Civic Intelligence

Heritage Communities

Plan context: HERITAGE MANAGEMENT SERVICES 401K

EIN 20-2471508 • Omaha, NE • 23 filings • 4 plans

11717 Burt St, Ste 102Omaha, NE 68154
Current Snapshot

Latest Year

2024

2024 Participants

733

2024 Assets

$431,550

2024 Contributions

$45,325

Historical Graphs

Total Assets Over Time

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

$431,550$215,775$0200820112014YearValue
$431,550Latest year 2014

Participants Over Time

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

7333670200820162024YearValue
733Latest 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
20241733$0$0-
Heritage Management Services-733---
20231655$0$0-
Heritage Management Services-655---
20221515$0$0-
Heritage Management Services-515---
20211578$0$0-
Heritage Management Services-578---
20201587$0$0-
Heritage Management Services-587---
20191551$0$0-
Heritage Management Services-551---
20181403$0$0-
Heritage Management Services-403---
20171394$0$0-
Heritage Management Services-394---
20161485$0$0-
Heritage Management Services-485---
20151434$0$0-
Heritage Management Services-434---
20142342$431,550$45,325$133iApproximate average salary by contribution assumption: employee only about $3,313 at 4% or $2,209 at 6%; with 50% employer match about $2,209 at 4% or $1,473 at 6%; with 100% employer match about $1,657 at 4% or $1,104 at 6%.
HERITAGE MANAGEMENT SERVICES 401K-14$431,550$45,325$3,238iApproximate average salary by contribution assumption: employee only about $80,938 at 4% or $53,958 at 6%; with 50% employer match about $53,958 at 4% or $35,972 at 6%; with 100% employer match about $40,469 at 4% or $26,979 at 6%.
Heritage Management Services-342---
20132127$427,773$71,284$561iApproximate average salary by contribution assumption: employee only about $14,032 at 4% or $9,355 at 6%; with 50% employer match about $9,355 at 4% or $6,237 at 6%; with 100% employer match about $7,016 at 4% or $4,677 at 6%.
HERITAGE MANAGEMENT SERVICES 401K-15$427,773$71,284$4,752iApproximate average salary by contribution assumption: employee only about $118,807 at 4% or $79,204 at 6%; with 50% employer match about $79,204 at 4% or $52,803 at 6%; with 100% employer match about $59,403 at 4% or $39,602 at 6%.
Heritage Management Services-127---
20122121$333,432$67,798$560iApproximate average salary by contribution assumption: employee only about $14,008 at 4% or $9,339 at 6%; with 50% employer match about $9,339 at 4% or $6,226 at 6%; with 100% employer match about $7,004 at 4% or $4,669 at 6%.
HERITAGE MANAGEMENT SERVICES 401K-14$333,432$67,798$4,843iApproximate average salary by contribution assumption: employee only about $121,068 at 4% or $80,712 at 6%; with 50% employer match about $80,712 at 4% or $53,808 at 6%; with 100% employer match about $60,534 at 4% or $40,356 at 6%.
Heritage Management Services-121---
20112122$242,935$90,363$741iApproximate average salary by contribution assumption: employee only about $18,517 at 4% or $12,345 at 6%; with 50% employer match about $12,345 at 4% or $8,230 at 6%; with 100% employer match about $9,259 at 4% or $6,172 at 6%.
HERITAGE MANAGEMENT SERVICES 401K-10$242,935$90,363$9,036iApproximate average salary by contribution assumption: employee only about $225,907 at 4% or $150,605 at 6%; with 50% employer match about $150,605 at 4% or $100,403 at 6%; with 100% employer match about $112,954 at 4% or $75,303 at 6%.
Heritage Management Services-122---
2010110$130,932$48,683$4,868iApproximate average salary by contribution assumption: employee only about $121,708 at 4% or $81,138 at 6%; with 50% employer match about $81,138 at 4% or $54,092 at 6%; with 100% employer match about $60,854 at 4% or $40,569 at 6%.
HERITAGE MANAGEMENT SERVICES 401K-10$130,932$48,683$4,868iApproximate average salary by contribution assumption: employee only about $121,708 at 4% or $81,138 at 6%; with 50% employer match about $81,138 at 4% or $54,092 at 6%; with 100% employer match about $60,854 at 4% or $40,569 at 6%.
20093158$72,498$50,755$321iApproximate average salary by contribution assumption: employee only about $8,031 at 4% or $5,354 at 6%; with 50% employer match about $5,354 at 4% or $3,569 at 6%; with 100% employer match about $4,015 at 4% or $2,677 at 6%.
HERITAGE MANAGEMENT SERVICES 401K-8$72,498$50,755$6,344iApproximate average salary by contribution assumption: employee only about $158,609 at 4% or $105,740 at 6%; with 50% employer match about $105,740 at 4% or $70,493 at 6%; with 100% employer match about $79,305 at 4% or $52,870 at 6%.
HERITAGE MANAGEMENT - SUPER-158---
Heritage Management Services-158---
200816$16,149$19,918$3,320iApproximate average salary by contribution assumption: employee only about $82,992 at 4% or $55,328 at 6%; with 50% employer match about $55,328 at 4% or $36,885 at 6%; with 100% employer match about $41,496 at 4% or $27,664 at 6%.
HERITAGE MANAGEMENT SERVICES 401K-6$16,149$19,918$3,320iApproximate average salary by contribution assumption: employee only about $82,992 at 4% or $55,328 at 6%; with 50% employer match about $55,328 at 4% or $36,885 at 6%; with 100% employer match about $41,496 at 4% or $27,664 at 6%.