Civic Intelligence

Heritage Werks Inc.

Plan context: Heritage Werks Inc. Retirement Trust

EIN 26-4358231 • Lisle, IL • 9 filings • 1 plans

3333 Warrenville RdSuite 200Lisle, IL 60532
Current Snapshot

Latest Year

2024

2024 Participants

46

2024 Assets

$5,922,070

2024 Contributions

$816,940

Historical Graphs

Total Assets Over Time

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

$5,922,070$2,961,035$0201620202024YearValue
$5,922,070Latest year 2024

Participants Over Time

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

46230201620202024YearValue
46Latest 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
2024146$5,922,070$816,940$17,760iApproximate average salary by contribution assumption: employee only about $443,989 at 4% or $295,993 at 6%; with 50% employer match about $295,993 at 4% or $197,329 at 6%; with 100% employer match about $221,995 at 4% or $147,996 at 6%.
Heritage Werks Inc. Retirement Trust-46$5,922,070$816,940$17,760iApproximate average salary by contribution assumption: employee only about $443,989 at 4% or $295,993 at 6%; with 50% employer match about $295,993 at 4% or $197,329 at 6%; with 100% employer match about $221,995 at 4% or $147,996 at 6%.
2023146$2,330,424$436,802$9,496iApproximate average salary by contribution assumption: employee only about $237,392 at 4% or $158,262 at 6%; with 50% employer match about $158,262 at 4% or $105,508 at 6%; with 100% employer match about $118,696 at 4% or $79,131 at 6%.
Heritage Werks Inc. Retirement Trust-46$2,330,424$436,802$9,496iApproximate average salary by contribution assumption: employee only about $237,392 at 4% or $158,262 at 6%; with 50% employer match about $158,262 at 4% or $105,508 at 6%; with 100% employer match about $118,696 at 4% or $79,131 at 6%.
2022142$1,615,777$378,498$9,012iApproximate average salary by contribution assumption: employee only about $225,296 at 4% or $150,198 at 6%; with 50% employer match about $150,198 at 4% or $100,132 at 6%; with 100% employer match about $112,648 at 4% or $75,099 at 6%.
Heritage Werks Inc. Retirement Trust-42$1,615,777$378,498$9,012iApproximate average salary by contribution assumption: employee only about $225,296 at 4% or $150,198 at 6%; with 50% employer match about $150,198 at 4% or $100,132 at 6%; with 100% employer match about $112,648 at 4% or $75,099 at 6%.
2021140$1,650,461$320,018$8,000iApproximate average salary by contribution assumption: employee only about $200,011 at 4% or $133,341 at 6%; with 50% employer match about $133,341 at 4% or $88,894 at 6%; with 100% employer match about $100,006 at 4% or $66,670 at 6%.
Heritage Werks Inc. Retirement Trust-40$1,650,461$320,018$8,000iApproximate average salary by contribution assumption: employee only about $200,011 at 4% or $133,341 at 6%; with 50% employer match about $133,341 at 4% or $88,894 at 6%; with 100% employer match about $100,006 at 4% or $66,670 at 6%.
2020142$1,302,911$327,217$7,791iApproximate average salary by contribution assumption: employee only about $194,772 at 4% or $129,848 at 6%; with 50% employer match about $129,848 at 4% or $86,565 at 6%; with 100% employer match about $97,386 at 4% or $64,924 at 6%.
Heritage Werks Inc. Retirement Trust-42$1,302,911$327,217$7,791iApproximate average salary by contribution assumption: employee only about $194,772 at 4% or $129,848 at 6%; with 50% employer match about $129,848 at 4% or $86,565 at 6%; with 100% employer match about $97,386 at 4% or $64,924 at 6%.
2019135$749,854$251,896$7,197iApproximate average salary by contribution assumption: employee only about $179,926 at 4% or $119,950 at 6%; with 50% employer match about $119,950 at 4% or $79,967 at 6%; with 100% employer match about $89,963 at 4% or $59,975 at 6%.
Heritage Werks Inc. Retirement Trust-35$749,854$251,896$7,197iApproximate average salary by contribution assumption: employee only about $179,926 at 4% or $119,950 at 6%; with 50% employer match about $119,950 at 4% or $79,967 at 6%; with 100% employer match about $89,963 at 4% or $59,975 at 6%.
2018135$441,482$221,390$6,325iApproximate average salary by contribution assumption: employee only about $158,136 at 4% or $105,424 at 6%; with 50% employer match about $105,424 at 4% or $70,283 at 6%; with 100% employer match about $79,068 at 4% or $52,712 at 6%.
Heritage Werks Inc. Retirement Trust-35$441,482$221,390$6,325iApproximate average salary by contribution assumption: employee only about $158,136 at 4% or $105,424 at 6%; with 50% employer match about $105,424 at 4% or $70,283 at 6%; with 100% employer match about $79,068 at 4% or $52,712 at 6%.
2017128$256,209$148,161$5,291iApproximate average salary by contribution assumption: employee only about $132,287 at 4% or $88,191 at 6%; with 50% employer match about $88,191 at 4% or $58,794 at 6%; with 100% employer match about $66,143 at 4% or $44,096 at 6%.
Heritage Werks Inc. Retirement Trust-28$256,209$148,161$5,291iApproximate average salary by contribution assumption: employee only about $132,287 at 4% or $88,191 at 6%; with 50% employer match about $88,191 at 4% or $58,794 at 6%; with 100% employer match about $66,143 at 4% or $44,096 at 6%.
2016122$86,567$84,039$3,820iApproximate average salary by contribution assumption: employee only about $95,499 at 4% or $63,666 at 6%; with 50% employer match about $63,666 at 4% or $42,444 at 6%; with 100% employer match about $47,749 at 4% or $31,833 at 6%.
Heritage Werks Inc. Retirement Trust-22$86,567$84,039$3,820iApproximate average salary by contribution assumption: employee only about $95,499 at 4% or $63,666 at 6%; with 50% employer match about $63,666 at 4% or $42,444 at 6%; with 100% employer match about $47,749 at 4% or $31,833 at 6%.