Heritage Millwork Inc.
Plan context: Heritage Millwork Inc. 401K Profit Sharing Plan
EIN 41-1864718 • Ramsey, MN • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
76
2024 Assets
$6,863,589
2024 Contributions
$476,753
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 | 76 | $6,863,589 | $476,753 | $6,273iApproximate average salary by contribution assumption: employee only about $156,827 at 4% or $104,551 at 6%; with 50% employer match about $104,551 at 4% or $69,701 at 6%; with 100% employer match about $78,413 at 4% or $52,276 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 76 | $6,863,589 | $476,753 | $6,273iApproximate average salary by contribution assumption: employee only about $156,827 at 4% or $104,551 at 6%; with 50% employer match about $104,551 at 4% or $69,701 at 6%; with 100% employer match about $78,413 at 4% or $52,276 at 6%. |
| 2023 | 1 | 74 | $5,988,033 | $464,849 | $6,282iApproximate average salary by contribution assumption: employee only about $157,044 at 4% or $104,696 at 6%; with 50% employer match about $104,696 at 4% or $69,797 at 6%; with 100% employer match about $78,522 at 4% or $52,348 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 74 | $5,988,033 | $464,849 | $6,282iApproximate average salary by contribution assumption: employee only about $157,044 at 4% or $104,696 at 6%; with 50% employer match about $104,696 at 4% or $69,797 at 6%; with 100% employer match about $78,522 at 4% or $52,348 at 6%. |
| 2022 | 1 | 70 | $4,725,829 | $511,090 | $7,301iApproximate average salary by contribution assumption: employee only about $182,532 at 4% or $121,688 at 6%; with 50% employer match about $121,688 at 4% or $81,125 at 6%; with 100% employer match about $91,266 at 4% or $60,844 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 70 | $4,725,829 | $511,090 | $7,301iApproximate average salary by contribution assumption: employee only about $182,532 at 4% or $121,688 at 6%; with 50% employer match about $121,688 at 4% or $81,125 at 6%; with 100% employer match about $91,266 at 4% or $60,844 at 6%. |
| 2021 | 1 | 71 | $5,428,797 | $403,422 | $5,682iApproximate average salary by contribution assumption: employee only about $142,050 at 4% or $94,700 at 6%; with 50% employer match about $94,700 at 4% or $63,133 at 6%; with 100% employer match about $71,025 at 4% or $47,350 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 71 | $5,428,797 | $403,422 | $5,682iApproximate average salary by contribution assumption: employee only about $142,050 at 4% or $94,700 at 6%; with 50% employer match about $94,700 at 4% or $63,133 at 6%; with 100% employer match about $71,025 at 4% or $47,350 at 6%. |
| 2020 | 1 | 64 | $4,775,341 | $348,161 | $5,440iApproximate average salary by contribution assumption: employee only about $136,000 at 4% or $90,667 at 6%; with 50% employer match about $90,667 at 4% or $60,445 at 6%; with 100% employer match about $68,000 at 4% or $45,333 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 64 | $4,775,341 | $348,161 | $5,440iApproximate average salary by contribution assumption: employee only about $136,000 at 4% or $90,667 at 6%; with 50% employer match about $90,667 at 4% or $60,445 at 6%; with 100% employer match about $68,000 at 4% or $45,333 at 6%. |
| 2019 | 1 | 56 | $4,025,472 | $290,980 | $5,196iApproximate average salary by contribution assumption: employee only about $129,902 at 4% or $86,601 at 6%; with 50% employer match about $86,601 at 4% or $57,734 at 6%; with 100% employer match about $64,951 at 4% or $43,301 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 56 | $4,025,472 | $290,980 | $5,196iApproximate average salary by contribution assumption: employee only about $129,902 at 4% or $86,601 at 6%; with 50% employer match about $86,601 at 4% or $57,734 at 6%; with 100% employer match about $64,951 at 4% or $43,301 at 6%. |
| 2018 | 1 | 60 | $3,456,482 | $287,606 | $4,793iApproximate average salary by contribution assumption: employee only about $119,836 at 4% or $79,891 at 6%; with 50% employer match about $79,891 at 4% or $53,260 at 6%; with 100% employer match about $59,918 at 4% or $39,945 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 60 | $3,456,482 | $287,606 | $4,793iApproximate average salary by contribution assumption: employee only about $119,836 at 4% or $79,891 at 6%; with 50% employer match about $79,891 at 4% or $53,260 at 6%; with 100% employer match about $59,918 at 4% or $39,945 at 6%. |
| 2017 | 1 | 56 | $3,468,437 | $385,355 | $6,881iApproximate average salary by contribution assumption: employee only about $172,033 at 4% or $114,689 at 6%; with 50% employer match about $114,689 at 4% or $76,459 at 6%; with 100% employer match about $86,017 at 4% or $57,344 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 56 | $3,468,437 | $385,355 | $6,881iApproximate average salary by contribution assumption: employee only about $172,033 at 4% or $114,689 at 6%; with 50% employer match about $114,689 at 4% or $76,459 at 6%; with 100% employer match about $86,017 at 4% or $57,344 at 6%. |
| 2016 | 1 | 50 | $2,560,036 | $229,251 | $4,585iApproximate average salary by contribution assumption: employee only about $114,626 at 4% or $76,417 at 6%; with 50% employer match about $76,417 at 4% or $50,945 at 6%; with 100% employer match about $57,313 at 4% or $38,209 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 50 | $2,560,036 | $229,251 | $4,585iApproximate average salary by contribution assumption: employee only about $114,626 at 4% or $76,417 at 6%; with 50% employer match about $76,417 at 4% or $50,945 at 6%; with 100% employer match about $57,313 at 4% or $38,209 at 6%. |
| 2015 | 1 | 53 | $2,232,403 | $235,931 | $4,452iApproximate average salary by contribution assumption: employee only about $111,288 at 4% or $74,192 at 6%; with 50% employer match about $74,192 at 4% or $49,461 at 6%; with 100% employer match about $55,644 at 4% or $37,096 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 53 | $2,232,403 | $235,931 | $4,452iApproximate average salary by contribution assumption: employee only about $111,288 at 4% or $74,192 at 6%; with 50% employer match about $74,192 at 4% or $49,461 at 6%; with 100% employer match about $55,644 at 4% or $37,096 at 6%. |
| 2014 | 1 | 51 | $2,269,908 | $206,456 | $4,048iApproximate average salary by contribution assumption: employee only about $101,204 at 4% or $67,469 at 6%; with 50% employer match about $67,469 at 4% or $44,980 at 6%; with 100% employer match about $50,602 at 4% or $33,735 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 51 | $2,269,908 | $206,456 | $4,048iApproximate average salary by contribution assumption: employee only about $101,204 at 4% or $67,469 at 6%; with 50% employer match about $67,469 at 4% or $44,980 at 6%; with 100% employer match about $50,602 at 4% or $33,735 at 6%. |
| 2013 | 1 | 43 | $1,966,149 | $63,895 | $1,486iApproximate average salary by contribution assumption: employee only about $37,148 at 4% or $24,766 at 6%; with 50% employer match about $24,766 at 4% or $16,510 at 6%; with 100% employer match about $18,574 at 4% or $12,383 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 43 | $1,966,149 | $63,895 | $1,486iApproximate average salary by contribution assumption: employee only about $37,148 at 4% or $24,766 at 6%; with 50% employer match about $24,766 at 4% or $16,510 at 6%; with 100% employer match about $18,574 at 4% or $12,383 at 6%. |
| 2012 | 1 | 36 | $1,594,090 | $100,963 | $2,805iApproximate average salary by contribution assumption: employee only about $70,113 at 4% or $46,742 at 6%; with 50% employer match about $46,742 at 4% or $31,161 at 6%; with 100% employer match about $35,057 at 4% or $23,371 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 36 | $1,594,090 | $100,963 | $2,805iApproximate average salary by contribution assumption: employee only about $70,113 at 4% or $46,742 at 6%; with 50% employer match about $46,742 at 4% or $31,161 at 6%; with 100% employer match about $35,057 at 4% or $23,371 at 6%. |
| 2011 | 1 | 29 | $1,483,990 | $51,522 | $1,777iApproximate average salary by contribution assumption: employee only about $44,416 at 4% or $29,610 at 6%; with 50% employer match about $29,610 at 4% or $19,740 at 6%; with 100% employer match about $22,208 at 4% or $14,805 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 29 | $1,483,990 | $51,522 | $1,777iApproximate average salary by contribution assumption: employee only about $44,416 at 4% or $29,610 at 6%; with 50% employer match about $29,610 at 4% or $19,740 at 6%; with 100% employer match about $22,208 at 4% or $14,805 at 6%. |
| 2010 | 1 | 26 | $1,648,381 | $57,905 | $2,227iApproximate average salary by contribution assumption: employee only about $55,678 at 4% or $37,119 at 6%; with 50% employer match about $37,119 at 4% or $24,746 at 6%; with 100% employer match about $27,839 at 4% or $18,559 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 26 | $1,648,381 | $57,905 | $2,227iApproximate average salary by contribution assumption: employee only about $55,678 at 4% or $37,119 at 6%; with 50% employer match about $37,119 at 4% or $24,746 at 6%; with 100% employer match about $27,839 at 4% or $18,559 at 6%. |
| 2009 | 1 | 27 | $1,449,005 | $70,309 | $2,604iApproximate average salary by contribution assumption: employee only about $65,101 at 4% or $43,401 at 6%; with 50% employer match about $43,401 at 4% or $28,934 at 6%; with 100% employer match about $32,550 at 4% or $21,700 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 27 | $1,449,005 | $70,309 | $2,604iApproximate average salary by contribution assumption: employee only about $65,101 at 4% or $43,401 at 6%; with 50% employer match about $43,401 at 4% or $28,934 at 6%; with 100% employer match about $32,550 at 4% or $21,700 at 6%. |
| 2008 | 1 | 33 | $1,075,107 | $190,629 | $5,777iApproximate average salary by contribution assumption: employee only about $144,416 at 4% or $96,277 at 6%; with 50% employer match about $96,277 at 4% or $64,185 at 6%; with 100% employer match about $72,208 at 4% or $48,139 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 33 | $1,075,107 | $190,629 | $5,777iApproximate average salary by contribution assumption: employee only about $144,416 at 4% or $96,277 at 6%; with 50% employer match about $96,277 at 4% or $64,185 at 6%; with 100% employer match about $72,208 at 4% or $48,139 at 6%. |
| 2007 | 1 | 40 | $1,714,990 | $483,812 | $12,095iApproximate average salary by contribution assumption: employee only about $302,383 at 4% or $201,588 at 6%; with 50% employer match about $201,588 at 4% or $134,392 at 6%; with 100% employer match about $151,191 at 4% or $100,794 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 40 | $1,714,990 | $483,812 | $12,095iApproximate average salary by contribution assumption: employee only about $302,383 at 4% or $201,588 at 6%; with 50% employer match about $201,588 at 4% or $134,392 at 6%; with 100% employer match about $151,191 at 4% or $100,794 at 6%. |
| 2006 | 1 | 48 | $1,383,999 | $284,047 | $5,918iApproximate average salary by contribution assumption: employee only about $147,941 at 4% or $98,627 at 6%; with 50% employer match about $98,627 at 4% or $65,752 at 6%; with 100% employer match about $73,971 at 4% or $49,314 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 48 | $1,383,999 | $284,047 | $5,918iApproximate average salary by contribution assumption: employee only about $147,941 at 4% or $98,627 at 6%; with 50% employer match about $98,627 at 4% or $65,752 at 6%; with 100% employer match about $73,971 at 4% or $49,314 at 6%. |
| 2005 | 1 | 55 | $1,024,436 | $201,056 | $3,656iApproximate average salary by contribution assumption: employee only about $91,389 at 4% or $60,926 at 6%; with 50% employer match about $60,926 at 4% or $40,617 at 6%; with 100% employer match about $45,695 at 4% or $30,463 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 55 | $1,024,436 | $201,056 | $3,656iApproximate average salary by contribution assumption: employee only about $91,389 at 4% or $60,926 at 6%; with 50% employer match about $60,926 at 4% or $40,617 at 6%; with 100% employer match about $45,695 at 4% or $30,463 at 6%. |
| 2004 | 1 | 51 | $862,788 | $197,411 | $3,871iApproximate average salary by contribution assumption: employee only about $96,770 at 4% or $64,513 at 6%; with 50% employer match about $64,513 at 4% or $43,009 at 6%; with 100% employer match about $48,385 at 4% or $32,257 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 51 | $862,788 | $197,411 | $3,871iApproximate average salary by contribution assumption: employee only about $96,770 at 4% or $64,513 at 6%; with 50% employer match about $64,513 at 4% or $43,009 at 6%; with 100% employer match about $48,385 at 4% or $32,257 at 6%. |
| 2003 | 1 | 50 | $639,791 | $154,099 | $3,082iApproximate average salary by contribution assumption: employee only about $77,050 at 4% or $51,366 at 6%; with 50% employer match about $51,366 at 4% or $34,244 at 6%; with 100% employer match about $38,525 at 4% or $25,683 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 50 | $639,791 | $154,099 | $3,082iApproximate average salary by contribution assumption: employee only about $77,050 at 4% or $51,366 at 6%; with 50% employer match about $51,366 at 4% or $34,244 at 6%; with 100% employer match about $38,525 at 4% or $25,683 at 6%. |
| 2002 | 1 | 50 | $379,729 | $166,059 | $3,321iApproximate average salary by contribution assumption: employee only about $83,030 at 4% or $55,353 at 6%; with 50% employer match about $55,353 at 4% or $36,902 at 6%; with 100% employer match about $41,515 at 4% or $27,677 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 50 | $379,729 | $166,059 | $3,321iApproximate average salary by contribution assumption: employee only about $83,030 at 4% or $55,353 at 6%; with 50% employer match about $55,353 at 4% or $36,902 at 6%; with 100% employer match about $41,515 at 4% or $27,677 at 6%. |
| 2000 | 2 | 46 | $0 | $0 | - |
| HERITAGE MILLWORKI INC FLEXIBLE BE NEFIT PLAN | - | 20 | - | - | - |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 46 | - | - | - |
| 1999 | 1 | 22 | $187,878 | $132,980 | $6,045iApproximate average salary by contribution assumption: employee only about $151,114 at 4% or $100,742 at 6%; with 50% employer match about $100,742 at 4% or $67,162 at 6%; with 100% employer match about $75,557 at 4% or $50,371 at 6%. |
| Heritage Millwork Inc. 401K Profit Sharing Plan | - | 22 | $187,878 | $132,980 | $6,045iApproximate average salary by contribution assumption: employee only about $151,114 at 4% or $100,742 at 6%; with 50% employer match about $100,742 at 4% or $67,162 at 6%; with 100% employer match about $75,557 at 4% or $50,371 at 6%. |