HERITAGE FINANCIAL CORPORATION 401(K) ESOP
Plan Contact
- Address: P.O. BOX 1578,OLYMPIA,WA
- Contact person: BRIAN L. VANCE
- Phone: (360) 943-1500
Plan General Information
HERITAGE FINANCIAL CORPORATION 401(K) ESOP Total Retirement Plan Assets
At the end of 2013, the total retirement plan assets of HERITAGE FINANCIAL CORPORATION 401(K) ESOP is $30,201,365.00.This plan was established in 1993.
HERITAGE FINANCIAL CORPORATION 401(K) ESOP Total Number of Retirement Plan Participants
At the end of 2013, the total number of retirement plan participants in HERITAGE FINANCIAL CORPORATION 401(K) ESOP is 439
HERITAGE FINANCIAL CORPORATION 401(K) ESOP Average Participant Retirement Account Value
In 2013, the average participant retirement account value for HERITAGE FINANCIAL CORPORATION 401(K) ESOP is $68,795.00
HERITAGE FINANCIAL CORPORATION 401(K) ESOP Estimated Average Employee Contribution Amount
In 2013, the estimated average employee contribution amount per participant for HERITAGE FINANCIAL CORPORATION 401(K) ESOP is $6,628.00.
HERITAGE FINANCIAL CORPORATION 401(K) ESOP Estimated Average Employer Match
In 2013, the estimated average employer match for an employee in HERITAGE FINANCIAL CORPORATION 401(K) ESOP is approximately $2,515.00
Investing in this additonal $2,515.00 for 20 years would give you extra $160,971.00, assuming a 10% annual return.
Investing in this additonal $2,515.00 for 20 years would give you extra $160,971.00, assuming a 10% annual return.
HERITAGE FINANCIAL CORPORATION 401(K) ESOP Total Employer Contribution and Match Rate
In 2013, HERITAGE FINANCIAL CORPORATION 401(K) ESOP allocates $1,104,166.00 to match its employees' contributions, providing an employer match rate of 75.89% of their contributions
HERITAGE FINANCIAL CORPORATION 401(K) ESOP Total Retirement Plan Asset Growth Rate
In 2013, the total retirement plan asset growth rate of HERITAGE FINANCIAL CORPORATION 401(K) ESOP is 13.91%.
HERITAGE FINANCIAL CORPORATION 401(K) ESOP Estimated Aggregate Retirement Account Investment Gain/Loss
In 2013, the estimated aggregate retirement account investment gain/loss for HERITAGE FINANCIAL CORPORATION 401(K) ESOP is 18.46%. This measures the effectiveness of the plan participants' investments in the year.
HERITAGE FINANCIAL CORPORATION 401(K) ESOP Expense Ratio
In 2013, the investment and administrative expense ratio of HERITAGE FINANCIAL CORPORATION 401(K) ESOP is 0.56%.
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