Civic Intelligence

Heritage Millworks LLC

Plan context: Heritage Millworks LLC 401(K) Profit Sharing Plan & Trust

EIN 46-4340824 • Clay City, KY • 11 filings • 3 plans

588 Lofty Heights RoadClay City, KY 40312-9537
Current Snapshot

Latest Year

2024

2024 Participants

201

2024 Assets

$969,639

2024 Contributions

$776,370

Historical Graphs

Total Assets Over Time

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

$969,639$484,820$0201720202024YearValue
$969,639Latest year 2024

Participants Over Time

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

2011010201720212024YearValue
201Latest 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
20242201$969,639$776,370$3,863iApproximate average salary by contribution assumption: employee only about $96,563 at 4% or $64,376 at 6%; with 50% employer match about $64,376 at 4% or $42,917 at 6%; with 100% employer match about $48,282 at 4% or $32,188 at 6%.
Heritage Millworks LLC 401(K) Profit Sharing Plan & Trust-161$969,639$776,370$4,822iApproximate average salary by contribution assumption: employee only about $120,554 at 4% or $80,370 at 6%; with 50% employer match about $80,370 at 4% or $53,580 at 6%; with 100% employer match about $60,277 at 4% or $40,185 at 6%.
Heritage Millworks Employee Benefit Plan-201---
20232192$181,113$178,788$931iApproximate average salary by contribution assumption: employee only about $23,280 at 4% or $15,520 at 6%; with 50% employer match about $15,520 at 4% or $10,347 at 6%; with 100% employer match about $11,640 at 4% or $7,760 at 6%.
Heritage Millworks LLC 401(K) Profit Sharing Plan & Trust-143$181,113$178,788$1,250iApproximate average salary by contribution assumption: employee only about $31,257 at 4% or $20,838 at 6%; with 50% employer match about $20,838 at 4% or $13,892 at 6%; with 100% employer match about $15,628 at 4% or $10,419 at 6%.
Heritage Millworks Employee Benefit Plan-192---
20221169$0$0-
Heritage Millworks Employee Benefit Plan-169---
20211183$0$0-
Heritage Millworks Employee Benefit Plan-183---
20202149$283,571$76,367$513iApproximate average salary by contribution assumption: employee only about $12,813 at 4% or $8,542 at 6%; with 50% employer match about $8,542 at 4% or $5,695 at 6%; with 100% employer match about $6,407 at 4% or $4,271 at 6%.
POWELL VALLEY MILLWORK 401(K) PLAN-24$283,571$76,367$3,182iApproximate average salary by contribution assumption: employee only about $79,549 at 4% or $53,033 at 6%; with 50% employer match about $53,033 at 4% or $35,355 at 6%; with 100% employer match about $39,774 at 4% or $26,516 at 6%.
Heritage Millworks Employee Benefit Plan-149---
2019126$236,131$95,327$3,666iApproximate average salary by contribution assumption: employee only about $91,661 at 4% or $61,107 at 6%; with 50% employer match about $61,107 at 4% or $40,738 at 6%; with 100% employer match about $45,830 at 4% or $30,554 at 6%.
POWELL VALLEY MILLWORK 401(K) PLAN-26$236,131$95,327$3,666iApproximate average salary by contribution assumption: employee only about $91,661 at 4% or $61,107 at 6%; with 50% employer match about $61,107 at 4% or $40,738 at 6%; with 100% employer match about $45,830 at 4% or $30,554 at 6%.
2018128$118,938$90,823$3,244iApproximate average salary by contribution assumption: employee only about $81,092 at 4% or $54,061 at 6%; with 50% employer match about $54,061 at 4% or $36,041 at 6%; with 100% employer match about $40,546 at 4% or $27,031 at 6%.
POWELL VALLEY MILLWORK 401(K) PLAN-28$118,938$90,823$3,244iApproximate average salary by contribution assumption: employee only about $81,092 at 4% or $54,061 at 6%; with 50% employer match about $54,061 at 4% or $36,041 at 6%; with 100% employer match about $40,546 at 4% or $27,031 at 6%.
2017126$38,090$37,207$1,431iApproximate average salary by contribution assumption: employee only about $35,776 at 4% or $23,851 at 6%; with 50% employer match about $23,851 at 4% or $15,900 at 6%; with 100% employer match about $17,888 at 4% or $11,925 at 6%.
POWELL VALLEY MILLWORK 401(K) PLAN-26$38,090$37,207$1,431iApproximate average salary by contribution assumption: employee only about $35,776 at 4% or $23,851 at 6%; with 50% employer match about $23,851 at 4% or $15,900 at 6%; with 100% employer match about $17,888 at 4% or $11,925 at 6%.