Civic Intelligence

Heritage Pharmacy Corp.

Plan context: Heritage Pharmacy 401K Trust

EIN 99-4618770 • 1 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$93,978

2024 Contributions

$96,659

Historical Graphs

Total Assets Over Time

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

$93,978$46,989$02024YearValue
$93,978Latest year 2024

Participants Over Time

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

1102024YearValue
1Latest 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
202411$93,978$96,659$96,659iApproximate average salary by contribution assumption: employee only about $2,416,475 at 4% or $1,610,983 at 6%; with 50% employer match about $1,610,983 at 4% or $1,073,989 at 6%; with 100% employer match about $1,208,238 at 4% or $805,492 at 6%.
Heritage Pharmacy 401K Trust-1$93,978$96,659$96,659iApproximate average salary by contribution assumption: employee only about $2,416,475 at 4% or $1,610,983 at 6%; with 50% employer match about $1,610,983 at 4% or $1,073,989 at 6%; with 100% employer match about $1,208,238 at 4% or $805,492 at 6%.
Heritage Pharmacy Corp. | EIN 99-4618770 | 2024 Form 5500 Company Profile