Civic Intelligence

The Heritage Company

Plan context: The Heritage Company 401(K) Plan

EIN 01-0542927 • East Waterboro, ME • 22 filings • 2 plans

PO Box 71,East Waterboro, ME 04030
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$4,878,362

2024 Contributions

$183,575

Historical Graphs

Total Assets Over Time

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

$4,878,362$2,439,181$0200320142024YearValue
$4,878,362Latest year 2024

Participants Over Time

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

1470200320142024YearValue
10Latest 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
2024110$4,878,362$183,575$18,358iApproximate average salary by contribution assumption: employee only about $458,938 at 4% or $305,958 at 6%; with 50% employer match about $305,958 at 4% or $203,972 at 6%; with 100% employer match about $229,469 at 4% or $152,979 at 6%.
The Heritage Company 401(K) Plan-10$4,878,362$183,575$18,358iApproximate average salary by contribution assumption: employee only about $458,938 at 4% or $305,958 at 6%; with 50% employer match about $305,958 at 4% or $203,972 at 6%; with 100% employer match about $229,469 at 4% or $152,979 at 6%.
2023110$4,234,573$181,909$18,191iApproximate average salary by contribution assumption: employee only about $454,773 at 4% or $303,182 at 6%; with 50% employer match about $303,182 at 4% or $202,121 at 6%; with 100% employer match about $227,386 at 4% or $151,591 at 6%.
The Heritage Company 401(K) Plan-10$4,234,573$181,909$18,191iApproximate average salary by contribution assumption: employee only about $454,773 at 4% or $303,182 at 6%; with 50% employer match about $303,182 at 4% or $202,121 at 6%; with 100% employer match about $227,386 at 4% or $151,591 at 6%.
2022111$3,555,545$103,312$9,392iApproximate average salary by contribution assumption: employee only about $234,800 at 4% or $156,533 at 6%; with 50% employer match about $156,533 at 4% or $104,356 at 6%; with 100% employer match about $117,400 at 4% or $78,267 at 6%.
The Heritage Company 401(K) Plan-11$3,555,545$103,312$9,392iApproximate average salary by contribution assumption: employee only about $234,800 at 4% or $156,533 at 6%; with 50% employer match about $156,533 at 4% or $104,356 at 6%; with 100% employer match about $117,400 at 4% or $78,267 at 6%.
2021112$4,031,410$152,218$12,685iApproximate average salary by contribution assumption: employee only about $317,121 at 4% or $211,414 at 6%; with 50% employer match about $211,414 at 4% or $140,943 at 6%; with 100% employer match about $158,560 at 4% or $105,707 at 6%.
The Heritage Company 401(K) Plan-12$4,031,410$152,218$12,685iApproximate average salary by contribution assumption: employee only about $317,121 at 4% or $211,414 at 6%; with 50% employer match about $211,414 at 4% or $140,943 at 6%; with 100% employer match about $158,560 at 4% or $105,707 at 6%.
2020113$3,595,668$144,669$11,128iApproximate average salary by contribution assumption: employee only about $278,210 at 4% or $185,473 at 6%; with 50% employer match about $185,473 at 4% or $123,649 at 6%; with 100% employer match about $139,105 at 4% or $92,737 at 6%.
The Heritage Company 401(K) Plan-13$3,595,668$144,669$11,128iApproximate average salary by contribution assumption: employee only about $278,210 at 4% or $185,473 at 6%; with 50% employer match about $185,473 at 4% or $123,649 at 6%; with 100% employer match about $139,105 at 4% or $92,737 at 6%.
2019113$3,191,164$180,397$13,877iApproximate average salary by contribution assumption: employee only about $346,917 at 4% or $231,278 at 6%; with 50% employer match about $231,278 at 4% or $154,185 at 6%; with 100% employer match about $173,459 at 4% or $115,639 at 6%.
The Heritage Company 401(K) Plan-13$3,191,164$180,397$13,877iApproximate average salary by contribution assumption: employee only about $346,917 at 4% or $231,278 at 6%; with 50% employer match about $231,278 at 4% or $154,185 at 6%; with 100% employer match about $173,459 at 4% or $115,639 at 6%.
2018114$2,571,053$176,135$12,581iApproximate average salary by contribution assumption: employee only about $314,527 at 4% or $209,685 at 6%; with 50% employer match about $209,685 at 4% or $139,790 at 6%; with 100% employer match about $157,263 at 4% or $104,842 at 6%.
The Heritage Company 401(K) Plan-14$2,571,053$176,135$12,581iApproximate average salary by contribution assumption: employee only about $314,527 at 4% or $209,685 at 6%; with 50% employer match about $209,685 at 4% or $139,790 at 6%; with 100% employer match about $157,263 at 4% or $104,842 at 6%.
2017114$2,622,952$183,064$13,076iApproximate average salary by contribution assumption: employee only about $326,900 at 4% or $217,933 at 6%; with 50% employer match about $217,933 at 4% or $145,289 at 6%; with 100% employer match about $163,450 at 4% or $108,967 at 6%.
The Heritage Company 401(K) Plan-14$2,622,952$183,064$13,076iApproximate average salary by contribution assumption: employee only about $326,900 at 4% or $217,933 at 6%; with 50% employer match about $217,933 at 4% or $145,289 at 6%; with 100% employer match about $163,450 at 4% or $108,967 at 6%.
2016112$2,118,011$176,449$14,704iApproximate average salary by contribution assumption: employee only about $367,602 at 4% or $245,068 at 6%; with 50% employer match about $245,068 at 4% or $163,379 at 6%; with 100% employer match about $183,801 at 4% or $122,534 at 6%.
The Heritage Company 401(K) Plan-12$2,118,011$176,449$14,704iApproximate average salary by contribution assumption: employee only about $367,602 at 4% or $245,068 at 6%; with 50% employer match about $245,068 at 4% or $163,379 at 6%; with 100% employer match about $183,801 at 4% or $122,534 at 6%.
2015112$1,785,573$189,098$15,758iApproximate average salary by contribution assumption: employee only about $393,954 at 4% or $262,636 at 6%; with 50% employer match about $262,636 at 4% or $175,091 at 6%; with 100% employer match about $196,977 at 4% or $131,318 at 6%.
The Heritage Company 401(K) Plan-12$1,785,573$189,098$15,758iApproximate average salary by contribution assumption: employee only about $393,954 at 4% or $262,636 at 6%; with 50% employer match about $262,636 at 4% or $175,091 at 6%; with 100% employer match about $196,977 at 4% or $131,318 at 6%.
2014113$1,660,802$151,427$11,648iApproximate average salary by contribution assumption: employee only about $291,206 at 4% or $194,137 at 6%; with 50% employer match about $194,137 at 4% or $129,425 at 6%; with 100% employer match about $145,603 at 4% or $97,069 at 6%.
The Heritage Company 401(K) Plan-13$1,660,802$151,427$11,648iApproximate average salary by contribution assumption: employee only about $291,206 at 4% or $194,137 at 6%; with 50% employer match about $194,137 at 4% or $129,425 at 6%; with 100% employer match about $145,603 at 4% or $97,069 at 6%.
2013112$1,472,632$97,978$8,165iApproximate average salary by contribution assumption: employee only about $204,121 at 4% or $136,081 at 6%; with 50% employer match about $136,081 at 4% or $90,720 at 6%; with 100% employer match about $102,060 at 4% or $68,040 at 6%.
The Heritage Company 401(K) Plan-12$1,472,632$97,978$8,165iApproximate average salary by contribution assumption: employee only about $204,121 at 4% or $136,081 at 6%; with 50% employer match about $136,081 at 4% or $90,720 at 6%; with 100% employer match about $102,060 at 4% or $68,040 at 6%.
2012113$1,162,942$133,309$10,255iApproximate average salary by contribution assumption: employee only about $256,363 at 4% or $170,909 at 6%; with 50% employer match about $170,909 at 4% or $113,939 at 6%; with 100% employer match about $128,182 at 4% or $85,454 at 6%.
The Heritage Company 401(K) Plan-13$1,162,942$133,309$10,255iApproximate average salary by contribution assumption: employee only about $256,363 at 4% or $170,909 at 6%; with 50% employer match about $170,909 at 4% or $113,939 at 6%; with 100% employer match about $128,182 at 4% or $85,454 at 6%.
2011112$912,629$120,316$10,026iApproximate average salary by contribution assumption: employee only about $250,658 at 4% or $167,106 at 6%; with 50% employer match about $167,106 at 4% or $111,404 at 6%; with 100% employer match about $125,329 at 4% or $83,553 at 6%.
The Heritage Company 401(K) Plan-12$912,629$120,316$10,026iApproximate average salary by contribution assumption: employee only about $250,658 at 4% or $167,106 at 6%; with 50% employer match about $167,106 at 4% or $111,404 at 6%; with 100% employer match about $125,329 at 4% or $83,553 at 6%.
2010112$832,209$110,760$9,230iApproximate average salary by contribution assumption: employee only about $230,750 at 4% or $153,833 at 6%; with 50% employer match about $153,833 at 4% or $102,556 at 6%; with 100% employer match about $115,375 at 4% or $76,917 at 6%.
The Heritage Company 401(K) Plan-12$832,209$110,760$9,230iApproximate average salary by contribution assumption: employee only about $230,750 at 4% or $153,833 at 6%; with 50% employer match about $153,833 at 4% or $102,556 at 6%; with 100% employer match about $115,375 at 4% or $76,917 at 6%.
2009112$628,839$116,470$9,706iApproximate average salary by contribution assumption: employee only about $242,646 at 4% or $161,764 at 6%; with 50% employer match about $161,764 at 4% or $107,843 at 6%; with 100% employer match about $121,323 at 4% or $80,882 at 6%.
The Heritage Company 401(K) Plan-12$628,839$116,470$9,706iApproximate average salary by contribution assumption: employee only about $242,646 at 4% or $161,764 at 6%; with 50% employer match about $161,764 at 4% or $107,843 at 6%; with 100% employer match about $121,323 at 4% or $80,882 at 6%.
2008111$413,119$111,763$10,160iApproximate average salary by contribution assumption: employee only about $254,007 at 4% or $169,338 at 6%; with 50% employer match about $169,338 at 4% or $112,892 at 6%; with 100% employer match about $127,003 at 4% or $84,669 at 6%.
The Heritage Company 401(K) Plan-11$413,119$111,763$10,160iApproximate average salary by contribution assumption: employee only about $254,007 at 4% or $169,338 at 6%; with 50% employer match about $169,338 at 4% or $112,892 at 6%; with 100% employer match about $127,003 at 4% or $84,669 at 6%.
2007110$0$0-
The Heritage Company 401(K) Plan-10---
2006110$307,725$100,557$10,056iApproximate average salary by contribution assumption: employee only about $251,393 at 4% or $167,595 at 6%; with 50% employer match about $167,595 at 4% or $111,730 at 6%; with 100% employer match about $125,696 at 4% or $83,798 at 6%.
The Heritage Company 401(K) Plan-10$307,725$100,557$10,056iApproximate average salary by contribution assumption: employee only about $251,393 at 4% or $167,595 at 6%; with 50% employer match about $167,595 at 4% or $111,730 at 6%; with 100% employer match about $125,696 at 4% or $83,798 at 6%.
2005110$187,327$69,784$6,978iApproximate average salary by contribution assumption: employee only about $174,460 at 4% or $116,307 at 6%; with 50% employer match about $116,307 at 4% or $77,538 at 6%; with 100% employer match about $87,230 at 4% or $58,153 at 6%.
The Heritage Company 401(K) Plan-10$187,327$69,784$6,978iApproximate average salary by contribution assumption: employee only about $174,460 at 4% or $116,307 at 6%; with 50% employer match about $116,307 at 4% or $77,538 at 6%; with 100% employer match about $87,230 at 4% or $58,153 at 6%.
2004110$109,431$48,330$4,833iApproximate average salary by contribution assumption: employee only about $120,825 at 4% or $80,550 at 6%; with 50% employer match about $80,550 at 4% or $53,700 at 6%; with 100% employer match about $60,413 at 4% or $40,275 at 6%.
The Heritage Company 401(K) Plan-10$109,431$48,330$4,833iApproximate average salary by contribution assumption: employee only about $120,825 at 4% or $80,550 at 6%; with 50% employer match about $80,550 at 4% or $53,700 at 6%; with 100% employer match about $60,413 at 4% or $40,275 at 6%.
2003110$51,543$50,292$5,029iApproximate average salary by contribution assumption: employee only about $125,730 at 4% or $83,820 at 6%; with 50% employer match about $83,820 at 4% or $55,880 at 6%; with 100% employer match about $62,865 at 4% or $41,910 at 6%.
The Heritage Company 401(K) Plan-10$51,543$50,292$5,029iApproximate average salary by contribution assumption: employee only about $125,730 at 4% or $83,820 at 6%; with 50% employer match about $83,820 at 4% or $55,880 at 6%; with 100% employer match about $62,865 at 4% or $41,910 at 6%.