Civic Intelligence

VJ, LLC DBA HERITAGE ADVISORS, LLC

Plan context: HERITAGE ADVISORS 401(K) PLAN

EIN 82-4306156 • Phoenix, AZ • 8 filings • 2 plans

1500 E Bethany Home Rd Ste 250Phoenix, AZ 85014
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$550,137

2025 Contributions

$81,425

Historical Graphs

Total Assets Over Time

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

$550,137$275,069$0201820222025YearValue
$550,137Latest year 2025

Participants Over Time

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

1580201820222025YearValue
14Latest 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
2025114$550,137$81,425$5,816iApproximate average salary by contribution assumption: employee only about $145,402 at 4% or $96,935 at 6%; with 50% employer match about $96,935 at 4% or $64,623 at 6%; with 100% employer match about $72,701 at 4% or $48,467 at 6%.
HERITAGE ADVISORS 401(K) PLAN-14$550,137$81,425$5,816iApproximate average salary by contribution assumption: employee only about $145,402 at 4% or $96,935 at 6%; with 50% employer match about $96,935 at 4% or $64,623 at 6%; with 100% employer match about $72,701 at 4% or $48,467 at 6%.
2024115$442,041$84,645$5,643iApproximate average salary by contribution assumption: employee only about $141,075 at 4% or $94,050 at 6%; with 50% employer match about $94,050 at 4% or $62,700 at 6%; with 100% employer match about $70,538 at 4% or $47,025 at 6%.
HERITAGE ADVISORS 401(K) PLAN-15$442,041$84,645$5,643iApproximate average salary by contribution assumption: employee only about $141,075 at 4% or $94,050 at 6%; with 50% employer match about $94,050 at 4% or $62,700 at 6%; with 100% employer match about $70,538 at 4% or $47,025 at 6%.
2023112$341,487$72,564$6,047iApproximate average salary by contribution assumption: employee only about $151,175 at 4% or $100,783 at 6%; with 50% employer match about $100,783 at 4% or $67,189 at 6%; with 100% employer match about $75,588 at 4% or $50,392 at 6%.
HERITAGE ADVISORS 401(K) PLAN-12$341,487$72,564$6,047iApproximate average salary by contribution assumption: employee only about $151,175 at 4% or $100,783 at 6%; with 50% employer match about $100,783 at 4% or $67,189 at 6%; with 100% employer match about $75,588 at 4% or $50,392 at 6%.
2022111$246,692$46,636$4,240iApproximate average salary by contribution assumption: employee only about $105,991 at 4% or $70,661 at 6%; with 50% employer match about $70,661 at 4% or $47,107 at 6%; with 100% employer match about $52,995 at 4% or $35,330 at 6%.
HERITAGE ADVISORS 401(K) PLAN-11$246,692$46,636$4,240iApproximate average salary by contribution assumption: employee only about $105,991 at 4% or $70,661 at 6%; with 50% employer match about $70,661 at 4% or $47,107 at 6%; with 100% employer match about $52,995 at 4% or $35,330 at 6%.
2021114$249,869$59,278$4,234iApproximate average salary by contribution assumption: employee only about $105,854 at 4% or $70,569 at 6%; with 50% employer match about $70,569 at 4% or $47,046 at 6%; with 100% employer match about $52,927 at 4% or $35,285 at 6%.
HERITAGE ADVISORS 401(K) PLAN-14$249,869$59,278$4,234iApproximate average salary by contribution assumption: employee only about $105,854 at 4% or $70,569 at 6%; with 50% employer match about $70,569 at 4% or $47,046 at 6%; with 100% employer match about $52,927 at 4% or $35,285 at 6%.
2020110$171,308$67,391$6,739iApproximate average salary by contribution assumption: employee only about $168,478 at 4% or $112,318 at 6%; with 50% employer match about $112,318 at 4% or $74,879 at 6%; with 100% employer match about $84,239 at 4% or $56,159 at 6%.
HERITAGE ADVISORS 401(K) PLAN & TRUST-10$171,308$67,391$6,739iApproximate average salary by contribution assumption: employee only about $168,478 at 4% or $112,318 at 6%; with 50% employer match about $112,318 at 4% or $74,879 at 6%; with 100% employer match about $84,239 at 4% or $56,159 at 6%.
2019111$120,637$68,039$6,185iApproximate average salary by contribution assumption: employee only about $154,634 at 4% or $103,089 at 6%; with 50% employer match about $103,089 at 4% or $68,726 at 6%; with 100% employer match about $77,317 at 4% or $51,545 at 6%.
HERITAGE ADVISORS 401(K) PLAN & TRUST-11$120,637$68,039$6,185iApproximate average salary by contribution assumption: employee only about $154,634 at 4% or $103,089 at 6%; with 50% employer match about $103,089 at 4% or $68,726 at 6%; with 100% employer match about $77,317 at 4% or $51,545 at 6%.
201818$45,193$48,295$6,037iApproximate average salary by contribution assumption: employee only about $150,922 at 4% or $100,615 at 6%; with 50% employer match about $100,615 at 4% or $67,076 at 6%; with 100% employer match about $75,461 at 4% or $50,307 at 6%.
HERITAGE ADVISORS 401(K) PLAN & TRUST-8$45,193$48,295$6,037iApproximate average salary by contribution assumption: employee only about $150,922 at 4% or $100,615 at 6%; with 50% employer match about $100,615 at 4% or $67,076 at 6%; with 100% employer match about $75,461 at 4% or $50,307 at 6%.