Civic Intelligence

Todd Bennett

Plan context: Heritage Corporation Employee Retirement Plan

EIN 91-1618887 • 5 filings • 2 plans

Current Snapshot

Latest Year

2002

2002 Participants

2

2002 Assets

$52,367

2002 Contributions

$10,858

Historical Graphs

Total Assets Over Time

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

$68,496$34,248$0199920002002YearValue
$52,367Latest year 2002

Participants Over Time

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

1050199920012002YearValue
2Latest year 2002

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
200212$52,367$10,858$5,429iApproximate average salary by contribution assumption: employee only about $135,725 at 4% or $90,483 at 6%; with 50% employer match about $90,483 at 4% or $60,322 at 6%; with 100% employer match about $67,863 at 4% or $45,242 at 6%.
Heritage Corporation Employee Retirement Plan-2$52,367$10,858$5,429iApproximate average salary by contribution assumption: employee only about $135,725 at 4% or $90,483 at 6%; with 50% employer match about $90,483 at 4% or $60,322 at 6%; with 100% employer match about $67,863 at 4% or $45,242 at 6%.
200116$0$0-
Heritage Corporation Employee Retirement Plan-6---
2000210$68,496$38,273$3,827iApproximate average salary by contribution assumption: employee only about $95,683 at 4% or $63,788 at 6%; with 50% employer match about $63,788 at 4% or $42,526 at 6%; with 100% employer match about $47,841 at 4% or $31,894 at 6%.
Heritage Corporation Employee Retirement Plan-10$68,496$38,273$3,827iApproximate average salary by contribution assumption: employee only about $95,683 at 4% or $63,788 at 6%; with 50% employer match about $63,788 at 4% or $42,526 at 6%; with 100% employer match about $47,841 at 4% or $31,894 at 6%.
HERITAGE CORPORATION EMPLOYEE RETIREMENT PLAN-10---
199917$48,728$20,535$2,934iApproximate average salary by contribution assumption: employee only about $73,339 at 4% or $48,893 at 6%; with 50% employer match about $48,893 at 4% or $32,595 at 6%; with 100% employer match about $36,670 at 4% or $24,446 at 6%.
Heritage Corporation Employee Retirement Plan-7$48,728$20,535$2,934iApproximate average salary by contribution assumption: employee only about $73,339 at 4% or $48,893 at 6%; with 50% employer match about $48,893 at 4% or $32,595 at 6%; with 100% employer match about $36,670 at 4% or $24,446 at 6%.