Heritage Community Initiatives
Plan context: Heritage Community Initiatives 401K Profit Sharing Plan & Trust
EIN 25-1442838 • Braddock, PA • 23 filings • 9 plans
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
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $69,201 | - |
| Heritage Community Initiatives 401K Profit Sharing Plan & Trust | - | 0 | $0 | $69,201 | - |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 2 | 51 | $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 | - |
| 2012 | 2 | 51 | $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 | - |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 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%. |
| 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%. |
| 2007 | 1 | 45 | $0 | $0 | - |
| HERITAGE HEALTH FOUNDATION INC. 401K PROFIT SHARING PLAN AND TRUST | - | 45 | - | - | - |
| 2006 | 1 | 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%. |
| 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%. |
| 2005 | 1 | 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%. |
| 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%. |
| 2004 | 1 | 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%. |
| 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%. |
| 2003 | 1 | 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%. |
| 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%. |