Heritage Companies LLC
Plan context: Heritage 401(K) Plan
EIN 85-4294289 • Downey, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
772
2024 Assets
$34,209,294
2024 Contributions
$3,210,800
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 772 | $34,209,294 | $3,210,800 | $4,159iApproximate average salary by contribution assumption: employee only about $103,977 at 4% or $69,318 at 6%; with 50% employer match about $69,318 at 4% or $46,212 at 6%; with 100% employer match about $51,988 at 4% or $34,659 at 6%. |
| Heritage 401(K) Plan | - | 772 | $34,209,294 | $3,210,800 | $4,159iApproximate average salary by contribution assumption: employee only about $103,977 at 4% or $69,318 at 6%; with 50% employer match about $69,318 at 4% or $46,212 at 6%; with 100% employer match about $51,988 at 4% or $34,659 at 6%. |
| 2023 | 1 | 928 | $30,548,210 | $2,710,469 | $2,921iApproximate average salary by contribution assumption: employee only about $73,019 at 4% or $48,679 at 6%; with 50% employer match about $48,679 at 4% or $32,453 at 6%; with 100% employer match about $36,510 at 4% or $24,340 at 6%. |
| Heritage 401(K) Plan | - | 928 | $30,548,210 | $2,710,469 | $2,921iApproximate average salary by contribution assumption: employee only about $73,019 at 4% or $48,679 at 6%; with 50% employer match about $48,679 at 4% or $32,453 at 6%; with 100% employer match about $36,510 at 4% or $24,340 at 6%. |
| 2022 | 1 | 738 | $24,387,102 | $2,164,452 | $2,933iApproximate average salary by contribution assumption: employee only about $73,322 at 4% or $48,881 at 6%; with 50% employer match about $48,881 at 4% or $32,587 at 6%; with 100% employer match about $36,661 at 4% or $24,441 at 6%. |
| Heritage 401(K) Plan | - | 738 | $24,387,102 | $2,164,452 | $2,933iApproximate average salary by contribution assumption: employee only about $73,322 at 4% or $48,881 at 6%; with 50% employer match about $48,881 at 4% or $32,587 at 6%; with 100% employer match about $36,661 at 4% or $24,441 at 6%. |
| 2021 | 1 | 453 | $24,758,508 | $2,052,149 | $4,530iApproximate average salary by contribution assumption: employee only about $113,253 at 4% or $75,502 at 6%; with 50% employer match about $75,502 at 4% or $50,335 at 6%; with 100% employer match about $56,627 at 4% or $37,751 at 6%. |
| Heritage 401(K) Plan | - | 453 | $24,758,508 | $2,052,149 | $4,530iApproximate average salary by contribution assumption: employee only about $113,253 at 4% or $75,502 at 6%; with 50% employer match about $75,502 at 4% or $50,335 at 6%; with 100% employer match about $56,627 at 4% or $37,751 at 6%. |