Civic Intelligence

Heritage Oaks Bancorp

Plan context: HERITAGE OAKS BANCORP EMPLOYEE STOCK OWNERSHIP PLAN

EIN 95-3763629 • San Luis Obispo, CA • 19 filings • 4 plans

3880 South Higuera StreetSan Luis Obispo, CA 93401
Current Snapshot

Latest Year

2016

2016 Participants

281

2016 Assets

$2,067,353

2016 Contributions

$216,000

Historical Graphs

Total Assets Over Time

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

$2,067,353$1,033,677$0199920032004YearValue
$2,067,353Latest year 2004

Participants Over Time

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

2811410199920072015YearValue
281Latest year 2015

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
201610$0$0-
Heritage Oaks Health and Welfare Plan-0---
20151281$0$0-
Heritage Oaks Health and Welfare Plan-281---
20141239$0$0-
Heritage Oaks Health and Welfare Plan-239---
20131237$0$0-
Heritage Oaks Health and Welfare Plan-237---
20121226$0$0-
Heritage Oaks Health and Welfare Plan-226---
20111256$0$0-
Heritage Oaks Health and Welfare Plan-256---
20101262$0$0-
Heritage Oaks Health and Welfare Plan-262---
20091265$0$0-
Heritage Oaks Health and Welfare Plan-265---
20081245$0$0-
Heritage Oaks Health and Welfare Plan-245---
20071212$0$0-
Heritage Oaks Health and Welfare Plan-212---
20061209$0$0-
Heritage Oaks Health and Welfare Plan-209---
20051180$0$0-
Heritage Oaks Health and Welfare Plan-180---
20042168$2,067,353$216,000$1,286iApproximate average salary by contribution assumption: employee only about $32,143 at 4% or $21,429 at 6%; with 50% employer match about $21,429 at 4% or $14,286 at 6%; with 100% employer match about $16,071 at 4% or $10,714 at 6%.
HERITAGE OAKS BANCORP EMPLOYEE STOCK OWNERSHIP PLAN-138$2,067,353$216,000$1,565iApproximate average salary by contribution assumption: employee only about $39,130 at 4% or $26,087 at 6%; with 50% employer match about $26,087 at 4% or $17,391 at 6%; with 100% employer match about $19,565 at 4% or $13,043 at 6%.
Heritage Oaks Health and Welfare Plan-168---
20031104$1,549,141$206,460$1,985iApproximate average salary by contribution assumption: employee only about $49,630 at 4% or $33,087 at 6%; with 50% employer match about $33,087 at 4% or $22,058 at 6%; with 100% employer match about $24,815 at 4% or $16,543 at 6%.
HERITAGE OAKS BANCORP EMPLOYEE STOCK OWNERSHIP PLAN-104$1,549,141$206,460$1,985iApproximate average salary by contribution assumption: employee only about $49,630 at 4% or $33,087 at 6%; with 50% employer match about $33,087 at 4% or $22,058 at 6%; with 100% employer match about $24,815 at 4% or $16,543 at 6%.
2002194$0$0-
HERITAGE OAKS BANCORP EMPLOYEE STOCK OWNERSHIP PLAN-94---
2001184$0$0-
HERITAGE OAKS BANCORP EMPLOYEE STOCK OWNERSHIP PLAN-84---
2000170$461,925$157,300$2,247iApproximate average salary by contribution assumption: employee only about $56,179 at 4% or $37,452 at 6%; with 50% employer match about $37,452 at 4% or $24,968 at 6%; with 100% employer match about $28,089 at 4% or $18,726 at 6%.
Heritage Oaks Bancorp Employee Stock Ownership Plan-70$461,925$157,300$2,247iApproximate average salary by contribution assumption: employee only about $56,179 at 4% or $37,452 at 6%; with 50% employer match about $37,452 at 4% or $24,968 at 6%; with 100% employer match about $28,089 at 4% or $18,726 at 6%.
1999170$260,979$62,775$897iApproximate average salary by contribution assumption: employee only about $22,420 at 4% or $14,946 at 6%; with 50% employer match about $14,946 at 4% or $9,964 at 6%; with 100% employer match about $11,210 at 4% or $7,473 at 6%.
Heritage Oaks Bancorp Employee Stock Ownership Plan-70$260,979$62,775$897iApproximate average salary by contribution assumption: employee only about $22,420 at 4% or $14,946 at 6%; with 50% employer match about $14,946 at 4% or $9,964 at 6%; with 100% employer match about $11,210 at 4% or $7,473 at 6%.
Heritage Oaks Bancorp | EIN 95-3763629 | 2016 Form 5500 Company Profile