Civic Intelligence

Heritage Enterprises Inc.

Plan context: Heritage Enterprises Inc. 401K Profit Sharing Plan and Trust

EIN 91-1348081 • 8 filings • 2 plans

Current Snapshot

Latest Year

2006

2006 Participants

46

2006 Assets

$155,960

2006 Contributions

$20,804

Historical Graphs

Total Assets Over Time

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

$155,960$77,980$0199920032006YearValue
$155,960Latest year 2006

Participants Over Time

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

65330199920032006YearValue
46Latest 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
2006146$155,960$20,804$452iApproximate average salary by contribution assumption: employee only about $11,307 at 4% or $7,538 at 6%; with 50% employer match about $7,538 at 4% or $5,025 at 6%; with 100% employer match about $5,653 at 4% or $3,769 at 6%.
Heritage Enterprises Inc. 401K Profit Sharing Plan and Trust-46$155,960$20,804$452iApproximate average salary by contribution assumption: employee only about $11,307 at 4% or $7,538 at 6%; with 50% employer match about $7,538 at 4% or $5,025 at 6%; with 100% employer match about $5,653 at 4% or $3,769 at 6%.
2005149$119,318$19,182$391iApproximate average salary by contribution assumption: employee only about $9,787 at 4% or $6,524 at 6%; with 50% employer match about $6,524 at 4% or $4,350 at 6%; with 100% employer match about $4,893 at 4% or $3,262 at 6%.
Heritage Enterprises Inc. 401K Profit Sharing Plan and Trust-49$119,318$19,182$391iApproximate average salary by contribution assumption: employee only about $9,787 at 4% or $6,524 at 6%; with 50% employer match about $6,524 at 4% or $4,350 at 6%; with 100% employer match about $4,893 at 4% or $3,262 at 6%.
2004145$92,980$13,190$293iApproximate average salary by contribution assumption: employee only about $7,328 at 4% or $4,885 at 6%; with 50% employer match about $4,885 at 4% or $3,257 at 6%; with 100% employer match about $3,664 at 4% or $2,443 at 6%.
Heritage Enterprises Inc. 401K Profit Sharing Plan and Trust-45$92,980$13,190$293iApproximate average salary by contribution assumption: employee only about $7,328 at 4% or $4,885 at 6%; with 50% employer match about $4,885 at 4% or $3,257 at 6%; with 100% employer match about $3,664 at 4% or $2,443 at 6%.
2003165$83,183$22,187$341iApproximate average salary by contribution assumption: employee only about $8,533 at 4% or $5,689 at 6%; with 50% employer match about $5,689 at 4% or $3,793 at 6%; with 100% employer match about $4,267 at 4% or $2,844 at 6%.
Heritage Enterprises Inc. 401K Profit Sharing Plan and Trust-65$83,183$22,187$341iApproximate average salary by contribution assumption: employee only about $8,533 at 4% or $5,689 at 6%; with 50% employer match about $5,689 at 4% or $3,793 at 6%; with 100% employer match about $4,267 at 4% or $2,844 at 6%.
2002147$49,304$17,376$370iApproximate average salary by contribution assumption: employee only about $9,243 at 4% or $6,162 at 6%; with 50% employer match about $6,162 at 4% or $4,108 at 6%; with 100% employer match about $4,621 at 4% or $3,081 at 6%.
Heritage Enterprises Inc. 401K Profit Sharing Plan and Trust-47$49,304$17,376$370iApproximate average salary by contribution assumption: employee only about $9,243 at 4% or $6,162 at 6%; with 50% employer match about $6,162 at 4% or $4,108 at 6%; with 100% employer match about $4,621 at 4% or $3,081 at 6%.
2001146$0$0-
Heritage Enterprises Inc. 401K Profit Sharing Plan and Trust-46---
2000133$38,354$38,132$1,156iApproximate average salary by contribution assumption: employee only about $28,888 at 4% or $19,259 at 6%; with 50% employer match about $19,259 at 4% or $12,839 at 6%; with 100% employer match about $14,444 at 4% or $9,629 at 6%.
Heritage Enterprises Inc. 401K Profit Sharing Plan and Trust-33$38,354$38,132$1,156iApproximate average salary by contribution assumption: employee only about $28,888 at 4% or $19,259 at 6%; with 50% employer match about $19,259 at 4% or $12,839 at 6%; with 100% employer match about $14,444 at 4% or $9,629 at 6%.
1999142$5,000$5,000$119iApproximate average salary by contribution assumption: employee only about $2,976 at 4% or $1,984 at 6%; with 50% employer match about $1,984 at 4% or $1,323 at 6%; with 100% employer match about $1,488 at 4% or $992 at 6%.
Heritage Enterprises Inc. 401K Profit Sharing Plan and Trust-42$5,000$5,000$119iApproximate average salary by contribution assumption: employee only about $2,976 at 4% or $1,984 at 6%; with 50% employer match about $1,984 at 4% or $1,323 at 6%; with 100% employer match about $1,488 at 4% or $992 at 6%.