Civic Intelligence

Heritage Senior Living LLC

Plan context: HERITAGE SENIOR LIVING 401(K) SAVINGS PLAN

EIN 23-3099456 • Blue Bell, PA • 18 filings • 3 plans

350 Sentry Parkway, Bldg. 660, Ste.Blue Bell, PA 19422Blue Bell, PA 19422
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$4,271,852

2024 Contributions

$594,853

Historical Graphs

Total Assets Over Time

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

$4,271,852$2,135,926$0200920172024YearValue
$4,271,852Latest year 2024

Participants Over Time

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

3531770200920172024YearValue
19Latest 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
2024119$4,271,852$594,853$31,308iApproximate average salary by contribution assumption: employee only about $782,701 at 4% or $521,801 at 6%; with 50% employer match about $521,801 at 4% or $347,867 at 6%; with 100% employer match about $391,351 at 4% or $260,900 at 6%.
HERITAGE SENIOR LIVING 401(K) SAVINGS PLAN-19$4,271,852$594,853$31,308iApproximate average salary by contribution assumption: employee only about $782,701 at 4% or $521,801 at 6%; with 50% employer match about $521,801 at 4% or $347,867 at 6%; with 100% employer match about $391,351 at 4% or $260,900 at 6%.
2023119$3,633,030$641,620$33,769iApproximate average salary by contribution assumption: employee only about $844,237 at 4% or $562,825 at 6%; with 50% employer match about $562,825 at 4% or $375,216 at 6%; with 100% employer match about $422,118 at 4% or $281,412 at 6%.
HERITAGE SENIOR LIVING 401(K) SAVINGS PLAN-19$3,633,030$641,620$33,769iApproximate average salary by contribution assumption: employee only about $844,237 at 4% or $562,825 at 6%; with 50% employer match about $562,825 at 4% or $375,216 at 6%; with 100% employer match about $422,118 at 4% or $281,412 at 6%.
2022118$2,866,333$417,247$23,180iApproximate average salary by contribution assumption: employee only about $579,510 at 4% or $386,340 at 6%; with 50% employer match about $386,340 at 4% or $257,560 at 6%; with 100% employer match about $289,755 at 4% or $193,170 at 6%.
HERITAGE SENIOR LIVING 401(K) SAVINGS PLAN-18$2,866,333$417,247$23,180iApproximate average salary by contribution assumption: employee only about $579,510 at 4% or $386,340 at 6%; with 50% employer match about $386,340 at 4% or $257,560 at 6%; with 100% employer match about $289,755 at 4% or $193,170 at 6%.
2021117$2,976,834$337,801$19,871iApproximate average salary by contribution assumption: employee only about $496,766 at 4% or $331,177 at 6%; with 50% employer match about $331,177 at 4% or $220,785 at 6%; with 100% employer match about $248,383 at 4% or $165,589 at 6%.
HERITAGE SENIOR LIVING 401(K) SAVINGS PLAN-17$2,976,834$337,801$19,871iApproximate average salary by contribution assumption: employee only about $496,766 at 4% or $331,177 at 6%; with 50% employer match about $331,177 at 4% or $220,785 at 6%; with 100% employer match about $248,383 at 4% or $165,589 at 6%.
2020118$2,380,724$378,821$21,046iApproximate average salary by contribution assumption: employee only about $526,140 at 4% or $350,760 at 6%; with 50% employer match about $350,760 at 4% or $233,840 at 6%; with 100% employer match about $263,070 at 4% or $175,380 at 6%.
HERITAGE SENIOR LIVING 401(K) SAVINGS PLAN-18$2,380,724$378,821$21,046iApproximate average salary by contribution assumption: employee only about $526,140 at 4% or $350,760 at 6%; with 50% employer match about $350,760 at 4% or $233,840 at 6%; with 100% employer match about $263,070 at 4% or $175,380 at 6%.
2019114$1,694,911$291,849$20,846iApproximate average salary by contribution assumption: employee only about $521,159 at 4% or $347,439 at 6%; with 50% employer match about $347,439 at 4% or $231,626 at 6%; with 100% employer match about $260,579 at 4% or $173,720 at 6%.
HERITAGE SENIOR LIVING 401(K) SAVINGS PLAN-14$1,694,911$291,849$20,846iApproximate average salary by contribution assumption: employee only about $521,159 at 4% or $347,439 at 6%; with 50% employer match about $347,439 at 4% or $231,626 at 6%; with 100% employer match about $260,579 at 4% or $173,720 at 6%.
2018111$1,171,520$202,509$18,410iApproximate average salary by contribution assumption: employee only about $460,248 at 4% or $306,832 at 6%; with 50% employer match about $306,832 at 4% or $204,555 at 6%; with 100% employer match about $230,124 at 4% or $153,416 at 6%.
HERITAGE SENIOR LIVING 401(K) SAVINGS PLAN-11$1,171,520$202,509$18,410iApproximate average salary by contribution assumption: employee only about $460,248 at 4% or $306,832 at 6%; with 50% employer match about $306,832 at 4% or $204,555 at 6%; with 100% employer match about $230,124 at 4% or $153,416 at 6%.
201719$1,028,864$190,724$21,192iApproximate average salary by contribution assumption: employee only about $529,789 at 4% or $353,193 at 6%; with 50% employer match about $353,193 at 4% or $235,462 at 6%; with 100% employer match about $264,894 at 4% or $176,596 at 6%.
HERITAGE SENIOR LIVING 401(K) SAVINGS PLAN-9$1,028,864$190,724$21,192iApproximate average salary by contribution assumption: employee only about $529,789 at 4% or $353,193 at 6%; with 50% employer match about $353,193 at 4% or $235,462 at 6%; with 100% employer match about $264,894 at 4% or $176,596 at 6%.
201628$703,620$202,613$25,327iApproximate average salary by contribution assumption: employee only about $633,166 at 4% or $422,110 at 6%; with 50% employer match about $422,110 at 4% or $281,407 at 6%; with 100% employer match about $316,583 at 4% or $211,055 at 6%.
HERITAGE SENIOR LIVING 401(K) SAVINGS PLAN-8$703,620$202,613$25,327iApproximate average salary by contribution assumption: employee only about $633,166 at 4% or $422,110 at 6%; with 50% employer match about $422,110 at 4% or $281,407 at 6%; with 100% employer match about $316,583 at 4% or $211,055 at 6%.
Heritage Senior Living LLC Health and Welfare Plan-0---
20152353$454,164$188,886$535iApproximate average salary by contribution assumption: employee only about $13,377 at 4% or $8,918 at 6%; with 50% employer match about $8,918 at 4% or $5,945 at 6%; with 100% employer match about $6,689 at 4% or $4,459 at 6%.
HERITAGE SENIOR LIVING 401(K) SAVINGS PLAN-8$454,164$188,886$23,611iApproximate average salary by contribution assumption: employee only about $590,269 at 4% or $393,513 at 6%; with 50% employer match about $393,513 at 4% or $262,342 at 6%; with 100% employer match about $295,134 at 4% or $196,756 at 6%.
Heritage Senior Living LLC Health and Welfare Plan-353---
201417$273,040$138,651$19,807iApproximate average salary by contribution assumption: employee only about $495,182 at 4% or $330,121 at 6%; with 50% employer match about $330,121 at 4% or $220,081 at 6%; with 100% employer match about $247,591 at 4% or $165,061 at 6%.
HERITAGE SENIOR LIVING 401(K) SAVINGS PLAN-7$273,040$138,651$19,807iApproximate average salary by contribution assumption: employee only about $495,182 at 4% or $330,121 at 6%; with 50% employer match about $330,121 at 4% or $220,081 at 6%; with 100% employer match about $247,591 at 4% or $165,061 at 6%.
201317$126,269$116,099$16,586iApproximate average salary by contribution assumption: employee only about $414,639 at 4% or $276,426 at 6%; with 50% employer match about $276,426 at 4% or $184,284 at 6%; with 100% employer match about $207,320 at 4% or $138,213 at 6%.
HERITAGE SENIOR LIVING 401(K) SAVINGS PLAN-7$126,269$116,099$16,586iApproximate average salary by contribution assumption: employee only about $414,639 at 4% or $276,426 at 6%; with 50% employer match about $276,426 at 4% or $184,284 at 6%; with 100% employer match about $207,320 at 4% or $138,213 at 6%.
201210$0$281,526-
HERITAGE SENIOR LIVING LLC RETIREMENT PLAN-0$0$281,526-
201113$1,862,664$417,000$139,000iApproximate average salary by contribution assumption: employee only about $3,475,000 at 4% or $2,316,667 at 6%; with 50% employer match about $2,316,667 at 4% or $1,544,444 at 6%; with 100% employer match about $1,737,500 at 4% or $1,158,333 at 6%.
HERITAGE SENIOR LIVING LLC RETIREMENT PLAN-3$1,862,664$417,000$139,000iApproximate average salary by contribution assumption: employee only about $3,475,000 at 4% or $2,316,667 at 6%; with 50% employer match about $2,316,667 at 4% or $1,544,444 at 6%; with 100% employer match about $1,737,500 at 4% or $1,158,333 at 6%.
201013$1,523,996$450,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
HERITAGE SENIOR LIVING LLC RETIREMENT PLAN-3$1,523,996$450,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
200913$971,750$307,978$102,659iApproximate average salary by contribution assumption: employee only about $2,566,483 at 4% or $1,710,989 at 6%; with 50% employer match about $1,710,989 at 4% or $1,140,659 at 6%; with 100% employer match about $1,283,242 at 4% or $855,494 at 6%.
HERITAGE SENIOR LIVING LLC RETIREMENT PLAN-3$971,750$307,978$102,659iApproximate average salary by contribution assumption: employee only about $2,566,483 at 4% or $1,710,989 at 6%; with 50% employer match about $1,710,989 at 4% or $1,140,659 at 6%; with 100% employer match about $1,283,242 at 4% or $855,494 at 6%.