Civic Intelligence

Heritage Community Initiatives

Plan context: Heritage Community Initiatives 401K Profit Sharing Plan & Trust

EIN 25-1442838 • Braddock, PA • 23 filings • 9 plans

820 Braddock AveBraddock, PA 15104
Current Snapshot

Latest Year

2023

2023 Participants

22

2023 Assets

$612,396

2023 Contributions

$69,201

Historical Graphs

Total Assets Over Time

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

$679,628$339,814$0200320132022YearValue
$612,396Latest year 2022

Participants Over Time

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

64320200320132022YearValue
22Latest year 2022

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
202310$0$69,201-
Heritage Community Initiatives 401K Profit Sharing Plan & Trust-0$0$69,201-
2022122$612,396$62,502$2,841iApproximate average salary by contribution assumption: employee only about $71,025 at 4% or $47,350 at 6%; with 50% employer match about $47,350 at 4% or $31,567 at 6%; with 100% employer match about $35,513 at 4% or $23,675 at 6%.
Heritage Community Initiatives 401K Profit Sharing Plan & Trust-22$612,396$62,502$2,841iApproximate average salary by contribution assumption: employee only about $71,025 at 4% or $47,350 at 6%; with 50% employer match about $47,350 at 4% or $31,567 at 6%; with 100% employer match about $35,513 at 4% or $23,675 at 6%.
2021120$679,628$49,940$2,497iApproximate average salary by contribution assumption: employee only about $62,425 at 4% or $41,617 at 6%; with 50% employer match about $41,617 at 4% or $27,744 at 6%; with 100% employer match about $31,213 at 4% or $20,808 at 6%.
Heritage Community Initiatives 401K Profit Sharing Plan & Trust-20$679,628$49,940$2,497iApproximate average salary by contribution assumption: employee only about $62,425 at 4% or $41,617 at 6%; with 50% employer match about $41,617 at 4% or $27,744 at 6%; with 100% employer match about $31,213 at 4% or $20,808 at 6%.
2020121$577,075$49,814$2,372iApproximate average salary by contribution assumption: employee only about $59,302 at 4% or $39,535 at 6%; with 50% employer match about $39,535 at 4% or $26,357 at 6%; with 100% employer match about $29,651 at 4% or $19,767 at 6%.
Heritage Community Initiatives 401K Profit Sharing Plan & Trust-21$577,075$49,814$2,372iApproximate average salary by contribution assumption: employee only about $59,302 at 4% or $39,535 at 6%; with 50% employer match about $39,535 at 4% or $26,357 at 6%; with 100% employer match about $29,651 at 4% or $19,767 at 6%.
2019125$568,453$61,675$2,467iApproximate average salary by contribution assumption: employee only about $61,675 at 4% or $41,117 at 6%; with 50% employer match about $41,117 at 4% or $27,411 at 6%; with 100% employer match about $30,838 at 4% or $20,558 at 6%.
Heritage Community Initiatives 401K Profit Sharing Plan & Trust-25$568,453$61,675$2,467iApproximate average salary by contribution assumption: employee only about $61,675 at 4% or $41,117 at 6%; with 50% employer match about $41,117 at 4% or $27,411 at 6%; with 100% employer match about $30,838 at 4% or $20,558 at 6%.
2018129$489,439$65,173$2,247iApproximate average salary by contribution assumption: employee only about $56,184 at 4% or $37,456 at 6%; with 50% employer match about $37,456 at 4% or $24,970 at 6%; with 100% employer match about $28,092 at 4% or $18,728 at 6%.
Heritage Community Initiatives 401K Profit Sharing Plan & Trust-29$489,439$65,173$2,247iApproximate average salary by contribution assumption: employee only about $56,184 at 4% or $37,456 at 6%; with 50% employer match about $37,456 at 4% or $24,970 at 6%; with 100% employer match about $28,092 at 4% or $18,728 at 6%.
2017130$456,410$73,995$2,467iApproximate average salary by contribution assumption: employee only about $61,663 at 4% or $41,108 at 6%; with 50% employer match about $41,108 at 4% or $27,406 at 6%; with 100% employer match about $30,831 at 4% or $20,554 at 6%.
Heritage Community Initiatives 401K Profit Sharing Plan & Trust-30$456,410$73,995$2,467iApproximate average salary by contribution assumption: employee only about $61,663 at 4% or $41,108 at 6%; with 50% employer match about $41,108 at 4% or $27,406 at 6%; with 100% employer match about $30,831 at 4% or $20,554 at 6%.
2016146$378,004$42,781$930iApproximate average salary by contribution assumption: employee only about $23,251 at 4% or $15,500 at 6%; with 50% employer match about $15,500 at 4% or $10,334 at 6%; with 100% employer match about $11,625 at 4% or $7,750 at 6%.
Heritage Community Initiatives 401K Profit Sharing Plan & Trust-46$378,004$42,781$930iApproximate average salary by contribution assumption: employee only about $23,251 at 4% or $15,500 at 6%; with 50% employer match about $15,500 at 4% or $10,334 at 6%; with 100% employer match about $11,625 at 4% or $7,750 at 6%.
2015147$322,407$29,687$632iApproximate average salary by contribution assumption: employee only about $15,791 at 4% or $10,527 at 6%; with 50% employer match about $10,527 at 4% or $7,018 at 6%; with 100% employer match about $7,895 at 4% or $5,264 at 6%.
Heritage Community Initiatives 401K Profit Sharing Plan & Trust-47$322,407$29,687$632iApproximate average salary by contribution assumption: employee only about $15,791 at 4% or $10,527 at 6%; with 50% employer match about $10,527 at 4% or $7,018 at 6%; with 100% employer match about $7,895 at 4% or $5,264 at 6%.
2014148$306,839$30,397$633iApproximate average salary by contribution assumption: employee only about $15,832 at 4% or $10,555 at 6%; with 50% employer match about $10,555 at 4% or $7,036 at 6%; with 100% employer match about $7,916 at 4% or $5,277 at 6%.
Heritage Community Initiatives 401K Profit Sharing Plan & Trust-48$306,839$30,397$633iApproximate average salary by contribution assumption: employee only about $15,832 at 4% or $10,555 at 6%; with 50% employer match about $10,555 at 4% or $7,036 at 6%; with 100% employer match about $7,916 at 4% or $5,277 at 6%.
2013251$554,210$27,874$547iApproximate average salary by contribution assumption: employee only about $13,664 at 4% or $9,109 at 6%; with 50% employer match about $9,109 at 4% or $6,073 at 6%; with 100% employer match about $6,832 at 4% or $4,555 at 6%.
Heritage Community Initiatives 401K Profit Sharing Plan & Trust-51$293,443$27,874$547iApproximate average salary by contribution assumption: employee only about $13,664 at 4% or $9,109 at 6%; with 50% employer match about $9,109 at 4% or $6,073 at 6%; with 100% employer match about $6,832 at 4% or $4,555 at 6%.
Heritage Community Initiatives 401K Profit Sharing Plan & Trust-0$260,767$0-
2012251$528,842$39,708$779iApproximate average salary by contribution assumption: employee only about $19,465 at 4% or $12,976 at 6%; with 50% employer match about $12,976 at 4% or $8,651 at 6%; with 100% employer match about $9,732 at 4% or $6,488 at 6%.
Heritage Community Initiatives 401K Profit Sharing Plan & Trust-51$268,075$39,708$779iApproximate average salary by contribution assumption: employee only about $19,465 at 4% or $12,976 at 6%; with 50% employer match about $12,976 at 4% or $8,651 at 6%; with 100% employer match about $9,732 at 4% or $6,488 at 6%.
Heritage Community Initiatives 401K Profit Sharing Plan & Trust-0$260,767$0-
2011150$29,269$49,453$989iApproximate average salary by contribution assumption: employee only about $24,726 at 4% or $16,484 at 6%; with 50% employer match about $16,484 at 4% or $10,990 at 6%; with 100% employer match about $12,363 at 4% or $8,242 at 6%.
Heritage Community Initiatives 401K Profit Sharing Plan & Trust-50$29,269$49,453$989iApproximate average salary by contribution assumption: employee only about $24,726 at 4% or $16,484 at 6%; with 50% employer match about $16,484 at 4% or $10,990 at 6%; with 100% employer match about $12,363 at 4% or $8,242 at 6%.
2010138$282,760$49,082$1,292iApproximate average salary by contribution assumption: employee only about $32,291 at 4% or $21,527 at 6%; with 50% employer match about $21,527 at 4% or $14,351 at 6%; with 100% employer match about $16,145 at 4% or $10,764 at 6%.
HERITAGE COMMUNITY INITIATIVES 401(K) SAVINGS PLAN-38$282,760$49,082$1,292iApproximate average salary by contribution assumption: employee only about $32,291 at 4% or $21,527 at 6%; with 50% employer match about $21,527 at 4% or $14,351 at 6%; with 100% employer match about $16,145 at 4% or $10,764 at 6%.
2009142$367,899$73,310$1,745iApproximate average salary by contribution assumption: employee only about $43,637 at 4% or $29,091 at 6%; with 50% employer match about $29,091 at 4% or $19,394 at 6%; with 100% employer match about $21,818 at 4% or $14,546 at 6%.
HERITAGE HEALTH FOUNDATION INC. 401(K) PROFIT SHARING PLAN AND TRUST-42$367,899$73,310$1,745iApproximate average salary by contribution assumption: employee only about $43,637 at 4% or $29,091 at 6%; with 50% employer match about $29,091 at 4% or $19,394 at 6%; with 100% employer match about $21,818 at 4% or $14,546 at 6%.
2008164$259,044$79,210$1,238iApproximate average salary by contribution assumption: employee only about $30,941 at 4% or $20,628 at 6%; with 50% employer match about $20,628 at 4% or $13,752 at 6%; with 100% employer match about $15,471 at 4% or $10,314 at 6%.
HERITAGE HEALTH FOUNDATION INC. 401K PROFIT SHARING PLAN AND TRUST-64$259,044$79,210$1,238iApproximate average salary by contribution assumption: employee only about $30,941 at 4% or $20,628 at 6%; with 50% employer match about $20,628 at 4% or $13,752 at 6%; with 100% employer match about $15,471 at 4% or $10,314 at 6%.
2007145$0$0-
HERITAGE HEALTH FOUNDATION INC. 401K PROFIT SHARING PLAN AND TRUST-45---
2006148$206,285$115,137$2,399iApproximate average salary by contribution assumption: employee only about $59,967 at 4% or $39,978 at 6%; with 50% employer match about $39,978 at 4% or $26,652 at 6%; with 100% employer match about $29,984 at 4% or $19,989 at 6%.
HERITAGE HEALTH FOUNDATION INC. 401K PROFIT SHARING PLAN AND TRUST-48$206,285$115,137$2,399iApproximate average salary by contribution assumption: employee only about $59,967 at 4% or $39,978 at 6%; with 50% employer match about $39,978 at 4% or $26,652 at 6%; with 100% employer match about $29,984 at 4% or $19,989 at 6%.
2005152$84,178$28,358$545iApproximate average salary by contribution assumption: employee only about $13,634 at 4% or $9,089 at 6%; with 50% employer match about $9,089 at 4% or $6,059 at 6%; with 100% employer match about $6,817 at 4% or $4,545 at 6%.
HERITAGE HEALTH FOUNDATION INC 401K PROFIT SHARING PLAN & TRUST-52$84,178$28,358$545iApproximate average salary by contribution assumption: employee only about $13,634 at 4% or $9,089 at 6%; with 50% employer match about $9,089 at 4% or $6,059 at 6%; with 100% employer match about $6,817 at 4% or $4,545 at 6%.
2004135$58,137$34,173$976iApproximate average salary by contribution assumption: employee only about $24,409 at 4% or $16,273 at 6%; with 50% employer match about $16,273 at 4% or $10,849 at 6%; with 100% employer match about $12,205 at 4% or $8,136 at 6%.
HERITAGE HEALTH FOUNDATION INC 401K PROFIT SHARING PLAN & TRUST-35$58,137$34,173$976iApproximate average salary by contribution assumption: employee only about $24,409 at 4% or $16,273 at 6%; with 50% employer match about $16,273 at 4% or $10,849 at 6%; with 100% employer match about $12,205 at 4% or $8,136 at 6%.
2003136$27,546$26,104$725iApproximate average salary by contribution assumption: employee only about $18,128 at 4% or $12,085 at 6%; with 50% employer match about $12,085 at 4% or $8,057 at 6%; with 100% employer match about $9,064 at 4% or $6,043 at 6%.
Heritage Community Initiatives 401K Profit Sharing Plan & Trust-36$27,546$26,104$725iApproximate average salary by contribution assumption: employee only about $18,128 at 4% or $12,085 at 6%; with 50% employer match about $12,085 at 4% or $8,057 at 6%; with 100% employer match about $9,064 at 4% or $6,043 at 6%.