Heritage Pension Advisors Inc.
Plan context: Heritage Pension Advisors Inc. 401(K) Profit Sharing Plan
EIN 81-4903086 • Commack, NY • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$1,932,293
2025 Contributions
$121,334
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $1,932,293 | $121,334 | $13,482iApproximate average salary by contribution assumption: employee only about $337,039 at 4% or $224,693 at 6%; with 50% employer match about $224,693 at 4% or $149,795 at 6%; with 100% employer match about $168,519 at 4% or $112,346 at 6%. |
| Heritage Pension Advisors Inc. 401(K) Profit Sharing Plan | - | 9 | $1,932,293 | $121,334 | $13,482iApproximate average salary by contribution assumption: employee only about $337,039 at 4% or $224,693 at 6%; with 50% employer match about $224,693 at 4% or $149,795 at 6%; with 100% employer match about $168,519 at 4% or $112,346 at 6%. |
| 2024 | 1 | 9 | $1,601,833 | $138,375 | $15,375iApproximate average salary by contribution assumption: employee only about $384,375 at 4% or $256,250 at 6%; with 50% employer match about $256,250 at 4% or $170,833 at 6%; with 100% employer match about $192,188 at 4% or $128,125 at 6%. |
| Heritage Pension Advisors Inc. 401(K) Profit Sharing Plan | - | 9 | $1,601,833 | $138,375 | $15,375iApproximate average salary by contribution assumption: employee only about $384,375 at 4% or $256,250 at 6%; with 50% employer match about $256,250 at 4% or $170,833 at 6%; with 100% employer match about $192,188 at 4% or $128,125 at 6%. |
| 2023 | 1 | 9 | $1,276,238 | $141,429 | $15,714iApproximate average salary by contribution assumption: employee only about $392,858 at 4% or $261,906 at 6%; with 50% employer match about $261,906 at 4% or $174,604 at 6%; with 100% employer match about $196,429 at 4% or $130,953 at 6%. |
| Heritage Pension Advisors Inc. 401(K) Profit Sharing Plan | - | 9 | $1,276,238 | $141,429 | $15,714iApproximate average salary by contribution assumption: employee only about $392,858 at 4% or $261,906 at 6%; with 50% employer match about $261,906 at 4% or $174,604 at 6%; with 100% employer match about $196,429 at 4% or $130,953 at 6%. |
| 2022 | 1 | 9 | $1,108,535 | $115,953 | $12,884iApproximate average salary by contribution assumption: employee only about $322,092 at 4% or $214,728 at 6%; with 50% employer match about $214,728 at 4% or $143,152 at 6%; with 100% employer match about $161,046 at 4% or $107,364 at 6%. |
| Heritage Pension Advisors Inc. 401(K) Profit Sharing Plan | - | 9 | $1,108,535 | $115,953 | $12,884iApproximate average salary by contribution assumption: employee only about $322,092 at 4% or $214,728 at 6%; with 50% employer match about $214,728 at 4% or $143,152 at 6%; with 100% employer match about $161,046 at 4% or $107,364 at 6%. |
| 2021 | 1 | 9 | $1,433,502 | $93,003 | $10,334iApproximate average salary by contribution assumption: employee only about $258,342 at 4% or $172,228 at 6%; with 50% employer match about $172,228 at 4% or $114,819 at 6%; with 100% employer match about $129,171 at 4% or $86,114 at 6%. |
| Heritage Pension Advisors Inc. 401(K) Profit Sharing Plan | - | 9 | $1,433,502 | $93,003 | $10,334iApproximate average salary by contribution assumption: employee only about $258,342 at 4% or $172,228 at 6%; with 50% employer match about $172,228 at 4% or $114,819 at 6%; with 100% employer match about $129,171 at 4% or $86,114 at 6%. |