Heritage Financial Services
Plan context: Heritage Financial Services Ltd 401K Plan
EIN 20-5916172 • Hagerstown, MD • 9 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$459,541
2024 Contributions
$34,795
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $459,541 | $34,795 | $8,699iApproximate average salary by contribution assumption: employee only about $217,469 at 4% or $144,979 at 6%; with 50% employer match about $144,979 at 4% or $96,653 at 6%; with 100% employer match about $108,734 at 4% or $72,490 at 6%. |
| Heritage Financial Services Ltd 401K Plan | - | 4 | $459,541 | $34,795 | $8,699iApproximate average salary by contribution assumption: employee only about $217,469 at 4% or $144,979 at 6%; with 50% employer match about $144,979 at 4% or $96,653 at 6%; with 100% employer match about $108,734 at 4% or $72,490 at 6%. |
| 2023 | 1 | 4 | $377,689 | $36,279 | $9,070iApproximate average salary by contribution assumption: employee only about $226,744 at 4% or $151,163 at 6%; with 50% employer match about $151,163 at 4% or $100,775 at 6%; with 100% employer match about $113,372 at 4% or $75,581 at 6%. |
| Heritage Financial Services Ltd 401K Plan | - | 4 | $377,689 | $36,279 | $9,070iApproximate average salary by contribution assumption: employee only about $226,744 at 4% or $151,163 at 6%; with 50% employer match about $151,163 at 4% or $100,775 at 6%; with 100% employer match about $113,372 at 4% or $75,581 at 6%. |
| 2022 | 1 | 4 | $286,428 | $56,306 | $14,077iApproximate average salary by contribution assumption: employee only about $351,913 at 4% or $234,608 at 6%; with 50% employer match about $234,608 at 4% or $156,406 at 6%; with 100% employer match about $175,956 at 4% or $117,304 at 6%. |
| Heritage Financial Services Ltd 401K Plan | - | 4 | $286,428 | $56,306 | $14,077iApproximate average salary by contribution assumption: employee only about $351,913 at 4% or $234,608 at 6%; with 50% employer match about $234,608 at 4% or $156,406 at 6%; with 100% employer match about $175,956 at 4% or $117,304 at 6%. |
| 2021 | 1 | 4 | $283,741 | $55,640 | $13,910iApproximate average salary by contribution assumption: employee only about $347,750 at 4% or $231,833 at 6%; with 50% employer match about $231,833 at 4% or $154,556 at 6%; with 100% employer match about $173,875 at 4% or $115,917 at 6%. |
| Heritage Financial Services Ltd 401K Plan | - | 4 | $283,741 | $55,640 | $13,910iApproximate average salary by contribution assumption: employee only about $347,750 at 4% or $231,833 at 6%; with 50% employer match about $231,833 at 4% or $154,556 at 6%; with 100% employer match about $173,875 at 4% or $115,917 at 6%. |
| 2020 | 1 | 4 | $200,284 | $24,285 | $6,071iApproximate average salary by contribution assumption: employee only about $151,781 at 4% or $101,188 at 6%; with 50% employer match about $101,188 at 4% or $67,458 at 6%; with 100% employer match about $75,891 at 4% or $50,594 at 6%. |
| Heritage Financial Services Ltd 401K Plan | - | 4 | $200,284 | $24,285 | $6,071iApproximate average salary by contribution assumption: employee only about $151,781 at 4% or $101,188 at 6%; with 50% employer match about $101,188 at 4% or $67,458 at 6%; with 100% employer match about $75,891 at 4% or $50,594 at 6%. |
| 2019 | 1 | 4 | $147,208 | $23,689 | $5,922iApproximate average salary by contribution assumption: employee only about $148,056 at 4% or $98,704 at 6%; with 50% employer match about $98,704 at 4% or $65,803 at 6%; with 100% employer match about $74,028 at 4% or $49,352 at 6%. |
| Heritage Financial Services Ltd 401K Plan | - | 4 | $147,208 | $23,689 | $5,922iApproximate average salary by contribution assumption: employee only about $148,056 at 4% or $98,704 at 6%; with 50% employer match about $98,704 at 4% or $65,803 at 6%; with 100% employer match about $74,028 at 4% or $49,352 at 6%. |
| 2018 | 1 | 3 | $98,639 | $108,051 | $36,017iApproximate average salary by contribution assumption: employee only about $900,425 at 4% or $600,283 at 6%; with 50% employer match about $600,283 at 4% or $400,189 at 6%; with 100% employer match about $450,213 at 4% or $300,142 at 6%. |
| Heritage Financial Services Ltd 401K Plan | - | 3 | $98,639 | $108,051 | $36,017iApproximate average salary by contribution assumption: employee only about $900,425 at 4% or $600,283 at 6%; with 50% employer match about $600,283 at 4% or $400,189 at 6%; with 100% employer match about $450,213 at 4% or $300,142 at 6%. |
| 2008 | 1 | 0 | $0 | $5,477 | - |
| Heritage Financial Services Ltd 401K Plan | - | 0 | - | $5,477 | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Heritage Financial Services Ltd 401K Plan | - | 2 | - | - | - |