Civic Intelligence

HERITAGE PLANTATION

Plan context: HERITAGE PLANTATION 403(B) RETIREMENT PLAN

EIN 04-2704457 • Sandwich, MA • 29 filings • 5 plans

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67 Grove StreetSandwich, MA 02563
Current Snapshot

Latest Year

2024

2024 Participants

48

2024 Assets

$1,168,216

2024 Contributions

$147,310

Historical Graphs

Total Assets Over Time

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

$1,168,216$584,108$0199920142024YearValue
$1,168,216Latest year 2024

Participants Over Time

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

48240199920122024YearValue
48Latest 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
2024148$1,168,216$147,310$3,069iApproximate average salary by contribution assumption: employee only about $76,724 at 4% or $51,149 at 6%; with 50% employer match about $51,149 at 4% or $34,100 at 6%; with 100% employer match about $38,362 at 4% or $25,575 at 6%.
HERITAGE PLANTATION 403(B) RETIREMENT PLAN-48$1,168,216$147,310$3,069iApproximate average salary by contribution assumption: employee only about $76,724 at 4% or $51,149 at 6%; with 50% employer match about $51,149 at 4% or $34,100 at 6%; with 100% employer match about $38,362 at 4% or $25,575 at 6%.
2023141$904,462$118,394$2,888iApproximate average salary by contribution assumption: employee only about $72,191 at 4% or $48,128 at 6%; with 50% employer match about $48,128 at 4% or $32,085 at 6%; with 100% employer match about $36,096 at 4% or $24,064 at 6%.
HERITAGE PLANTATION 403(B) RETIREMENT PLAN-41$904,462$118,394$2,888iApproximate average salary by contribution assumption: employee only about $72,191 at 4% or $48,128 at 6%; with 50% employer match about $48,128 at 4% or $32,085 at 6%; with 100% employer match about $36,096 at 4% or $24,064 at 6%.
2022139$678,504$88,638$2,273iApproximate average salary by contribution assumption: employee only about $56,819 at 4% or $37,879 at 6%; with 50% employer match about $37,879 at 4% or $25,253 at 6%; with 100% employer match about $28,410 at 4% or $18,940 at 6%.
HERITAGE PLANTATION 403(B) RETIREMENT PLAN-39$678,504$88,638$2,273iApproximate average salary by contribution assumption: employee only about $56,819 at 4% or $37,879 at 6%; with 50% employer match about $37,879 at 4% or $25,253 at 6%; with 100% employer match about $28,410 at 4% or $18,940 at 6%.
2021135$706,935$100,649$2,876iApproximate average salary by contribution assumption: employee only about $71,892 at 4% or $47,928 at 6%; with 50% employer match about $47,928 at 4% or $31,952 at 6%; with 100% employer match about $35,946 at 4% or $23,964 at 6%.
HERITAGE PLANTATION 403(B) RETIREMENT PLAN-35$706,935$100,649$2,876iApproximate average salary by contribution assumption: employee only about $71,892 at 4% or $47,928 at 6%; with 50% employer match about $47,928 at 4% or $31,952 at 6%; with 100% employer match about $35,946 at 4% or $23,964 at 6%.
2020126$522,836$61,901$2,381iApproximate average salary by contribution assumption: employee only about $59,520 at 4% or $39,680 at 6%; with 50% employer match about $39,680 at 4% or $26,453 at 6%; with 100% employer match about $29,760 at 4% or $19,840 at 6%.
HERITAGE PLANTATION 403(B) RETIREMENT PLAN-26$522,836$61,901$2,381iApproximate average salary by contribution assumption: employee only about $59,520 at 4% or $39,680 at 6%; with 50% employer match about $39,680 at 4% or $26,453 at 6%; with 100% employer match about $29,760 at 4% or $19,840 at 6%.
2019128$406,460$69,445$2,480iApproximate average salary by contribution assumption: employee only about $62,004 at 4% or $41,336 at 6%; with 50% employer match about $41,336 at 4% or $27,558 at 6%; with 100% employer match about $31,002 at 4% or $20,668 at 6%.
HERITAGE PLANTATION 403(B) RETIREMENT PLAN-28$406,460$69,445$2,480iApproximate average salary by contribution assumption: employee only about $62,004 at 4% or $41,336 at 6%; with 50% employer match about $41,336 at 4% or $27,558 at 6%; with 100% employer match about $31,002 at 4% or $20,668 at 6%.
2018126$489,691$83,191$3,200iApproximate average salary by contribution assumption: employee only about $79,991 at 4% or $53,328 at 6%; with 50% employer match about $53,328 at 4% or $35,552 at 6%; with 100% employer match about $39,996 at 4% or $26,664 at 6%.
HERITAGE PLANTATION 403(B) RETIREMENT PLAN-26$489,691$83,191$3,200iApproximate average salary by contribution assumption: employee only about $79,991 at 4% or $53,328 at 6%; with 50% employer match about $53,328 at 4% or $35,552 at 6%; with 100% employer match about $39,996 at 4% or $26,664 at 6%.
2017127$508,426$98,466$3,647iApproximate average salary by contribution assumption: employee only about $91,172 at 4% or $60,781 at 6%; with 50% employer match about $60,781 at 4% or $40,521 at 6%; with 100% employer match about $45,586 at 4% or $30,391 at 6%.
HERITAGE PLANTATION 403(B) RETIREMENT PLAN-27$508,426$98,466$3,647iApproximate average salary by contribution assumption: employee only about $91,172 at 4% or $60,781 at 6%; with 50% employer match about $60,781 at 4% or $40,521 at 6%; with 100% employer match about $45,586 at 4% or $30,391 at 6%.
2016125$345,764$149,097$5,964iApproximate average salary by contribution assumption: employee only about $149,097 at 4% or $99,398 at 6%; with 50% employer match about $99,398 at 4% or $66,265 at 6%; with 100% employer match about $74,549 at 4% or $49,699 at 6%.
HERITAGE PLANTATION 403(B) RETIREMENT PLAN-25$345,764$149,097$5,964iApproximate average salary by contribution assumption: employee only about $149,097 at 4% or $99,398 at 6%; with 50% employer match about $99,398 at 4% or $66,265 at 6%; with 100% employer match about $74,549 at 4% or $49,699 at 6%.
2015227$174,195$188,235$6,972iApproximate average salary by contribution assumption: employee only about $174,292 at 4% or $116,194 at 6%; with 50% employer match about $116,194 at 4% or $77,463 at 6%; with 100% employer match about $87,146 at 4% or $58,097 at 6%.
HERITAGE PLANTATION 403(B) RETIREMENT PLAN-27$174,195$175,835$6,512iApproximate average salary by contribution assumption: employee only about $162,810 at 4% or $108,540 at 6%; with 50% employer match about $108,540 at 4% or $72,360 at 6%; with 100% employer match about $81,405 at 4% or $54,270 at 6%.
Heritage Plantation Retirement Plan-0$0$12,400-
2014134$1,120,583$38,860$1,143iApproximate average salary by contribution assumption: employee only about $28,574 at 4% or $19,049 at 6%; with 50% employer match about $19,049 at 4% or $12,699 at 6%; with 100% employer match about $14,287 at 4% or $9,525 at 6%.
Heritage Plantation Retirement Plan-34$1,120,583$38,860$1,143iApproximate average salary by contribution assumption: employee only about $28,574 at 4% or $19,049 at 6%; with 50% employer match about $19,049 at 4% or $12,699 at 6%; with 100% employer match about $14,287 at 4% or $9,525 at 6%.
2013136$1,096,595$26,334$732iApproximate average salary by contribution assumption: employee only about $18,288 at 4% or $12,192 at 6%; with 50% employer match about $12,192 at 4% or $8,128 at 6%; with 100% employer match about $9,144 at 4% or $6,096 at 6%.
Heritage Plantation Retirement Plan-36$1,096,595$26,334$732iApproximate average salary by contribution assumption: employee only about $18,288 at 4% or $12,192 at 6%; with 50% employer match about $12,192 at 4% or $8,128 at 6%; with 100% employer match about $9,144 at 4% or $6,096 at 6%.
2012134$988,792$27,221$801iApproximate average salary by contribution assumption: employee only about $20,015 at 4% or $13,344 at 6%; with 50% employer match about $13,344 at 4% or $8,896 at 6%; with 100% employer match about $10,008 at 4% or $6,672 at 6%.
Heritage Plantation Retirement Plan-34$988,792$27,221$801iApproximate average salary by contribution assumption: employee only about $20,015 at 4% or $13,344 at 6%; with 50% employer match about $13,344 at 4% or $8,896 at 6%; with 100% employer match about $10,008 at 4% or $6,672 at 6%.
2011135$909,127$43,513$1,243iApproximate average salary by contribution assumption: employee only about $31,081 at 4% or $20,720 at 6%; with 50% employer match about $20,720 at 4% or $13,814 at 6%; with 100% employer match about $15,540 at 4% or $10,360 at 6%.
Heritage Plantation Retirement Plan-35$909,127$43,513$1,243iApproximate average salary by contribution assumption: employee only about $31,081 at 4% or $20,720 at 6%; with 50% employer match about $20,720 at 4% or $13,814 at 6%; with 100% employer match about $15,540 at 4% or $10,360 at 6%.
2010139$1,019,216$0-
Heritage Plantation Retirement Plan-39$1,019,216--
2009142$1,072,148$0-
Heritage Plantation Retirement Plan-42$1,072,148--
2008132$1,071,414$35,812$1,119iApproximate average salary by contribution assumption: employee only about $27,978 at 4% or $18,652 at 6%; with 50% employer match about $18,652 at 4% or $12,435 at 6%; with 100% employer match about $13,989 at 4% or $9,326 at 6%.
Heritage Plantation Retirement Plan-32$1,071,414$35,812$1,119iApproximate average salary by contribution assumption: employee only about $27,978 at 4% or $18,652 at 6%; with 50% employer match about $18,652 at 4% or $12,435 at 6%; with 100% employer match about $13,989 at 4% or $9,326 at 6%.
2007136$0$0-
Heritage Plantation Retirement Plan-36---
2006134$1,013,422$111,540$3,281iApproximate average salary by contribution assumption: employee only about $82,015 at 4% or $54,676 at 6%; with 50% employer match about $54,676 at 4% or $36,451 at 6%; with 100% employer match about $41,007 at 4% or $27,338 at 6%.
Heritage Plantation Retirement Plan-34$1,013,422$111,540$3,281iApproximate average salary by contribution assumption: employee only about $82,015 at 4% or $54,676 at 6%; with 50% employer match about $54,676 at 4% or $36,451 at 6%; with 100% employer match about $41,007 at 4% or $27,338 at 6%.
2005124$1,002,949$0-
Heritage Plantation Retirement Plan-24$1,002,949--
2004132$1,098,225$83,778$2,618iApproximate average salary by contribution assumption: employee only about $65,452 at 4% or $43,634 at 6%; with 50% employer match about $43,634 at 4% or $29,090 at 6%; with 100% employer match about $32,726 at 4% or $21,817 at 6%.
Heritage Plantation Retirement Plan-32$1,098,225$83,778$2,618iApproximate average salary by contribution assumption: employee only about $65,452 at 4% or $43,634 at 6%; with 50% employer match about $43,634 at 4% or $29,090 at 6%; with 100% employer match about $32,726 at 4% or $21,817 at 6%.
2003130$0$0-
Heritage Plantation Retirement Plan-30---
2002221$0$0-
Heritage Plantation Retirement Plan-21---
HERITAGE PLANTATION OF SANDWICH INC TSA PLAN-0---
2001223$0$0-
HERITAGE PLANTATION OF SANDWICH INC TSA PLAN-0---
Heritage Plantation Retirement Plan-23---
2000129$0$0-
Heritage Plantation Retirement Plan-29---
1999130$1,020,806$78,484$2,616iApproximate average salary by contribution assumption: employee only about $65,403 at 4% or $43,602 at 6%; with 50% employer match about $43,602 at 4% or $29,068 at 6%; with 100% employer match about $32,702 at 4% or $21,801 at 6%.
Heritage Plantation Retirement Plan-30$1,020,806$78,484$2,616iApproximate average salary by contribution assumption: employee only about $65,403 at 4% or $43,602 at 6%; with 50% employer match about $43,602 at 4% or $29,068 at 6%; with 100% employer match about $32,702 at 4% or $21,801 at 6%.