Heritage Christian Schools
Plan context: Heritage Christian Schools Retirement Plan
EIN 39-1255868 • New Berlin, WI • 17 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
88
2024 Assets
$1,353,092
2024 Contributions
$203,382
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 | 88 | $1,353,092 | $203,382 | $2,311iApproximate average salary by contribution assumption: employee only about $57,779 at 4% or $38,519 at 6%; with 50% employer match about $38,519 at 4% or $25,680 at 6%; with 100% employer match about $28,889 at 4% or $19,260 at 6%. |
| Heritage Christian Schools Retirement Plan | - | 88 | $1,353,092 | $203,382 | $2,311iApproximate average salary by contribution assumption: employee only about $57,779 at 4% or $38,519 at 6%; with 50% employer match about $38,519 at 4% or $25,680 at 6%; with 100% employer match about $28,889 at 4% or $19,260 at 6%. |
| 2023 | 1 | 79 | $1,176,228 | $195,906 | $2,480iApproximate average salary by contribution assumption: employee only about $61,996 at 4% or $41,330 at 6%; with 50% employer match about $41,330 at 4% or $27,554 at 6%; with 100% employer match about $30,998 at 4% or $20,665 at 6%. |
| Heritage Christian Schools Retirement Plan | - | 79 | $1,176,228 | $195,906 | $2,480iApproximate average salary by contribution assumption: employee only about $61,996 at 4% or $41,330 at 6%; with 50% employer match about $41,330 at 4% or $27,554 at 6%; with 100% employer match about $30,998 at 4% or $20,665 at 6%. |
| 2022 | 1 | 76 | $897,612 | $201,052 | $2,645iApproximate average salary by contribution assumption: employee only about $66,136 at 4% or $44,090 at 6%; with 50% employer match about $44,090 at 4% or $29,394 at 6%; with 100% employer match about $33,068 at 4% or $22,045 at 6%. |
| Heritage Christian Schools Retirement Plan | - | 76 | $897,612 | $201,052 | $2,645iApproximate average salary by contribution assumption: employee only about $66,136 at 4% or $44,090 at 6%; with 50% employer match about $44,090 at 4% or $29,394 at 6%; with 100% employer match about $33,068 at 4% or $22,045 at 6%. |
| 2021 | 1 | 75 | $1,215,783 | $194,150 | $2,589iApproximate average salary by contribution assumption: employee only about $64,717 at 4% or $43,144 at 6%; with 50% employer match about $43,144 at 4% or $28,763 at 6%; with 100% employer match about $32,358 at 4% or $21,572 at 6%. |
| Heritage Christian Schools Retirement Plan | - | 75 | $1,215,783 | $194,150 | $2,589iApproximate average salary by contribution assumption: employee only about $64,717 at 4% or $43,144 at 6%; with 50% employer match about $43,144 at 4% or $28,763 at 6%; with 100% employer match about $32,358 at 4% or $21,572 at 6%. |
| 2020 | 1 | 70 | $901,906 | $173,583 | $2,480iApproximate average salary by contribution assumption: employee only about $61,994 at 4% or $41,329 at 6%; with 50% employer match about $41,329 at 4% or $27,553 at 6%; with 100% employer match about $30,997 at 4% or $20,665 at 6%. |
| Heritage Christian Schools Retirement Plan | - | 70 | $901,906 | $173,583 | $2,480iApproximate average salary by contribution assumption: employee only about $61,994 at 4% or $41,329 at 6%; with 50% employer match about $41,329 at 4% or $27,553 at 6%; with 100% employer match about $30,997 at 4% or $20,665 at 6%. |
| 2019 | 1 | 57 | $612,188 | $143,265 | $2,513iApproximate average salary by contribution assumption: employee only about $62,836 at 4% or $41,890 at 6%; with 50% employer match about $41,890 at 4% or $27,927 at 6%; with 100% employer match about $31,418 at 4% or $20,945 at 6%. |
| Heritage Christian Schools Retirement Plan | - | 57 | $612,188 | $143,265 | $2,513iApproximate average salary by contribution assumption: employee only about $62,836 at 4% or $41,890 at 6%; with 50% employer match about $41,890 at 4% or $27,927 at 6%; with 100% employer match about $31,418 at 4% or $20,945 at 6%. |
| 2018 | 1 | 57 | $378,865 | $109,803 | $1,926iApproximate average salary by contribution assumption: employee only about $48,159 at 4% or $32,106 at 6%; with 50% employer match about $32,106 at 4% or $21,404 at 6%; with 100% employer match about $24,080 at 4% or $16,053 at 6%. |
| Heritage Christian Schools Retirement Plan | - | 57 | $378,865 | $109,803 | $1,926iApproximate average salary by contribution assumption: employee only about $48,159 at 4% or $32,106 at 6%; with 50% employer match about $32,106 at 4% or $21,404 at 6%; with 100% employer match about $24,080 at 4% or $16,053 at 6%. |
| 2017 | 1 | 24 | $306,946 | $54,383 | $2,266iApproximate average salary by contribution assumption: employee only about $56,649 at 4% or $37,766 at 6%; with 50% employer match about $37,766 at 4% or $25,177 at 6%; with 100% employer match about $28,324 at 4% or $18,883 at 6%. |
| Heritage Christian Schools Retirement Plan | - | 24 | $306,946 | $54,383 | $2,266iApproximate average salary by contribution assumption: employee only about $56,649 at 4% or $37,766 at 6%; with 50% employer match about $37,766 at 4% or $25,177 at 6%; with 100% employer match about $28,324 at 4% or $18,883 at 6%. |
| 2016 | 1 | 9 | $222,718 | $28,359 | $3,151iApproximate average salary by contribution assumption: employee only about $78,775 at 4% or $52,517 at 6%; with 50% employer match about $52,517 at 4% or $35,011 at 6%; with 100% employer match about $39,388 at 4% or $26,258 at 6%. |
| Heritage Christian Schools Retirement Plan | - | 9 | $222,718 | $28,359 | $3,151iApproximate average salary by contribution assumption: employee only about $78,775 at 4% or $52,517 at 6%; with 50% employer match about $52,517 at 4% or $35,011 at 6%; with 100% employer match about $39,388 at 4% or $26,258 at 6%. |
| 2015 | 1 | 9 | $178,976 | $23,969 | $2,663iApproximate average salary by contribution assumption: employee only about $66,581 at 4% or $44,387 at 6%; with 50% employer match about $44,387 at 4% or $29,591 at 6%; with 100% employer match about $33,290 at 4% or $22,194 at 6%. |
| Heritage Christian Schools Retirement Plan | - | 9 | $178,976 | $23,969 | $2,663iApproximate average salary by contribution assumption: employee only about $66,581 at 4% or $44,387 at 6%; with 50% employer match about $44,387 at 4% or $29,591 at 6%; with 100% employer match about $33,290 at 4% or $22,194 at 6%. |
| 2014 | 1 | 8 | $160,528 | $159,155 | $19,894iApproximate average salary by contribution assumption: employee only about $497,359 at 4% or $331,573 at 6%; with 50% employer match about $331,573 at 4% or $221,049 at 6%; with 100% employer match about $248,680 at 4% or $165,786 at 6%. |
| Heritage Christian Schools Retirement Plan | - | 8 | $160,528 | $159,155 | $19,894iApproximate average salary by contribution assumption: employee only about $497,359 at 4% or $331,573 at 6%; with 50% employer match about $331,573 at 4% or $221,049 at 6%; with 100% employer match about $248,680 at 4% or $165,786 at 6%. |
| 2012 | 1 | 55 | $501,040 | $0 | - |
| HERITAGE CHRISTIAN SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN | - | 55 | $501,040 | - | - |
| 2011 | 1 | 65 | $515,160 | $0 | - |
| HERITAGE CHRISTIAN SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN | - | 65 | $515,160 | - | - |
| 2010 | 1 | 68 | $558,786 | $0 | - |
| HERITAGE CHRISTIAN SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN | - | 68 | $558,786 | - | - |
| 2009 | 1 | 68 | $514,734 | $34,801 | $512iApproximate average salary by contribution assumption: employee only about $12,794 at 4% or $8,530 at 6%; with 50% employer match about $8,530 at 4% or $5,686 at 6%; with 100% employer match about $6,397 at 4% or $4,265 at 6%. |
| HERITAGE CHRISTIAN SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN | - | 68 | $514,734 | $34,801 | $512iApproximate average salary by contribution assumption: employee only about $12,794 at 4% or $8,530 at 6%; with 50% employer match about $8,530 at 4% or $5,686 at 6%; with 100% employer match about $6,397 at 4% or $4,265 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| HERITAGE CHRISTIAN SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| HERITAGE CHRISTIAN SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |