Civic Intelligence

Heritage Development Group, Inc.

Plan context: Heritage Development Group 401(K) Plan

EIN 06-0880002 • Southbury, CT • 14 filings • 2 plans

493 Heritage Road,Suite 1CSouthbury, CT 06488
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$6,397,639

2024 Contributions

$66,094

Historical Graphs

Total Assets Over Time

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

$6,397,639$3,198,820$0199920052024YearValue
$6,397,639Latest year 2024

Participants Over Time

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

178890199920052024YearValue
20Latest 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
2024120$6,397,639$66,094$3,305iApproximate average salary by contribution assumption: employee only about $82,618 at 4% or $55,078 at 6%; with 50% employer match about $55,078 at 4% or $36,719 at 6%; with 100% employer match about $41,309 at 4% or $27,539 at 6%.
Heritage Development Group 401(K) Plan-20$6,397,639$66,094$3,305iApproximate average salary by contribution assumption: employee only about $82,618 at 4% or $55,078 at 6%; with 50% employer match about $55,078 at 4% or $36,719 at 6%; with 100% employer match about $41,309 at 4% or $27,539 at 6%.
2023122$5,813,774$52,181$2,372iApproximate average salary by contribution assumption: employee only about $59,297 at 4% or $39,531 at 6%; with 50% employer match about $39,531 at 4% or $26,354 at 6%; with 100% employer match about $29,648 at 4% or $19,766 at 6%.
Heritage Development Group 401(K) Plan-22$5,813,774$52,181$2,372iApproximate average salary by contribution assumption: employee only about $59,297 at 4% or $39,531 at 6%; with 50% employer match about $39,531 at 4% or $26,354 at 6%; with 100% employer match about $29,648 at 4% or $19,766 at 6%.
201010$0$37,787-
Heritage Development Group Retirement Savings Plan-0-$37,787-
2009145$4,457,593$186,676$4,148iApproximate average salary by contribution assumption: employee only about $103,709 at 4% or $69,139 at 6%; with 50% employer match about $69,139 at 4% or $46,093 at 6%; with 100% employer match about $51,854 at 4% or $34,570 at 6%.
Heritage Development Group Retirement Savings Plan-45$4,457,593$186,676$4,148iApproximate average salary by contribution assumption: employee only about $103,709 at 4% or $69,139 at 6%; with 50% employer match about $69,139 at 4% or $46,093 at 6%; with 100% employer match about $51,854 at 4% or $34,570 at 6%.
2008185$4,264,669$309,976$3,647iApproximate average salary by contribution assumption: employee only about $91,169 at 4% or $60,780 at 6%; with 50% employer match about $60,780 at 4% or $40,520 at 6%; with 100% employer match about $45,585 at 4% or $30,390 at 6%.
Heritage Development Group Retirement Savings Plan-85$4,264,669$309,976$3,647iApproximate average salary by contribution assumption: employee only about $91,169 at 4% or $60,780 at 6%; with 50% employer match about $60,780 at 4% or $40,520 at 6%; with 100% employer match about $45,585 at 4% or $30,390 at 6%.
20071126$4,885,073$354,677$2,815iApproximate average salary by contribution assumption: employee only about $70,372 at 4% or $46,915 at 6%; with 50% employer match about $46,915 at 4% or $31,277 at 6%; with 100% employer match about $35,186 at 4% or $23,457 at 6%.
Heritage Development Group Retirement Savings Plan-126$4,885,073$354,677$2,815iApproximate average salary by contribution assumption: employee only about $70,372 at 4% or $46,915 at 6%; with 50% employer match about $46,915 at 4% or $31,277 at 6%; with 100% employer match about $35,186 at 4% or $23,457 at 6%.
20061161$5,068,669$501,534$3,115iApproximate average salary by contribution assumption: employee only about $77,878 at 4% or $51,919 at 6%; with 50% employer match about $51,919 at 4% or $34,612 at 6%; with 100% employer match about $38,939 at 4% or $25,959 at 6%.
Heritage Development Group Retirement Savings Plan-161$5,068,669$501,534$3,115iApproximate average salary by contribution assumption: employee only about $77,878 at 4% or $51,919 at 6%; with 50% employer match about $51,919 at 4% or $34,612 at 6%; with 100% employer match about $38,939 at 4% or $25,959 at 6%.
20051173$4,346,309$495,777$2,866iApproximate average salary by contribution assumption: employee only about $71,644 at 4% or $47,763 at 6%; with 50% employer match about $47,763 at 4% or $31,842 at 6%; with 100% employer match about $35,822 at 4% or $23,881 at 6%.
Heritage Development Group Retirement Savings Plan-173$4,346,309$495,777$2,866iApproximate average salary by contribution assumption: employee only about $71,644 at 4% or $47,763 at 6%; with 50% employer match about $47,763 at 4% or $31,842 at 6%; with 100% employer match about $35,822 at 4% or $23,881 at 6%.
20041178$3,926,349$438,380$2,463iApproximate average salary by contribution assumption: employee only about $61,570 at 4% or $41,047 at 6%; with 50% employer match about $41,047 at 4% or $27,365 at 6%; with 100% employer match about $30,785 at 4% or $20,523 at 6%.
Heritage Development Group Retirement Savings Plan-178$3,926,349$438,380$2,463iApproximate average salary by contribution assumption: employee only about $61,570 at 4% or $41,047 at 6%; with 50% employer match about $41,047 at 4% or $27,365 at 6%; with 100% employer match about $30,785 at 4% or $20,523 at 6%.
20031153$3,368,043$341,958$2,235iApproximate average salary by contribution assumption: employee only about $55,875 at 4% or $37,250 at 6%; with 50% employer match about $37,250 at 4% or $24,834 at 6%; with 100% employer match about $27,938 at 4% or $18,625 at 6%.
Heritage Development Group Retirement Savings Plan-153$3,368,043$341,958$2,235iApproximate average salary by contribution assumption: employee only about $55,875 at 4% or $37,250 at 6%; with 50% employer match about $37,250 at 4% or $24,834 at 6%; with 100% employer match about $27,938 at 4% or $18,625 at 6%.
20021138$2,897,823$325,398$2,358iApproximate average salary by contribution assumption: employee only about $58,949 at 4% or $39,299 at 6%; with 50% employer match about $39,299 at 4% or $26,200 at 6%; with 100% employer match about $29,474 at 4% or $19,650 at 6%.
Heritage Development Group Retirement Savings Plan-138$2,897,823$325,398$2,358iApproximate average salary by contribution assumption: employee only about $58,949 at 4% or $39,299 at 6%; with 50% employer match about $39,299 at 4% or $26,200 at 6%; with 100% employer match about $29,474 at 4% or $19,650 at 6%.
20011155$2,781,543$276,750$1,785iApproximate average salary by contribution assumption: employee only about $44,637 at 4% or $29,758 at 6%; with 50% employer match about $29,758 at 4% or $19,839 at 6%; with 100% employer match about $22,319 at 4% or $14,879 at 6%.
Heritage Development Group Retirement Savings Plan-155$2,781,543$276,750$1,785iApproximate average salary by contribution assumption: employee only about $44,637 at 4% or $29,758 at 6%; with 50% employer match about $29,758 at 4% or $19,839 at 6%; with 100% employer match about $22,319 at 4% or $14,879 at 6%.
20001141$2,836,027$269,808$1,914iApproximate average salary by contribution assumption: employee only about $47,838 at 4% or $31,892 at 6%; with 50% employer match about $31,892 at 4% or $21,261 at 6%; with 100% employer match about $23,919 at 4% or $15,946 at 6%.
Heritage Development Group Retirement Savings Plan-141$2,836,027$269,808$1,914iApproximate average salary by contribution assumption: employee only about $47,838 at 4% or $31,892 at 6%; with 50% employer match about $31,892 at 4% or $21,261 at 6%; with 100% employer match about $23,919 at 4% or $15,946 at 6%.
19991176$3,038,751$251,645$1,430iApproximate average salary by contribution assumption: employee only about $35,745 at 4% or $23,830 at 6%; with 50% employer match about $23,830 at 4% or $15,887 at 6%; with 100% employer match about $17,873 at 4% or $11,915 at 6%.
Heritage Development Group Retirement Savings Plan-176$3,038,751$251,645$1,430iApproximate average salary by contribution assumption: employee only about $35,745 at 4% or $23,830 at 6%; with 50% employer match about $23,830 at 4% or $15,887 at 6%; with 100% employer match about $17,873 at 4% or $11,915 at 6%.