Civic Intelligence

Heritage Aviation Inc.

Plan context: Heritage Aviation Employee Stock Ownership Plan

EIN 02-0617193 • South Burlington, VT • 42 filings • 13 plans

265 Aviation AveSouth Burlington, VT 05403
Current Snapshot

Latest Year

2024

2024 Participants

65

2024 Assets

$13,712,883

2024 Contributions

$524,726

Historical Graphs

Total Assets Over Time

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

$13,712,883$6,856,442$0200420142024YearValue
$13,712,883Latest year 2024

Participants Over Time

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

110550200220132024YearValue
65Latest 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
2024265$13,712,883$524,726$8,073iApproximate average salary by contribution assumption: employee only about $201,818 at 4% or $134,545 at 6%; with 50% employer match about $134,545 at 4% or $89,697 at 6%; with 100% employer match about $100,909 at 4% or $67,273 at 6%.
Heritage Aviation Employee Stock Ownership Plan-53$7,287,075$43,962$829iApproximate average salary by contribution assumption: employee only about $20,737 at 4% or $13,825 at 6%; with 50% employer match about $13,825 at 4% or $9,216 at 6%; with 100% employer match about $10,368 at 4% or $6,912 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-65$6,425,808$480,764$7,396iApproximate average salary by contribution assumption: employee only about $184,909 at 4% or $123,273 at 6%; with 50% employer match about $123,273 at 4% or $82,182 at 6%; with 100% employer match about $92,455 at 4% or $61,636 at 6%.
2023262$11,830,506$1,176,595$18,977iApproximate average salary by contribution assumption: employee only about $474,433 at 4% or $316,289 at 6%; with 50% employer match about $316,289 at 4% or $210,859 at 6%; with 100% employer match about $237,217 at 4% or $158,144 at 6%.
Heritage Aviation Employee Stock Ownership Plan-54$6,173,261$329,095$6,094iApproximate average salary by contribution assumption: employee only about $152,359 at 4% or $101,573 at 6%; with 50% employer match about $101,573 at 4% or $67,715 at 6%; with 100% employer match about $76,179 at 4% or $50,786 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-62$5,657,245$847,500$13,669iApproximate average salary by contribution assumption: employee only about $341,734 at 4% or $227,823 at 6%; with 50% employer match about $227,823 at 4% or $151,882 at 6%; with 100% employer match about $170,867 at 4% or $113,911 at 6%.
2022257$11,245,679$378,644$6,643iApproximate average salary by contribution assumption: employee only about $166,072 at 4% or $110,715 at 6%; with 50% employer match about $110,715 at 4% or $73,810 at 6%; with 100% employer match about $83,036 at 4% or $55,357 at 6%.
Heritage Aviation Employee Stock Ownership Plan-47$6,392,077$55,018$1,171iApproximate average salary by contribution assumption: employee only about $29,265 at 4% or $19,510 at 6%; with 50% employer match about $19,510 at 4% or $13,007 at 6%; with 100% employer match about $14,632 at 4% or $9,755 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-57$4,853,602$323,626$5,678iApproximate average salary by contribution assumption: employee only about $141,941 at 4% or $94,627 at 6%; with 50% employer match about $94,627 at 4% or $63,085 at 6%; with 100% employer match about $70,971 at 4% or $47,314 at 6%.
2021254$13,191,693$802,803$14,867iApproximate average salary by contribution assumption: employee only about $371,668 at 4% or $247,779 at 6%; with 50% employer match about $247,779 at 4% or $165,186 at 6%; with 100% employer match about $185,834 at 4% or $123,889 at 6%.
Heritage Aviation Employee Stock Ownership Plan-47$7,417,154$416,642$8,865iApproximate average salary by contribution assumption: employee only about $221,618 at 4% or $147,745 at 6%; with 50% employer match about $147,745 at 4% or $98,497 at 6%; with 100% employer match about $110,809 at 4% or $73,873 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-54$5,774,539$386,161$7,151iApproximate average salary by contribution assumption: employee only about $178,778 at 4% or $119,185 at 6%; with 50% employer match about $119,185 at 4% or $79,457 at 6%; with 100% employer match about $89,389 at 4% or $59,593 at 6%.
2020259$10,984,982$435,008$7,373iApproximate average salary by contribution assumption: employee only about $184,325 at 4% or $122,884 at 6%; with 50% employer match about $122,884 at 4% or $81,922 at 6%; with 100% employer match about $92,163 at 4% or $61,442 at 6%.
Heritage Aviation Employee Stock Ownership Plan-53$6,165,583$51,988$981iApproximate average salary by contribution assumption: employee only about $24,523 at 4% or $16,348 at 6%; with 50% employer match about $16,348 at 4% or $10,899 at 6%; with 100% employer match about $12,261 at 4% or $8,174 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-59$4,819,399$383,020$6,492iApproximate average salary by contribution assumption: employee only about $162,297 at 4% or $108,198 at 6%; with 50% employer match about $108,198 at 4% or $72,132 at 6%; with 100% employer match about $81,148 at 4% or $54,099 at 6%.
2019259$9,797,715$379,667$6,435iApproximate average salary by contribution assumption: employee only about $160,876 at 4% or $107,251 at 6%; with 50% employer match about $107,251 at 4% or $71,500 at 6%; with 100% employer match about $80,438 at 4% or $53,625 at 6%.
Heritage Aviation Employee Stock Ownership Plan-53$5,643,041$53,724$1,014iApproximate average salary by contribution assumption: employee only about $25,342 at 4% or $16,894 at 6%; with 50% employer match about $16,894 at 4% or $11,263 at 6%; with 100% employer match about $12,671 at 4% or $8,447 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-59$4,154,674$325,943$5,524iApproximate average salary by contribution assumption: employee only about $138,111 at 4% or $92,074 at 6%; with 50% employer match about $92,074 at 4% or $61,383 at 6%; with 100% employer match about $69,056 at 4% or $46,037 at 6%.
2018264$11,086,728$447,889$6,998iApproximate average salary by contribution assumption: employee only about $174,957 at 4% or $116,638 at 6%; with 50% employer match about $116,638 at 4% or $77,759 at 6%; with 100% employer match about $87,478 at 4% or $58,319 at 6%.
Heritage Aviation Employee Stock Ownership Plan-51$7,191,549$51,685$1,013iApproximate average salary by contribution assumption: employee only about $25,336 at 4% or $16,891 at 6%; with 50% employer match about $16,891 at 4% or $11,260 at 6%; with 100% employer match about $12,668 at 4% or $8,445 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-64$3,895,179$396,204$6,191iApproximate average salary by contribution assumption: employee only about $154,767 at 4% or $103,178 at 6%; with 50% employer match about $103,178 at 4% or $68,785 at 6%; with 100% employer match about $77,384 at 4% or $51,589 at 6%.
2017259$9,731,808$442,582$7,501iApproximate average salary by contribution assumption: employee only about $187,535 at 4% or $125,023 at 6%; with 50% employer match about $125,023 at 4% or $83,349 at 6%; with 100% employer match about $93,767 at 4% or $62,512 at 6%.
Heritage Aviation Employee Stock Ownership Plan-48$5,425,936$46,582$970iApproximate average salary by contribution assumption: employee only about $24,261 at 4% or $16,174 at 6%; with 50% employer match about $16,174 at 4% or $10,783 at 6%; with 100% employer match about $12,131 at 4% or $8,087 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-59$4,305,872$396,000$6,712iApproximate average salary by contribution assumption: employee only about $167,797 at 4% or $111,864 at 6%; with 50% employer match about $111,864 at 4% or $74,576 at 6%; with 100% employer match about $83,898 at 4% or $55,932 at 6%.
2016253$8,497,049$495,132$9,342iApproximate average salary by contribution assumption: employee only about $233,553 at 4% or $155,702 at 6%; with 50% employer match about $155,702 at 4% or $103,801 at 6%; with 100% employer match about $116,776 at 4% or $77,851 at 6%.
Heritage Aviation Employee Stock Ownership Plan-49$4,892,460$37,906$774iApproximate average salary by contribution assumption: employee only about $19,340 at 4% or $12,893 at 6%; with 50% employer match about $12,893 at 4% or $8,595 at 6%; with 100% employer match about $9,670 at 4% or $6,447 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-53$3,604,589$457,226$8,627iApproximate average salary by contribution assumption: employee only about $215,673 at 4% or $143,782 at 6%; with 50% employer match about $143,782 at 4% or $95,855 at 6%; with 100% employer match about $107,836 at 4% or $71,891 at 6%.
2015258$2,965,479$341,715$5,892iApproximate average salary by contribution assumption: employee only about $147,291 at 4% or $98,194 at 6%; with 50% employer match about $98,194 at 4% or $65,463 at 6%; with 100% employer match about $73,645 at 4% or $49,097 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-58$2,965,479$303,807$5,238iApproximate average salary by contribution assumption: employee only about $130,951 at 4% or $87,301 at 6%; with 50% employer match about $87,301 at 4% or $58,201 at 6%; with 100% employer match about $65,476 at 4% or $43,650 at 6%.
Heritage Aviation Employee Stock Ownership Plan-50-$37,908$758iApproximate average salary by contribution assumption: employee only about $18,954 at 4% or $12,636 at 6%; with 50% employer match about $12,636 at 4% or $8,424 at 6%; with 100% employer match about $9,477 at 4% or $6,318 at 6%.
2014153$2,725,178$274,913$5,187iApproximate average salary by contribution assumption: employee only about $129,676 at 4% or $86,451 at 6%; with 50% employer match about $86,451 at 4% or $57,634 at 6%; with 100% employer match about $64,838 at 4% or $43,225 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-53$2,725,178$274,913$5,187iApproximate average salary by contribution assumption: employee only about $129,676 at 4% or $86,451 at 6%; with 50% employer match about $86,451 at 4% or $57,634 at 6%; with 100% employer match about $64,838 at 4% or $43,225 at 6%.
2013151$2,695,923$241,891$4,743iApproximate average salary by contribution assumption: employee only about $118,574 at 4% or $79,049 at 6%; with 50% employer match about $79,049 at 4% or $52,700 at 6%; with 100% employer match about $59,287 at 4% or $39,525 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-51$2,695,923$241,891$4,743iApproximate average salary by contribution assumption: employee only about $118,574 at 4% or $79,049 at 6%; with 50% employer match about $79,049 at 4% or $52,700 at 6%; with 100% employer match about $59,287 at 4% or $39,525 at 6%.
2012764$2,823,880$606,773$9,481iApproximate average salary by contribution assumption: employee only about $237,021 at 4% or $158,014 at 6%; with 50% employer match about $158,014 at 4% or $105,343 at 6%; with 100% employer match about $118,510 at 4% or $79,007 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-64$2,823,880$606,773$9,481iApproximate average salary by contribution assumption: employee only about $237,021 at 4% or $158,014 at 6%; with 50% employer match about $158,014 at 4% or $105,343 at 6%; with 100% employer match about $118,510 at 4% or $79,007 at 6%.
HERITAGE AVIATION, INC. MEDICAL PLAN-48---
HERITAGE AVIATION, INC. DENTAL PLAN-51---
HERITAGE AVIATION, INC. SHORT TERM DISABILITY PLAN-64---
HERITAGE AVIATION, INC. HEALTH REIMBURSEMENT ARRANGEMENT-48---
HERITAGE AVIATION, INC. LIFE AND AD&D PLAN-64---
HERITAGE AVIATION, INC. LONG TERM DISABILITY PLAN-64---
20111110$2,468,921$704,303$6,403iApproximate average salary by contribution assumption: employee only about $160,069 at 4% or $106,713 at 6%; with 50% employer match about $106,713 at 4% or $71,142 at 6%; with 100% employer match about $80,034 at 4% or $53,356 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-110$2,468,921$704,303$6,403iApproximate average salary by contribution assumption: employee only about $160,069 at 4% or $106,713 at 6%; with 50% employer match about $106,713 at 4% or $71,142 at 6%; with 100% employer match about $80,034 at 4% or $53,356 at 6%.
2010177$2,044,349$494,513$6,422iApproximate average salary by contribution assumption: employee only about $160,556 at 4% or $107,037 at 6%; with 50% employer match about $107,037 at 4% or $71,358 at 6%; with 100% employer match about $80,278 at 4% or $53,519 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-77$2,044,349$494,513$6,422iApproximate average salary by contribution assumption: employee only about $160,556 at 4% or $107,037 at 6%; with 50% employer match about $107,037 at 4% or $71,358 at 6%; with 100% employer match about $80,278 at 4% or $53,519 at 6%.
2009171$1,504,939$395,326$5,568iApproximate average salary by contribution assumption: employee only about $139,199 at 4% or $92,800 at 6%; with 50% employer match about $92,800 at 4% or $61,866 at 6%; with 100% employer match about $69,600 at 4% or $46,400 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-71$1,504,939$395,326$5,568iApproximate average salary by contribution assumption: employee only about $139,199 at 4% or $92,800 at 6%; with 50% employer match about $92,800 at 4% or $61,866 at 6%; with 100% employer match about $69,600 at 4% or $46,400 at 6%.
2008167$864,548$353,322$5,273iApproximate average salary by contribution assumption: employee only about $131,837 at 4% or $87,891 at 6%; with 50% employer match about $87,891 at 4% or $58,594 at 6%; with 100% employer match about $65,918 at 4% or $43,946 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-67$864,548$353,322$5,273iApproximate average salary by contribution assumption: employee only about $131,837 at 4% or $87,891 at 6%; with 50% employer match about $87,891 at 4% or $58,594 at 6%; with 100% employer match about $65,918 at 4% or $43,946 at 6%.
2007254$773,644$139,379$2,581iApproximate average salary by contribution assumption: employee only about $64,527 at 4% or $43,018 at 6%; with 50% employer match about $43,018 at 4% or $28,679 at 6%; with 100% employer match about $32,264 at 4% or $21,509 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-54$773,644$139,379$2,581iApproximate average salary by contribution assumption: employee only about $64,527 at 4% or $43,018 at 6%; with 50% employer match about $43,018 at 4% or $28,679 at 6%; with 100% employer match about $32,264 at 4% or $21,509 at 6%.
ELANAIR, INC. DBA HERITAGE FLIGHT SELF FUNDED MEDICAL REIMBURSEMENT PLAN-0---
2006236$633,986$162,514$4,514iApproximate average salary by contribution assumption: employee only about $112,857 at 4% or $75,238 at 6%; with 50% employer match about $75,238 at 4% or $50,159 at 6%; with 100% employer match about $56,428 at 4% or $37,619 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-28$615,048$88,157$3,148iApproximate average salary by contribution assumption: employee only about $78,712 at 4% or $52,474 at 6%; with 50% employer match about $52,474 at 4% or $34,983 at 6%; with 100% employer match about $39,356 at 4% or $26,237 at 6%.
ELANAIR, INC. DBA HERITAGE FLIGHT SELF FUNDED MEDICAL REIMBURSEMENT PLAN-36$18,938$74,357$2,065iApproximate average salary by contribution assumption: employee only about $51,637 at 4% or $34,425 at 6%; with 50% employer match about $34,425 at 4% or $22,950 at 6%; with 100% employer match about $25,818 at 4% or $17,212 at 6%.
2005226$492,076$136,484$5,249iApproximate average salary by contribution assumption: employee only about $131,235 at 4% or $87,490 at 6%; with 50% employer match about $87,490 at 4% or $58,326 at 6%; with 100% employer match about $65,617 at 4% or $43,745 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-23$492,006$78,903$3,431iApproximate average salary by contribution assumption: employee only about $85,764 at 4% or $57,176 at 6%; with 50% employer match about $57,176 at 4% or $38,117 at 6%; with 100% employer match about $42,882 at 4% or $28,588 at 6%.
ELANAIR, INC. DBA HERITAGE FLIGHT SELF FUNDED MEDICAL REIMBURSEMENT PLAN-26$70$57,581$2,215iApproximate average salary by contribution assumption: employee only about $55,366 at 4% or $36,911 at 6%; with 50% employer match about $36,911 at 4% or $24,607 at 6%; with 100% employer match about $27,683 at 4% or $18,455 at 6%.
2004119$414,541$89,148$4,692iApproximate average salary by contribution assumption: employee only about $117,300 at 4% or $78,200 at 6%; with 50% employer match about $78,200 at 4% or $52,133 at 6%; with 100% employer match about $58,650 at 4% or $39,100 at 6%.
Heritage Aviation Inc.401(K) Retirement Plan-19$414,541$89,148$4,692iApproximate average salary by contribution assumption: employee only about $117,300 at 4% or $78,200 at 6%; with 50% employer match about $78,200 at 4% or $52,133 at 6%; with 100% employer match about $58,650 at 4% or $39,100 at 6%.
2003123$0$0-
Heritage Aviation Inc.401(K) Retirement Plan-23---
2002119$0$0-
Heritage Aviation Inc.401(K) Retirement Plan-19---