Heatherwood at Kings Way
Plan context: Heatherwood at Kings Way 401 K Retirement Plan
EIN 04-3056038 • Yarmouth Port, MA • 25 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
16
2025 Assets
$533,393
2025 Contributions
$48,423
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 16 | $533,393 | $48,423 | $3,026iApproximate average salary by contribution assumption: employee only about $75,661 at 4% or $50,441 at 6%; with 50% employer match about $50,441 at 4% or $33,627 at 6%; with 100% employer match about $37,830 at 4% or $25,220 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 16 | $533,393 | $48,423 | $3,026iApproximate average salary by contribution assumption: employee only about $75,661 at 4% or $50,441 at 6%; with 50% employer match about $50,441 at 4% or $33,627 at 6%; with 100% employer match about $37,830 at 4% or $25,220 at 6%. |
| 2024 | 1 | 16 | $461,619 | $50,690 | $3,168iApproximate average salary by contribution assumption: employee only about $79,203 at 4% or $52,802 at 6%; with 50% employer match about $52,802 at 4% or $35,201 at 6%; with 100% employer match about $39,602 at 4% or $26,401 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 16 | $461,619 | $50,690 | $3,168iApproximate average salary by contribution assumption: employee only about $79,203 at 4% or $52,802 at 6%; with 50% employer match about $52,802 at 4% or $35,201 at 6%; with 100% employer match about $39,602 at 4% or $26,401 at 6%. |
| 2023 | 1 | 15 | $397,097 | $52,233 | $3,482iApproximate average salary by contribution assumption: employee only about $87,055 at 4% or $58,037 at 6%; with 50% employer match about $58,037 at 4% or $38,691 at 6%; with 100% employer match about $43,528 at 4% or $29,018 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 15 | $397,097 | $52,233 | $3,482iApproximate average salary by contribution assumption: employee only about $87,055 at 4% or $58,037 at 6%; with 50% employer match about $58,037 at 4% or $38,691 at 6%; with 100% employer match about $43,528 at 4% or $29,018 at 6%. |
| 2022 | 1 | 15 | $354,041 | $51,535 | $3,436iApproximate average salary by contribution assumption: employee only about $85,892 at 4% or $57,261 at 6%; with 50% employer match about $57,261 at 4% or $38,174 at 6%; with 100% employer match about $42,946 at 4% or $28,631 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 15 | $354,041 | $51,535 | $3,436iApproximate average salary by contribution assumption: employee only about $85,892 at 4% or $57,261 at 6%; with 50% employer match about $57,261 at 4% or $38,174 at 6%; with 100% employer match about $42,946 at 4% or $28,631 at 6%. |
| 2021 | 1 | 14 | $357,178 | $36,356 | $2,597iApproximate average salary by contribution assumption: employee only about $64,921 at 4% or $43,281 at 6%; with 50% employer match about $43,281 at 4% or $28,854 at 6%; with 100% employer match about $32,461 at 4% or $21,640 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 14 | $357,178 | $36,356 | $2,597iApproximate average salary by contribution assumption: employee only about $64,921 at 4% or $43,281 at 6%; with 50% employer match about $43,281 at 4% or $28,854 at 6%; with 100% employer match about $32,461 at 4% or $21,640 at 6%. |
| 2020 | 1 | 13 | $320,312 | $38,871 | $2,990iApproximate average salary by contribution assumption: employee only about $74,752 at 4% or $49,835 at 6%; with 50% employer match about $49,835 at 4% or $33,223 at 6%; with 100% employer match about $37,376 at 4% or $24,917 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 13 | $320,312 | $38,871 | $2,990iApproximate average salary by contribution assumption: employee only about $74,752 at 4% or $49,835 at 6%; with 50% employer match about $49,835 at 4% or $33,223 at 6%; with 100% employer match about $37,376 at 4% or $24,917 at 6%. |
| 2019 | 1 | 14 | $301,439 | $52,723 | $3,766iApproximate average salary by contribution assumption: employee only about $94,148 at 4% or $62,765 at 6%; with 50% employer match about $62,765 at 4% or $41,844 at 6%; with 100% employer match about $47,074 at 4% or $31,383 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 14 | $301,439 | $52,723 | $3,766iApproximate average salary by contribution assumption: employee only about $94,148 at 4% or $62,765 at 6%; with 50% employer match about $62,765 at 4% or $41,844 at 6%; with 100% employer match about $47,074 at 4% or $31,383 at 6%. |
| 2018 | 1 | 14 | $223,538 | $48,629 | $3,474iApproximate average salary by contribution assumption: employee only about $86,838 at 4% or $57,892 at 6%; with 50% employer match about $57,892 at 4% or $38,594 at 6%; with 100% employer match about $43,419 at 4% or $28,946 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 14 | $223,538 | $48,629 | $3,474iApproximate average salary by contribution assumption: employee only about $86,838 at 4% or $57,892 at 6%; with 50% employer match about $57,892 at 4% or $38,594 at 6%; with 100% employer match about $43,419 at 4% or $28,946 at 6%. |
| 2017 | 1 | 16 | $420,135 | $47,065 | $2,942iApproximate average salary by contribution assumption: employee only about $73,539 at 4% or $49,026 at 6%; with 50% employer match about $49,026 at 4% or $32,684 at 6%; with 100% employer match about $36,770 at 4% or $24,513 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 16 | $420,135 | $47,065 | $2,942iApproximate average salary by contribution assumption: employee only about $73,539 at 4% or $49,026 at 6%; with 50% employer match about $49,026 at 4% or $32,684 at 6%; with 100% employer match about $36,770 at 4% or $24,513 at 6%. |
| 2015 | 1 | 15 | $284,320 | $12,537 | $836iApproximate average salary by contribution assumption: employee only about $20,895 at 4% or $13,930 at 6%; with 50% employer match about $13,930 at 4% or $9,287 at 6%; with 100% employer match about $10,448 at 4% or $6,965 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 15 | $284,320 | $12,537 | $836iApproximate average salary by contribution assumption: employee only about $20,895 at 4% or $13,930 at 6%; with 50% employer match about $13,930 at 4% or $9,287 at 6%; with 100% employer match about $10,448 at 4% or $6,965 at 6%. |
| 2014 | 1 | 12 | $271,163 | $8,769 | $731iApproximate average salary by contribution assumption: employee only about $18,269 at 4% or $12,179 at 6%; with 50% employer match about $12,179 at 4% or $8,119 at 6%; with 100% employer match about $9,134 at 4% or $6,090 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 12 | $271,163 | $8,769 | $731iApproximate average salary by contribution assumption: employee only about $18,269 at 4% or $12,179 at 6%; with 50% employer match about $12,179 at 4% or $8,119 at 6%; with 100% employer match about $9,134 at 4% or $6,090 at 6%. |
| 2013 | 1 | 12 | $251,303 | $9,944 | $829iApproximate average salary by contribution assumption: employee only about $20,717 at 4% or $13,811 at 6%; with 50% employer match about $13,811 at 4% or $9,207 at 6%; with 100% employer match about $10,358 at 4% or $6,906 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 12 | $251,303 | $9,944 | $829iApproximate average salary by contribution assumption: employee only about $20,717 at 4% or $13,811 at 6%; with 50% employer match about $13,811 at 4% or $9,207 at 6%; with 100% employer match about $10,358 at 4% or $6,906 at 6%. |
| 2012 | 1 | 14 | $214,562 | $12,292 | $878iApproximate average salary by contribution assumption: employee only about $21,950 at 4% or $14,633 at 6%; with 50% employer match about $14,633 at 4% or $9,756 at 6%; with 100% employer match about $10,975 at 4% or $7,317 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 14 | $214,562 | $12,292 | $878iApproximate average salary by contribution assumption: employee only about $21,950 at 4% or $14,633 at 6%; with 50% employer match about $14,633 at 4% or $9,756 at 6%; with 100% employer match about $10,975 at 4% or $7,317 at 6%. |
| 2011 | 1 | 40 | $188,352 | $14,255 | $356iApproximate average salary by contribution assumption: employee only about $8,909 at 4% or $5,940 at 6%; with 50% employer match about $5,940 at 4% or $3,960 at 6%; with 100% employer match about $4,455 at 4% or $2,970 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 40 | $188,352 | $14,255 | $356iApproximate average salary by contribution assumption: employee only about $8,909 at 4% or $5,940 at 6%; with 50% employer match about $5,940 at 4% or $3,960 at 6%; with 100% employer match about $4,455 at 4% or $2,970 at 6%. |
| 2010 | 1 | 4 | $174,747 | $8,117 | $2,029iApproximate average salary by contribution assumption: employee only about $50,731 at 4% or $33,821 at 6%; with 50% employer match about $33,821 at 4% or $22,547 at 6%; with 100% employer match about $25,366 at 4% or $16,910 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 4 | $174,747 | $8,117 | $2,029iApproximate average salary by contribution assumption: employee only about $50,731 at 4% or $33,821 at 6%; with 50% employer match about $33,821 at 4% or $22,547 at 6%; with 100% employer match about $25,366 at 4% or $16,910 at 6%. |
| 2009 | 1 | 4 | $137,279 | $7,634 | $1,909iApproximate average salary by contribution assumption: employee only about $47,713 at 4% or $31,808 at 6%; with 50% employer match about $31,808 at 4% or $21,206 at 6%; with 100% employer match about $23,856 at 4% or $15,904 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 4 | $137,279 | $7,634 | $1,909iApproximate average salary by contribution assumption: employee only about $47,713 at 4% or $31,808 at 6%; with 50% employer match about $31,808 at 4% or $21,206 at 6%; with 100% employer match about $23,856 at 4% or $15,904 at 6%. |
| 2008 | 1 | 20 | $86,392 | $9,137 | $457iApproximate average salary by contribution assumption: employee only about $11,421 at 4% or $7,614 at 6%; with 50% employer match about $7,614 at 4% or $5,076 at 6%; with 100% employer match about $5,711 at 4% or $3,807 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 20 | $86,392 | $9,137 | $457iApproximate average salary by contribution assumption: employee only about $11,421 at 4% or $7,614 at 6%; with 50% employer match about $7,614 at 4% or $5,076 at 6%; with 100% employer match about $5,711 at 4% or $3,807 at 6%. |
| 2007 | 1 | 16 | $162,012 | $9,867 | $617iApproximate average salary by contribution assumption: employee only about $15,417 at 4% or $10,278 at 6%; with 50% employer match about $10,278 at 4% or $6,852 at 6%; with 100% employer match about $7,709 at 4% or $5,139 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 16 | $162,012 | $9,867 | $617iApproximate average salary by contribution assumption: employee only about $15,417 at 4% or $10,278 at 6%; with 50% employer match about $10,278 at 4% or $6,852 at 6%; with 100% employer match about $7,709 at 4% or $5,139 at 6%. |
| 2006 | 1 | 17 | $155,243 | $10,397 | $612iApproximate average salary by contribution assumption: employee only about $15,290 at 4% or $10,193 at 6%; with 50% employer match about $10,193 at 4% or $6,795 at 6%; with 100% employer match about $7,645 at 4% or $5,097 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 17 | $155,243 | $10,397 | $612iApproximate average salary by contribution assumption: employee only about $15,290 at 4% or $10,193 at 6%; with 50% employer match about $10,193 at 4% or $6,795 at 6%; with 100% employer match about $7,645 at 4% or $5,097 at 6%. |
| 2005 | 1 | 15 | $131,710 | $11,221 | $748iApproximate average salary by contribution assumption: employee only about $18,702 at 4% or $12,468 at 6%; with 50% employer match about $12,468 at 4% or $8,312 at 6%; with 100% employer match about $9,351 at 4% or $6,234 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 15 | $131,710 | $11,221 | $748iApproximate average salary by contribution assumption: employee only about $18,702 at 4% or $12,468 at 6%; with 50% employer match about $12,468 at 4% or $8,312 at 6%; with 100% employer match about $9,351 at 4% or $6,234 at 6%. |
| 2004 | 1 | 35 | $130,602 | $14,376 | $411iApproximate average salary by contribution assumption: employee only about $10,269 at 4% or $6,846 at 6%; with 50% employer match about $6,846 at 4% or $4,564 at 6%; with 100% employer match about $5,134 at 4% or $3,423 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 35 | $130,602 | $14,376 | $411iApproximate average salary by contribution assumption: employee only about $10,269 at 4% or $6,846 at 6%; with 50% employer match about $6,846 at 4% or $4,564 at 6%; with 100% employer match about $5,134 at 4% or $3,423 at 6%. |
| 2003 | 1 | 27 | $118,211 | $20,872 | $773iApproximate average salary by contribution assumption: employee only about $19,326 at 4% or $12,884 at 6%; with 50% employer match about $12,884 at 4% or $8,589 at 6%; with 100% employer match about $9,663 at 4% or $6,442 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 27 | $118,211 | $20,872 | $773iApproximate average salary by contribution assumption: employee only about $19,326 at 4% or $12,884 at 6%; with 50% employer match about $12,884 at 4% or $8,589 at 6%; with 100% employer match about $9,663 at 4% or $6,442 at 6%. |
| 2002 | 1 | 33 | $70,092 | $29,672 | $899iApproximate average salary by contribution assumption: employee only about $22,479 at 4% or $14,986 at 6%; with 50% employer match about $14,986 at 4% or $9,991 at 6%; with 100% employer match about $11,239 at 4% or $7,493 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 33 | $70,092 | $29,672 | $899iApproximate average salary by contribution assumption: employee only about $22,479 at 4% or $14,986 at 6%; with 50% employer match about $14,986 at 4% or $9,991 at 6%; with 100% employer match about $11,239 at 4% or $7,493 at 6%. |
| 2001 | 1 | 34 | $0 | $0 | - |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 34 | - | - | - |
| 1999 | 1 | 22 | $17,127 | $14,897 | $677iApproximate average salary by contribution assumption: employee only about $16,928 at 4% or $11,286 at 6%; with 50% employer match about $11,286 at 4% or $7,524 at 6%; with 100% employer match about $8,464 at 4% or $5,643 at 6%. |
| Heatherwood at Kings Way 401 K Retirement Plan | - | 22 | $17,127 | $14,897 | $677iApproximate average salary by contribution assumption: employee only about $16,928 at 4% or $11,286 at 6%; with 50% employer match about $11,286 at 4% or $7,524 at 6%; with 100% employer match about $8,464 at 4% or $5,643 at 6%. |