Civic Intelligence

Heirloom Wealth Management

Plan context: Heirloom Wealth Management 401 K Profit Sharing Plan Trust

EIN 46-5508028 • Greenwood Village, CO • 7 filings • 3 plans

8400 E Prentive Ave Suite 1115Greenwood Village, CO 80111
Current Snapshot

Latest Year

2022

2022 Participants

6

2022 Assets

$348,233

2022 Contributions

$88,645

Historical Graphs

Total Assets Over Time

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

$354,205$177,103$0201520192022YearValue
$348,233Latest year 2022

Participants Over Time

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

630201520192022YearValue
6Latest year 2022

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
202216$348,233$88,645$14,774iApproximate average salary by contribution assumption: employee only about $369,354 at 4% or $246,236 at 6%; with 50% employer match about $246,236 at 4% or $164,157 at 6%; with 100% employer match about $184,677 at 4% or $123,118 at 6%.
Heirloom Wealth Management 401 K Profit Sharing Plan Trust-6$348,233$88,645$14,774iApproximate average salary by contribution assumption: employee only about $369,354 at 4% or $246,236 at 6%; with 50% employer match about $246,236 at 4% or $164,157 at 6%; with 100% employer match about $184,677 at 4% or $123,118 at 6%.
202113$354,205$93,108$31,036iApproximate average salary by contribution assumption: employee only about $775,900 at 4% or $517,267 at 6%; with 50% employer match about $517,267 at 4% or $344,844 at 6%; with 100% employer match about $387,950 at 4% or $258,633 at 6%.
Heirloom Wealth Management 401 K Profit Sharing Plan Trust-3$354,205$93,108$31,036iApproximate average salary by contribution assumption: employee only about $775,900 at 4% or $517,267 at 6%; with 50% employer match about $517,267 at 4% or $344,844 at 6%; with 100% employer match about $387,950 at 4% or $258,633 at 6%.
202014$242,954$62,441$15,610iApproximate average salary by contribution assumption: employee only about $390,256 at 4% or $260,171 at 6%; with 50% employer match about $260,171 at 4% or $173,447 at 6%; with 100% employer match about $195,128 at 4% or $130,085 at 6%.
Heirloom Wealth Management 401 K Profit Sharing Plan Trust-4$242,954$62,441$15,610iApproximate average salary by contribution assumption: employee only about $390,256 at 4% or $260,171 at 6%; with 50% employer match about $260,171 at 4% or $173,447 at 6%; with 100% employer match about $195,128 at 4% or $130,085 at 6%.
201915$260,555$54,192$10,838iApproximate average salary by contribution assumption: employee only about $270,960 at 4% or $180,640 at 6%; with 50% employer match about $180,640 at 4% or $120,427 at 6%; with 100% employer match about $135,480 at 4% or $90,320 at 6%.
Heirloom Wealth Management 401 K Profit Sharing Plan Trust-5$260,555$54,192$10,838iApproximate average salary by contribution assumption: employee only about $270,960 at 4% or $180,640 at 6%; with 50% employer match about $180,640 at 4% or $120,427 at 6%; with 100% employer match about $135,480 at 4% or $90,320 at 6%.
201814$164,510$46,602$11,651iApproximate average salary by contribution assumption: employee only about $291,263 at 4% or $194,175 at 6%; with 50% employer match about $194,175 at 4% or $129,450 at 6%; with 100% employer match about $145,631 at 4% or $97,088 at 6%.
Heirloom Wealth Management 401 K Profit Sharing Plan Trust-4$164,510$46,602$11,651iApproximate average salary by contribution assumption: employee only about $291,263 at 4% or $194,175 at 6%; with 50% employer match about $194,175 at 4% or $129,450 at 6%; with 100% employer match about $145,631 at 4% or $97,088 at 6%.
201613$74,172$39,946$13,315iApproximate average salary by contribution assumption: employee only about $332,883 at 4% or $221,922 at 6%; with 50% employer match about $221,922 at 4% or $147,948 at 6%; with 100% employer match about $166,442 at 4% or $110,961 at 6%.
Heirloom Wealth Management 401 K Profit Sharing Plan Trust-3$74,172$39,946$13,315iApproximate average salary by contribution assumption: employee only about $332,883 at 4% or $221,922 at 6%; with 50% employer match about $221,922 at 4% or $147,948 at 6%; with 100% employer match about $166,442 at 4% or $110,961 at 6%.
201513$29,670$30,364$10,121iApproximate average salary by contribution assumption: employee only about $253,033 at 4% or $168,689 at 6%; with 50% employer match about $168,689 at 4% or $112,459 at 6%; with 100% employer match about $126,517 at 4% or $84,344 at 6%.
Heirloom Wealth Management 401 K Profit Sharing Plan Trust-3$29,670$30,364$10,121iApproximate average salary by contribution assumption: employee only about $253,033 at 4% or $168,689 at 6%; with 50% employer match about $168,689 at 4% or $112,459 at 6%; with 100% employer match about $126,517 at 4% or $84,344 at 6%.