Civic Intelligence

HERITAGE PROFESSIONAL ASSOCIATES, LTD.

Plan context: HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN

EIN 36-3804243 • Hinsdale, IL • 26 filings • 4 plans

120 East Ogden AvenueHinsdale, IL 60521
Current Snapshot

Latest Year

2025

2025 Participants

58

2025 Assets

$3,631,019

2025 Contributions

$229,766

Historical Graphs

Total Assets Over Time

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

$7,599,662$3,799,831$0200020142025YearValue
$3,631,019Latest year 2025

Participants Over Time

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

58290200020132025YearValue
58Latest year 2025

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
2025158$3,631,019$229,766$3,961iApproximate average salary by contribution assumption: employee only about $99,037 at 4% or $66,025 at 6%; with 50% employer match about $66,025 at 4% or $44,016 at 6%; with 100% employer match about $49,519 at 4% or $33,012 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN-58$3,631,019$229,766$3,961iApproximate average salary by contribution assumption: employee only about $99,037 at 4% or $66,025 at 6%; with 50% employer match about $66,025 at 4% or $44,016 at 6%; with 100% employer match about $49,519 at 4% or $33,012 at 6%.
2024155$3,443,951$218,128$3,966iApproximate average salary by contribution assumption: employee only about $99,149 at 4% or $66,099 at 6%; with 50% employer match about $66,099 at 4% or $44,066 at 6%; with 100% employer match about $49,575 at 4% or $33,050 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN-55$3,443,951$218,128$3,966iApproximate average salary by contribution assumption: employee only about $99,149 at 4% or $66,099 at 6%; with 50% employer match about $66,099 at 4% or $44,066 at 6%; with 100% employer match about $49,575 at 4% or $33,050 at 6%.
2023147$3,831,924$217,735$4,633iApproximate average salary by contribution assumption: employee only about $115,816 at 4% or $77,211 at 6%; with 50% employer match about $77,211 at 4% or $51,474 at 6%; with 100% employer match about $57,908 at 4% or $38,605 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN-47$3,831,924$217,735$4,633iApproximate average salary by contribution assumption: employee only about $115,816 at 4% or $77,211 at 6%; with 50% employer match about $77,211 at 4% or $51,474 at 6%; with 100% employer match about $57,908 at 4% or $38,605 at 6%.
2022143$3,098,808$251,576$5,851iApproximate average salary by contribution assumption: employee only about $146,265 at 4% or $97,510 at 6%; with 50% employer match about $97,510 at 4% or $65,007 at 6%; with 100% employer match about $73,133 at 4% or $48,755 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN-43$3,098,808$251,576$5,851iApproximate average salary by contribution assumption: employee only about $146,265 at 4% or $97,510 at 6%; with 50% employer match about $97,510 at 4% or $65,007 at 6%; with 100% employer match about $73,133 at 4% or $48,755 at 6%.
2021148$6,773,386$304,961$6,353iApproximate average salary by contribution assumption: employee only about $158,834 at 4% or $105,889 at 6%; with 50% employer match about $105,889 at 4% or $70,593 at 6%; with 100% employer match about $79,417 at 4% or $52,945 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN-48$6,773,386$304,961$6,353iApproximate average salary by contribution assumption: employee only about $158,834 at 4% or $105,889 at 6%; with 50% employer match about $105,889 at 4% or $70,593 at 6%; with 100% employer match about $79,417 at 4% or $52,945 at 6%.
2020149$7,599,662$292,297$5,965iApproximate average salary by contribution assumption: employee only about $149,131 at 4% or $99,421 at 6%; with 50% employer match about $99,421 at 4% or $66,280 at 6%; with 100% employer match about $74,566 at 4% or $49,710 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN-49$7,599,662$292,297$5,965iApproximate average salary by contribution assumption: employee only about $149,131 at 4% or $99,421 at 6%; with 50% employer match about $99,421 at 4% or $66,280 at 6%; with 100% employer match about $74,566 at 4% or $49,710 at 6%.
2019148$6,754,776$306,092$6,377iApproximate average salary by contribution assumption: employee only about $159,423 at 4% or $106,282 at 6%; with 50% employer match about $106,282 at 4% or $70,855 at 6%; with 100% employer match about $79,711 at 4% or $53,141 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN-48$6,754,776$306,092$6,377iApproximate average salary by contribution assumption: employee only about $159,423 at 4% or $106,282 at 6%; with 50% employer match about $106,282 at 4% or $70,855 at 6%; with 100% employer match about $79,711 at 4% or $53,141 at 6%.
2018143$6,136,605$330,292$7,681iApproximate average salary by contribution assumption: employee only about $192,030 at 4% or $128,020 at 6%; with 50% employer match about $128,020 at 4% or $85,347 at 6%; with 100% employer match about $96,015 at 4% or $64,010 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN-43$6,136,605$330,292$7,681iApproximate average salary by contribution assumption: employee only about $192,030 at 4% or $128,020 at 6%; with 50% employer match about $128,020 at 4% or $85,347 at 6%; with 100% employer match about $96,015 at 4% or $64,010 at 6%.
2017138$6,516,624$342,374$9,010iApproximate average salary by contribution assumption: employee only about $225,246 at 4% or $150,164 at 6%; with 50% employer match about $150,164 at 4% or $100,109 at 6%; with 100% employer match about $112,623 at 4% or $75,082 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN-38$6,516,624$342,374$9,010iApproximate average salary by contribution assumption: employee only about $225,246 at 4% or $150,164 at 6%; with 50% employer match about $150,164 at 4% or $100,109 at 6%; with 100% employer match about $112,623 at 4% or $75,082 at 6%.
2016134$5,400,827$316,129$9,298iApproximate average salary by contribution assumption: employee only about $232,448 at 4% or $154,965 at 6%; with 50% employer match about $154,965 at 4% or $103,310 at 6%; with 100% employer match about $116,224 at 4% or $77,483 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN-34$5,400,827$316,129$9,298iApproximate average salary by contribution assumption: employee only about $232,448 at 4% or $154,965 at 6%; with 50% employer match about $154,965 at 4% or $103,310 at 6%; with 100% employer match about $116,224 at 4% or $77,483 at 6%.
2015130$5,037,688$296,124$9,871iApproximate average salary by contribution assumption: employee only about $246,770 at 4% or $164,513 at 6%; with 50% employer match about $164,513 at 4% or $109,676 at 6%; with 100% employer match about $123,385 at 4% or $82,257 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN-30$5,037,688$296,124$9,871iApproximate average salary by contribution assumption: employee only about $246,770 at 4% or $164,513 at 6%; with 50% employer match about $164,513 at 4% or $109,676 at 6%; with 100% employer match about $123,385 at 4% or $82,257 at 6%.
2014130$4,714,301$284,877$9,496iApproximate average salary by contribution assumption: employee only about $237,398 at 4% or $158,265 at 6%; with 50% employer match about $158,265 at 4% or $105,510 at 6%; with 100% employer match about $118,699 at 4% or $79,133 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN-30$4,714,301$284,877$9,496iApproximate average salary by contribution assumption: employee only about $237,398 at 4% or $158,265 at 6%; with 50% employer match about $158,265 at 4% or $105,510 at 6%; with 100% employer match about $118,699 at 4% or $79,133 at 6%.
2013124$4,205,686$234,736$9,781iApproximate average salary by contribution assumption: employee only about $244,517 at 4% or $163,011 at 6%; with 50% employer match about $163,011 at 4% or $108,674 at 6%; with 100% employer match about $122,258 at 4% or $81,506 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN-24$4,205,686$234,736$9,781iApproximate average salary by contribution assumption: employee only about $244,517 at 4% or $163,011 at 6%; with 50% employer match about $163,011 at 4% or $108,674 at 6%; with 100% employer match about $122,258 at 4% or $81,506 at 6%.
2012123$3,284,289$191,596$8,330iApproximate average salary by contribution assumption: employee only about $208,257 at 4% or $138,838 at 6%; with 50% employer match about $138,838 at 4% or $92,558 at 6%; with 100% employer match about $104,128 at 4% or $69,419 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN-23$3,284,289$191,596$8,330iApproximate average salary by contribution assumption: employee only about $208,257 at 4% or $138,838 at 6%; with 50% employer match about $138,838 at 4% or $92,558 at 6%; with 100% employer match about $104,128 at 4% or $69,419 at 6%.
2011124$2,744,013$231,207$9,634iApproximate average salary by contribution assumption: employee only about $240,841 at 4% or $160,560 at 6%; with 50% employer match about $160,560 at 4% or $107,040 at 6%; with 100% employer match about $120,420 at 4% or $80,280 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES 401(K) PROFIT SHARING PLAN-24$2,744,013$231,207$9,634iApproximate average salary by contribution assumption: employee only about $240,841 at 4% or $160,560 at 6%; with 50% employer match about $160,560 at 4% or $107,040 at 6%; with 100% employer match about $120,420 at 4% or $80,280 at 6%.
2010123$2,615,437$226,725$9,858iApproximate average salary by contribution assumption: employee only about $246,440 at 4% or $164,293 at 6%; with 50% employer match about $164,293 at 4% or $109,529 at 6%; with 100% employer match about $123,220 at 4% or $82,147 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES 401(K) PROFIT SHARING PLAN-23$2,615,437$226,725$9,858iApproximate average salary by contribution assumption: employee only about $246,440 at 4% or $164,293 at 6%; with 50% employer match about $164,293 at 4% or $109,529 at 6%; with 100% employer match about $123,220 at 4% or $82,147 at 6%.
2009122$2,122,536$210,892$9,586iApproximate average salary by contribution assumption: employee only about $239,650 at 4% or $159,767 at 6%; with 50% employer match about $159,767 at 4% or $106,511 at 6%; with 100% employer match about $119,825 at 4% or $79,883 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES 401(K) PROFIT SHARING PLAN-22$2,122,536$210,892$9,586iApproximate average salary by contribution assumption: employee only about $239,650 at 4% or $159,767 at 6%; with 50% employer match about $159,767 at 4% or $106,511 at 6%; with 100% employer match about $119,825 at 4% or $79,883 at 6%.
2008119$1,518,607$197,924$10,417iApproximate average salary by contribution assumption: employee only about $260,426 at 4% or $173,618 at 6%; with 50% employer match about $173,618 at 4% or $115,745 at 6%; with 100% employer match about $130,213 at 4% or $86,809 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES 401K PROFIT SHARING PLAN-19$1,518,607$197,924$10,417iApproximate average salary by contribution assumption: employee only about $260,426 at 4% or $173,618 at 6%; with 50% employer match about $173,618 at 4% or $115,745 at 6%; with 100% employer match about $130,213 at 4% or $86,809 at 6%.
2007117$0$0-
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES 401K PROFIT SHARING PLAN-17---
2006116$1,619,216$188,917$11,807iApproximate average salary by contribution assumption: employee only about $295,183 at 4% or $196,789 at 6%; with 50% employer match about $196,789 at 4% or $131,192 at 6%; with 100% employer match about $147,591 at 4% or $98,394 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES 401K PROFIT SHARING PLAN-16$1,619,216$188,917$11,807iApproximate average salary by contribution assumption: employee only about $295,183 at 4% or $196,789 at 6%; with 50% employer match about $196,789 at 4% or $131,192 at 6%; with 100% employer match about $147,591 at 4% or $98,394 at 6%.
2005116$1,295,370$167,886$10,493iApproximate average salary by contribution assumption: employee only about $262,322 at 4% or $174,881 at 6%; with 50% employer match about $174,881 at 4% or $116,588 at 6%; with 100% employer match about $131,161 at 4% or $87,441 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES 401K PROFIT SHARING PLAN-16$1,295,370$167,886$10,493iApproximate average salary by contribution assumption: employee only about $262,322 at 4% or $174,881 at 6%; with 50% employer match about $174,881 at 4% or $116,588 at 6%; with 100% employer match about $131,161 at 4% or $87,441 at 6%.
2004115$994,438$152,499$10,167iApproximate average salary by contribution assumption: employee only about $254,165 at 4% or $169,443 at 6%; with 50% employer match about $169,443 at 4% or $112,962 at 6%; with 100% employer match about $127,083 at 4% or $84,722 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES 401K PROFIT SHARING PLAN-15$994,438$152,499$10,167iApproximate average salary by contribution assumption: employee only about $254,165 at 4% or $169,443 at 6%; with 50% employer match about $169,443 at 4% or $112,962 at 6%; with 100% employer match about $127,083 at 4% or $84,722 at 6%.
2003114$743,117$124,563$8,897iApproximate average salary by contribution assumption: employee only about $222,434 at 4% or $148,289 at 6%; with 50% employer match about $148,289 at 4% or $98,860 at 6%; with 100% employer match about $111,217 at 4% or $74,145 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES 401K PROFIT SHARING PLAN-14$743,117$124,563$8,897iApproximate average salary by contribution assumption: employee only about $222,434 at 4% or $148,289 at 6%; with 50% employer match about $148,289 at 4% or $98,860 at 6%; with 100% employer match about $111,217 at 4% or $74,145 at 6%.
2002115$474,384$116,118$7,741iApproximate average salary by contribution assumption: employee only about $193,530 at 4% or $129,020 at 6%; with 50% employer match about $129,020 at 4% or $86,013 at 6%; with 100% employer match about $96,765 at 4% or $64,510 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES 401K PROFIT SHARING PLAN-15$474,384$116,118$7,741iApproximate average salary by contribution assumption: employee only about $193,530 at 4% or $129,020 at 6%; with 50% employer match about $129,020 at 4% or $86,013 at 6%; with 100% employer match about $96,765 at 4% or $64,510 at 6%.
2001111$0$0-
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES 401K PROFIT SHARING PLAN-11---
200017$356,341$30,882$4,412iApproximate average salary by contribution assumption: employee only about $110,293 at 4% or $73,529 at 6%; with 50% employer match about $73,529 at 4% or $49,019 at 6%; with 100% employer match about $55,146 at 4% or $36,764 at 6%.
HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES PROFIT SHARING PLAN-7$356,341$30,882$4,412iApproximate average salary by contribution assumption: employee only about $110,293 at 4% or $73,529 at 6%; with 50% employer match about $73,529 at 4% or $49,019 at 6%; with 100% employer match about $55,146 at 4% or $36,764 at 6%.