Civic Intelligence

Heritage Engineering LLC

Plan context: Heritage Engineering LLC 401(K) Plan

EIN 33-1165890 • Jeffersonville, IN • 18 filings • 2 plans

603 North Shore Drive, Suite 204Jeffersonville, IN 47130
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$4,919,662

2024 Contributions

$328,469

Historical Graphs

Total Assets Over Time

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

$4,919,662$2,459,831$0200820162024YearValue
$4,919,662Latest year 2024

Participants Over Time

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

32160200720162024YearValue
32Latest 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
2024132$4,919,662$328,469$10,265iApproximate average salary by contribution assumption: employee only about $256,616 at 4% or $171,078 at 6%; with 50% employer match about $171,078 at 4% or $114,052 at 6%; with 100% employer match about $128,308 at 4% or $85,539 at 6%.
Heritage Engineering LLC 401(K) Plan-32$4,919,662$328,469$10,265iApproximate average salary by contribution assumption: employee only about $256,616 at 4% or $171,078 at 6%; with 50% employer match about $171,078 at 4% or $114,052 at 6%; with 100% employer match about $128,308 at 4% or $85,539 at 6%.
2023129$4,026,961$327,108$11,280iApproximate average salary by contribution assumption: employee only about $281,990 at 4% or $187,993 at 6%; with 50% employer match about $187,993 at 4% or $125,329 at 6%; with 100% employer match about $140,995 at 4% or $93,997 at 6%.
Heritage Engineering LLC 401(K) Plan-29$4,026,961$327,108$11,280iApproximate average salary by contribution assumption: employee only about $281,990 at 4% or $187,993 at 6%; with 50% employer match about $187,993 at 4% or $125,329 at 6%; with 100% employer match about $140,995 at 4% or $93,997 at 6%.
2022127$3,200,614$308,680$11,433iApproximate average salary by contribution assumption: employee only about $285,815 at 4% or $190,543 at 6%; with 50% employer match about $190,543 at 4% or $127,029 at 6%; with 100% employer match about $142,907 at 4% or $95,272 at 6%.
Heritage Engineering LLC 401(K) Plan-27$3,200,614$308,680$11,433iApproximate average salary by contribution assumption: employee only about $285,815 at 4% or $190,543 at 6%; with 50% employer match about $190,543 at 4% or $127,029 at 6%; with 100% employer match about $142,907 at 4% or $95,272 at 6%.
2021127$3,574,320$262,745$9,731iApproximate average salary by contribution assumption: employee only about $243,282 at 4% or $162,188 at 6%; with 50% employer match about $162,188 at 4% or $108,126 at 6%; with 100% employer match about $121,641 at 4% or $81,094 at 6%.
Heritage Engineering LLC 401(K) Plan-27$3,574,320$262,745$9,731iApproximate average salary by contribution assumption: employee only about $243,282 at 4% or $162,188 at 6%; with 50% employer match about $162,188 at 4% or $108,126 at 6%; with 100% employer match about $121,641 at 4% or $81,094 at 6%.
2020129$3,237,388$265,366$9,151iApproximate average salary by contribution assumption: employee only about $228,764 at 4% or $152,509 at 6%; with 50% employer match about $152,509 at 4% or $101,673 at 6%; with 100% employer match about $114,382 at 4% or $76,255 at 6%.
Heritage Engineering LLC 401(K) Plan-29$3,237,388$265,366$9,151iApproximate average salary by contribution assumption: employee only about $228,764 at 4% or $152,509 at 6%; with 50% employer match about $152,509 at 4% or $101,673 at 6%; with 100% employer match about $114,382 at 4% or $76,255 at 6%.
2019128$2,565,212$264,865$9,459iApproximate average salary by contribution assumption: employee only about $236,487 at 4% or $157,658 at 6%; with 50% employer match about $157,658 at 4% or $105,105 at 6%; with 100% employer match about $118,243 at 4% or $78,829 at 6%.
Heritage Engineering LLC 401(K) Plan-28$2,565,212$264,865$9,459iApproximate average salary by contribution assumption: employee only about $236,487 at 4% or $157,658 at 6%; with 50% employer match about $157,658 at 4% or $105,105 at 6%; with 100% employer match about $118,243 at 4% or $78,829 at 6%.
2018127$1,858,313$235,433$8,720iApproximate average salary by contribution assumption: employee only about $217,994 at 4% or $145,329 at 6%; with 50% employer match about $145,329 at 4% or $96,886 at 6%; with 100% employer match about $108,997 at 4% or $72,665 at 6%.
Heritage Engineering LLC 401(K) Plan-27$1,858,313$235,433$8,720iApproximate average salary by contribution assumption: employee only about $217,994 at 4% or $145,329 at 6%; with 50% employer match about $145,329 at 4% or $96,886 at 6%; with 100% employer match about $108,997 at 4% or $72,665 at 6%.
2017127$1,791,467$210,297$7,789iApproximate average salary by contribution assumption: employee only about $194,719 at 4% or $129,813 at 6%; with 50% employer match about $129,813 at 4% or $86,542 at 6%; with 100% employer match about $97,360 at 4% or $64,906 at 6%.
Heritage Engineering LLC 401(K) Plan-27$1,791,467$210,297$7,789iApproximate average salary by contribution assumption: employee only about $194,719 at 4% or $129,813 at 6%; with 50% employer match about $129,813 at 4% or $86,542 at 6%; with 100% employer match about $97,360 at 4% or $64,906 at 6%.
2016124$1,590,082$189,037$7,877iApproximate average salary by contribution assumption: employee only about $196,914 at 4% or $131,276 at 6%; with 50% employer match about $131,276 at 4% or $87,517 at 6%; with 100% employer match about $98,457 at 4% or $65,638 at 6%.
Heritage Engineering LLC 401(K) Plan-24$1,590,082$189,037$7,877iApproximate average salary by contribution assumption: employee only about $196,914 at 4% or $131,276 at 6%; with 50% employer match about $131,276 at 4% or $87,517 at 6%; with 100% employer match about $98,457 at 4% or $65,638 at 6%.
2015123$1,489,765$170,043$7,393iApproximate average salary by contribution assumption: employee only about $184,829 at 4% or $123,220 at 6%; with 50% employer match about $123,220 at 4% or $82,146 at 6%; with 100% employer match about $92,415 at 4% or $61,610 at 6%.
Heritage Engineering LLC 401(K) Plan-23$1,489,765$170,043$7,393iApproximate average salary by contribution assumption: employee only about $184,829 at 4% or $123,220 at 6%; with 50% employer match about $123,220 at 4% or $82,146 at 6%; with 100% employer match about $92,415 at 4% or $61,610 at 6%.
2014121$1,369,251$156,811$7,467iApproximate average salary by contribution assumption: employee only about $186,680 at 4% or $124,453 at 6%; with 50% employer match about $124,453 at 4% or $82,969 at 6%; with 100% employer match about $93,340 at 4% or $62,227 at 6%.
Heritage Engineering LLC 401(K) Plan-21$1,369,251$156,811$7,467iApproximate average salary by contribution assumption: employee only about $186,680 at 4% or $124,453 at 6%; with 50% employer match about $124,453 at 4% or $82,969 at 6%; with 100% employer match about $93,340 at 4% or $62,227 at 6%.
2013120$1,273,606$140,989$7,049iApproximate average salary by contribution assumption: employee only about $176,236 at 4% or $117,491 at 6%; with 50% employer match about $117,491 at 4% or $78,327 at 6%; with 100% employer match about $88,118 at 4% or $58,745 at 6%.
Heritage Engineering LLC 401(K) Plan-20$1,273,606$140,989$7,049iApproximate average salary by contribution assumption: employee only about $176,236 at 4% or $117,491 at 6%; with 50% employer match about $117,491 at 4% or $78,327 at 6%; with 100% employer match about $88,118 at 4% or $58,745 at 6%.
2012118$981,815$119,107$6,617iApproximate average salary by contribution assumption: employee only about $165,426 at 4% or $110,284 at 6%; with 50% employer match about $110,284 at 4% or $73,523 at 6%; with 100% employer match about $82,713 at 4% or $55,142 at 6%.
Heritage Engineering LLC 401(K) Plan-18$981,815$119,107$6,617iApproximate average salary by contribution assumption: employee only about $165,426 at 4% or $110,284 at 6%; with 50% employer match about $110,284 at 4% or $73,523 at 6%; with 100% employer match about $82,713 at 4% or $55,142 at 6%.
2011119$762,356$107,758$5,671iApproximate average salary by contribution assumption: employee only about $141,787 at 4% or $94,525 at 6%; with 50% employer match about $94,525 at 4% or $63,016 at 6%; with 100% employer match about $70,893 at 4% or $47,262 at 6%.
Heritage Engineering LLC 401(K) Plan-19$762,356$107,758$5,671iApproximate average salary by contribution assumption: employee only about $141,787 at 4% or $94,525 at 6%; with 50% employer match about $94,525 at 4% or $63,016 at 6%; with 100% employer match about $70,893 at 4% or $47,262 at 6%.
2010119$712,992$106,974$5,630iApproximate average salary by contribution assumption: employee only about $140,755 at 4% or $93,837 at 6%; with 50% employer match about $93,837 at 4% or $62,558 at 6%; with 100% employer match about $70,378 at 4% or $46,918 at 6%.
Heritage Engineering LLC 401(K) Plan-19$712,992$106,974$5,630iApproximate average salary by contribution assumption: employee only about $140,755 at 4% or $93,837 at 6%; with 50% employer match about $93,837 at 4% or $62,558 at 6%; with 100% employer match about $70,378 at 4% or $46,918 at 6%.
2009114$514,422$80,175$5,727iApproximate average salary by contribution assumption: employee only about $143,170 at 4% or $95,446 at 6%; with 50% employer match about $95,446 at 4% or $63,631 at 6%; with 100% employer match about $71,585 at 4% or $47,723 at 6%.
Heritage Engineering LLC 401(K) Plan-14$514,422$80,175$5,727iApproximate average salary by contribution assumption: employee only about $143,170 at 4% or $95,446 at 6%; with 50% employer match about $95,446 at 4% or $63,631 at 6%; with 100% employer match about $71,585 at 4% or $47,723 at 6%.
2008115$367,231$89,635$5,976iApproximate average salary by contribution assumption: employee only about $149,392 at 4% or $99,594 at 6%; with 50% employer match about $99,594 at 4% or $66,396 at 6%; with 100% employer match about $74,696 at 4% or $49,797 at 6%.
Heritage Engineering LLC 401(K) Plan-15$367,231$89,635$5,976iApproximate average salary by contribution assumption: employee only about $149,392 at 4% or $99,594 at 6%; with 50% employer match about $99,594 at 4% or $66,396 at 6%; with 100% employer match about $74,696 at 4% or $49,797 at 6%.
2007113$0$0-
Heritage Engineering LLC 401(K) Plan-13---