Civic Intelligence

Heritage Mint Ltd.

Plan context: Heritage Mint Ltd. 401(K) Profit Sharing Plan

EIN 95-3045479 • Scottsdale, AZ • 19 filings • 3 plans

16641 North 91st StreetSuite 101Scottsdale, AZ 85260
Current Snapshot

Latest Year

2018

2018 Participants

11

2018 Assets

$527,342

2018 Contributions

$2,098

Historical Graphs

Total Assets Over Time

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

$948,090$474,045$0200020102017YearValue
$527,342Latest year 2017

Participants Over Time

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

36180200020092017YearValue
11Latest year 2017

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
201810$0$2,098-
Heritage Mint Ltd. 401(K) Profit Sharing Plan-0$0$2,098-
2017111$527,342$8,111$737iApproximate average salary by contribution assumption: employee only about $18,434 at 4% or $12,289 at 6%; with 50% employer match about $12,289 at 4% or $8,193 at 6%; with 100% employer match about $9,217 at 4% or $6,145 at 6%.
Heritage Mint Ltd. 401(K) Profit Sharing Plan-11$527,342$8,111$737iApproximate average salary by contribution assumption: employee only about $18,434 at 4% or $12,289 at 6%; with 50% employer match about $12,289 at 4% or $8,193 at 6%; with 100% employer match about $9,217 at 4% or $6,145 at 6%.
2016112$476,296$13,812$1,151iApproximate average salary by contribution assumption: employee only about $28,775 at 4% or $19,183 at 6%; with 50% employer match about $19,183 at 4% or $12,789 at 6%; with 100% employer match about $14,388 at 4% or $9,592 at 6%.
Heritage Mint Ltd. 401(K) Profit Sharing Plan-12$476,296$13,812$1,151iApproximate average salary by contribution assumption: employee only about $28,775 at 4% or $19,183 at 6%; with 50% employer match about $19,183 at 4% or $12,789 at 6%; with 100% employer match about $14,388 at 4% or $9,592 at 6%.
2015117$762,564$31,853$1,874iApproximate average salary by contribution assumption: employee only about $46,843 at 4% or $31,228 at 6%; with 50% employer match about $31,228 at 4% or $20,819 at 6%; with 100% employer match about $23,421 at 4% or $15,614 at 6%.
Heritage Mint Ltd. 401(K) Profit Sharing Plan-17$762,564$31,853$1,874iApproximate average salary by contribution assumption: employee only about $46,843 at 4% or $31,228 at 6%; with 50% employer match about $31,228 at 4% or $20,819 at 6%; with 100% employer match about $23,421 at 4% or $15,614 at 6%.
2014119$779,069$35,448$1,866iApproximate average salary by contribution assumption: employee only about $46,642 at 4% or $31,095 at 6%; with 50% employer match about $31,095 at 4% or $20,730 at 6%; with 100% employer match about $23,321 at 4% or $15,547 at 6%.
Heritage Mint Ltd. 401(K) Profit Sharing Plan-19$779,069$35,448$1,866iApproximate average salary by contribution assumption: employee only about $46,642 at 4% or $31,095 at 6%; with 50% employer match about $31,095 at 4% or $20,730 at 6%; with 100% employer match about $23,321 at 4% or $15,547 at 6%.
2013120$762,563$36,910$1,846iApproximate average salary by contribution assumption: employee only about $46,138 at 4% or $30,758 at 6%; with 50% employer match about $30,758 at 4% or $20,506 at 6%; with 100% employer match about $23,069 at 4% or $15,379 at 6%.
Heritage Mint Ltd. 401(K) Profit Sharing Plan-20$762,563$36,910$1,846iApproximate average salary by contribution assumption: employee only about $46,138 at 4% or $30,758 at 6%; with 50% employer match about $30,758 at 4% or $20,506 at 6%; with 100% employer match about $23,069 at 4% or $15,379 at 6%.
2012122$787,793$36,575$1,663iApproximate average salary by contribution assumption: employee only about $41,563 at 4% or $27,708 at 6%; with 50% employer match about $27,708 at 4% or $18,472 at 6%; with 100% employer match about $20,781 at 4% or $13,854 at 6%.
Heritage Mint Ltd. 401(K) Profit Sharing Plan-22$787,793$36,575$1,663iApproximate average salary by contribution assumption: employee only about $41,563 at 4% or $27,708 at 6%; with 50% employer match about $27,708 at 4% or $18,472 at 6%; with 100% employer match about $20,781 at 4% or $13,854 at 6%.
2011125$921,691$38,613$1,545iApproximate average salary by contribution assumption: employee only about $38,613 at 4% or $25,742 at 6%; with 50% employer match about $25,742 at 4% or $17,161 at 6%; with 100% employer match about $19,307 at 4% or $12,871 at 6%.
Heritage Mint Ltd. 401(K) Profit Sharing Plan-25$921,691$38,613$1,545iApproximate average salary by contribution assumption: employee only about $38,613 at 4% or $25,742 at 6%; with 50% employer match about $25,742 at 4% or $17,161 at 6%; with 100% employer match about $19,307 at 4% or $12,871 at 6%.
2010126$948,090$46,099$1,773iApproximate average salary by contribution assumption: employee only about $44,326 at 4% or $29,551 at 6%; with 50% employer match about $29,551 at 4% or $19,700 at 6%; with 100% employer match about $22,163 at 4% or $14,775 at 6%.
Heritage Mint Ltd. 401(K) Profit Sharing Plan-26$948,090$46,099$1,773iApproximate average salary by contribution assumption: employee only about $44,326 at 4% or $29,551 at 6%; with 50% employer match about $29,551 at 4% or $19,700 at 6%; with 100% employer match about $22,163 at 4% or $14,775 at 6%.
2009122$826,671$75,552$3,434iApproximate average salary by contribution assumption: employee only about $85,855 at 4% or $57,236 at 6%; with 50% employer match about $57,236 at 4% or $38,158 at 6%; with 100% employer match about $42,927 at 4% or $28,618 at 6%.
Heritage Mint Ltd. 401(K) Profit Sharing Plan-22$826,671$75,552$3,434iApproximate average salary by contribution assumption: employee only about $85,855 at 4% or $57,236 at 6%; with 50% employer match about $57,236 at 4% or $38,158 at 6%; with 100% employer match about $42,927 at 4% or $28,618 at 6%.
2008125$604,830$14,590$584iApproximate average salary by contribution assumption: employee only about $14,590 at 4% or $9,727 at 6%; with 50% employer match about $9,727 at 4% or $6,484 at 6%; with 100% employer match about $7,295 at 4% or $4,863 at 6%.
Heritage Mint Ltd. 401(K) Profit Sharing Plan-25$604,830$14,590$584iApproximate average salary by contribution assumption: employee only about $14,590 at 4% or $9,727 at 6%; with 50% employer match about $9,727 at 4% or $6,484 at 6%; with 100% employer match about $7,295 at 4% or $4,863 at 6%.
2007123$0$0-
Heritage Mint Ltd. 401(K) Profit Sharing Plan-23---
2006118$826,856$58,803$3,267iApproximate average salary by contribution assumption: employee only about $81,671 at 4% or $54,447 at 6%; with 50% employer match about $54,447 at 4% or $36,298 at 6%; with 100% employer match about $40,835 at 4% or $27,224 at 6%.
Heritage Mint Ltd. 401(K) Profit Sharing Plan-18$826,856$58,803$3,267iApproximate average salary by contribution assumption: employee only about $81,671 at 4% or $54,447 at 6%; with 50% employer match about $54,447 at 4% or $36,298 at 6%; with 100% employer match about $40,835 at 4% or $27,224 at 6%.
2005119$692,348$134,689$7,089iApproximate average salary by contribution assumption: employee only about $177,222 at 4% or $118,148 at 6%; with 50% employer match about $118,148 at 4% or $78,765 at 6%; with 100% employer match about $88,611 at 4% or $59,074 at 6%.
Heritage Mint Ltd. 401(K) Profit Sharing Plan-19$692,348$134,689$7,089iApproximate average salary by contribution assumption: employee only about $177,222 at 4% or $118,148 at 6%; with 50% employer match about $118,148 at 4% or $78,765 at 6%; with 100% employer match about $88,611 at 4% or $59,074 at 6%.
2004132$686,236$88,225$2,757iApproximate average salary by contribution assumption: employee only about $68,926 at 4% or $45,951 at 6%; with 50% employer match about $45,951 at 4% or $30,634 at 6%; with 100% employer match about $34,463 at 4% or $22,975 at 6%.
Heritage Mint Ltd. 401(K) Profit Sharing Plan-32$686,236$88,225$2,757iApproximate average salary by contribution assumption: employee only about $68,926 at 4% or $45,951 at 6%; with 50% employer match about $45,951 at 4% or $30,634 at 6%; with 100% employer match about $34,463 at 4% or $22,975 at 6%.
2003132$623,083$102,692$3,209iApproximate average salary by contribution assumption: employee only about $80,228 at 4% or $53,485 at 6%; with 50% employer match about $53,485 at 4% or $35,657 at 6%; with 100% employer match about $40,114 at 4% or $26,743 at 6%.
Heritage Mint Ltd. 401(K) Profit Sharing Plan-32$623,083$102,692$3,209iApproximate average salary by contribution assumption: employee only about $80,228 at 4% or $53,485 at 6%; with 50% employer match about $53,485 at 4% or $35,657 at 6%; with 100% employer match about $40,114 at 4% or $26,743 at 6%.
2002121$430,983$156,454$7,450iApproximate average salary by contribution assumption: employee only about $186,255 at 4% or $124,170 at 6%; with 50% employer match about $124,170 at 4% or $82,780 at 6%; with 100% employer match about $93,127 at 4% or $62,085 at 6%.
Heritage Mint Ltd. 401(K) Profit Sharing Plan-21$430,983$156,454$7,450iApproximate average salary by contribution assumption: employee only about $186,255 at 4% or $124,170 at 6%; with 50% employer match about $124,170 at 4% or $82,780 at 6%; with 100% employer match about $93,127 at 4% or $62,085 at 6%.
2001136$0$0-
Heritage Mint Ltd. 401(K) Profit Sharing Plan-36---
2000124$95,493$101,089$4,212iApproximate average salary by contribution assumption: employee only about $105,301 at 4% or $70,201 at 6%; with 50% employer match about $70,201 at 4% or $46,800 at 6%; with 100% employer match about $52,651 at 4% or $35,100 at 6%.
Heritage Mint Ltd. 401(K) Profit Sharing Plan-24$95,493$101,089$4,212iApproximate average salary by contribution assumption: employee only about $105,301 at 4% or $70,201 at 6%; with 50% employer match about $70,201 at 4% or $46,800 at 6%; with 100% employer match about $52,651 at 4% or $35,100 at 6%.