Heritage'S Dairy Stores Inc.
Plan context: Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust
EIN 21-0717632 • Thorofare, NJ • 21 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
135
2024 Assets
$6,727,629
2024 Contributions
$534,551
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 | 135 | $6,727,629 | $534,551 | $3,960iApproximate average salary by contribution assumption: employee only about $98,991 at 4% or $65,994 at 6%; with 50% employer match about $65,994 at 4% or $43,996 at 6%; with 100% employer match about $49,495 at 4% or $32,997 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 135 | $6,727,629 | $534,551 | $3,960iApproximate average salary by contribution assumption: employee only about $98,991 at 4% or $65,994 at 6%; with 50% employer match about $65,994 at 4% or $43,996 at 6%; with 100% employer match about $49,495 at 4% or $32,997 at 6%. |
| 2023 | 1 | 202 | $5,806,503 | $536,798 | $2,657iApproximate average salary by contribution assumption: employee only about $66,435 at 4% or $44,290 at 6%; with 50% employer match about $44,290 at 4% or $29,527 at 6%; with 100% employer match about $33,218 at 4% or $22,145 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 202 | $5,806,503 | $536,798 | $2,657iApproximate average salary by contribution assumption: employee only about $66,435 at 4% or $44,290 at 6%; with 50% employer match about $44,290 at 4% or $29,527 at 6%; with 100% employer match about $33,218 at 4% or $22,145 at 6%. |
| 2022 | 1 | 144 | $4,905,010 | $473,950 | $3,291iApproximate average salary by contribution assumption: employee only about $82,283 at 4% or $54,855 at 6%; with 50% employer match about $54,855 at 4% or $36,570 at 6%; with 100% employer match about $41,141 at 4% or $27,428 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 144 | $4,905,010 | $473,950 | $3,291iApproximate average salary by contribution assumption: employee only about $82,283 at 4% or $54,855 at 6%; with 50% employer match about $54,855 at 4% or $36,570 at 6%; with 100% employer match about $41,141 at 4% or $27,428 at 6%. |
| 2021 | 1 | 144 | $5,711,722 | $426,765 | $2,964iApproximate average salary by contribution assumption: employee only about $74,091 at 4% or $49,394 at 6%; with 50% employer match about $49,394 at 4% or $32,929 at 6%; with 100% employer match about $37,046 at 4% or $24,697 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 144 | $5,711,722 | $426,765 | $2,964iApproximate average salary by contribution assumption: employee only about $74,091 at 4% or $49,394 at 6%; with 50% employer match about $49,394 at 4% or $32,929 at 6%; with 100% employer match about $37,046 at 4% or $24,697 at 6%. |
| 2020 | 1 | 207 | $4,840,876 | $379,756 | $1,835iApproximate average salary by contribution assumption: employee only about $45,864 at 4% or $30,576 at 6%; with 50% employer match about $30,576 at 4% or $20,384 at 6%; with 100% employer match about $22,932 at 4% or $15,288 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 207 | $4,840,876 | $379,756 | $1,835iApproximate average salary by contribution assumption: employee only about $45,864 at 4% or $30,576 at 6%; with 50% employer match about $30,576 at 4% or $20,384 at 6%; with 100% employer match about $22,932 at 4% or $15,288 at 6%. |
| 2019 | 1 | 189 | $5,349,919 | $362,277 | $1,917iApproximate average salary by contribution assumption: employee only about $47,920 at 4% or $31,947 at 6%; with 50% employer match about $31,947 at 4% or $21,298 at 6%; with 100% employer match about $23,960 at 4% or $15,973 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 189 | $5,349,919 | $362,277 | $1,917iApproximate average salary by contribution assumption: employee only about $47,920 at 4% or $31,947 at 6%; with 50% employer match about $31,947 at 4% or $21,298 at 6%; with 100% employer match about $23,960 at 4% or $15,973 at 6%. |
| 2018 | 1 | 203 | $4,860,695 | $352,958 | $1,739iApproximate average salary by contribution assumption: employee only about $43,468 at 4% or $28,978 at 6%; with 50% employer match about $28,978 at 4% or $19,319 at 6%; with 100% employer match about $21,734 at 4% or $14,489 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 203 | $4,860,695 | $352,958 | $1,739iApproximate average salary by contribution assumption: employee only about $43,468 at 4% or $28,978 at 6%; with 50% employer match about $28,978 at 4% or $19,319 at 6%; with 100% employer match about $21,734 at 4% or $14,489 at 6%. |
| 2017 | 1 | 508 | $4,973,982 | $333,368 | $656iApproximate average salary by contribution assumption: employee only about $16,406 at 4% or $10,937 at 6%; with 50% employer match about $10,937 at 4% or $7,292 at 6%; with 100% employer match about $8,203 at 4% or $5,469 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 508 | $4,973,982 | $333,368 | $656iApproximate average salary by contribution assumption: employee only about $16,406 at 4% or $10,937 at 6%; with 50% employer match about $10,937 at 4% or $7,292 at 6%; with 100% employer match about $8,203 at 4% or $5,469 at 6%. |
| 2016 | 1 | 210 | $4,313,017 | $258,200 | $1,230iApproximate average salary by contribution assumption: employee only about $30,738 at 4% or $20,492 at 6%; with 50% employer match about $20,492 at 4% or $13,661 at 6%; with 100% employer match about $15,369 at 4% or $10,246 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 210 | $4,313,017 | $258,200 | $1,230iApproximate average salary by contribution assumption: employee only about $30,738 at 4% or $20,492 at 6%; with 50% employer match about $20,492 at 4% or $13,661 at 6%; with 100% employer match about $15,369 at 4% or $10,246 at 6%. |
| 2015 | 1 | 184 | $3,937,199 | $301,569 | $1,639iApproximate average salary by contribution assumption: employee only about $40,974 at 4% or $27,316 at 6%; with 50% employer match about $27,316 at 4% or $18,211 at 6%; with 100% employer match about $20,487 at 4% or $13,658 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 184 | $3,937,199 | $301,569 | $1,639iApproximate average salary by contribution assumption: employee only about $40,974 at 4% or $27,316 at 6%; with 50% employer match about $27,316 at 4% or $18,211 at 6%; with 100% employer match about $20,487 at 4% or $13,658 at 6%. |
| 2014 | 1 | 215 | $4,138,932 | $225,877 | $1,051iApproximate average salary by contribution assumption: employee only about $26,265 at 4% or $17,510 at 6%; with 50% employer match about $17,510 at 4% or $11,673 at 6%; with 100% employer match about $13,132 at 4% or $8,755 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 215 | $4,138,932 | $225,877 | $1,051iApproximate average salary by contribution assumption: employee only about $26,265 at 4% or $17,510 at 6%; with 50% employer match about $17,510 at 4% or $11,673 at 6%; with 100% employer match about $13,132 at 4% or $8,755 at 6%. |
| 2013 | 1 | 204 | $3,843,543 | $212,259 | $1,040iApproximate average salary by contribution assumption: employee only about $26,012 at 4% or $17,341 at 6%; with 50% employer match about $17,341 at 4% or $11,561 at 6%; with 100% employer match about $13,006 at 4% or $8,671 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 204 | $3,843,543 | $212,259 | $1,040iApproximate average salary by contribution assumption: employee only about $26,012 at 4% or $17,341 at 6%; with 50% employer match about $17,341 at 4% or $11,561 at 6%; with 100% employer match about $13,006 at 4% or $8,671 at 6%. |
| 2012 | 1 | 157 | $3,374,652 | $241,687 | $1,539iApproximate average salary by contribution assumption: employee only about $38,485 at 4% or $25,657 at 6%; with 50% employer match about $25,657 at 4% or $17,105 at 6%; with 100% employer match about $19,243 at 4% or $12,828 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 157 | $3,374,652 | $241,687 | $1,539iApproximate average salary by contribution assumption: employee only about $38,485 at 4% or $25,657 at 6%; with 50% employer match about $25,657 at 4% or $17,105 at 6%; with 100% employer match about $19,243 at 4% or $12,828 at 6%. |
| 2011 | 1 | 156 | $3,397,859 | $203,943 | $1,307iApproximate average salary by contribution assumption: employee only about $32,683 at 4% or $21,789 at 6%; with 50% employer match about $21,789 at 4% or $14,526 at 6%; with 100% employer match about $16,342 at 4% or $10,894 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 156 | $3,397,859 | $203,943 | $1,307iApproximate average salary by contribution assumption: employee only about $32,683 at 4% or $21,789 at 6%; with 50% employer match about $21,789 at 4% or $14,526 at 6%; with 100% employer match about $16,342 at 4% or $10,894 at 6%. |
| 2010 | 1 | 146 | $3,423,114 | $205,639 | $1,408iApproximate average salary by contribution assumption: employee only about $35,212 at 4% or $23,475 at 6%; with 50% employer match about $23,475 at 4% or $15,650 at 6%; with 100% employer match about $17,606 at 4% or $11,737 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 146 | $3,423,114 | $205,639 | $1,408iApproximate average salary by contribution assumption: employee only about $35,212 at 4% or $23,475 at 6%; with 50% employer match about $23,475 at 4% or $15,650 at 6%; with 100% employer match about $17,606 at 4% or $11,737 at 6%. |
| 2009 | 1 | 142 | $3,039,174 | $193,637 | $1,364iApproximate average salary by contribution assumption: employee only about $34,091 at 4% or $22,727 at 6%; with 50% employer match about $22,727 at 4% or $15,152 at 6%; with 100% employer match about $17,046 at 4% or $11,364 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 142 | $3,039,174 | $193,637 | $1,364iApproximate average salary by contribution assumption: employee only about $34,091 at 4% or $22,727 at 6%; with 50% employer match about $22,727 at 4% or $15,152 at 6%; with 100% employer match about $17,046 at 4% or $11,364 at 6%. |
| 2008 | 1 | 142 | $2,388,529 | $226,031 | $1,592iApproximate average salary by contribution assumption: employee only about $39,794 at 4% or $26,529 at 6%; with 50% employer match about $26,529 at 4% or $17,686 at 6%; with 100% employer match about $19,897 at 4% or $13,265 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 142 | $2,388,529 | $226,031 | $1,592iApproximate average salary by contribution assumption: employee only about $39,794 at 4% or $26,529 at 6%; with 50% employer match about $26,529 at 4% or $17,686 at 6%; with 100% employer match about $19,897 at 4% or $13,265 at 6%. |
| 2007 | 1 | 172 | $3,230,939 | $216,494 | $1,259iApproximate average salary by contribution assumption: employee only about $31,467 at 4% or $20,978 at 6%; with 50% employer match about $20,978 at 4% or $13,985 at 6%; with 100% employer match about $15,734 at 4% or $10,489 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 172 | $3,230,939 | $216,494 | $1,259iApproximate average salary by contribution assumption: employee only about $31,467 at 4% or $20,978 at 6%; with 50% employer match about $20,978 at 4% or $13,985 at 6%; with 100% employer match about $15,734 at 4% or $10,489 at 6%. |
| 2006 | 1 | 148 | $3,042,972 | $251,957 | $1,702iApproximate average salary by contribution assumption: employee only about $42,560 at 4% or $28,374 at 6%; with 50% employer match about $28,374 at 4% or $18,916 at 6%; with 100% employer match about $21,280 at 4% or $14,187 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 148 | $3,042,972 | $251,957 | $1,702iApproximate average salary by contribution assumption: employee only about $42,560 at 4% or $28,374 at 6%; with 50% employer match about $28,374 at 4% or $18,916 at 6%; with 100% employer match about $21,280 at 4% or $14,187 at 6%. |
| 2005 | 1 | 168 | $2,758,612 | $233,696 | $1,391iApproximate average salary by contribution assumption: employee only about $34,776 at 4% or $23,184 at 6%; with 50% employer match about $23,184 at 4% or $15,456 at 6%; with 100% employer match about $17,388 at 4% or $11,592 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 168 | $2,758,612 | $233,696 | $1,391iApproximate average salary by contribution assumption: employee only about $34,776 at 4% or $23,184 at 6%; with 50% employer match about $23,184 at 4% or $15,456 at 6%; with 100% employer match about $17,388 at 4% or $11,592 at 6%. |
| 2004 | 1 | 177 | $2,360,343 | $220,995 | $1,249iApproximate average salary by contribution assumption: employee only about $31,214 at 4% or $20,809 at 6%; with 50% employer match about $20,809 at 4% or $13,873 at 6%; with 100% employer match about $15,607 at 4% or $10,405 at 6%. |
| Heritage'S Dairy Stores Inc. 401(K) Salary Reduction Plan & Trust | - | 177 | $2,360,343 | $220,995 | $1,249iApproximate average salary by contribution assumption: employee only about $31,214 at 4% or $20,809 at 6%; with 50% employer match about $20,809 at 4% or $13,873 at 6%; with 100% employer match about $15,607 at 4% or $10,405 at 6%. |