Civic Intelligence

Heritage Pointe

Plan context: 403(B) Thrift Plan of Heritage Pointe Heritage Pointe

EIN 33-0260314 • Mission Viejo, CA • 18 filings • 5 plans

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27356 BellogenteMission Viejo, CA 92691
Current Snapshot

Latest Year

2024

2024 Participants

128

2024 Assets

$1,843,075

2024 Contributions

$131,808

Historical Graphs

Total Assets Over Time

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

$2,021,396$1,010,698$0200920172024YearValue
$1,843,075Latest year 2024

Participants Over Time

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

193970200920172024YearValue
128Latest 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
20241128$1,843,075$131,808$1,030iApproximate average salary by contribution assumption: employee only about $25,744 at 4% or $17,163 at 6%; with 50% employer match about $17,163 at 4% or $11,442 at 6%; with 100% employer match about $12,872 at 4% or $8,581 at 6%.
403(B) Thrift Plan of Heritage Pointe Heritage Pointe-128$1,843,075$131,808$1,030iApproximate average salary by contribution assumption: employee only about $25,744 at 4% or $17,163 at 6%; with 50% employer match about $17,163 at 4% or $11,442 at 6%; with 100% employer match about $12,872 at 4% or $8,581 at 6%.
2023180$1,778,475$162,645$2,033iApproximate average salary by contribution assumption: employee only about $50,827 at 4% or $33,884 at 6%; with 50% employer match about $33,884 at 4% or $22,590 at 6%; with 100% employer match about $25,413 at 4% or $16,942 at 6%.
403(B) Thrift Plan of Heritage Pointe Heritage Pointe-80$1,778,475$162,645$2,033iApproximate average salary by contribution assumption: employee only about $50,827 at 4% or $33,884 at 6%; with 50% employer match about $33,884 at 4% or $22,590 at 6%; with 100% employer match about $25,413 at 4% or $16,942 at 6%.
20221137$1,541,509$137,633$1,005iApproximate average salary by contribution assumption: employee only about $25,116 at 4% or $16,744 at 6%; with 50% employer match about $16,744 at 4% or $11,162 at 6%; with 100% employer match about $12,558 at 4% or $8,372 at 6%.
403(B) Thrift Plan of Heritage Pointe Heritage Pointe-137$1,541,509$137,633$1,005iApproximate average salary by contribution assumption: employee only about $25,116 at 4% or $16,744 at 6%; with 50% employer match about $16,744 at 4% or $11,162 at 6%; with 100% employer match about $12,558 at 4% or $8,372 at 6%.
20211119$1,481,842$195,382$1,642iApproximate average salary by contribution assumption: employee only about $41,047 at 4% or $27,364 at 6%; with 50% employer match about $27,364 at 4% or $18,243 at 6%; with 100% employer match about $20,523 at 4% or $13,682 at 6%.
403(B) Thrift Plan of Heritage Pointe Heritage Pointe-119$1,481,842$195,382$1,642iApproximate average salary by contribution assumption: employee only about $41,047 at 4% or $27,364 at 6%; with 50% employer match about $27,364 at 4% or $18,243 at 6%; with 100% employer match about $20,523 at 4% or $13,682 at 6%.
20201193$2,021,396$180,984$938iApproximate average salary by contribution assumption: employee only about $23,444 at 4% or $15,629 at 6%; with 50% employer match about $15,629 at 4% or $10,419 at 6%; with 100% employer match about $11,722 at 4% or $7,815 at 6%.
403(B) Thrift Plan of Heritage Pointe Heritage Pointe-193$2,021,396$180,984$938iApproximate average salary by contribution assumption: employee only about $23,444 at 4% or $15,629 at 6%; with 50% employer match about $15,629 at 4% or $10,419 at 6%; with 100% employer match about $11,722 at 4% or $7,815 at 6%.
20191144$1,629,467$180,737$1,255iApproximate average salary by contribution assumption: employee only about $31,378 at 4% or $20,919 at 6%; with 50% employer match about $20,919 at 4% or $13,946 at 6%; with 100% employer match about $15,689 at 4% or $10,459 at 6%.
403(B) Thrift Plan of Heritage Pointe Heritage Pointe-144$1,629,467$180,737$1,255iApproximate average salary by contribution assumption: employee only about $31,378 at 4% or $20,919 at 6%; with 50% employer match about $20,919 at 4% or $13,946 at 6%; with 100% employer match about $15,689 at 4% or $10,459 at 6%.
20181119$1,528,669$193,977$1,630iApproximate average salary by contribution assumption: employee only about $40,751 at 4% or $27,168 at 6%; with 50% employer match about $27,168 at 4% or $18,112 at 6%; with 100% employer match about $20,376 at 4% or $13,584 at 6%.
403(B) Thrift Plan of Heritage Pointe Heritage Pointe-119$1,528,669$193,977$1,630iApproximate average salary by contribution assumption: employee only about $40,751 at 4% or $27,168 at 6%; with 50% employer match about $27,168 at 4% or $18,112 at 6%; with 100% employer match about $20,376 at 4% or $13,584 at 6%.
20171124$1,513,142$205,644$1,658iApproximate average salary by contribution assumption: employee only about $41,460 at 4% or $27,640 at 6%; with 50% employer match about $27,640 at 4% or $18,427 at 6%; with 100% employer match about $20,730 at 4% or $13,820 at 6%.
403(B) Thrift Plan of Heritage Pointe Heritage Pointe-124$1,513,142$205,644$1,658iApproximate average salary by contribution assumption: employee only about $41,460 at 4% or $27,640 at 6%; with 50% employer match about $27,640 at 4% or $18,427 at 6%; with 100% employer match about $20,730 at 4% or $13,820 at 6%.
20161141$1,404,402$282,475$2,003iApproximate average salary by contribution assumption: employee only about $50,084 at 4% or $33,389 at 6%; with 50% employer match about $33,389 at 4% or $22,260 at 6%; with 100% employer match about $25,042 at 4% or $16,695 at 6%.
403(B) Thrift Plan of Heritage Pointe Heritage Pointe-141$1,404,402$282,475$2,003iApproximate average salary by contribution assumption: employee only about $50,084 at 4% or $33,389 at 6%; with 50% employer match about $33,389 at 4% or $22,260 at 6%; with 100% employer match about $25,042 at 4% or $16,695 at 6%.
20151136$1,243,931$236,899$1,742iApproximate average salary by contribution assumption: employee only about $43,548 at 4% or $29,032 at 6%; with 50% employer match about $29,032 at 4% or $19,354 at 6%; with 100% employer match about $21,774 at 4% or $14,516 at 6%.
403(B) Thrift Plan of Heritage Pointe Heritage Pointe-136$1,243,931$236,899$1,742iApproximate average salary by contribution assumption: employee only about $43,548 at 4% or $29,032 at 6%; with 50% employer match about $29,032 at 4% or $19,354 at 6%; with 100% employer match about $21,774 at 4% or $14,516 at 6%.
20142130$1,203,633$217,027$1,669iApproximate average salary by contribution assumption: employee only about $41,736 at 4% or $27,824 at 6%; with 50% employer match about $27,824 at 4% or $18,549 at 6%; with 100% employer match about $20,868 at 4% or $13,912 at 6%.
403(B) Thrift Plan of Heritage Pointe Heritage Pointe-130$1,203,633$217,027$1,669iApproximate average salary by contribution assumption: employee only about $41,736 at 4% or $27,824 at 6%; with 50% employer match about $27,824 at 4% or $18,549 at 6%; with 100% employer match about $20,868 at 4% or $13,912 at 6%.
EMPLOYEE ASSISTANCE PLAN-130---
20131123$1,190,418$220,145$1,790iApproximate average salary by contribution assumption: employee only about $44,745 at 4% or $29,830 at 6%; with 50% employer match about $29,830 at 4% or $19,887 at 6%; with 100% employer match about $22,372 at 4% or $14,915 at 6%.
403(B) Thrift Plan of Heritage Pointe Heritage Pointe-123$1,190,418$220,145$1,790iApproximate average salary by contribution assumption: employee only about $44,745 at 4% or $29,830 at 6%; with 50% employer match about $29,830 at 4% or $19,887 at 6%; with 100% employer match about $22,372 at 4% or $14,915 at 6%.
20121116$949,240$245,569$2,117iApproximate average salary by contribution assumption: employee only about $52,924 at 4% or $35,283 at 6%; with 50% employer match about $35,283 at 4% or $23,522 at 6%; with 100% employer match about $26,462 at 4% or $17,641 at 6%.
403(B) Thrift Plan of Heritage Pointe Heritage Pointe-116$949,240$245,569$2,117iApproximate average salary by contribution assumption: employee only about $52,924 at 4% or $35,283 at 6%; with 50% employer match about $35,283 at 4% or $23,522 at 6%; with 100% employer match about $26,462 at 4% or $17,641 at 6%.
20111106$663,966$187,870$1,772iApproximate average salary by contribution assumption: employee only about $44,309 at 4% or $29,539 at 6%; with 50% employer match about $29,539 at 4% or $19,693 at 6%; with 100% employer match about $22,154 at 4% or $14,770 at 6%.
403(B) Thrift Plan of Heritage Pointe Heritage Pointe-106$663,966$187,870$1,772iApproximate average salary by contribution assumption: employee only about $44,309 at 4% or $29,539 at 6%; with 50% employer match about $29,539 at 4% or $19,693 at 6%; with 100% employer match about $22,154 at 4% or $14,770 at 6%.
20101109$517,423$161,632$1,483iApproximate average salary by contribution assumption: employee only about $37,072 at 4% or $24,714 at 6%; with 50% employer match about $24,714 at 4% or $16,476 at 6%; with 100% employer match about $18,536 at 4% or $12,357 at 6%.
403(B) Thrift Plan of Heritage Pointe Heritage Pointe-109$517,423$161,632$1,483iApproximate average salary by contribution assumption: employee only about $37,072 at 4% or $24,714 at 6%; with 50% employer match about $24,714 at 4% or $16,476 at 6%; with 100% employer match about $18,536 at 4% or $12,357 at 6%.
20091102$343,610$142,084$1,393iApproximate average salary by contribution assumption: employee only about $34,825 at 4% or $23,216 at 6%; with 50% employer match about $23,216 at 4% or $15,478 at 6%; with 100% employer match about $17,412 at 4% or $11,608 at 6%.
403(B) Thrift Plan of Heritage Pointe Heritage Pointe-102$343,610$142,084$1,393iApproximate average salary by contribution assumption: employee only about $34,825 at 4% or $23,216 at 6%; with 50% employer match about $23,216 at 4% or $15,478 at 6%; with 100% employer match about $17,412 at 4% or $11,608 at 6%.
200810$0$0-
403(B) Thrift Plan of Heritage Pointe Heritage Pointe-0---