Civic Intelligence

HERITAGE FARM, INC.

Plan context: HERITAGE FARM INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 16-1250913 • Bouckville, NY • 17 filings • 4 plans

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3599 State Route 46Bouckville, NY 13310-1502
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$320,693

2024 Contributions

$17,272

Historical Graphs

Total Assets Over Time

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

$320,693$160,347$0200920172024YearValue
$320,693Latest year 2024

Participants Over Time

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

30150200920172024YearValue
29Latest 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
2024129$320,693$17,272$596iApproximate average salary by contribution assumption: employee only about $14,890 at 4% or $9,926 at 6%; with 50% employer match about $9,926 at 4% or $6,618 at 6%; with 100% employer match about $7,445 at 4% or $4,963 at 6%.
HERITAGE FARM INC 401(K) PROFIT SHARING PLAN & TRUST-29$320,693$17,272$596iApproximate average salary by contribution assumption: employee only about $14,890 at 4% or $9,926 at 6%; with 50% employer match about $9,926 at 4% or $6,618 at 6%; with 100% employer match about $7,445 at 4% or $4,963 at 6%.
2023130$274,552$15,360$512iApproximate average salary by contribution assumption: employee only about $12,800 at 4% or $8,533 at 6%; with 50% employer match about $8,533 at 4% or $5,689 at 6%; with 100% employer match about $6,400 at 4% or $4,267 at 6%.
HERITAGE FARM INC 401(K) PROFIT SHARING PLAN & TRUST-30$274,552$15,360$512iApproximate average salary by contribution assumption: employee only about $12,800 at 4% or $8,533 at 6%; with 50% employer match about $8,533 at 4% or $5,689 at 6%; with 100% employer match about $6,400 at 4% or $4,267 at 6%.
2022129$230,794$17,091$589iApproximate average salary by contribution assumption: employee only about $14,734 at 4% or $9,822 at 6%; with 50% employer match about $9,822 at 4% or $6,548 at 6%; with 100% employer match about $7,367 at 4% or $4,911 at 6%.
HERITAGE FARM INC 401(K) PROFIT SHARING PLAN & TRUST-29$230,794$17,091$589iApproximate average salary by contribution assumption: employee only about $14,734 at 4% or $9,822 at 6%; with 50% employer match about $9,822 at 4% or $6,548 at 6%; with 100% employer match about $7,367 at 4% or $4,911 at 6%.
2021129$256,992$58,006$2,000iApproximate average salary by contribution assumption: employee only about $50,005 at 4% or $33,337 at 6%; with 50% employer match about $33,337 at 4% or $22,225 at 6%; with 100% employer match about $25,003 at 4% or $16,668 at 6%.
HERITAGE FARM INC 401(K) PROFIT SHARING PLAN & TRUST-29$256,992$58,006$2,000iApproximate average salary by contribution assumption: employee only about $50,005 at 4% or $33,337 at 6%; with 50% employer match about $33,337 at 4% or $22,225 at 6%; with 100% employer match about $25,003 at 4% or $16,668 at 6%.
2020128$171,302$15,884$567iApproximate average salary by contribution assumption: employee only about $14,182 at 4% or $9,455 at 6%; with 50% employer match about $9,455 at 4% or $6,303 at 6%; with 100% employer match about $7,091 at 4% or $4,727 at 6%.
HERITAGE FARM INC 401(K) PROFIT SHARING PLAN & TRUST-28$171,302$15,884$567iApproximate average salary by contribution assumption: employee only about $14,182 at 4% or $9,455 at 6%; with 50% employer match about $9,455 at 4% or $6,303 at 6%; with 100% employer match about $7,091 at 4% or $4,727 at 6%.
2019128$134,984$18,122$647iApproximate average salary by contribution assumption: employee only about $16,180 at 4% or $10,787 at 6%; with 50% employer match about $10,787 at 4% or $7,191 at 6%; with 100% employer match about $8,090 at 4% or $5,393 at 6%.
HERITAGE FARM INC 401(K) PROFIT SHARING PLAN & TRUST-28$134,984$18,122$647iApproximate average salary by contribution assumption: employee only about $16,180 at 4% or $10,787 at 6%; with 50% employer match about $10,787 at 4% or $7,191 at 6%; with 100% employer match about $8,090 at 4% or $5,393 at 6%.
2018110$120,009$34,785$3,479iApproximate average salary by contribution assumption: employee only about $86,963 at 4% or $57,975 at 6%; with 50% employer match about $57,975 at 4% or $38,650 at 6%; with 100% employer match about $43,481 at 4% or $28,988 at 6%.
HERITAGE FARM INC 401 K PROFIT SHARING PLAN TRUST-10$120,009$34,785$3,479iApproximate average salary by contribution assumption: employee only about $86,963 at 4% or $57,975 at 6%; with 50% employer match about $57,975 at 4% or $38,650 at 6%; with 100% employer match about $43,481 at 4% or $28,988 at 6%.
2017111$91,848$86,594$7,872iApproximate average salary by contribution assumption: employee only about $196,805 at 4% or $131,203 at 6%; with 50% employer match about $131,203 at 4% or $87,469 at 6%; with 100% employer match about $98,402 at 4% or $65,602 at 6%.
HERITAGE FARM INC 401 K PROFIT SHARING PLAN TRUST-11$91,848$86,594$7,872iApproximate average salary by contribution assumption: employee only about $196,805 at 4% or $131,203 at 6%; with 50% employer match about $131,203 at 4% or $87,469 at 6%; with 100% employer match about $98,402 at 4% or $65,602 at 6%.
201610$0$21,872-
HERITAGE FARM, INC 403(B) PLAN-0$0$21,872-
2015112$175,833$25,680$2,140iApproximate average salary by contribution assumption: employee only about $53,500 at 4% or $35,667 at 6%; with 50% employer match about $35,667 at 4% or $23,778 at 6%; with 100% employer match about $26,750 at 4% or $17,833 at 6%.
HERITAGE FARM, INC 403(B) PLAN-12$175,833$25,680$2,140iApproximate average salary by contribution assumption: employee only about $53,500 at 4% or $35,667 at 6%; with 50% employer match about $35,667 at 4% or $23,778 at 6%; with 100% employer match about $26,750 at 4% or $17,833 at 6%.
2014113$161,469$36,252$2,789iApproximate average salary by contribution assumption: employee only about $69,715 at 4% or $46,477 at 6%; with 50% employer match about $46,477 at 4% or $30,985 at 6%; with 100% employer match about $34,858 at 4% or $23,238 at 6%.
HERITAGE FARM, INC 403(B) PLAN-13$161,469$36,252$2,789iApproximate average salary by contribution assumption: employee only about $69,715 at 4% or $46,477 at 6%; with 50% employer match about $46,477 at 4% or $30,985 at 6%; with 100% employer match about $34,858 at 4% or $23,238 at 6%.
2013112$120,009$35,532$2,961iApproximate average salary by contribution assumption: employee only about $74,025 at 4% or $49,350 at 6%; with 50% employer match about $49,350 at 4% or $32,900 at 6%; with 100% employer match about $37,013 at 4% or $24,675 at 6%.
HERITAGE FARM, INC 403(B) PLAN-12$120,009$35,532$2,961iApproximate average salary by contribution assumption: employee only about $74,025 at 4% or $49,350 at 6%; with 50% employer match about $49,350 at 4% or $32,900 at 6%; with 100% employer match about $37,013 at 4% or $24,675 at 6%.
2012111$152,141$29,895$2,718iApproximate average salary by contribution assumption: employee only about $67,943 at 4% or $45,295 at 6%; with 50% employer match about $45,295 at 4% or $30,197 at 6%; with 100% employer match about $33,972 at 4% or $22,648 at 6%.
HERITAGE FARM, INC 403(B) PLAN-11$152,141$29,895$2,718iApproximate average salary by contribution assumption: employee only about $67,943 at 4% or $45,295 at 6%; with 50% employer match about $45,295 at 4% or $30,197 at 6%; with 100% employer match about $33,972 at 4% or $22,648 at 6%.
2011111$111,250$34,652$3,150iApproximate average salary by contribution assumption: employee only about $78,755 at 4% or $52,503 at 6%; with 50% employer match about $52,503 at 4% or $35,002 at 6%; with 100% employer match about $39,377 at 4% or $26,252 at 6%.
HERITAGE FARM, INC 403(B) PLAN-11$111,250$34,652$3,150iApproximate average salary by contribution assumption: employee only about $78,755 at 4% or $52,503 at 6%; with 50% employer match about $52,503 at 4% or $35,002 at 6%; with 100% employer match about $39,377 at 4% or $26,252 at 6%.
2010115$130,540$58,152$3,877iApproximate average salary by contribution assumption: employee only about $96,920 at 4% or $64,613 at 6%; with 50% employer match about $64,613 at 4% or $43,076 at 6%; with 100% employer match about $48,460 at 4% or $32,307 at 6%.
HERITAGE FARM, INC 403(B) PLAN-15$130,540$58,152$3,877iApproximate average salary by contribution assumption: employee only about $96,920 at 4% or $64,613 at 6%; with 50% employer match about $64,613 at 4% or $43,076 at 6%; with 100% employer match about $48,460 at 4% or $32,307 at 6%.
2009117$78,140$42,167$2,480iApproximate average salary by contribution assumption: employee only about $62,010 at 4% or $41,340 at 6%; with 50% employer match about $41,340 at 4% or $27,560 at 6%; with 100% employer match about $31,005 at 4% or $20,670 at 6%.
HERITAGE FARM, INC 403(B) PLAN-17$78,140$42,167$2,480iApproximate average salary by contribution assumption: employee only about $62,010 at 4% or $41,340 at 6%; with 50% employer match about $41,340 at 4% or $27,560 at 6%; with 100% employer match about $31,005 at 4% or $20,670 at 6%.
200810$0$0-
HERITAGE FARM, INC. 403B PLAN-0---