Civic Intelligence

Heritage Ford Inc.

Plan context: Heritage Ford Inc. Savings and Retirement Plan

EIN 94-2787691 • Modesto, CA • 30 filings • 4 plans

2100 Sisk RdModesto, CA 95350
Current Snapshot

Latest Year

2024

2024 Participants

46

2024 Assets

$3,604,593

2024 Contributions

$266,548

Historical Graphs

Total Assets Over Time

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

$3,604,593$1,802,297$0199920132024YearValue
$3,604,593Latest year 2024

Participants Over Time

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

73370199920122024YearValue
46Latest year 2024

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
2024146$3,604,593$266,548$5,795iApproximate average salary by contribution assumption: employee only about $144,863 at 4% or $96,575 at 6%; with 50% employer match about $96,575 at 4% or $64,384 at 6%; with 100% employer match about $72,432 at 4% or $48,288 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-46$3,604,593$266,548$5,795iApproximate average salary by contribution assumption: employee only about $144,863 at 4% or $96,575 at 6%; with 50% employer match about $96,575 at 4% or $64,384 at 6%; with 100% employer match about $72,432 at 4% or $48,288 at 6%.
2023136$2,972,076$268,222$7,451iApproximate average salary by contribution assumption: employee only about $186,265 at 4% or $124,177 at 6%; with 50% employer match about $124,177 at 4% or $82,785 at 6%; with 100% employer match about $93,133 at 4% or $62,088 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-36$2,972,076$268,222$7,451iApproximate average salary by contribution assumption: employee only about $186,265 at 4% or $124,177 at 6%; with 50% employer match about $124,177 at 4% or $82,785 at 6%; with 100% employer match about $93,133 at 4% or $62,088 at 6%.
2022140$2,381,389$283,049$7,076iApproximate average salary by contribution assumption: employee only about $176,906 at 4% or $117,937 at 6%; with 50% employer match about $117,937 at 4% or $78,625 at 6%; with 100% employer match about $88,453 at 4% or $58,969 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-40$2,381,389$283,049$7,076iApproximate average salary by contribution assumption: employee only about $176,906 at 4% or $117,937 at 6%; with 50% employer match about $117,937 at 4% or $78,625 at 6%; with 100% employer match about $88,453 at 4% or $58,969 at 6%.
2021144$2,937,355$273,920$6,225iApproximate average salary by contribution assumption: employee only about $155,636 at 4% or $103,758 at 6%; with 50% employer match about $103,758 at 4% or $69,172 at 6%; with 100% employer match about $77,818 at 4% or $51,879 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-44$2,937,355$273,920$6,225iApproximate average salary by contribution assumption: employee only about $155,636 at 4% or $103,758 at 6%; with 50% employer match about $103,758 at 4% or $69,172 at 6%; with 100% employer match about $77,818 at 4% or $51,879 at 6%.
2020149$2,823,085$249,306$5,088iApproximate average salary by contribution assumption: employee only about $127,197 at 4% or $84,798 at 6%; with 50% employer match about $84,798 at 4% or $56,532 at 6%; with 100% employer match about $63,598 at 4% or $42,399 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-49$2,823,085$249,306$5,088iApproximate average salary by contribution assumption: employee only about $127,197 at 4% or $84,798 at 6%; with 50% employer match about $84,798 at 4% or $56,532 at 6%; with 100% employer match about $63,598 at 4% or $42,399 at 6%.
2019150$2,981,172$253,229$5,065iApproximate average salary by contribution assumption: employee only about $126,615 at 4% or $84,410 at 6%; with 50% employer match about $84,410 at 4% or $56,273 at 6%; with 100% employer match about $63,307 at 4% or $42,205 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-50$2,981,172$253,229$5,065iApproximate average salary by contribution assumption: employee only about $126,615 at 4% or $84,410 at 6%; with 50% employer match about $84,410 at 4% or $56,273 at 6%; with 100% employer match about $63,307 at 4% or $42,205 at 6%.
2018150$2,398,101$234,987$4,700iApproximate average salary by contribution assumption: employee only about $117,493 at 4% or $78,329 at 6%; with 50% employer match about $78,329 at 4% or $52,219 at 6%; with 100% employer match about $58,747 at 4% or $39,165 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-50$2,398,101$234,987$4,700iApproximate average salary by contribution assumption: employee only about $117,493 at 4% or $78,329 at 6%; with 50% employer match about $78,329 at 4% or $52,219 at 6%; with 100% employer match about $58,747 at 4% or $39,165 at 6%.
2017149$2,435,925$208,381$4,253iApproximate average salary by contribution assumption: employee only about $106,317 at 4% or $70,878 at 6%; with 50% employer match about $70,878 at 4% or $47,252 at 6%; with 100% employer match about $53,158 at 4% or $35,439 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-49$2,435,925$208,381$4,253iApproximate average salary by contribution assumption: employee only about $106,317 at 4% or $70,878 at 6%; with 50% employer match about $70,878 at 4% or $47,252 at 6%; with 100% employer match about $53,158 at 4% or $35,439 at 6%.
2016145$2,042,008$213,879$4,753iApproximate average salary by contribution assumption: employee only about $118,822 at 4% or $79,214 at 6%; with 50% employer match about $79,214 at 4% or $52,810 at 6%; with 100% employer match about $59,411 at 4% or $39,607 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-45$2,042,008$213,879$4,753iApproximate average salary by contribution assumption: employee only about $118,822 at 4% or $79,214 at 6%; with 50% employer match about $79,214 at 4% or $52,810 at 6%; with 100% employer match about $59,411 at 4% or $39,607 at 6%.
2015149$1,739,076$246,635$5,033iApproximate average salary by contribution assumption: employee only about $125,834 at 4% or $83,889 at 6%; with 50% employer match about $83,889 at 4% or $55,926 at 6%; with 100% employer match about $62,917 at 4% or $41,945 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-49$1,739,076$246,635$5,033iApproximate average salary by contribution assumption: employee only about $125,834 at 4% or $83,889 at 6%; with 50% employer match about $83,889 at 4% or $55,926 at 6%; with 100% employer match about $62,917 at 4% or $41,945 at 6%.
2014144$1,587,754$170,081$3,865iApproximate average salary by contribution assumption: employee only about $96,637 at 4% or $64,425 at 6%; with 50% employer match about $64,425 at 4% or $42,950 at 6%; with 100% employer match about $48,318 at 4% or $32,212 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-44$1,587,754$170,081$3,865iApproximate average salary by contribution assumption: employee only about $96,637 at 4% or $64,425 at 6%; with 50% employer match about $64,425 at 4% or $42,950 at 6%; with 100% employer match about $48,318 at 4% or $32,212 at 6%.
2013143$1,363,729$108,394$2,521iApproximate average salary by contribution assumption: employee only about $63,020 at 4% or $42,013 at 6%; with 50% employer match about $42,013 at 4% or $28,009 at 6%; with 100% employer match about $31,510 at 4% or $21,007 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-43$1,363,729$108,394$2,521iApproximate average salary by contribution assumption: employee only about $63,020 at 4% or $42,013 at 6%; with 50% employer match about $42,013 at 4% or $28,009 at 6%; with 100% employer match about $31,510 at 4% or $21,007 at 6%.
2012141$1,117,165$93,044$2,269iApproximate average salary by contribution assumption: employee only about $56,734 at 4% or $37,823 at 6%; with 50% employer match about $37,823 at 4% or $25,215 at 6%; with 100% employer match about $28,367 at 4% or $18,911 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-41$1,117,165$93,044$2,269iApproximate average salary by contribution assumption: employee only about $56,734 at 4% or $37,823 at 6%; with 50% employer match about $37,823 at 4% or $25,215 at 6%; with 100% employer match about $28,367 at 4% or $18,911 at 6%.
2011260$985,550$555,124$9,252iApproximate average salary by contribution assumption: employee only about $231,302 at 4% or $154,201 at 6%; with 50% employer match about $154,201 at 4% or $102,801 at 6%; with 100% employer match about $115,651 at 4% or $77,101 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-36$985,550$64,047$1,779iApproximate average salary by contribution assumption: employee only about $44,477 at 4% or $29,651 at 6%; with 50% employer match about $29,651 at 4% or $19,768 at 6%; with 100% employer match about $22,239 at 4% or $14,826 at 6%.
Heritage Ford Inc Employees Welfare Benefit & Trust-60-$491,077$8,185iApproximate average salary by contribution assumption: employee only about $204,615 at 4% or $136,410 at 6%; with 50% employer match about $136,410 at 4% or $90,940 at 6%; with 100% employer match about $102,308 at 4% or $68,205 at 6%.
2010258$1,002,671$565,071$9,743iApproximate average salary by contribution assumption: employee only about $243,565 at 4% or $162,377 at 6%; with 50% employer match about $162,377 at 4% or $108,251 at 6%; with 100% employer match about $121,783 at 4% or $81,188 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-34$1,000,782$56,389$1,659iApproximate average salary by contribution assumption: employee only about $41,463 at 4% or $27,642 at 6%; with 50% employer match about $27,642 at 4% or $18,428 at 6%; with 100% employer match about $20,731 at 4% or $13,821 at 6%.
Heritage Ford Inc Employees Welfare Benefit & Trust-58$1,889$508,682$8,770iApproximate average salary by contribution assumption: employee only about $219,259 at 4% or $146,173 at 6%; with 50% employer match about $146,173 at 4% or $97,449 at 6%; with 100% employer match about $109,630 at 4% or $73,086 at 6%.
2009263$1,022,893$617,002$9,794iApproximate average salary by contribution assumption: employee only about $244,842 at 4% or $163,228 at 6%; with 50% employer match about $163,228 at 4% or $108,819 at 6%; with 100% employer match about $122,421 at 4% or $81,614 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-36$995,957$80,864$2,246iApproximate average salary by contribution assumption: employee only about $56,156 at 4% or $37,437 at 6%; with 50% employer match about $37,437 at 4% or $24,958 at 6%; with 100% employer match about $28,078 at 4% or $18,719 at 6%.
Heritage Ford Inc Employees Welfare Benefit & Trust-63$26,936$536,138$8,510iApproximate average salary by contribution assumption: employee only about $212,753 at 4% or $141,835 at 6%; with 50% employer match about $141,835 at 4% or $94,557 at 6%; with 100% employer match about $106,377 at 4% or $70,918 at 6%.
2008273$941,669$656,150$8,988iApproximate average salary by contribution assumption: employee only about $224,709 at 4% or $149,806 at 6%; with 50% employer match about $149,806 at 4% or $99,871 at 6%; with 100% employer match about $112,354 at 4% or $74,903 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-56$939,980$116,459$2,080iApproximate average salary by contribution assumption: employee only about $51,991 at 4% or $34,660 at 6%; with 50% employer match about $34,660 at 4% or $23,107 at 6%; with 100% employer match about $25,995 at 4% or $17,330 at 6%.
Heritage Ford Inc Employees Welfare Benefit & Trust-73$1,689$539,691$7,393iApproximate average salary by contribution assumption: employee only about $184,826 at 4% or $123,217 at 6%; with 50% employer match about $123,217 at 4% or $82,145 at 6%; with 100% employer match about $92,413 at 4% or $61,609 at 6%.
2007159$0$0-
Heritage Ford Inc. Savings and Retirement Plan-59---
2006152$1,602,230$151,734$2,918iApproximate average salary by contribution assumption: employee only about $72,949 at 4% or $48,633 at 6%; with 50% employer match about $48,633 at 4% or $32,422 at 6%; with 100% employer match about $36,475 at 4% or $24,316 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-52$1,602,230$151,734$2,918iApproximate average salary by contribution assumption: employee only about $72,949 at 4% or $48,633 at 6%; with 50% employer match about $48,633 at 4% or $32,422 at 6%; with 100% employer match about $36,475 at 4% or $24,316 at 6%.
2005162$1,310,515$159,374$2,571iApproximate average salary by contribution assumption: employee only about $64,264 at 4% or $42,842 at 6%; with 50% employer match about $42,842 at 4% or $28,562 at 6%; with 100% employer match about $32,132 at 4% or $21,421 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-62$1,310,515$159,374$2,571iApproximate average salary by contribution assumption: employee only about $64,264 at 4% or $42,842 at 6%; with 50% employer match about $42,842 at 4% or $28,562 at 6%; with 100% employer match about $32,132 at 4% or $21,421 at 6%.
2004165$1,116,060$162,695$2,503iApproximate average salary by contribution assumption: employee only about $62,575 at 4% or $41,717 at 6%; with 50% employer match about $41,717 at 4% or $27,811 at 6%; with 100% employer match about $31,288 at 4% or $20,858 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-65$1,116,060$162,695$2,503iApproximate average salary by contribution assumption: employee only about $62,575 at 4% or $41,717 at 6%; with 50% employer match about $41,717 at 4% or $27,811 at 6%; with 100% employer match about $31,288 at 4% or $20,858 at 6%.
2003171$988,548$175,291$2,469iApproximate average salary by contribution assumption: employee only about $61,722 at 4% or $41,148 at 6%; with 50% employer match about $41,148 at 4% or $27,432 at 6%; with 100% employer match about $30,861 at 4% or $20,574 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-71$988,548$175,291$2,469iApproximate average salary by contribution assumption: employee only about $61,722 at 4% or $41,148 at 6%; with 50% employer match about $41,148 at 4% or $27,432 at 6%; with 100% employer match about $30,861 at 4% or $20,574 at 6%.
2002169$695,185$204,917$2,970iApproximate average salary by contribution assumption: employee only about $74,245 at 4% or $49,497 at 6%; with 50% employer match about $49,497 at 4% or $32,998 at 6%; with 100% employer match about $37,123 at 4% or $24,748 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-69$695,185$204,917$2,970iApproximate average salary by contribution assumption: employee only about $74,245 at 4% or $49,497 at 6%; with 50% employer match about $49,497 at 4% or $32,998 at 6%; with 100% employer match about $37,123 at 4% or $24,748 at 6%.
2001166$648,149$204,986$3,106iApproximate average salary by contribution assumption: employee only about $77,646 at 4% or $51,764 at 6%; with 50% employer match about $51,764 at 4% or $34,509 at 6%; with 100% employer match about $38,823 at 4% or $25,882 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-66$648,149$204,986$3,106iApproximate average salary by contribution assumption: employee only about $77,646 at 4% or $51,764 at 6%; with 50% employer match about $51,764 at 4% or $34,509 at 6%; with 100% employer match about $38,823 at 4% or $25,882 at 6%.
2000159$0$0-
Heritage Ford Inc. Savings and Retirement Plan-59---
1999167$762,984$157,688$2,354iApproximate average salary by contribution assumption: employee only about $58,839 at 4% or $39,226 at 6%; with 50% employer match about $39,226 at 4% or $26,151 at 6%; with 100% employer match about $29,419 at 4% or $19,613 at 6%.
Heritage Ford Inc. Savings and Retirement Plan-67$762,984$157,688$2,354iApproximate average salary by contribution assumption: employee only about $58,839 at 4% or $39,226 at 6%; with 50% employer match about $39,226 at 4% or $26,151 at 6%; with 100% employer match about $29,419 at 4% or $19,613 at 6%.