Civic Intelligence

Heritage Christian Schools

Plan context: Heritage Christian Schools Retirement Plan

EIN 39-1255868 • New Berlin, WI • 17 filings • 2 plans

3500 S Glen Park RoadNew Berlin, WI 53151
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

$1,353,092$676,546$0200920172024YearValue
$1,353,092Latest year 2024

Participants Over Time

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

88440200920172024YearValue
88Latest 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
2024188$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%.
2023179$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%.
2022176$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%.
2021175$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%.
2020170$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%.
2019157$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%.
2018157$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%.
2017124$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%.
201619$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%.
201519$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%.
201418$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%.
2012155$501,040$0-
HERITAGE CHRISTIAN SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN-55$501,040--
2011165$515,160$0-
HERITAGE CHRISTIAN SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN-65$515,160--
2010168$558,786$0-
HERITAGE CHRISTIAN SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN-68$558,786--
2009168$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%.
200810$0$0-
HERITAGE CHRISTIAN SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN-0---
200710$0$0-
HERITAGE CHRISTIAN SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN-0---