Civic Intelligence

Heritage Operations Group LLC

Plan context: Heritage Operations Group LLC Retirement Savings Plan

EIN 20-3902357 • 15 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

567

2024 Assets

$20,838,786

2024 Contributions

$1,337,257

Historical Graphs

Total Assets Over Time

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

$35,872,421$17,936,211$0201820212024YearValue
$20,838,786Latest year 2024

Participants Over Time

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

2,5371,2690201720212024YearValue
567Latest 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
20242567$20,838,786$1,337,257$2,358iApproximate average salary by contribution assumption: employee only about $58,962 at 4% or $39,308 at 6%; with 50% employer match about $39,308 at 4% or $26,205 at 6%; with 100% employer match about $29,481 at 4% or $19,654 at 6%.
Heritage Operations Group LLC Retirement Savings Plan-567$20,838,786$1,337,257$2,358iApproximate average salary by contribution assumption: employee only about $58,962 at 4% or $39,308 at 6%; with 50% employer match about $39,308 at 4% or $26,205 at 6%; with 100% employer match about $29,481 at 4% or $19,654 at 6%.
Heritage Operations Group LLC Health Insurance Plan-304---
20232594$23,282,186$2,677,053$4,507iApproximate average salary by contribution assumption: employee only about $112,671 at 4% or $75,114 at 6%; with 50% employer match about $75,114 at 4% or $50,076 at 6%; with 100% employer match about $56,335 at 4% or $37,557 at 6%.
Heritage Operations Group LLC Retirement Savings Plan-594$23,282,186$2,677,053$4,507iApproximate average salary by contribution assumption: employee only about $112,671 at 4% or $75,114 at 6%; with 50% employer match about $75,114 at 4% or $50,076 at 6%; with 100% employer match about $56,335 at 4% or $37,557 at 6%.
Heritage Operations Group LLC Health Insurance Plan-494---
202221,868$28,480,990$3,826,078$2,048iApproximate average salary by contribution assumption: employee only about $51,206 at 4% or $34,137 at 6%; with 50% employer match about $34,137 at 4% or $22,758 at 6%; with 100% employer match about $25,603 at 4% or $17,069 at 6%.
Heritage Operations Group LLC Retirement Savings Plan-1,868$28,480,990$3,826,078$2,048iApproximate average salary by contribution assumption: employee only about $51,206 at 4% or $34,137 at 6%; with 50% employer match about $34,137 at 4% or $22,758 at 6%; with 100% employer match about $25,603 at 4% or $17,069 at 6%.
Heritage Operations Group LLC Health Insurance Plan-1,818---
202122,323$35,872,421$3,798,733$1,635iApproximate average salary by contribution assumption: employee only about $40,882 at 4% or $27,255 at 6%; with 50% employer match about $27,255 at 4% or $18,170 at 6%; with 100% employer match about $20,441 at 4% or $13,627 at 6%.
Heritage Operations Group LLC Retirement Savings Plan-1,943$35,872,421$3,798,733$1,955iApproximate average salary by contribution assumption: employee only about $48,877 at 4% or $32,585 at 6%; with 50% employer match about $32,585 at 4% or $21,723 at 6%; with 100% employer match about $24,439 at 4% or $16,292 at 6%.
Heritage Operations Group LLC Health Insurance Plan-2,323---
202022,320$32,552,770$3,768,178$1,624iApproximate average salary by contribution assumption: employee only about $40,605 at 4% or $27,070 at 6%; with 50% employer match about $27,070 at 4% or $18,047 at 6%; with 100% employer match about $20,303 at 4% or $13,535 at 6%.
Heritage Operations Group LLC Retirement Savings Plan-2,150$32,552,770$3,768,178$1,753iApproximate average salary by contribution assumption: employee only about $43,816 at 4% or $29,211 at 6%; with 50% employer match about $29,211 at 4% or $19,474 at 6%; with 100% employer match about $21,908 at 4% or $14,605 at 6%.
Heritage Operations Group LLC Health Insurance Plan-2,320---
201922,537$28,360,666$3,400,597$1,340iApproximate average salary by contribution assumption: employee only about $33,510 at 4% or $22,340 at 6%; with 50% employer match about $22,340 at 4% or $14,893 at 6%; with 100% employer match about $16,755 at 4% or $11,170 at 6%.
Heritage Operations Group LLC Retirement Savings Plan-2,537$28,360,666$3,400,597$1,340iApproximate average salary by contribution assumption: employee only about $33,510 at 4% or $22,340 at 6%; with 50% employer match about $22,340 at 4% or $14,893 at 6%; with 100% employer match about $16,755 at 4% or $11,170 at 6%.
Heritage Operations Group LLC Health Insurance Plan-2,320---
201822,317$23,273,023$3,321,899$1,434iApproximate average salary by contribution assumption: employee only about $35,843 at 4% or $23,895 at 6%; with 50% employer match about $23,895 at 4% or $15,930 at 6%; with 100% employer match about $17,921 at 4% or $11,948 at 6%.
Heritage Operations Group LLC Retirement Savings Plan-2,235$23,273,023$3,321,899$1,486iApproximate average salary by contribution assumption: employee only about $37,158 at 4% or $24,772 at 6%; with 50% employer match about $24,772 at 4% or $16,515 at 6%; with 100% employer match about $18,579 at 4% or $12,386 at 6%.
Heritage Operations Group LLC Health Insurance Plan-2,317---
201712,078$0$0-
Heritage Operations Group LLC Health Insurance Plan-2,078---