Civic Intelligence

Heritage Realty

Plan context: Heritage Realty Defined Benefit Pension Plan

EIN 94-2792908 • San Mateo, CA • 15 filings • 1 plans

1107 South B StreetSan Mateo, CA 94401
Current Snapshot

Latest Year

2023

2023 Participants

10

2023 Assets

$4,870,297

2023 Contributions

$120,000

Historical Graphs

Total Assets Over Time

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

$5,598,501$2,799,251$0200920162022YearValue
$4,870,297Latest year 2022

Participants Over Time

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

1890200920162022YearValue
10Latest year 2022

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
202310$0$0-
Heritage Realty Defined Benefit Pension Plan-0---
2022110$4,870,297$0-
Heritage Realty Defined Benefit Pension Plan-10$4,870,297--
2021110$5,150,217$0-
Heritage Realty Defined Benefit Pension Plan-10$5,150,217--
202019$5,598,501$0-
Heritage Realty Defined Benefit Pension Plan-9$5,598,501--
201917$5,578,067$0-
Heritage Realty Defined Benefit Pension Plan-7$5,578,067--
201816$5,331,012$0-
Heritage Realty Defined Benefit Pension Plan-6$5,331,012--
2017118$4,442,162$0-
Heritage Realty Defined Benefit Pension Plan-18$4,442,162$0-
2016116$4,780,634$0-
Heritage Realty Defined Benefit Pension Plan-16$4,780,634--
2015112$3,824,336$0-
Heritage Realty Defined Benefit Pension Plan-12$3,824,336$0-
2014112$3,500,724$120,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Heritage Realty Defined Benefit Pension Plan-12$3,500,724$120,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
2013111$2,945,761$350,000$31,818iApproximate average salary by contribution assumption: employee only about $795,455 at 4% or $530,303 at 6%; with 50% employer match about $530,303 at 4% or $353,535 at 6%; with 100% employer match about $397,727 at 4% or $265,152 at 6%.
Heritage Realty Defined Benefit Pension Plan-11$2,945,761$350,000$31,818iApproximate average salary by contribution assumption: employee only about $795,455 at 4% or $530,303 at 6%; with 50% employer match about $530,303 at 4% or $353,535 at 6%; with 100% employer match about $397,727 at 4% or $265,152 at 6%.
2012111$2,085,815$252,000$22,909iApproximate average salary by contribution assumption: employee only about $572,727 at 4% or $381,818 at 6%; with 50% employer match about $381,818 at 4% or $254,545 at 6%; with 100% employer match about $286,364 at 4% or $190,909 at 6%.
Heritage Realty Defined Benefit Pension Plan-11$2,085,815$252,000$22,909iApproximate average salary by contribution assumption: employee only about $572,727 at 4% or $381,818 at 6%; with 50% employer match about $381,818 at 4% or $254,545 at 6%; with 100% employer match about $286,364 at 4% or $190,909 at 6%.
2011111$1,269,372$128,956$11,723iApproximate average salary by contribution assumption: employee only about $293,082 at 4% or $195,388 at 6%; with 50% employer match about $195,388 at 4% or $130,259 at 6%; with 100% employer match about $146,541 at 4% or $97,694 at 6%.
Heritage Realty Defined Benefit Pension Plan-11$1,269,372$128,956$11,723iApproximate average salary by contribution assumption: employee only about $293,082 at 4% or $195,388 at 6%; with 50% employer match about $195,388 at 4% or $130,259 at 6%; with 100% employer match about $146,541 at 4% or $97,694 at 6%.
2010110$1,528,979$86,000$8,600iApproximate average salary by contribution assumption: employee only about $215,000 at 4% or $143,333 at 6%; with 50% employer match about $143,333 at 4% or $95,556 at 6%; with 100% employer match about $107,500 at 4% or $71,667 at 6%.
Heritage Realty Defined Benefit Pension Plan-10$1,528,979$86,000$8,600iApproximate average salary by contribution assumption: employee only about $215,000 at 4% or $143,333 at 6%; with 50% employer match about $143,333 at 4% or $95,556 at 6%; with 100% employer match about $107,500 at 4% or $71,667 at 6%.
2009110$1,489,685$50,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Heritage Realty Defined Benefit Pension Plan-10$1,489,685$50,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.