Civic Intelligence

Heritage Bank

Plan context: Heritage Bank Retirement Plan

EIN 47-0098350 • Aurora, NE • 24 filings • 2 plans

1101 12th StreetPO Box 329Aurora, NE 68818
Current Snapshot

Latest Year

2024

2024 Participants

76

2024 Assets

$7,548,293

2024 Contributions

$364,860

Historical Graphs

Total Assets Over Time

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

$8,894,536$4,447,268$0200220132024YearValue
$7,548,293Latest year 2024

Participants Over Time

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

113570200120132024YearValue
76Latest 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
2024176$7,548,293$364,860$4,801iApproximate average salary by contribution assumption: employee only about $120,020 at 4% or $80,013 at 6%; with 50% employer match about $80,013 at 4% or $53,342 at 6%; with 100% employer match about $60,010 at 4% or $40,007 at 6%.
Heritage Bank Retirement Plan-76$7,548,293$364,860$4,801iApproximate average salary by contribution assumption: employee only about $120,020 at 4% or $80,013 at 6%; with 50% employer match about $80,013 at 4% or $53,342 at 6%; with 100% employer match about $60,010 at 4% or $40,007 at 6%.
2023177$8,088,400$300,679$3,905iApproximate average salary by contribution assumption: employee only about $97,623 at 4% or $65,082 at 6%; with 50% employer match about $65,082 at 4% or $43,388 at 6%; with 100% employer match about $48,812 at 4% or $32,541 at 6%.
Heritage Bank Retirement Plan-77$8,088,400$300,679$3,905iApproximate average salary by contribution assumption: employee only about $97,623 at 4% or $65,082 at 6%; with 50% employer match about $65,082 at 4% or $43,388 at 6%; with 100% employer match about $48,812 at 4% or $32,541 at 6%.
2022163$7,107,372$330,179$5,241iApproximate average salary by contribution assumption: employee only about $131,023 at 4% or $87,349 at 6%; with 50% employer match about $87,349 at 4% or $58,233 at 6%; with 100% employer match about $65,512 at 4% or $43,674 at 6%.
Heritage Bank Retirement Plan-63$7,107,372$330,179$5,241iApproximate average salary by contribution assumption: employee only about $131,023 at 4% or $87,349 at 6%; with 50% employer match about $87,349 at 4% or $58,233 at 6%; with 100% employer match about $65,512 at 4% or $43,674 at 6%.
2021164$8,849,895$283,880$4,436iApproximate average salary by contribution assumption: employee only about $110,891 at 4% or $73,927 at 6%; with 50% employer match about $73,927 at 4% or $49,285 at 6%; with 100% employer match about $55,445 at 4% or $36,964 at 6%.
Heritage Bank Retirement Plan-64$8,849,895$283,880$4,436iApproximate average salary by contribution assumption: employee only about $110,891 at 4% or $73,927 at 6%; with 50% employer match about $73,927 at 4% or $49,285 at 6%; with 100% employer match about $55,445 at 4% or $36,964 at 6%.
2020173$8,894,536$280,324$3,840iApproximate average salary by contribution assumption: employee only about $96,001 at 4% or $64,001 at 6%; with 50% employer match about $64,001 at 4% or $42,667 at 6%; with 100% employer match about $48,001 at 4% or $32,000 at 6%.
Heritage Bank Retirement Plan-73$8,894,536$280,324$3,840iApproximate average salary by contribution assumption: employee only about $96,001 at 4% or $64,001 at 6%; with 50% employer match about $64,001 at 4% or $42,667 at 6%; with 100% employer match about $48,001 at 4% or $32,000 at 6%.
2019171$8,463,243$306,937$4,323iApproximate average salary by contribution assumption: employee only about $108,076 at 4% or $72,051 at 6%; with 50% employer match about $72,051 at 4% or $48,034 at 6%; with 100% employer match about $54,038 at 4% or $36,025 at 6%.
Heritage Bank Retirement Plan-71$8,463,243$306,937$4,323iApproximate average salary by contribution assumption: employee only about $108,076 at 4% or $72,051 at 6%; with 50% employer match about $72,051 at 4% or $48,034 at 6%; with 100% employer match about $54,038 at 4% or $36,025 at 6%.
2018177$7,087,559$291,897$3,791iApproximate average salary by contribution assumption: employee only about $94,772 at 4% or $63,181 at 6%; with 50% employer match about $63,181 at 4% or $42,121 at 6%; with 100% employer match about $47,386 at 4% or $31,591 at 6%.
Heritage Bank Retirement Plan-77$7,087,559$291,897$3,791iApproximate average salary by contribution assumption: employee only about $94,772 at 4% or $63,181 at 6%; with 50% employer match about $63,181 at 4% or $42,121 at 6%; with 100% employer match about $47,386 at 4% or $31,591 at 6%.
2017184$7,521,945$308,159$3,669iApproximate average salary by contribution assumption: employee only about $91,714 at 4% or $61,143 at 6%; with 50% employer match about $61,143 at 4% or $40,762 at 6%; with 100% employer match about $45,857 at 4% or $30,571 at 6%.
Heritage Bank Retirement Plan-84$7,521,945$308,159$3,669iApproximate average salary by contribution assumption: employee only about $91,714 at 4% or $61,143 at 6%; with 50% employer match about $61,143 at 4% or $40,762 at 6%; with 100% employer match about $45,857 at 4% or $30,571 at 6%.
2016184$6,649,313$321,517$3,828iApproximate average salary by contribution assumption: employee only about $95,690 at 4% or $63,793 at 6%; with 50% employer match about $63,793 at 4% or $42,529 at 6%; with 100% employer match about $47,845 at 4% or $31,897 at 6%.
Heritage Bank Retirement Plan-84$6,649,313$321,517$3,828iApproximate average salary by contribution assumption: employee only about $95,690 at 4% or $63,793 at 6%; with 50% employer match about $63,793 at 4% or $42,529 at 6%; with 100% employer match about $47,845 at 4% or $31,897 at 6%.
2015182$6,486,117$355,594$4,337iApproximate average salary by contribution assumption: employee only about $108,413 at 4% or $72,275 at 6%; with 50% employer match about $72,275 at 4% or $48,183 at 6%; with 100% employer match about $54,206 at 4% or $36,138 at 6%.
Heritage Bank Retirement Plan-82$6,486,117$355,594$4,337iApproximate average salary by contribution assumption: employee only about $108,413 at 4% or $72,275 at 6%; with 50% employer match about $72,275 at 4% or $48,183 at 6%; with 100% employer match about $54,206 at 4% or $36,138 at 6%.
20141100$6,889,566$585,197$5,852iApproximate average salary by contribution assumption: employee only about $146,299 at 4% or $97,533 at 6%; with 50% employer match about $97,533 at 4% or $65,022 at 6%; with 100% employer match about $73,150 at 4% or $48,766 at 6%.
Heritage Bank Retirement Plan-100$6,889,566$585,197$5,852iApproximate average salary by contribution assumption: employee only about $146,299 at 4% or $97,533 at 6%; with 50% employer match about $97,533 at 4% or $65,022 at 6%; with 100% employer match about $73,150 at 4% or $48,766 at 6%.
20131105$7,229,713$600,838$5,722iApproximate average salary by contribution assumption: employee only about $143,057 at 4% or $95,371 at 6%; with 50% employer match about $95,371 at 4% or $63,581 at 6%; with 100% employer match about $71,528 at 4% or $47,686 at 6%.
Heritage Bank Retirement Plan-105$7,229,713$600,838$5,722iApproximate average salary by contribution assumption: employee only about $143,057 at 4% or $95,371 at 6%; with 50% employer match about $95,371 at 4% or $63,581 at 6%; with 100% employer match about $71,528 at 4% or $47,686 at 6%.
20121109$6,073,655$465,047$4,266iApproximate average salary by contribution assumption: employee only about $106,662 at 4% or $71,108 at 6%; with 50% employer match about $71,108 at 4% or $47,405 at 6%; with 100% employer match about $53,331 at 4% or $35,554 at 6%.
Heritage Bank Retirement Plan-109$6,073,655$465,047$4,266iApproximate average salary by contribution assumption: employee only about $106,662 at 4% or $71,108 at 6%; with 50% employer match about $71,108 at 4% or $47,405 at 6%; with 100% employer match about $53,331 at 4% or $35,554 at 6%.
20111113$5,586,274$403,130$3,568iApproximate average salary by contribution assumption: employee only about $89,188 at 4% or $59,459 at 6%; with 50% employer match about $59,459 at 4% or $39,639 at 6%; with 100% employer match about $44,594 at 4% or $29,729 at 6%.
Heritage Bank Retirement Plan-113$5,586,274$403,130$3,568iApproximate average salary by contribution assumption: employee only about $89,188 at 4% or $59,459 at 6%; with 50% employer match about $59,459 at 4% or $39,639 at 6%; with 100% employer match about $44,594 at 4% or $29,729 at 6%.
20101104$5,529,076$391,353$3,763iApproximate average salary by contribution assumption: employee only about $94,075 at 4% or $62,717 at 6%; with 50% employer match about $62,717 at 4% or $41,811 at 6%; with 100% employer match about $47,038 at 4% or $31,358 at 6%.
Heritage Bank Retirement Plan-104$5,529,076$391,353$3,763iApproximate average salary by contribution assumption: employee only about $94,075 at 4% or $62,717 at 6%; with 50% employer match about $62,717 at 4% or $41,811 at 6%; with 100% employer match about $47,038 at 4% or $31,358 at 6%.
20091102$4,783,883$385,404$3,778iApproximate average salary by contribution assumption: employee only about $94,462 at 4% or $62,975 at 6%; with 50% employer match about $62,975 at 4% or $41,983 at 6%; with 100% employer match about $47,231 at 4% or $31,487 at 6%.
Heritage Bank Retirement Plan-102$4,783,883$385,404$3,778iApproximate average salary by contribution assumption: employee only about $94,462 at 4% or $62,975 at 6%; with 50% employer match about $62,975 at 4% or $41,983 at 6%; with 100% employer match about $47,231 at 4% or $31,487 at 6%.
20081103$4,392,350$382,765$3,716iApproximate average salary by contribution assumption: employee only about $92,904 at 4% or $61,936 at 6%; with 50% employer match about $61,936 at 4% or $41,291 at 6%; with 100% employer match about $46,452 at 4% or $30,968 at 6%.
Heritage Bank Retirement Plan-103$4,392,350$382,765$3,716iApproximate average salary by contribution assumption: employee only about $92,904 at 4% or $61,936 at 6%; with 50% employer match about $61,936 at 4% or $41,291 at 6%; with 100% employer match about $46,452 at 4% or $30,968 at 6%.
2007194$5,368,453$386,054$4,107iApproximate average salary by contribution assumption: employee only about $102,674 at 4% or $68,449 at 6%; with 50% employer match about $68,449 at 4% or $45,633 at 6%; with 100% employer match about $51,337 at 4% or $34,225 at 6%.
Heritage Bank Retirement Plan-94$5,368,453$386,054$4,107iApproximate average salary by contribution assumption: employee only about $102,674 at 4% or $68,449 at 6%; with 50% employer match about $68,449 at 4% or $45,633 at 6%; with 100% employer match about $51,337 at 4% or $34,225 at 6%.
2006190$4,971,478$352,719$3,919iApproximate average salary by contribution assumption: employee only about $97,978 at 4% or $65,318 at 6%; with 50% employer match about $65,318 at 4% or $43,546 at 6%; with 100% employer match about $48,989 at 4% or $32,659 at 6%.
Heritage Bank Retirement Plan-90$4,971,478$352,719$3,919iApproximate average salary by contribution assumption: employee only about $97,978 at 4% or $65,318 at 6%; with 50% employer match about $65,318 at 4% or $43,546 at 6%; with 100% employer match about $48,989 at 4% or $32,659 at 6%.
2005193$4,448,691$372,622$4,007iApproximate average salary by contribution assumption: employee only about $100,167 at 4% or $66,778 at 6%; with 50% employer match about $66,778 at 4% or $44,519 at 6%; with 100% employer match about $50,084 at 4% or $33,389 at 6%.
Heritage Bank Retirement Plan-93$4,448,691$372,622$4,007iApproximate average salary by contribution assumption: employee only about $100,167 at 4% or $66,778 at 6%; with 50% employer match about $66,778 at 4% or $44,519 at 6%; with 100% employer match about $50,084 at 4% or $33,389 at 6%.
20041100$4,195,630$333,952$3,340iApproximate average salary by contribution assumption: employee only about $83,488 at 4% or $55,659 at 6%; with 50% employer match about $55,659 at 4% or $37,106 at 6%; with 100% employer match about $41,744 at 4% or $27,829 at 6%.
Heritage Bank Retirement Plan-100$4,195,630$333,952$3,340iApproximate average salary by contribution assumption: employee only about $83,488 at 4% or $55,659 at 6%; with 50% employer match about $55,659 at 4% or $37,106 at 6%; with 100% employer match about $41,744 at 4% or $27,829 at 6%.
20031105$3,920,052$286,711$2,731iApproximate average salary by contribution assumption: employee only about $68,265 at 4% or $45,510 at 6%; with 50% employer match about $45,510 at 4% or $30,340 at 6%; with 100% employer match about $34,132 at 4% or $22,755 at 6%.
Heritage Bank Retirement Plan-105$3,920,052$286,711$2,731iApproximate average salary by contribution assumption: employee only about $68,265 at 4% or $45,510 at 6%; with 50% employer match about $45,510 at 4% or $30,340 at 6%; with 100% employer match about $34,132 at 4% or $22,755 at 6%.
2002170$1,234,303$205,256$2,932iApproximate average salary by contribution assumption: employee only about $73,306 at 4% or $48,870 at 6%; with 50% employer match about $48,870 at 4% or $32,580 at 6%; with 100% employer match about $36,653 at 4% or $24,435 at 6%.
Heritage Bank Retirement Plan-70$1,234,303$205,256$2,932iApproximate average salary by contribution assumption: employee only about $73,306 at 4% or $48,870 at 6%; with 50% employer match about $48,870 at 4% or $32,580 at 6%; with 100% employer match about $36,653 at 4% or $24,435 at 6%.
2001154$0$0-
Heritage Bank Retirement Plan-54---