HERITAGE HOMES INC
Plan context: HERITAGE HOMES, INC.
EIN 38-2128564 • Holland, MI • 23 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
44
2024 Assets
$1,735,967
2024 Contributions
$239,936
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 | 1 | 44 | $1,735,967 | $239,936 | $5,453iApproximate average salary by contribution assumption: employee only about $136,327 at 4% or $90,885 at 6%; with 50% employer match about $90,885 at 4% or $60,590 at 6%; with 100% employer match about $68,164 at 4% or $45,442 at 6%. |
| HERITAGE HOMES, INC. | - | 44 | $1,735,967 | $239,936 | $5,453iApproximate average salary by contribution assumption: employee only about $136,327 at 4% or $90,885 at 6%; with 50% employer match about $90,885 at 4% or $60,590 at 6%; with 100% employer match about $68,164 at 4% or $45,442 at 6%. |
| 2023 | 1 | 47 | $1,459,003 | $179,122 | $3,811iApproximate average salary by contribution assumption: employee only about $95,278 at 4% or $63,518 at 6%; with 50% employer match about $63,518 at 4% or $42,346 at 6%; with 100% employer match about $47,639 at 4% or $31,759 at 6%. |
| HERITAGE HOMES, INC. | - | 47 | $1,459,003 | $179,122 | $3,811iApproximate average salary by contribution assumption: employee only about $95,278 at 4% or $63,518 at 6%; with 50% employer match about $63,518 at 4% or $42,346 at 6%; with 100% employer match about $47,639 at 4% or $31,759 at 6%. |
| 2022 | 1 | 37 | $1,066,317 | $134,365 | $3,631iApproximate average salary by contribution assumption: employee only about $90,787 at 4% or $60,525 at 6%; with 50% employer match about $60,525 at 4% or $40,350 at 6%; with 100% employer match about $45,394 at 4% or $30,262 at 6%. |
| HERITAGE HOMES, INC. | - | 37 | $1,066,317 | $134,365 | $3,631iApproximate average salary by contribution assumption: employee only about $90,787 at 4% or $60,525 at 6%; with 50% employer match about $60,525 at 4% or $40,350 at 6%; with 100% employer match about $45,394 at 4% or $30,262 at 6%. |
| 2021 | 1 | 34 | $836,083 | $116,871 | $3,437iApproximate average salary by contribution assumption: employee only about $85,935 at 4% or $57,290 at 6%; with 50% employer match about $57,290 at 4% or $38,193 at 6%; with 100% employer match about $42,967 at 4% or $28,645 at 6%. |
| HERITAGE HOMES, INC. | - | 34 | $836,083 | $116,871 | $3,437iApproximate average salary by contribution assumption: employee only about $85,935 at 4% or $57,290 at 6%; with 50% employer match about $57,290 at 4% or $38,193 at 6%; with 100% employer match about $42,967 at 4% or $28,645 at 6%. |
| 2020 | 1 | 39 | $975,189 | $104,699 | $2,685iApproximate average salary by contribution assumption: employee only about $67,115 at 4% or $44,743 at 6%; with 50% employer match about $44,743 at 4% or $29,829 at 6%; with 100% employer match about $33,557 at 4% or $22,372 at 6%. |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 39 | $975,189 | $104,699 | $2,685iApproximate average salary by contribution assumption: employee only about $67,115 at 4% or $44,743 at 6%; with 50% employer match about $44,743 at 4% or $29,829 at 6%; with 100% employer match about $33,557 at 4% or $22,372 at 6%. |
| 2019 | 1 | 39 | $719,284 | $91,998 | $2,359iApproximate average salary by contribution assumption: employee only about $58,973 at 4% or $39,315 at 6%; with 50% employer match about $39,315 at 4% or $26,210 at 6%; with 100% employer match about $29,487 at 4% or $19,658 at 6%. |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 39 | $719,284 | $91,998 | $2,359iApproximate average salary by contribution assumption: employee only about $58,973 at 4% or $39,315 at 6%; with 50% employer match about $39,315 at 4% or $26,210 at 6%; with 100% employer match about $29,487 at 4% or $19,658 at 6%. |
| 2018 | 1 | 43 | $719,992 | $81,514 | $1,896iApproximate average salary by contribution assumption: employee only about $47,392 at 4% or $31,595 at 6%; with 50% employer match about $31,595 at 4% or $21,063 at 6%; with 100% employer match about $23,696 at 4% or $15,797 at 6%. |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 43 | $719,992 | $81,514 | $1,896iApproximate average salary by contribution assumption: employee only about $47,392 at 4% or $31,595 at 6%; with 50% employer match about $31,595 at 4% or $21,063 at 6%; with 100% employer match about $23,696 at 4% or $15,797 at 6%. |
| 2017 | 1 | 41 | $730,725 | $115,231 | $2,811iApproximate average salary by contribution assumption: employee only about $70,263 at 4% or $46,842 at 6%; with 50% employer match about $46,842 at 4% or $31,228 at 6%; with 100% employer match about $35,131 at 4% or $23,421 at 6%. |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 41 | $730,725 | $115,231 | $2,811iApproximate average salary by contribution assumption: employee only about $70,263 at 4% or $46,842 at 6%; with 50% employer match about $46,842 at 4% or $31,228 at 6%; with 100% employer match about $35,131 at 4% or $23,421 at 6%. |
| 2016 | 1 | 40 | $620,914 | $101,556 | $2,539iApproximate average salary by contribution assumption: employee only about $63,473 at 4% or $42,315 at 6%; with 50% employer match about $42,315 at 4% or $28,210 at 6%; with 100% employer match about $31,736 at 4% or $21,158 at 6%. |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 40 | $620,914 | $101,556 | $2,539iApproximate average salary by contribution assumption: employee only about $63,473 at 4% or $42,315 at 6%; with 50% employer match about $42,315 at 4% or $28,210 at 6%; with 100% employer match about $31,736 at 4% or $21,158 at 6%. |
| 2015 | 1 | 44 | $468,606 | $92,281 | $2,097iApproximate average salary by contribution assumption: employee only about $52,432 at 4% or $34,955 at 6%; with 50% employer match about $34,955 at 4% or $23,303 at 6%; with 100% employer match about $26,216 at 4% or $17,477 at 6%. |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 44 | $468,606 | $92,281 | $2,097iApproximate average salary by contribution assumption: employee only about $52,432 at 4% or $34,955 at 6%; with 50% employer match about $34,955 at 4% or $23,303 at 6%; with 100% employer match about $26,216 at 4% or $17,477 at 6%. |
| 2014 | 1 | 50 | $382,954 | $88,370 | $1,767iApproximate average salary by contribution assumption: employee only about $44,185 at 4% or $29,457 at 6%; with 50% employer match about $29,457 at 4% or $19,638 at 6%; with 100% employer match about $22,093 at 4% or $14,728 at 6%. |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 50 | $382,954 | $88,370 | $1,767iApproximate average salary by contribution assumption: employee only about $44,185 at 4% or $29,457 at 6%; with 50% employer match about $29,457 at 4% or $19,638 at 6%; with 100% employer match about $22,093 at 4% or $14,728 at 6%. |
| 2013 | 1 | 50 | $322,109 | $90,492 | $1,810iApproximate average salary by contribution assumption: employee only about $45,246 at 4% or $30,164 at 6%; with 50% employer match about $30,164 at 4% or $20,109 at 6%; with 100% employer match about $22,623 at 4% or $15,082 at 6%. |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 50 | $322,109 | $90,492 | $1,810iApproximate average salary by contribution assumption: employee only about $45,246 at 4% or $30,164 at 6%; with 50% employer match about $30,164 at 4% or $20,109 at 6%; with 100% employer match about $22,623 at 4% or $15,082 at 6%. |
| 2012 | 1 | 52 | $233,087 | $89,325 | $1,718iApproximate average salary by contribution assumption: employee only about $42,945 at 4% or $28,630 at 6%; with 50% employer match about $28,630 at 4% or $19,087 at 6%; with 100% employer match about $21,472 at 4% or $14,315 at 6%. |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 52 | $233,087 | $89,325 | $1,718iApproximate average salary by contribution assumption: employee only about $42,945 at 4% or $28,630 at 6%; with 50% employer match about $28,630 at 4% or $19,087 at 6%; with 100% employer match about $21,472 at 4% or $14,315 at 6%. |
| 2011 | 1 | 43 | $139,314 | $25,448 | $592iApproximate average salary by contribution assumption: employee only about $14,795 at 4% or $9,864 at 6%; with 50% employer match about $9,864 at 4% or $6,576 at 6%; with 100% employer match about $7,398 at 4% or $4,932 at 6%. |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 43 | $139,314 | $25,448 | $592iApproximate average salary by contribution assumption: employee only about $14,795 at 4% or $9,864 at 6%; with 50% employer match about $9,864 at 4% or $6,576 at 6%; with 100% employer match about $7,398 at 4% or $4,932 at 6%. |
| 2010 | 1 | 40 | $113,037 | $0 | - |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 40 | $113,037 | $0 | - |
| 2009 | 1 | 47 | $121,441 | $0 | - |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 47 | $121,441 | $0 | - |
| 2007 | 1 | 71 | $0 | $0 | - |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 71 | - | - | - |
| 2006 | 1 | 70 | $0 | $0 | - |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 70 | - | - | - |
| 2005 | 1 | 90 | $0 | $0 | - |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 90 | - | - | - |
| 2004 | 1 | 92 | $0 | $0 | - |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 92 | - | - | - |
| 2003 | 1 | 93 | $0 | $0 | - |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 93 | - | - | - |
| 2002 | 1 | 84 | $0 | $0 | - |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 84 | - | - | - |
| 2001 | 1 | 38 | $0 | $0 | - |
| HERITAGE HOMES INC RETIREMENT PLAN | - | 38 | - | - | - |