% or $49,525 at 6%; with 100% employer match about $55,716 at 4% or $37,144 at 6%. |
| HERITAGE BANK SAFE HARBOR 401K PROFIT SHARING PLAN | - | 151 | $5,254,804 | $673,048 | $4,457iApproximate average salary by contribution assumption: employee only about $111,432 at 4% or $74,288 at 6%; with 50% employer match about $74,288 at 4% or $49,525 at 6%; with 100% employer match about $55,716 at 4% or $37,144 at 6%. |
| 2004 | 1 | 143 | $4,372,445 | $608,832 | $4,258iApproximate average salary by contribution assumption: employee only about $106,439 at 4% or $70,959 at 6%; with 50% employer match about $70,959 at 4% or $47,306 at 6%; with 100% employer match about $53,220 at 4% or $35,480 at 6%. |
| HERITAGE BANK SAFE HARBOR 401K PROFIT SHARING PLAN | - | 143 | $4,372,445 | $608,832 | $4,258iApproximate average salary by contribution assumption: employee only about $106,439 at 4% or $70,959 at 6%; with 50% employer match about $70,959 at 4% or $47,306 at 6%; with 100% employer match about $53,220 at 4% or $35,480 at 6%. |
| 2003 | 1 | 133 | $3,522,107 | $562,578 | $4,230iApproximate average salary by contribution assumption: employee only about $105,748 at 4% or $70,498 at 6%; with 50% employer match about $70,498 at 4% or $46,999 at 6%; with 100% employer match about $52,874 at 4% or $35,249 at 6%. |
| HERITAGE BANK SAFE HARBOR 401K PROFIT SHARING PLAN | - | 133 | $3,522,107 | $562,578 | $4,230iApproximate average salary by contribution assumption: employee only about $105,748 at 4% or $70,498 at 6%; with 50% employer match about $70,498 at 4% or $46,999 at 6%; with 100% employer match about $52,874 at 4% or $35,249 at 6%. |
| 2002 | 1 | 111 | $2,327,907 | $482,607 | $4,348iApproximate average salary by contribution assumption: employee only about $108,695 at 4% or $72,464 at 6%; with 50% employer match about $72,464 at 4% or $48,309 at 6%; with 100% employer match about $54,348 at 4% or $36,232 at 6%. |
| HERITAGE BANK CASH OR DEFERRED PROFIT SHARING PLAN | - | 111 | $2,327,907 | $482,607 | $4,348iApproximate average salary by contribution assumption: employee only about $108,695 at 4% or $72,464 at 6%; with 50% employer match about $72,464 at 4% or $48,309 at 6%; with 100% employer match about $54,348 at 4% or $36,232 at 6%. |
| 2001 | 1 | 105 | $2,077,904 | $365,272 | $3,479iApproximate average salary by contribution assumption: employee only about $86,970 at 4% or $57,980 at 6%; with 50% employer match about $57,980 at 4% or $38,653 at 6%; with 100% employer match about $43,485 at 4% or $28,990 at 6%. |
| HERITAGE BANK CASH OR DEFERRED PROFIT SHARING PLAN | - | 105 | $2,077,904 | $365,272 | $3,479iApproximate average salary by contribution assumption: employee only about $86,970 at 4% or $57,980 at 6%; with 50% employer match about $57,980 at 4% or $38,653 at 6%; with 100% employer match about $43,485 at 4% or $28,990 at 6%. |
| 2000 | 1 | 0 | $0 | $0 | - |
| Cafeteria Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Cafeteria Plan | - | 0 | - | - | - |