Civic Intelligence

Heritage Bank

Plan context: Heritage Bank 401K Plan

EIN 84-0638590 • 26 filings • 8 plans

Current Snapshot

Latest Year

2007

2007 Participants

146

2007 Assets

$2,952,350

2007 Contributions

$714,672

Historical Graphs

Total Assets Over Time

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

$2,952,350$1,476,175$0199920022005YearValue
$2,952,350Latest year 2005

Participants Over Time

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

185930199920032006YearValue
146Latest year 2006

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
200730$0$0-
HERITAGE BANK WELFARE BENEFIT PLAN HEALTH-0---
HERITAGE BANK WELFARE BENEFIT PLAN LIFE, LTD, STD-0---
HERITAGE BANK WELFARE BENEFIT PLAN DENTAL-0---
20064146$0$0-
HERITAGE BANK WELFARE BENEFIT PLAN DENTAL-146---
HERITAGE BANK WELFARE BENEFIT PLAN HEALTH-137---
HERITAGE BANK WELFARE BENEFIT PLAN LIFE, LTD, STD-143---
HERITAGE BANK WELFARE BENEFIT PLAN VISION-0---
20055185$2,952,350$714,672$3,863iApproximate average salary by contribution assumption: employee only about $96,577 at 4% or $64,385 at 6%; with 50% employer match about $64,385 at 4% or $42,923 at 6%; with 100% employer match about $48,289 at 4% or $32,192 at 6%.
Heritage Bank 401K Plan-185$2,952,350$714,672$3,863iApproximate average salary by contribution assumption: employee only about $96,577 at 4% or $64,385 at 6%; with 50% employer match about $64,385 at 4% or $42,923 at 6%; with 100% employer match about $48,289 at 4% or $32,192 at 6%.
HERITAGE BANK WELFARE BENEFIT PLAN DENTAL-161---
HERITAGE BANK WELFARE BENEFIT PLAN HEALTH-148---
HERITAGE BANK WELFARE BENEFIT PLAN LIFE, LTD, STD-155---
HERITAGE BANK WELFARE BENEFIT PLAN VISION-160---
20044167$2,326,380$624,958$3,742iApproximate average salary by contribution assumption: employee only about $93,557 at 4% or $62,371 at 6%; with 50% employer match about $62,371 at 4% or $41,581 at 6%; with 100% employer match about $46,778 at 4% or $31,186 at 6%.
Heritage Bank 401K Plan-167$2,326,380$624,958$3,742iApproximate average salary by contribution assumption: employee only about $93,557 at 4% or $62,371 at 6%; with 50% employer match about $62,371 at 4% or $41,581 at 6%; with 100% employer match about $46,778 at 4% or $31,186 at 6%.
HERITAGE BANK WELFARE BENEFIT PLAN HEALTH-144---
HERITAGE BANK WELFARE BENEFIT PLAN LIFE,LTD,STD-146---
HERITAGE BANK WELFARE BENEFIT PLAN VISION-150---
20034160$1,615,339$472,764$2,955iApproximate average salary by contribution assumption: employee only about $73,869 at 4% or $49,246 at 6%; with 50% employer match about $49,246 at 4% or $32,831 at 6%; with 100% employer match about $36,935 at 4% or $24,623 at 6%.
Heritage Bank 401K Plan-160$1,615,339$472,764$2,955iApproximate average salary by contribution assumption: employee only about $73,869 at 4% or $49,246 at 6%; with 50% employer match about $49,246 at 4% or $32,831 at 6%; with 100% employer match about $36,935 at 4% or $24,623 at 6%.
HERITAGE BANK WELFARE BENEFIT PLAN DENTAL-0---
HERITAGE BANK WELFARE BENEFIT PLAN HEALTH-144---
HERITAGE BANK WELFARE BENEFIT PLAN VISION-147---
20023139$983,264$352,575$2,537iApproximate average salary by contribution assumption: employee only about $63,413 at 4% or $42,275 at 6%; with 50% employer match about $42,275 at 4% or $28,183 at 6%; with 100% employer match about $31,706 at 4% or $21,138 at 6%.
Heritage Bank 401K Plan-81$983,264$352,575$4,353iApproximate average salary by contribution assumption: employee only about $108,819 at 4% or $72,546 at 6%; with 50% employer match about $72,546 at 4% or $48,364 at 6%; with 100% employer match about $54,410 at 4% or $36,273 at 6%.
HERITAGE BANK WELFARE BENEFIT PLAN-139---
HERITAGE BANK WELFARE BENEFIT PLAN-130---
2001167$910,903$253,874$3,789iApproximate average salary by contribution assumption: employee only about $94,729 at 4% or $63,153 at 6%; with 50% employer match about $63,153 at 4% or $42,102 at 6%; with 100% employer match about $47,365 at 4% or $31,576 at 6%.
Heritage Bank 401K Plan-67$910,903$253,874$3,789iApproximate average salary by contribution assumption: employee only about $94,729 at 4% or $63,153 at 6%; with 50% employer match about $63,153 at 4% or $42,102 at 6%; with 100% employer match about $47,365 at 4% or $31,576 at 6%.
2000158$809,300$233,638$4,028iApproximate average salary by contribution assumption: employee only about $100,706 at 4% or $67,137 at 6%; with 50% employer match about $67,137 at 4% or $44,758 at 6%; with 100% employer match about $50,353 at 4% or $33,569 at 6%.
Heritage Bank 401K Plan-58$809,300$233,638$4,028iApproximate average salary by contribution assumption: employee only about $100,706 at 4% or $67,137 at 6%; with 50% employer match about $67,137 at 4% or $44,758 at 6%; with 100% employer match about $50,353 at 4% or $33,569 at 6%.
1999142$779,226$304,991$7,262iApproximate average salary by contribution assumption: employee only about $181,542 at 4% or $121,028 at 6%; with 50% employer match about $121,028 at 4% or $80,685 at 6%; with 100% employer match about $90,771 at 4% or $60,514 at 6%.
Heritage Bank 401K Plan-42$779,226$304,991$7,262iApproximate average salary by contribution assumption: employee only about $181,542 at 4% or $121,028 at 6%; with 50% employer match about $121,028 at 4% or $80,685 at 6%; with 100% employer match about $90,771 at 4% or $60,514 at 6%.