Civic Intelligence

Heritage Homes LLC

Plan context: Heritage Homes 401(K) Plan

EIN 45-0443839 • Fargo, ND • 22 filings • 4 plans

1815 38th St SFargo, ND 58103-4443
Current Snapshot

Latest Year

2024

2024 Participants

44

2024 Assets

$5,189,939

2024 Contributions

$669,853

Historical Graphs

Total Assets Over Time

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

$5,189,939$2,594,970$0200420152024YearValue
$5,189,939Latest year 2024

Participants Over Time

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

46230200420152024YearValue
44Latest 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
2024244$5,189,939$669,853$15,224iApproximate average salary by contribution assumption: employee only about $380,598 at 4% or $253,732 at 6%; with 50% employer match about $253,732 at 4% or $169,155 at 6%; with 100% employer match about $190,299 at 4% or $126,866 at 6%.
Heritage Homes 401(K) Plan-44$3,217,116$378,902$8,611iApproximate average salary by contribution assumption: employee only about $215,285 at 4% or $143,523 at 6%; with 50% employer match about $143,523 at 4% or $95,682 at 6%; with 100% employer match about $107,643 at 4% or $71,762 at 6%.
Heritage Homes Employee Stock Ownership Plan-32$1,972,823$290,951$9,092iApproximate average salary by contribution assumption: employee only about $227,305 at 4% or $151,537 at 6%; with 50% employer match about $151,537 at 4% or $101,025 at 6%; with 100% employer match about $113,653 at 4% or $75,768 at 6%.
2023238$3,580,232$778,012$20,474iApproximate average salary by contribution assumption: employee only about $511,850 at 4% or $341,233 at 6%; with 50% employer match about $341,233 at 4% or $227,489 at 6%; with 100% employer match about $255,925 at 4% or $170,617 at 6%.
Heritage Homes 401(K) Plan-38$2,630,161$303,012$7,974iApproximate average salary by contribution assumption: employee only about $199,350 at 4% or $132,900 at 6%; with 50% employer match about $132,900 at 4% or $88,600 at 6%; with 100% employer match about $99,675 at 4% or $66,450 at 6%.
Heritage Homes Employee Stock Ownership Plan-26$950,071$475,000$18,269iApproximate average salary by contribution assumption: employee only about $456,731 at 4% or $304,487 at 6%; with 50% employer match about $304,487 at 4% or $202,991 at 6%; with 100% employer match about $228,365 at 4% or $152,244 at 6%.
2022144$2,418,206$421,111$9,571iApproximate average salary by contribution assumption: employee only about $239,268 at 4% or $159,512 at 6%; with 50% employer match about $159,512 at 4% or $106,341 at 6%; with 100% employer match about $119,634 at 4% or $79,756 at 6%.
Heritage Homes 401(K) Plan-44$2,418,206$421,111$9,571iApproximate average salary by contribution assumption: employee only about $239,268 at 4% or $159,512 at 6%; with 50% employer match about $159,512 at 4% or $106,341 at 6%; with 100% employer match about $119,634 at 4% or $79,756 at 6%.
2021143$2,701,773$306,621$7,131iApproximate average salary by contribution assumption: employee only about $178,268 at 4% or $118,845 at 6%; with 50% employer match about $118,845 at 4% or $79,230 at 6%; with 100% employer match about $89,134 at 4% or $59,423 at 6%.
Heritage Homes 401(K) Plan-43$2,701,773$306,621$7,131iApproximate average salary by contribution assumption: employee only about $178,268 at 4% or $118,845 at 6%; with 50% employer match about $118,845 at 4% or $79,230 at 6%; with 100% employer match about $89,134 at 4% or $59,423 at 6%.
2020146$2,164,867$280,427$6,096iApproximate average salary by contribution assumption: employee only about $152,406 at 4% or $101,604 at 6%; with 50% employer match about $101,604 at 4% or $67,736 at 6%; with 100% employer match about $76,203 at 4% or $50,802 at 6%.
Heritage Homes 401(K) Plan-46$2,164,867$280,427$6,096iApproximate average salary by contribution assumption: employee only about $152,406 at 4% or $101,604 at 6%; with 50% employer match about $101,604 at 4% or $67,736 at 6%; with 100% employer match about $76,203 at 4% or $50,802 at 6%.
2019138$1,731,633$231,862$6,102iApproximate average salary by contribution assumption: employee only about $152,541 at 4% or $101,694 at 6%; with 50% employer match about $101,694 at 4% or $67,796 at 6%; with 100% employer match about $76,270 at 4% or $50,847 at 6%.
Heritage Homes 401(K) Plan-38$1,731,633$231,862$6,102iApproximate average salary by contribution assumption: employee only about $152,541 at 4% or $101,694 at 6%; with 50% employer match about $101,694 at 4% or $67,796 at 6%; with 100% employer match about $76,270 at 4% or $50,847 at 6%.
2018135$1,384,237$216,861$6,196iApproximate average salary by contribution assumption: employee only about $154,901 at 4% or $103,267 at 6%; with 50% employer match about $103,267 at 4% or $68,845 at 6%; with 100% employer match about $77,450 at 4% or $51,634 at 6%.
Heritage Homes 401(K) Plan-35$1,384,237$216,861$6,196iApproximate average salary by contribution assumption: employee only about $154,901 at 4% or $103,267 at 6%; with 50% employer match about $103,267 at 4% or $68,845 at 6%; with 100% employer match about $77,450 at 4% or $51,634 at 6%.
2017140$1,463,884$228,749$5,719iApproximate average salary by contribution assumption: employee only about $142,968 at 4% or $95,312 at 6%; with 50% employer match about $95,312 at 4% or $63,541 at 6%; with 100% employer match about $71,484 at 4% or $47,656 at 6%.
Heritage Homes 401(K) Plan-40$1,463,884$228,749$5,719iApproximate average salary by contribution assumption: employee only about $142,968 at 4% or $95,312 at 6%; with 50% employer match about $95,312 at 4% or $63,541 at 6%; with 100% employer match about $71,484 at 4% or $47,656 at 6%.
2016136$1,324,156$210,721$5,853iApproximate average salary by contribution assumption: employee only about $146,334 at 4% or $97,556 at 6%; with 50% employer match about $97,556 at 4% or $65,037 at 6%; with 100% employer match about $73,167 at 4% or $48,778 at 6%.
Heritage Homes 401(K) Plan-36$1,324,156$210,721$5,853iApproximate average salary by contribution assumption: employee only about $146,334 at 4% or $97,556 at 6%; with 50% employer match about $97,556 at 4% or $65,037 at 6%; with 100% employer match about $73,167 at 4% or $48,778 at 6%.
2015137$1,209,165$184,232$4,979iApproximate average salary by contribution assumption: employee only about $124,481 at 4% or $82,987 at 6%; with 50% employer match about $82,987 at 4% or $55,325 at 6%; with 100% employer match about $62,241 at 4% or $41,494 at 6%.
Heritage Homes 401(K) Plan-37$1,209,165$184,232$4,979iApproximate average salary by contribution assumption: employee only about $124,481 at 4% or $82,987 at 6%; with 50% employer match about $82,987 at 4% or $55,325 at 6%; with 100% employer match about $62,241 at 4% or $41,494 at 6%.
2014136$1,165,628$170,974$4,749iApproximate average salary by contribution assumption: employee only about $118,732 at 4% or $79,155 at 6%; with 50% employer match about $79,155 at 4% or $52,770 at 6%; with 100% employer match about $59,366 at 4% or $39,577 at 6%.
Heritage Homes 401(K) Plan-36$1,165,628$170,974$4,749iApproximate average salary by contribution assumption: employee only about $118,732 at 4% or $79,155 at 6%; with 50% employer match about $79,155 at 4% or $52,770 at 6%; with 100% employer match about $59,366 at 4% or $39,577 at 6%.
2013135$1,432,103$188,256$5,379iApproximate average salary by contribution assumption: employee only about $134,469 at 4% or $89,646 at 6%; with 50% employer match about $89,646 at 4% or $59,764 at 6%; with 100% employer match about $67,234 at 4% or $44,823 at 6%.
Heritage Homes 401(K) Plan-35$1,432,103$188,256$5,379iApproximate average salary by contribution assumption: employee only about $134,469 at 4% or $89,646 at 6%; with 50% employer match about $89,646 at 4% or $59,764 at 6%; with 100% employer match about $67,234 at 4% or $44,823 at 6%.
2012129$996,157$152,529$5,260iApproximate average salary by contribution assumption: employee only about $131,491 at 4% or $87,660 at 6%; with 50% employer match about $87,660 at 4% or $58,440 at 6%; with 100% employer match about $65,745 at 4% or $43,830 at 6%.
Heritage Homes 401(K) Plan-29$996,157$152,529$5,260iApproximate average salary by contribution assumption: employee only about $131,491 at 4% or $87,660 at 6%; with 50% employer match about $87,660 at 4% or $58,440 at 6%; with 100% employer match about $65,745 at 4% or $43,830 at 6%.
2011128$767,177$151,920$5,426iApproximate average salary by contribution assumption: employee only about $135,643 at 4% or $90,429 at 6%; with 50% employer match about $90,429 at 4% or $60,286 at 6%; with 100% employer match about $67,821 at 4% or $45,214 at 6%.
Heritage Homes 401(K) Plan-28$767,177$151,920$5,426iApproximate average salary by contribution assumption: employee only about $135,643 at 4% or $90,429 at 6%; with 50% employer match about $90,429 at 4% or $60,286 at 6%; with 100% employer match about $67,821 at 4% or $45,214 at 6%.
2010126$763,687$165,138$6,351iApproximate average salary by contribution assumption: employee only about $158,787 at 4% or $105,858 at 6%; with 50% employer match about $105,858 at 4% or $70,572 at 6%; with 100% employer match about $79,393 at 4% or $52,929 at 6%.
Heritage Homes 401(K) Plan-26$763,687$165,138$6,351iApproximate average salary by contribution assumption: employee only about $158,787 at 4% or $105,858 at 6%; with 50% employer match about $105,858 at 4% or $70,572 at 6%; with 100% employer match about $79,393 at 4% or $52,929 at 6%.
2009120$528,928$118,419$5,921iApproximate average salary by contribution assumption: employee only about $148,024 at 4% or $98,683 at 6%; with 50% employer match about $98,683 at 4% or $65,788 at 6%; with 100% employer match about $74,012 at 4% or $49,341 at 6%.
Heritage Homes 401(K) Plan-20$528,928$118,419$5,921iApproximate average salary by contribution assumption: employee only about $148,024 at 4% or $98,683 at 6%; with 50% employer match about $98,683 at 4% or $65,788 at 6%; with 100% employer match about $74,012 at 4% or $49,341 at 6%.
2007115$0$0-
Heritage Homes 401(K) Plan-15---
2006112$259,726$93,151$7,763iApproximate average salary by contribution assumption: employee only about $194,065 at 4% or $129,376 at 6%; with 50% employer match about $129,376 at 4% or $86,251 at 6%; with 100% employer match about $97,032 at 4% or $64,688 at 6%.
Heritage Homes 401(K) Plan-12$259,726$93,151$7,763iApproximate average salary by contribution assumption: employee only about $194,065 at 4% or $129,376 at 6%; with 50% employer match about $129,376 at 4% or $86,251 at 6%; with 100% employer match about $97,032 at 4% or $64,688 at 6%.
2005111$140,073$72,021$6,547iApproximate average salary by contribution assumption: employee only about $163,684 at 4% or $109,123 at 6%; with 50% employer match about $109,123 at 4% or $72,748 at 6%; with 100% employer match about $81,842 at 4% or $54,561 at 6%.
Heritage Homes 401(K) Plan-11$140,073$72,021$6,547iApproximate average salary by contribution assumption: employee only about $163,684 at 4% or $109,123 at 6%; with 50% employer match about $109,123 at 4% or $72,748 at 6%; with 100% employer match about $81,842 at 4% or $54,561 at 6%.
2004112$59,922$53,690$4,474iApproximate average salary by contribution assumption: employee only about $111,854 at 4% or $74,569 at 6%; with 50% employer match about $74,569 at 4% or $49,713 at 6%; with 100% employer match about $55,927 at 4% or $37,285 at 6%.
Heritage Homes 401(K) Plan-12$59,922$53,690$4,474iApproximate average salary by contribution assumption: employee only about $111,854 at 4% or $74,569 at 6%; with 50% employer match about $74,569 at 4% or $49,713 at 6%; with 100% employer match about $55,927 at 4% or $37,285 at 6%.