United Methodist Memorial Home
Plan context: Heritage Pointe Communities 403(B) Plan
EIN 35-0877581 • Warren, IN • 28 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
507
2024 Assets
$5,506,145
2024 Contributions
$5,599,148
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 507 | $5,506,145 | $5,599,148 | $11,044iApproximate average salary by contribution assumption: employee only about $276,092 at 4% or $184,061 at 6%; with 50% employer match about $184,061 at 4% or $122,708 at 6%; with 100% employer match about $138,046 at 4% or $92,031 at 6%. |
| Heritage Pointe Communities 403(B) Plan | - | 507 | $5,506,145 | $5,599,148 | $11,044iApproximate average salary by contribution assumption: employee only about $276,092 at 4% or $184,061 at 6%; with 50% employer match about $184,061 at 4% or $122,708 at 6%; with 100% employer match about $138,046 at 4% or $92,031 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 0 | $0 | - | - |
| 2023 | 1 | 427 | $6,414,303 | $666,307 | $1,560iApproximate average salary by contribution assumption: employee only about $39,011 at 4% or $26,007 at 6%; with 50% employer match about $26,007 at 4% or $17,338 at 6%; with 100% employer match about $19,505 at 4% or $13,004 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 427 | $6,414,303 | $666,307 | $1,560iApproximate average salary by contribution assumption: employee only about $39,011 at 4% or $26,007 at 6%; with 50% employer match about $26,007 at 4% or $17,338 at 6%; with 100% employer match about $19,505 at 4% or $13,004 at 6%. |
| 2022 | 1 | 411 | $6,262,417 | $557,231 | $1,356iApproximate average salary by contribution assumption: employee only about $33,895 at 4% or $22,597 at 6%; with 50% employer match about $22,597 at 4% or $15,064 at 6%; with 100% employer match about $16,947 at 4% or $11,298 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 411 | $6,262,417 | $557,231 | $1,356iApproximate average salary by contribution assumption: employee only about $33,895 at 4% or $22,597 at 6%; with 50% employer match about $22,597 at 4% or $15,064 at 6%; with 100% employer match about $16,947 at 4% or $11,298 at 6%. |
| 2021 | 1 | 477 | $8,493,904 | $571,922 | $1,199iApproximate average salary by contribution assumption: employee only about $29,975 at 4% or $19,983 at 6%; with 50% employer match about $19,983 at 4% or $13,322 at 6%; with 100% employer match about $14,987 at 4% or $9,992 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 477 | $8,493,904 | $571,922 | $1,199iApproximate average salary by contribution assumption: employee only about $29,975 at 4% or $19,983 at 6%; with 50% employer match about $19,983 at 4% or $13,322 at 6%; with 100% employer match about $14,987 at 4% or $9,992 at 6%. |
| 2020 | 1 | 515 | $8,213,436 | $639,315 | $1,241iApproximate average salary by contribution assumption: employee only about $31,035 at 4% or $20,690 at 6%; with 50% employer match about $20,690 at 4% or $13,793 at 6%; with 100% employer match about $15,517 at 4% or $10,345 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 515 | $8,213,436 | $639,315 | $1,241iApproximate average salary by contribution assumption: employee only about $31,035 at 4% or $20,690 at 6%; with 50% employer match about $20,690 at 4% or $13,793 at 6%; with 100% employer match about $15,517 at 4% or $10,345 at 6%. |
| 2019 | 1 | 549 | $8,041,208 | $801,374 | $1,460iApproximate average salary by contribution assumption: employee only about $36,492 at 4% or $24,328 at 6%; with 50% employer match about $24,328 at 4% or $16,219 at 6%; with 100% employer match about $18,246 at 4% or $12,164 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 549 | $8,041,208 | $801,374 | $1,460iApproximate average salary by contribution assumption: employee only about $36,492 at 4% or $24,328 at 6%; with 50% employer match about $24,328 at 4% or $16,219 at 6%; with 100% employer match about $18,246 at 4% or $12,164 at 6%. |
| 2018 | 1 | 673 | $6,856,054 | $743,000 | $1,104iApproximate average salary by contribution assumption: employee only about $27,600 at 4% or $18,400 at 6%; with 50% employer match about $18,400 at 4% or $12,267 at 6%; with 100% employer match about $13,800 at 4% or $9,200 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 673 | $6,856,054 | $743,000 | $1,104iApproximate average salary by contribution assumption: employee only about $27,600 at 4% or $18,400 at 6%; with 50% employer match about $18,400 at 4% or $12,267 at 6%; with 100% employer match about $13,800 at 4% or $9,200 at 6%. |
| 2017 | 1 | 578 | $6,942,288 | $615,976 | $1,066iApproximate average salary by contribution assumption: employee only about $26,643 at 4% or $17,762 at 6%; with 50% employer match about $17,762 at 4% or $11,841 at 6%; with 100% employer match about $13,321 at 4% or $8,881 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 578 | $6,942,288 | $615,976 | $1,066iApproximate average salary by contribution assumption: employee only about $26,643 at 4% or $17,762 at 6%; with 50% employer match about $17,762 at 4% or $11,841 at 6%; with 100% employer match about $13,321 at 4% or $8,881 at 6%. |
| 2016 | 1 | 564 | $6,070,965 | $776,623 | $1,377iApproximate average salary by contribution assumption: employee only about $34,425 at 4% or $22,950 at 6%; with 50% employer match about $22,950 at 4% or $15,300 at 6%; with 100% employer match about $17,212 at 4% or $11,475 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 564 | $6,070,965 | $776,623 | $1,377iApproximate average salary by contribution assumption: employee only about $34,425 at 4% or $22,950 at 6%; with 50% employer match about $22,950 at 4% or $15,300 at 6%; with 100% employer match about $17,212 at 4% or $11,475 at 6%. |
| 2015 | 1 | 572 | $5,830,488 | $548,683 | $959iApproximate average salary by contribution assumption: employee only about $23,981 at 4% or $15,987 at 6%; with 50% employer match about $15,987 at 4% or $10,658 at 6%; with 100% employer match about $11,990 at 4% or $7,994 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 572 | $5,830,488 | $548,683 | $959iApproximate average salary by contribution assumption: employee only about $23,981 at 4% or $15,987 at 6%; with 50% employer match about $15,987 at 4% or $10,658 at 6%; with 100% employer match about $11,990 at 4% or $7,994 at 6%. |
| 2014 | 1 | 480 | $6,089,327 | $470,082 | $979iApproximate average salary by contribution assumption: employee only about $24,483 at 4% or $16,322 at 6%; with 50% employer match about $16,322 at 4% or $10,882 at 6%; with 100% employer match about $12,242 at 4% or $8,161 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 480 | $6,089,327 | $470,082 | $979iApproximate average salary by contribution assumption: employee only about $24,483 at 4% or $16,322 at 6%; with 50% employer match about $16,322 at 4% or $10,882 at 6%; with 100% employer match about $12,242 at 4% or $8,161 at 6%. |
| 2013 | 1 | 201 | $5,916,990 | $464,190 | $2,309iApproximate average salary by contribution assumption: employee only about $57,735 at 4% or $38,490 at 6%; with 50% employer match about $38,490 at 4% or $25,660 at 6%; with 100% employer match about $28,868 at 4% or $19,245 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 201 | $5,916,990 | $464,190 | $2,309iApproximate average salary by contribution assumption: employee only about $57,735 at 4% or $38,490 at 6%; with 50% employer match about $38,490 at 4% or $25,660 at 6%; with 100% employer match about $28,868 at 4% or $19,245 at 6%. |
| 2012 | 1 | 226 | $5,077,002 | $466,438 | $2,064iApproximate average salary by contribution assumption: employee only about $51,597 at 4% or $34,398 at 6%; with 50% employer match about $34,398 at 4% or $22,932 at 6%; with 100% employer match about $25,799 at 4% or $17,199 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 226 | $5,077,002 | $466,438 | $2,064iApproximate average salary by contribution assumption: employee only about $51,597 at 4% or $34,398 at 6%; with 50% employer match about $34,398 at 4% or $22,932 at 6%; with 100% employer match about $25,799 at 4% or $17,199 at 6%. |
| 2011 | 1 | 243 | $4,463,612 | $427,481 | $1,759iApproximate average salary by contribution assumption: employee only about $43,980 at 4% or $29,320 at 6%; with 50% employer match about $29,320 at 4% or $19,546 at 6%; with 100% employer match about $21,990 at 4% or $14,660 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 243 | $4,463,612 | $427,481 | $1,759iApproximate average salary by contribution assumption: employee only about $43,980 at 4% or $29,320 at 6%; with 50% employer match about $29,320 at 4% or $19,546 at 6%; with 100% employer match about $21,990 at 4% or $14,660 at 6%. |
| 2010 | 1 | 264 | $4,325,089 | $502,129 | $1,902iApproximate average salary by contribution assumption: employee only about $47,550 at 4% or $31,700 at 6%; with 50% employer match about $31,700 at 4% or $21,133 at 6%; with 100% employer match about $23,775 at 4% or $15,850 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 264 | $4,325,089 | $502,129 | $1,902iApproximate average salary by contribution assumption: employee only about $47,550 at 4% or $31,700 at 6%; with 50% employer match about $31,700 at 4% or $21,133 at 6%; with 100% employer match about $23,775 at 4% or $15,850 at 6%. |
| 2009 | 1 | 332 | $3,950,045 | $556,170 | $1,675iApproximate average salary by contribution assumption: employee only about $41,880 at 4% or $27,920 at 6%; with 50% employer match about $27,920 at 4% or $18,613 at 6%; with 100% employer match about $20,940 at 4% or $13,960 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 332 | $3,950,045 | $556,170 | $1,675iApproximate average salary by contribution assumption: employee only about $41,880 at 4% or $27,920 at 6%; with 50% employer match about $27,920 at 4% or $18,613 at 6%; with 100% employer match about $20,940 at 4% or $13,960 at 6%. |
| 2008 | 1 | 281 | $3,218,064 | $495,942 | $1,765iApproximate average salary by contribution assumption: employee only about $44,123 at 4% or $29,415 at 6%; with 50% employer match about $29,415 at 4% or $19,610 at 6%; with 100% employer match about $22,061 at 4% or $14,708 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 281 | $3,218,064 | $495,942 | $1,765iApproximate average salary by contribution assumption: employee only about $44,123 at 4% or $29,415 at 6%; with 50% employer match about $29,415 at 4% or $19,610 at 6%; with 100% employer match about $22,061 at 4% or $14,708 at 6%. |
| 2007 | 1 | 297 | $3,979,580 | $463,291 | $1,560iApproximate average salary by contribution assumption: employee only about $38,998 at 4% or $25,998 at 6%; with 50% employer match about $25,998 at 4% or $17,332 at 6%; with 100% employer match about $19,499 at 4% or $12,999 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 297 | $3,979,580 | $463,291 | $1,560iApproximate average salary by contribution assumption: employee only about $38,998 at 4% or $25,998 at 6%; with 50% employer match about $25,998 at 4% or $17,332 at 6%; with 100% employer match about $19,499 at 4% or $12,999 at 6%. |
| 2006 | 1 | 277 | $3,525,718 | $457,933 | $1,653iApproximate average salary by contribution assumption: employee only about $41,330 at 4% or $27,553 at 6%; with 50% employer match about $27,553 at 4% or $18,369 at 6%; with 100% employer match about $20,665 at 4% or $13,777 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 277 | $3,525,718 | $457,933 | $1,653iApproximate average salary by contribution assumption: employee only about $41,330 at 4% or $27,553 at 6%; with 50% employer match about $27,553 at 4% or $18,369 at 6%; with 100% employer match about $20,665 at 4% or $13,777 at 6%. |
| 2005 | 1 | 202 | $2,791,860 | $329,472 | $1,631iApproximate average salary by contribution assumption: employee only about $40,776 at 4% or $27,184 at 6%; with 50% employer match about $27,184 at 4% or $18,123 at 6%; with 100% employer match about $20,388 at 4% or $13,592 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 202 | $2,791,860 | $329,472 | $1,631iApproximate average salary by contribution assumption: employee only about $40,776 at 4% or $27,184 at 6%; with 50% employer match about $27,184 at 4% or $18,123 at 6%; with 100% employer match about $20,388 at 4% or $13,592 at 6%. |
| 2004 | 1 | 203 | $2,464,298 | $431,140 | $2,124iApproximate average salary by contribution assumption: employee only about $53,096 at 4% or $35,397 at 6%; with 50% employer match about $35,397 at 4% or $23,598 at 6%; with 100% employer match about $26,548 at 4% or $17,699 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 203 | $2,464,298 | $431,140 | $2,124iApproximate average salary by contribution assumption: employee only about $53,096 at 4% or $35,397 at 6%; with 50% employer match about $35,397 at 4% or $23,598 at 6%; with 100% employer match about $26,548 at 4% or $17,699 at 6%. |
| 2003 | 1 | 240 | $1,916,045 | $438,817 | $1,828iApproximate average salary by contribution assumption: employee only about $45,710 at 4% or $30,473 at 6%; with 50% employer match about $30,473 at 4% or $20,316 at 6%; with 100% employer match about $22,855 at 4% or $15,237 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 240 | $1,916,045 | $438,817 | $1,828iApproximate average salary by contribution assumption: employee only about $45,710 at 4% or $30,473 at 6%; with 50% employer match about $30,473 at 4% or $20,316 at 6%; with 100% employer match about $22,855 at 4% or $15,237 at 6%. |
| 2002 | 1 | 210 | $1,279,246 | $412,885 | $1,966iApproximate average salary by contribution assumption: employee only about $49,153 at 4% or $32,769 at 6%; with 50% employer match about $32,769 at 4% or $21,846 at 6%; with 100% employer match about $24,576 at 4% or $16,384 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 210 | $1,279,246 | $412,885 | $1,966iApproximate average salary by contribution assumption: employee only about $49,153 at 4% or $32,769 at 6%; with 50% employer match about $32,769 at 4% or $21,846 at 6%; with 100% employer match about $24,576 at 4% or $16,384 at 6%. |
| 2001 | 1 | 212 | $1,049,619 | $401,123 | $1,892iApproximate average salary by contribution assumption: employee only about $47,302 at 4% or $31,535 at 6%; with 50% employer match about $31,535 at 4% or $21,023 at 6%; with 100% employer match about $23,651 at 4% or $15,767 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 212 | $1,049,619 | $401,123 | $1,892iApproximate average salary by contribution assumption: employee only about $47,302 at 4% or $31,535 at 6%; with 50% employer match about $31,535 at 4% or $21,023 at 6%; with 100% employer match about $23,651 at 4% or $15,767 at 6%. |
| 2000 | 2 | 204 | $721,196 | $367,606 | $1,802iApproximate average salary by contribution assumption: employee only about $45,050 at 4% or $30,033 at 6%; with 50% employer match about $30,033 at 4% or $20,022 at 6%; with 100% employer match about $22,525 at 4% or $15,017 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 204 | $721,196 | $367,606 | $1,802iApproximate average salary by contribution assumption: employee only about $45,050 at 4% or $30,033 at 6%; with 50% employer match about $30,033 at 4% or $20,022 at 6%; with 100% employer match about $22,525 at 4% or $15,017 at 6%. |
| UNITED METHODIST MEMORIAL HOME PRE-TAX PREMIUM PLA | - | 0 | - | - | - |
| 1999 | 1 | 191 | $369,843 | $346,797 | $1,816iApproximate average salary by contribution assumption: employee only about $45,392 at 4% or $30,262 at 6%; with 50% employer match about $30,262 at 4% or $20,174 at 6%; with 100% employer match about $22,696 at 4% or $15,131 at 6%. |
| United Methodist Memorial Home 401K Plan | - | 191 | $369,843 | $346,797 | $1,816iApproximate average salary by contribution assumption: employee only about $45,392 at 4% or $30,262 at 6%; with 50% employer match about $30,262 at 4% or $20,174 at 6%; with 100% employer match about $22,696 at 4% or $15,131 at 6%. |