Civic Intelligence

HERITAGE SAVINGS BANK

Plan context: Heritage Bank Profit Sharing Plan

EIN 87-0400738 • Salt Lake City, UT • 15 filings • 2 plans

1492 Kristianna CircleSalt Lake City, UT 84103
Current Snapshot

Latest Year

2014

2014 Participants

8

2014 Assets

$2,200,685

2014 Contributions

$81,007

Historical Graphs

Total Assets Over Time

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

$2,718,304$1,359,152$0200020072014YearValue
$2,200,685Latest year 2014

Participants Over Time

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

1160200020072014YearValue
8Latest year 2014

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
201418$2,200,685$81,007$10,126iApproximate average salary by contribution assumption: employee only about $253,147 at 4% or $168,765 at 6%; with 50% employer match about $168,765 at 4% or $112,510 at 6%; with 100% employer match about $126,573 at 4% or $84,382 at 6%.
Heritage Bank Profit Sharing Plan-8$2,200,685$81,007$10,126iApproximate average salary by contribution assumption: employee only about $253,147 at 4% or $168,765 at 6%; with 50% employer match about $168,765 at 4% or $112,510 at 6%; with 100% employer match about $126,573 at 4% or $84,382 at 6%.
201317$2,353,833$62,109$8,873iApproximate average salary by contribution assumption: employee only about $221,818 at 4% or $147,879 at 6%; with 50% employer match about $147,879 at 4% or $98,586 at 6%; with 100% employer match about $110,909 at 4% or $73,939 at 6%.
Heritage Bank Profit Sharing Plan-7$2,353,833$62,109$8,873iApproximate average salary by contribution assumption: employee only about $221,818 at 4% or $147,879 at 6%; with 50% employer match about $147,879 at 4% or $98,586 at 6%; with 100% employer match about $110,909 at 4% or $73,939 at 6%.
201218$2,056,684$87,232$10,904iApproximate average salary by contribution assumption: employee only about $272,600 at 4% or $181,733 at 6%; with 50% employer match about $181,733 at 4% or $121,156 at 6%; with 100% employer match about $136,300 at 4% or $90,867 at 6%.
Heritage Bank Profit Sharing Plan-8$2,056,684$87,232$10,904iApproximate average salary by contribution assumption: employee only about $272,600 at 4% or $181,733 at 6%; with 50% employer match about $181,733 at 4% or $121,156 at 6%; with 100% employer match about $136,300 at 4% or $90,867 at 6%.
2011110$2,384,446$75,228$7,523iApproximate average salary by contribution assumption: employee only about $188,070 at 4% or $125,380 at 6%; with 50% employer match about $125,380 at 4% or $83,587 at 6%; with 100% employer match about $94,035 at 4% or $62,690 at 6%.
Heritage Bank Profit Sharing Plan-10$2,384,446$75,228$7,523iApproximate average salary by contribution assumption: employee only about $188,070 at 4% or $125,380 at 6%; with 50% employer match about $125,380 at 4% or $83,587 at 6%; with 100% employer match about $94,035 at 4% or $62,690 at 6%.
2010111$2,718,304$0-
Heritage Bank Profit Sharing Plan-11$2,718,304--
2009111$2,401,352$133,481$12,135iApproximate average salary by contribution assumption: employee only about $303,366 at 4% or $202,244 at 6%; with 50% employer match about $202,244 at 4% or $134,829 at 6%; with 100% employer match about $151,683 at 4% or $101,122 at 6%.
Heritage Bank Profit Sharing Plan-11$2,401,352$133,481$12,135iApproximate average salary by contribution assumption: employee only about $303,366 at 4% or $202,244 at 6%; with 50% employer match about $202,244 at 4% or $134,829 at 6%; with 100% employer match about $151,683 at 4% or $101,122 at 6%.
200819$1,867,754$110,294$12,255iApproximate average salary by contribution assumption: employee only about $306,372 at 4% or $204,248 at 6%; with 50% employer match about $204,248 at 4% or $136,165 at 6%; with 100% employer match about $153,186 at 4% or $102,124 at 6%.
Heritage Bank Profit Sharing Plan-9$1,867,754$110,294$12,255iApproximate average salary by contribution assumption: employee only about $306,372 at 4% or $204,248 at 6%; with 50% employer match about $204,248 at 4% or $136,165 at 6%; with 100% employer match about $153,186 at 4% or $102,124 at 6%.
200718$2,431,568$108,110$13,514iApproximate average salary by contribution assumption: employee only about $337,844 at 4% or $225,229 at 6%; with 50% employer match about $225,229 at 4% or $150,153 at 6%; with 100% employer match about $168,922 at 4% or $112,615 at 6%.
Heritage Bank Profit Sharing Plan-8$2,431,568$108,110$13,514iApproximate average salary by contribution assumption: employee only about $337,844 at 4% or $225,229 at 6%; with 50% employer match about $225,229 at 4% or $150,153 at 6%; with 100% employer match about $168,922 at 4% or $112,615 at 6%.
2006110$2,038,079$115,751$11,575iApproximate average salary by contribution assumption: employee only about $289,378 at 4% or $192,918 at 6%; with 50% employer match about $192,918 at 4% or $128,612 at 6%; with 100% employer match about $144,689 at 4% or $96,459 at 6%.
Heritage Bank Profit Sharing Plan-10$2,038,079$115,751$11,575iApproximate average salary by contribution assumption: employee only about $289,378 at 4% or $192,918 at 6%; with 50% employer match about $192,918 at 4% or $128,612 at 6%; with 100% employer match about $144,689 at 4% or $96,459 at 6%.
200519$1,578,855$86,092$9,566iApproximate average salary by contribution assumption: employee only about $239,144 at 4% or $159,430 at 6%; with 50% employer match about $159,430 at 4% or $106,286 at 6%; with 100% employer match about $119,572 at 4% or $79,715 at 6%.
Heritage Bank Profit Sharing Plan-9$1,578,855$86,092$9,566iApproximate average salary by contribution assumption: employee only about $239,144 at 4% or $159,430 at 6%; with 50% employer match about $159,430 at 4% or $106,286 at 6%; with 100% employer match about $119,572 at 4% or $79,715 at 6%.
200419$1,400,736$116,049$12,894iApproximate average salary by contribution assumption: employee only about $322,358 at 4% or $214,906 at 6%; with 50% employer match about $214,906 at 4% or $143,270 at 6%; with 100% employer match about $161,179 at 4% or $107,453 at 6%.
Heritage Bank Profit Sharing Plan-9$1,400,736$116,049$12,894iApproximate average salary by contribution assumption: employee only about $322,358 at 4% or $214,906 at 6%; with 50% employer match about $214,906 at 4% or $143,270 at 6%; with 100% employer match about $161,179 at 4% or $107,453 at 6%.
2003110$1,453,546$98,099$9,810iApproximate average salary by contribution assumption: employee only about $245,248 at 4% or $163,498 at 6%; with 50% employer match about $163,498 at 4% or $108,999 at 6%; with 100% employer match about $122,624 at 4% or $81,749 at 6%.
Heritage Bank Profit Sharing Plan-10$1,453,546$98,099$9,810iApproximate average salary by contribution assumption: employee only about $245,248 at 4% or $163,498 at 6%; with 50% employer match about $163,498 at 4% or $108,999 at 6%; with 100% employer match about $122,624 at 4% or $81,749 at 6%.
200218$1,017,023$76,702$9,588iApproximate average salary by contribution assumption: employee only about $239,694 at 4% or $159,796 at 6%; with 50% employer match about $159,796 at 4% or $106,531 at 6%; with 100% employer match about $119,847 at 4% or $79,898 at 6%.
Heritage Bank Profit Sharing Plan-8$1,017,023$76,702$9,588iApproximate average salary by contribution assumption: employee only about $239,694 at 4% or $159,796 at 6%; with 50% employer match about $159,796 at 4% or $106,531 at 6%; with 100% employer match about $119,847 at 4% or $79,898 at 6%.
200119$1,135,911$68,243$7,583iApproximate average salary by contribution assumption: employee only about $189,564 at 4% or $126,376 at 6%; with 50% employer match about $126,376 at 4% or $84,251 at 6%; with 100% employer match about $94,782 at 4% or $63,188 at 6%.
Heritage Bank Profit Sharing Plan-9$1,135,911$68,243$7,583iApproximate average salary by contribution assumption: employee only about $189,564 at 4% or $126,376 at 6%; with 50% employer match about $126,376 at 4% or $84,251 at 6%; with 100% employer match about $94,782 at 4% or $63,188 at 6%.
200019$1,317,979$50,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
Heritage Bank Profit Sharing Plan-9$1,317,979$50,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.