Civic Intelligence

Heritage Services

Plan context: Heritage Services 403(B) Plan

EIN 47-0731254 • Omaha, NE • 27 filings • 3 plans

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10050 Regency Circle, Suite 101Omaha, NE 68114
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$1,080,430

2025 Contributions

$201,253

Historical Graphs

Total Assets Over Time

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

$1,684,572$842,286$0200920172025YearValue
$1,080,430Latest year 2025

Participants Over Time

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

840200920172025YearValue
8Latest year 2025

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
202518$1,080,430$201,253$25,157iApproximate average salary by contribution assumption: employee only about $628,916 at 4% or $419,277 at 6%; with 50% employer match about $419,277 at 4% or $279,518 at 6%; with 100% employer match about $314,458 at 4% or $209,639 at 6%.
Heritage Services 403(B) Plan-8$1,080,430$201,253$25,157iApproximate average salary by contribution assumption: employee only about $628,916 at 4% or $419,277 at 6%; with 50% employer match about $419,277 at 4% or $279,518 at 6%; with 100% employer match about $314,458 at 4% or $209,639 at 6%.
202418$936,219$161,581$20,198iApproximate average salary by contribution assumption: employee only about $504,941 at 4% or $336,627 at 6%; with 50% employer match about $336,627 at 4% or $224,418 at 6%; with 100% employer match about $252,470 at 4% or $168,314 at 6%.
Heritage Services 403(B) Plan-8$936,219$161,581$20,198iApproximate average salary by contribution assumption: employee only about $504,941 at 4% or $336,627 at 6%; with 50% employer match about $336,627 at 4% or $224,418 at 6%; with 100% employer match about $252,470 at 4% or $168,314 at 6%.
202316$657,773$91,548$15,258iApproximate average salary by contribution assumption: employee only about $381,450 at 4% or $254,300 at 6%; with 50% employer match about $254,300 at 4% or $169,533 at 6%; with 100% employer match about $190,725 at 4% or $127,150 at 6%.
Heritage Services 403(B) Plan-6$657,773$91,548$15,258iApproximate average salary by contribution assumption: employee only about $381,450 at 4% or $254,300 at 6%; with 50% employer match about $254,300 at 4% or $169,533 at 6%; with 100% employer match about $190,725 at 4% or $127,150 at 6%.
202216$459,224$77,665$12,944iApproximate average salary by contribution assumption: employee only about $323,604 at 4% or $215,736 at 6%; with 50% employer match about $215,736 at 4% or $143,824 at 6%; with 100% employer match about $161,802 at 4% or $107,868 at 6%.
Heritage Services 403(B) Plan-6$459,224$77,665$12,944iApproximate average salary by contribution assumption: employee only about $323,604 at 4% or $215,736 at 6%; with 50% employer match about $215,736 at 4% or $143,824 at 6%; with 100% employer match about $161,802 at 4% or $107,868 at 6%.
202115$497,250$73,268$14,654iApproximate average salary by contribution assumption: employee only about $366,340 at 4% or $244,227 at 6%; with 50% employer match about $244,227 at 4% or $162,818 at 6%; with 100% employer match about $183,170 at 4% or $122,113 at 6%.
Heritage Services 403(B) Plan-5$497,250$73,268$14,654iApproximate average salary by contribution assumption: employee only about $366,340 at 4% or $244,227 at 6%; with 50% employer match about $244,227 at 4% or $162,818 at 6%; with 100% employer match about $183,170 at 4% or $122,113 at 6%.
202015$435,884$93,390$18,678iApproximate average salary by contribution assumption: employee only about $466,950 at 4% or $311,300 at 6%; with 50% employer match about $311,300 at 4% or $207,533 at 6%; with 100% employer match about $233,475 at 4% or $155,650 at 6%.
Heritage Services 403(B) Plan-5$435,884$93,390$18,678iApproximate average salary by contribution assumption: employee only about $466,950 at 4% or $311,300 at 6%; with 50% employer match about $311,300 at 4% or $207,533 at 6%; with 100% employer match about $233,475 at 4% or $155,650 at 6%.
201916$1,684,572$88,434$14,739iApproximate average salary by contribution assumption: employee only about $368,475 at 4% or $245,650 at 6%; with 50% employer match about $245,650 at 4% or $163,767 at 6%; with 100% employer match about $184,238 at 4% or $122,825 at 6%.
Heritage Services 403(B) Plan-6$1,684,572$88,434$14,739iApproximate average salary by contribution assumption: employee only about $368,475 at 4% or $245,650 at 6%; with 50% employer match about $245,650 at 4% or $163,767 at 6%; with 100% employer match about $184,238 at 4% or $122,825 at 6%.
201814$1,311,204$61,886$15,472iApproximate average salary by contribution assumption: employee only about $386,788 at 4% or $257,858 at 6%; with 50% employer match about $257,858 at 4% or $171,906 at 6%; with 100% employer match about $193,394 at 4% or $128,929 at 6%.
Heritage Services 403(B) Plan-4$1,311,204$61,886$15,472iApproximate average salary by contribution assumption: employee only about $386,788 at 4% or $257,858 at 6%; with 50% employer match about $257,858 at 4% or $171,906 at 6%; with 100% employer match about $193,394 at 4% or $128,929 at 6%.
201714$1,330,817$53,588$13,397iApproximate average salary by contribution assumption: employee only about $334,925 at 4% or $223,283 at 6%; with 50% employer match about $223,283 at 4% or $148,856 at 6%; with 100% employer match about $167,463 at 4% or $111,642 at 6%.
Heritage Services 403(B) Plan-4$1,330,817$53,588$13,397iApproximate average salary by contribution assumption: employee only about $334,925 at 4% or $223,283 at 6%; with 50% employer match about $223,283 at 4% or $148,856 at 6%; with 100% employer match about $167,463 at 4% or $111,642 at 6%.
201613$1,225,521$50,444$16,815iApproximate average salary by contribution assumption: employee only about $420,367 at 4% or $280,244 at 6%; with 50% employer match about $280,244 at 4% or $186,830 at 6%; with 100% employer match about $210,183 at 4% or $140,122 at 6%.
Heritage Services 403(B) Plan-3$1,225,521$50,444$16,815iApproximate average salary by contribution assumption: employee only about $420,367 at 4% or $280,244 at 6%; with 50% employer match about $280,244 at 4% or $186,830 at 6%; with 100% employer match about $210,183 at 4% or $140,122 at 6%.
201514$1,108,995$56,738$14,185iApproximate average salary by contribution assumption: employee only about $354,613 at 4% or $236,408 at 6%; with 50% employer match about $236,408 at 4% or $157,606 at 6%; with 100% employer match about $177,306 at 4% or $118,204 at 6%.
Heritage Services 403(B) Plan-4$1,108,995$56,738$14,185iApproximate average salary by contribution assumption: employee only about $354,613 at 4% or $236,408 at 6%; with 50% employer match about $236,408 at 4% or $157,606 at 6%; with 100% employer match about $177,306 at 4% or $118,204 at 6%.
201414$1,047,313$60,546$15,137iApproximate average salary by contribution assumption: employee only about $378,413 at 4% or $252,275 at 6%; with 50% employer match about $252,275 at 4% or $168,183 at 6%; with 100% employer match about $189,206 at 4% or $126,138 at 6%.
Heritage Services 403(B) Plan-4$1,047,313$60,546$15,137iApproximate average salary by contribution assumption: employee only about $378,413 at 4% or $252,275 at 6%; with 50% employer match about $252,275 at 4% or $168,183 at 6%; with 100% employer match about $189,206 at 4% or $126,138 at 6%.
201314$927,063$61,757$15,439iApproximate average salary by contribution assumption: employee only about $385,981 at 4% or $257,321 at 6%; with 50% employer match about $257,321 at 4% or $171,547 at 6%; with 100% employer match about $192,991 at 4% or $128,660 at 6%.
Heritage Services 403(B) Plan-4$927,063$61,757$15,439iApproximate average salary by contribution assumption: employee only about $385,981 at 4% or $257,321 at 6%; with 50% employer match about $257,321 at 4% or $171,547 at 6%; with 100% employer match about $192,991 at 4% or $128,660 at 6%.
201214$697,306$54,813$13,703iApproximate average salary by contribution assumption: employee only about $342,581 at 4% or $228,388 at 6%; with 50% employer match about $228,388 at 4% or $152,258 at 6%; with 100% employer match about $171,291 at 4% or $114,194 at 6%.
Heritage Services 403(B) Plan-4$697,306$54,813$13,703iApproximate average salary by contribution assumption: employee only about $342,581 at 4% or $228,388 at 6%; with 50% employer match about $228,388 at 4% or $152,258 at 6%; with 100% employer match about $171,291 at 4% or $114,194 at 6%.
201114$579,423$55,110$13,778iApproximate average salary by contribution assumption: employee only about $344,438 at 4% or $229,625 at 6%; with 50% employer match about $229,625 at 4% or $153,083 at 6%; with 100% employer match about $172,219 at 4% or $114,813 at 6%.
Heritage Services 403(B) Plan-4$579,423$55,110$13,778iApproximate average salary by contribution assumption: employee only about $344,438 at 4% or $229,625 at 6%; with 50% employer match about $229,625 at 4% or $153,083 at 6%; with 100% employer match about $172,219 at 4% or $114,813 at 6%.
201014$539,023$57,819$14,455iApproximate average salary by contribution assumption: employee only about $361,369 at 4% or $240,913 at 6%; with 50% employer match about $240,913 at 4% or $160,608 at 6%; with 100% employer match about $180,684 at 4% or $120,456 at 6%.
Heritage Services 403(B) Plan-4$539,023$57,819$14,455iApproximate average salary by contribution assumption: employee only about $361,369 at 4% or $240,913 at 6%; with 50% employer match about $240,913 at 4% or $160,608 at 6%; with 100% employer match about $180,684 at 4% or $120,456 at 6%.
200916$478,013$63,975$10,663iApproximate average salary by contribution assumption: employee only about $266,563 at 4% or $177,708 at 6%; with 50% employer match about $177,708 at 4% or $118,472 at 6%; with 100% employer match about $133,281 at 4% or $88,854 at 6%.
Heritage Services 403(B) Plan-6$478,013$63,975$10,663iApproximate average salary by contribution assumption: employee only about $266,563 at 4% or $177,708 at 6%; with 50% employer match about $177,708 at 4% or $118,472 at 6%; with 100% employer match about $133,281 at 4% or $88,854 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
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200010$0$0-
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199910$0$0-
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