Civic Intelligence

United Methodist Memorial Home

Plan context: Heritage Pointe Communities 403(B) Plan

EIN 35-0877581 • Warren, IN • 28 filings • 5 plans

801 N Huntington AveWarren, IN 46792
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

$8,493,904$4,246,952$0199920122024YearValue
$5,506,145Latest year 2024

Participants Over Time

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

6733370199920122024YearValue
507Latest 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
20242507$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--
20231427$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%.
20221411$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%.
20211477$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%.
20201515$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%.
20191549$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%.
20181673$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%.
20171578$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%.
20161564$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%.
20151572$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%.
20141480$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%.
20131201$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%.
20121226$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%.
20111243$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%.
20101264$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%.
20091332$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%.
20081281$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%.
20071297$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%.
20061277$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%.
20051202$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%.
20041203$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%.
20031240$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%.
20021210$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%.
20011212$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%.
20002204$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---
19991191$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%.