Civic Intelligence

Heritage Funeral Service Inc.

Plan context: Heritage Funeral Homes Profit Sharing Plan

EIN 38-1840605 • Grand Rapids, MI • 27 filings • 8 plans

2120 Lake Michigan Dr NWGrand Rapids, MI 49504-4718
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$1,269,398

2025 Contributions

$65,446

Historical Graphs

Total Assets Over Time

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

$2,952,097$1,476,049$0199920152025YearValue
$1,269,398Latest year 2025

Participants Over Time

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

20100199920122025YearValue
12Latest 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
2025112$1,269,398$65,446$5,454iApproximate average salary by contribution assumption: employee only about $136,346 at 4% or $90,897 at 6%; with 50% employer match about $90,897 at 4% or $60,598 at 6%; with 100% employer match about $68,173 at 4% or $45,449 at 6%.
Heritage Funeral Homes Profit Sharing Plan-12$1,269,398$65,446$5,454iApproximate average salary by contribution assumption: employee only about $136,346 at 4% or $90,897 at 6%; with 50% employer match about $90,897 at 4% or $60,598 at 6%; with 100% employer match about $68,173 at 4% or $45,449 at 6%.
2024110$1,055,264$85,232$8,523iApproximate average salary by contribution assumption: employee only about $213,080 at 4% or $142,053 at 6%; with 50% employer match about $142,053 at 4% or $94,702 at 6%; with 100% employer match about $106,540 at 4% or $71,027 at 6%.
Heritage Funeral Homes Profit Sharing Plan-10$1,055,264$85,232$8,523iApproximate average salary by contribution assumption: employee only about $213,080 at 4% or $142,053 at 6%; with 50% employer match about $142,053 at 4% or $94,702 at 6%; with 100% employer match about $106,540 at 4% or $71,027 at 6%.
2023111$884,976$69,545$6,322iApproximate average salary by contribution assumption: employee only about $158,057 at 4% or $105,371 at 6%; with 50% employer match about $105,371 at 4% or $70,247 at 6%; with 100% employer match about $79,028 at 4% or $52,686 at 6%.
Heritage Funeral Homes Profit Sharing Plan-11$884,976$69,545$6,322iApproximate average salary by contribution assumption: employee only about $158,057 at 4% or $105,371 at 6%; with 50% employer match about $105,371 at 4% or $70,247 at 6%; with 100% employer match about $79,028 at 4% or $52,686 at 6%.
2022111$753,376$90,305$8,210iApproximate average salary by contribution assumption: employee only about $205,239 at 4% or $136,826 at 6%; with 50% employer match about $136,826 at 4% or $91,217 at 6%; with 100% employer match about $102,619 at 4% or $68,413 at 6%.
Heritage Funeral Homes Profit Sharing Plan-11$753,376$90,305$8,210iApproximate average salary by contribution assumption: employee only about $205,239 at 4% or $136,826 at 6%; with 50% employer match about $136,826 at 4% or $91,217 at 6%; with 100% employer match about $102,619 at 4% or $68,413 at 6%.
2021110$817,641$64,173$6,417iApproximate average salary by contribution assumption: employee only about $160,433 at 4% or $106,955 at 6%; with 50% employer match about $106,955 at 4% or $71,303 at 6%; with 100% employer match about $80,216 at 4% or $53,478 at 6%.
Heritage Funeral Homes Profit Sharing Plan-10$817,641$64,173$6,417iApproximate average salary by contribution assumption: employee only about $160,433 at 4% or $106,955 at 6%; with 50% employer match about $106,955 at 4% or $71,303 at 6%; with 100% employer match about $80,216 at 4% or $53,478 at 6%.
202018$736,962$79,343$9,918iApproximate average salary by contribution assumption: employee only about $247,947 at 4% or $165,298 at 6%; with 50% employer match about $165,298 at 4% or $110,199 at 6%; with 100% employer match about $123,973 at 4% or $82,649 at 6%.
Heritage Funeral Homes Profit Sharing Plan-8$736,962$79,343$9,918iApproximate average salary by contribution assumption: employee only about $247,947 at 4% or $165,298 at 6%; with 50% employer match about $165,298 at 4% or $110,199 at 6%; with 100% employer match about $123,973 at 4% or $82,649 at 6%.
201919$1,268,316$48,265$5,363iApproximate average salary by contribution assumption: employee only about $134,069 at 4% or $89,380 at 6%; with 50% employer match about $89,380 at 4% or $59,586 at 6%; with 100% employer match about $67,035 at 4% or $44,690 at 6%.
Heritage Funeral Homes Profit Sharing Plan-9$1,268,316$48,265$5,363iApproximate average salary by contribution assumption: employee only about $134,069 at 4% or $89,380 at 6%; with 50% employer match about $89,380 at 4% or $59,586 at 6%; with 100% employer match about $67,035 at 4% or $44,690 at 6%.
201818$1,085,656$49,930$6,241iApproximate average salary by contribution assumption: employee only about $156,031 at 4% or $104,021 at 6%; with 50% employer match about $104,021 at 4% or $69,347 at 6%; with 100% employer match about $78,016 at 4% or $52,010 at 6%.
Heritage Funeral Homes Profit Sharing Plan-8$1,085,656$49,930$6,241iApproximate average salary by contribution assumption: employee only about $156,031 at 4% or $104,021 at 6%; with 50% employer match about $104,021 at 4% or $69,347 at 6%; with 100% employer match about $78,016 at 4% or $52,010 at 6%.
2017110$1,190,541$49,906$4,991iApproximate average salary by contribution assumption: employee only about $124,765 at 4% or $83,177 at 6%; with 50% employer match about $83,177 at 4% or $55,451 at 6%; with 100% employer match about $62,383 at 4% or $41,588 at 6%.
Heritage Funeral Homes Profit Sharing Plan-10$1,190,541$49,906$4,991iApproximate average salary by contribution assumption: employee only about $124,765 at 4% or $83,177 at 6%; with 50% employer match about $83,177 at 4% or $55,451 at 6%; with 100% employer match about $62,383 at 4% or $41,588 at 6%.
201619$991,406$44,993$4,999iApproximate average salary by contribution assumption: employee only about $124,981 at 4% or $83,320 at 6%; with 50% employer match about $83,320 at 4% or $55,547 at 6%; with 100% employer match about $62,490 at 4% or $41,660 at 6%.
Heritage Funeral Homes Profit Sharing Plan-9$991,406$44,993$4,999iApproximate average salary by contribution assumption: employee only about $124,981 at 4% or $83,320 at 6%; with 50% employer match about $83,320 at 4% or $55,547 at 6%; with 100% employer match about $62,490 at 4% or $41,660 at 6%.
2015110$916,107$48,551$4,855iApproximate average salary by contribution assumption: employee only about $121,378 at 4% or $80,918 at 6%; with 50% employer match about $80,918 at 4% or $53,946 at 6%; with 100% employer match about $60,689 at 4% or $40,459 at 6%.
Heritage Funeral Homes Profit Sharing Plan-10$916,107$48,551$4,855iApproximate average salary by contribution assumption: employee only about $121,378 at 4% or $80,918 at 6%; with 50% employer match about $80,918 at 4% or $53,946 at 6%; with 100% employer match about $60,689 at 4% or $40,459 at 6%.
2014111$903,835$42,896$3,900iApproximate average salary by contribution assumption: employee only about $97,491 at 4% or $64,994 at 6%; with 50% employer match about $64,994 at 4% or $43,329 at 6%; with 100% employer match about $48,745 at 4% or $32,497 at 6%.
Heritage Funeral Homes Profit Sharing Plan-11$903,835$42,896$3,900iApproximate average salary by contribution assumption: employee only about $97,491 at 4% or $64,994 at 6%; with 50% employer match about $64,994 at 4% or $43,329 at 6%; with 100% employer match about $48,745 at 4% or $32,497 at 6%.
201319$1,339,707$41,249$4,583iApproximate average salary by contribution assumption: employee only about $114,581 at 4% or $76,387 at 6%; with 50% employer match about $76,387 at 4% or $50,925 at 6%; with 100% employer match about $57,290 at 4% or $38,194 at 6%.
Heritage Funeral Homes Profit Sharing Plan-9$1,339,707$41,249$4,583iApproximate average salary by contribution assumption: employee only about $114,581 at 4% or $76,387 at 6%; with 50% employer match about $76,387 at 4% or $50,925 at 6%; with 100% employer match about $57,290 at 4% or $38,194 at 6%.
2012111$1,209,754$8,145$740iApproximate average salary by contribution assumption: employee only about $18,511 at 4% or $12,341 at 6%; with 50% employer match about $12,341 at 4% or $8,227 at 6%; with 100% employer match about $9,256 at 4% or $6,170 at 6%.
Heritage Funeral Homes Profit Sharing Plan-11$1,209,754$8,145$740iApproximate average salary by contribution assumption: employee only about $18,511 at 4% or $12,341 at 6%; with 50% employer match about $12,341 at 4% or $8,227 at 6%; with 100% employer match about $9,256 at 4% or $6,170 at 6%.
2011113$1,216,442$39,983$3,076iApproximate average salary by contribution assumption: employee only about $76,890 at 4% or $51,260 at 6%; with 50% employer match about $51,260 at 4% or $34,174 at 6%; with 100% employer match about $38,445 at 4% or $25,630 at 6%.
Heritage Funeral Homes Profit Sharing Plan-13$1,216,442$39,983$3,076iApproximate average salary by contribution assumption: employee only about $76,890 at 4% or $51,260 at 6%; with 50% employer match about $51,260 at 4% or $34,174 at 6%; with 100% employer match about $38,445 at 4% or $25,630 at 6%.
2010115$1,990,583$79,344$5,290iApproximate average salary by contribution assumption: employee only about $132,240 at 4% or $88,160 at 6%; with 50% employer match about $88,160 at 4% or $58,773 at 6%; with 100% employer match about $66,120 at 4% or $44,080 at 6%.
Heritage Funeral Homes Profit Sharing Plan-15$1,990,583$79,344$5,290iApproximate average salary by contribution assumption: employee only about $132,240 at 4% or $88,160 at 6%; with 50% employer match about $88,160 at 4% or $58,773 at 6%; with 100% employer match about $66,120 at 4% or $44,080 at 6%.
2009117$2,651,897$125,131$7,361iApproximate average salary by contribution assumption: employee only about $184,016 at 4% or $122,677 at 6%; with 50% employer match about $122,677 at 4% or $81,785 at 6%; with 100% employer match about $92,008 at 4% or $61,339 at 6%.
Heritage Funeral Homes Profit Sharing Plan-17$2,651,897$125,131$7,361iApproximate average salary by contribution assumption: employee only about $184,016 at 4% or $122,677 at 6%; with 50% employer match about $122,677 at 4% or $81,785 at 6%; with 100% employer match about $92,008 at 4% or $61,339 at 6%.
2008111$0$0-
Heritage Funeral Homes Profit Sharing Plan-11---
2007111$0$0-
Heritage Funeral Homes Profit Sharing Plan-11---
2006112$2,952,097$68,970$5,748iApproximate average salary by contribution assumption: employee only about $143,688 at 4% or $95,792 at 6%; with 50% employer match about $95,792 at 4% or $63,861 at 6%; with 100% employer match about $71,844 at 4% or $47,896 at 6%.
Heritage Funeral Homes Profit Sharing Plan-12$2,952,097$68,970$5,748iApproximate average salary by contribution assumption: employee only about $143,688 at 4% or $95,792 at 6%; with 50% employer match about $95,792 at 4% or $63,861 at 6%; with 100% employer match about $71,844 at 4% or $47,896 at 6%.
2005115$2,436,628$74,862$4,991iApproximate average salary by contribution assumption: employee only about $124,770 at 4% or $83,180 at 6%; with 50% employer match about $83,180 at 4% or $55,453 at 6%; with 100% employer match about $62,385 at 4% or $41,590 at 6%.
Heritage Funeral Homes Profit Sharing Plan-15$2,436,628$74,862$4,991iApproximate average salary by contribution assumption: employee only about $124,770 at 4% or $83,180 at 6%; with 50% employer match about $83,180 at 4% or $55,453 at 6%; with 100% employer match about $62,385 at 4% or $41,590 at 6%.
2004115$2,210,903$90,517$6,034iApproximate average salary by contribution assumption: employee only about $150,862 at 4% or $100,574 at 6%; with 50% employer match about $100,574 at 4% or $67,050 at 6%; with 100% employer match about $75,431 at 4% or $50,287 at 6%.
Heritage Funeral Homes Profit Sharing Plan-15$2,210,903$90,517$6,034iApproximate average salary by contribution assumption: employee only about $150,862 at 4% or $100,574 at 6%; with 50% employer match about $100,574 at 4% or $67,050 at 6%; with 100% employer match about $75,431 at 4% or $50,287 at 6%.
2003118$0$0-
Heritage Funeral Homes Profit Sharing Plan-18---
2002118$0$0-
Heritage Funeral Homes Profit Sharing Plan-18---
2001116$0$0-
Heritage Funeral Homes Profit Sharing Plan-16---
2000116$0$0-
Heritage Funeral Homes Profit Sharing Plan-16---
1999120$2,465,393$105,000$5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%.
Heritage Funeral Homes Profit Sharing Plan-20$2,465,393$105,000$5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%.