Civic Intelligence

Heritage Conservancy

Plan context: Heritage Conservancy 401K Savings Plan

EIN 23-6296515 • Doylestown, PA • 40 filings • 4 plans

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85 Old Dublin PikeDoylestown, PA 18901
Current Snapshot

Latest Year

2025

2025 Participants

25

2025 Assets

$1,219,653

2025 Contributions

$124,617

Historical Graphs

Total Assets Over Time

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

$1,232,826$616,413$0199920132025YearValue
$1,219,653Latest year 2025

Participants Over Time

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

38190199920122025YearValue
25Latest year 2025

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
2025125$1,219,653$124,617$4,985iApproximate average salary by contribution assumption: employee only about $124,617 at 4% or $83,078 at 6%; with 50% employer match about $83,078 at 4% or $55,385 at 6%; with 100% employer match about $62,309 at 4% or $41,539 at 6%.
Heritage Conservancy 401K Savings Plan-25$1,219,653$124,617$4,985iApproximate average salary by contribution assumption: employee only about $124,617 at 4% or $83,078 at 6%; with 50% employer match about $83,078 at 4% or $55,385 at 6%; with 100% employer match about $62,309 at 4% or $41,539 at 6%.
2024126$982,460$146,817$5,647iApproximate average salary by contribution assumption: employee only about $141,170 at 4% or $94,113 at 6%; with 50% employer match about $94,113 at 4% or $62,742 at 6%; with 100% employer match about $70,585 at 4% or $47,057 at 6%.
Heritage Conservancy 401K Savings Plan-26$982,460$146,817$5,647iApproximate average salary by contribution assumption: employee only about $141,170 at 4% or $94,113 at 6%; with 50% employer match about $94,113 at 4% or $62,742 at 6%; with 100% employer match about $70,585 at 4% or $47,057 at 6%.
2023125$989,319$119,940$4,798iApproximate average salary by contribution assumption: employee only about $119,940 at 4% or $79,960 at 6%; with 50% employer match about $79,960 at 4% or $53,307 at 6%; with 100% employer match about $59,970 at 4% or $39,980 at 6%.
Heritage Conservancy 401K Savings Plan-25$989,319$119,940$4,798iApproximate average salary by contribution assumption: employee only about $119,940 at 4% or $79,960 at 6%; with 50% employer match about $79,960 at 4% or $53,307 at 6%; with 100% employer match about $59,970 at 4% or $39,980 at 6%.
2022122$764,891$115,414$5,246iApproximate average salary by contribution assumption: employee only about $131,152 at 4% or $87,435 at 6%; with 50% employer match about $87,435 at 4% or $58,290 at 6%; with 100% employer match about $65,576 at 4% or $43,717 at 6%.
Heritage Conservancy 401K Savings Plan-22$764,891$115,414$5,246iApproximate average salary by contribution assumption: employee only about $131,152 at 4% or $87,435 at 6%; with 50% employer match about $87,435 at 4% or $58,290 at 6%; with 100% employer match about $65,576 at 4% or $43,717 at 6%.
2021123$917,700$98,969$4,303iApproximate average salary by contribution assumption: employee only about $107,575 at 4% or $71,717 at 6%; with 50% employer match about $71,717 at 4% or $47,811 at 6%; with 100% employer match about $53,788 at 4% or $35,858 at 6%.
Heritage Conservancy 401K Savings Plan-23$917,700$98,969$4,303iApproximate average salary by contribution assumption: employee only about $107,575 at 4% or $71,717 at 6%; with 50% employer match about $71,717 at 4% or $47,811 at 6%; with 100% employer match about $53,788 at 4% or $35,858 at 6%.
2020122$1,232,826$115,563$5,253iApproximate average salary by contribution assumption: employee only about $131,322 at 4% or $87,548 at 6%; with 50% employer match about $87,548 at 4% or $58,365 at 6%; with 100% employer match about $65,661 at 4% or $43,774 at 6%.
Heritage Conservancy 401K Savings Plan-22$1,232,826$115,563$5,253iApproximate average salary by contribution assumption: employee only about $131,322 at 4% or $87,548 at 6%; with 50% employer match about $87,548 at 4% or $58,365 at 6%; with 100% employer match about $65,661 at 4% or $43,774 at 6%.
2019121$974,756$109,521$5,215iApproximate average salary by contribution assumption: employee only about $130,382 at 4% or $86,921 at 6%; with 50% employer match about $86,921 at 4% or $57,948 at 6%; with 100% employer match about $65,191 at 4% or $43,461 at 6%.
Heritage Conservancy 401K Savings Plan-21$974,756$109,521$5,215iApproximate average salary by contribution assumption: employee only about $130,382 at 4% or $86,921 at 6%; with 50% employer match about $86,921 at 4% or $57,948 at 6%; with 100% employer match about $65,191 at 4% or $43,461 at 6%.
2018125$1,153,254$104,795$4,192iApproximate average salary by contribution assumption: employee only about $104,795 at 4% or $69,863 at 6%; with 50% employer match about $69,863 at 4% or $46,576 at 6%; with 100% employer match about $52,398 at 4% or $34,932 at 6%.
Heritage Conservancy 401K Savings Plan-25$1,153,254$104,795$4,192iApproximate average salary by contribution assumption: employee only about $104,795 at 4% or $69,863 at 6%; with 50% employer match about $69,863 at 4% or $46,576 at 6%; with 100% employer match about $52,398 at 4% or $34,932 at 6%.
2017124$1,134,920$91,186$3,799iApproximate average salary by contribution assumption: employee only about $94,985 at 4% or $63,324 at 6%; with 50% employer match about $63,324 at 4% or $42,216 at 6%; with 100% employer match about $47,493 at 4% or $31,662 at 6%.
Heritage Conservancy 401K Savings Plan-24$1,134,920$91,186$3,799iApproximate average salary by contribution assumption: employee only about $94,985 at 4% or $63,324 at 6%; with 50% employer match about $63,324 at 4% or $42,216 at 6%; with 100% employer match about $47,493 at 4% or $31,662 at 6%.
2016123$888,786$98,376$4,277iApproximate average salary by contribution assumption: employee only about $106,930 at 4% or $71,287 at 6%; with 50% employer match about $71,287 at 4% or $47,525 at 6%; with 100% employer match about $53,465 at 4% or $35,643 at 6%.
Heritage Conservancy 401K Savings Plan-23$888,786$98,376$4,277iApproximate average salary by contribution assumption: employee only about $106,930 at 4% or $71,287 at 6%; with 50% employer match about $71,287 at 4% or $47,525 at 6%; with 100% employer match about $53,465 at 4% or $35,643 at 6%.
2015125$747,792$90,907$3,636iApproximate average salary by contribution assumption: employee only about $90,907 at 4% or $60,605 at 6%; with 50% employer match about $60,605 at 4% or $40,403 at 6%; with 100% employer match about $45,454 at 4% or $30,302 at 6%.
Heritage Conservancy 401K Savings Plan-25$747,792$90,907$3,636iApproximate average salary by contribution assumption: employee only about $90,907 at 4% or $60,605 at 6%; with 50% employer match about $60,605 at 4% or $40,403 at 6%; with 100% employer match about $45,454 at 4% or $30,302 at 6%.
2014119$666,236$47,639$2,507iApproximate average salary by contribution assumption: employee only about $62,683 at 4% or $41,789 at 6%; with 50% employer match about $41,789 at 4% or $27,859 at 6%; with 100% employer match about $31,341 at 4% or $20,894 at 6%.
Heritage Conservancy 401K Savings Plan-19$666,236$47,639$2,507iApproximate average salary by contribution assumption: employee only about $62,683 at 4% or $41,789 at 6%; with 50% employer match about $41,789 at 4% or $27,859 at 6%; with 100% employer match about $31,341 at 4% or $20,894 at 6%.
2013118$716,341$52,072$2,893iApproximate average salary by contribution assumption: employee only about $72,322 at 4% or $48,215 at 6%; with 50% employer match about $48,215 at 4% or $32,143 at 6%; with 100% employer match about $36,161 at 4% or $24,107 at 6%.
Heritage Conservancy 401K Savings Plan-18$716,341$52,072$2,893iApproximate average salary by contribution assumption: employee only about $72,322 at 4% or $48,215 at 6%; with 50% employer match about $48,215 at 4% or $32,143 at 6%; with 100% employer match about $36,161 at 4% or $24,107 at 6%.
2012120$720,638$69,916$3,496iApproximate average salary by contribution assumption: employee only about $87,395 at 4% or $58,263 at 6%; with 50% employer match about $58,263 at 4% or $38,842 at 6%; with 100% employer match about $43,698 at 4% or $29,132 at 6%.
Heritage Conservancy 401K Savings Plan-20$720,638$69,916$3,496iApproximate average salary by contribution assumption: employee only about $87,395 at 4% or $58,263 at 6%; with 50% employer match about $58,263 at 4% or $38,842 at 6%; with 100% employer match about $43,698 at 4% or $29,132 at 6%.
2011221$594,069$87,877$4,185iApproximate average salary by contribution assumption: employee only about $104,615 at 4% or $69,744 at 6%; with 50% employer match about $69,744 at 4% or $46,496 at 6%; with 100% employer match about $52,308 at 4% or $34,872 at 6%.
Heritage Conservancy 401K Savings Plan-21$594,069$87,877$4,185iApproximate average salary by contribution assumption: employee only about $104,615 at 4% or $69,744 at 6%; with 50% employer match about $69,744 at 4% or $46,496 at 6%; with 100% employer match about $52,308 at 4% or $34,872 at 6%.
Heritage Conservancy Retirement Plan-0$0--
2010224$1,070,710$79,888$3,329iApproximate average salary by contribution assumption: employee only about $83,217 at 4% or $55,478 at 6%; with 50% employer match about $55,478 at 4% or $36,985 at 6%; with 100% employer match about $41,608 at 4% or $27,739 at 6%.
Heritage Conservancy 401K Savings Plan-24$977,873$79,888$3,329iApproximate average salary by contribution assumption: employee only about $83,217 at 4% or $55,478 at 6%; with 50% employer match about $55,478 at 4% or $36,985 at 6%; with 100% employer match about $41,608 at 4% or $27,739 at 6%.
Heritage Conservancy Retirement Plan-3$92,837--
2009225$1,053,969$109,279$4,371iApproximate average salary by contribution assumption: employee only about $109,279 at 4% or $72,853 at 6%; with 50% employer match about $72,853 at 4% or $48,568 at 6%; with 100% employer match about $54,640 at 4% or $36,426 at 6%.
Heritage Conservancy 401K Savings Plan-25$973,406$109,279$4,371iApproximate average salary by contribution assumption: employee only about $109,279 at 4% or $72,853 at 6%; with 50% employer match about $72,853 at 4% or $48,568 at 6%; with 100% employer match about $54,640 at 4% or $36,426 at 6%.
Heritage Conservancy Retirement Plan-18$80,563--
2008221$0$0-
Heritage Conservancy 401K Savings Plan-21---
Heritage Conservancy Retirement Plan-0---
2007227$0$0-
Heritage Conservancy Retirement Plan-0---
Heritage Conservancy 401K Savings Plan-27---
2006238$975,661$187,408$4,932iApproximate average salary by contribution assumption: employee only about $123,295 at 4% or $82,196 at 6%; with 50% employer match about $82,196 at 4% or $54,798 at 6%; with 100% employer match about $61,647 at 4% or $41,098 at 6%.
Heritage Conservancy 401K Savings Plan-38$975,661$187,408$4,932iApproximate average salary by contribution assumption: employee only about $123,295 at 4% or $82,196 at 6%; with 50% employer match about $82,196 at 4% or $54,798 at 6%; with 100% employer match about $61,647 at 4% or $41,098 at 6%.
Heritage Conservancy Retirement Plan-0---
2005227$810,567$178,993$6,629iApproximate average salary by contribution assumption: employee only about $165,734 at 4% or $110,490 at 6%; with 50% employer match about $110,490 at 4% or $73,660 at 6%; with 100% employer match about $82,867 at 4% or $55,245 at 6%.
Heritage Conservancy 401K Savings Plan-27$810,567$178,993$6,629iApproximate average salary by contribution assumption: employee only about $165,734 at 4% or $110,490 at 6%; with 50% employer match about $110,490 at 4% or $73,660 at 6%; with 100% employer match about $82,867 at 4% or $55,245 at 6%.
Heritage Conservancy Retirement Plan-0---
2004230$607,776$141,513$4,717iApproximate average salary by contribution assumption: employee only about $117,928 at 4% or $78,618 at 6%; with 50% employer match about $78,618 at 4% or $52,412 at 6%; with 100% employer match about $58,964 at 4% or $39,309 at 6%.
Heritage Conservancy 401K Savings Plan-30$607,776$141,513$4,717iApproximate average salary by contribution assumption: employee only about $117,928 at 4% or $78,618 at 6%; with 50% employer match about $78,618 at 4% or $52,412 at 6%; with 100% employer match about $58,964 at 4% or $39,309 at 6%.
Heritage Conservancy Retirement Plan-0---
2003228$442,038$99,559$3,556iApproximate average salary by contribution assumption: employee only about $88,892 at 4% or $59,261 at 6%; with 50% employer match about $59,261 at 4% or $39,508 at 6%; with 100% employer match about $44,446 at 4% or $29,631 at 6%.
Heritage Conservancy 401K Savings Plan-28$442,038$99,559$3,556iApproximate average salary by contribution assumption: employee only about $88,892 at 4% or $59,261 at 6%; with 50% employer match about $59,261 at 4% or $39,508 at 6%; with 100% employer match about $44,446 at 4% or $29,631 at 6%.
Heritage Conservancy Retirement Plan-0---
2002227$338,201$133,407$4,941iApproximate average salary by contribution assumption: employee only about $123,525 at 4% or $82,350 at 6%; with 50% employer match about $82,350 at 4% or $54,900 at 6%; with 100% employer match about $61,763 at 4% or $41,175 at 6%.
Heritage Conservancy 401K Savings Plan-27$338,201$133,407$4,941iApproximate average salary by contribution assumption: employee only about $123,525 at 4% or $82,350 at 6%; with 50% employer match about $82,350 at 4% or $54,900 at 6%; with 100% employer match about $61,763 at 4% or $41,175 at 6%.
Heritage Conservancy Retirement Plan-0---
2001225$326,916$98,543$3,942iApproximate average salary by contribution assumption: employee only about $98,543 at 4% or $65,695 at 6%; with 50% employer match about $65,695 at 4% or $43,797 at 6%; with 100% employer match about $49,272 at 4% or $32,848 at 6%.
Heritage Conservancy 401K Savings Plan-25$326,916$98,543$3,942iApproximate average salary by contribution assumption: employee only about $98,543 at 4% or $65,695 at 6%; with 50% employer match about $65,695 at 4% or $43,797 at 6%; with 100% employer match about $49,272 at 4% or $32,848 at 6%.
Heritage Conservancy Retirement Plan-0---
2000214$286,640$90,179$6,441iApproximate average salary by contribution assumption: employee only about $161,034 at 4% or $107,356 at 6%; with 50% employer match about $107,356 at 4% or $71,571 at 6%; with 100% employer match about $80,517 at 4% or $53,678 at 6%.
Heritage Conservancy 401K Savings Plan-14$286,640$90,179$6,441iApproximate average salary by contribution assumption: employee only about $161,034 at 4% or $107,356 at 6%; with 50% employer match about $107,356 at 4% or $71,571 at 6%; with 100% employer match about $80,517 at 4% or $53,678 at 6%.
Heritage Conservancy Retirement Plan-0---
1999217$254,185$73,211$4,307iApproximate average salary by contribution assumption: employee only about $107,663 at 4% or $71,775 at 6%; with 50% employer match about $71,775 at 4% or $47,850 at 6%; with 100% employer match about $53,832 at 4% or $35,888 at 6%.
Heritage Conservancy 401K Savings Plan-17$254,185$73,211$4,307iApproximate average salary by contribution assumption: employee only about $107,663 at 4% or $71,775 at 6%; with 50% employer match about $71,775 at 4% or $47,850 at 6%; with 100% employer match about $53,832 at 4% or $35,888 at 6%.
Heritage Conservancy Retirement Plan-0---