Civic Intelligence

Middletown Valley Bank

Plan context: COMMUNITY HERITAGE FINANCIAL EMPLOYEE BENEFIT PLAN

EIN 52-0414240 • Middletown, MD • 33 filings • 5 plans

24 West Main StPO Box 75Middletown, MD 21769
Current Snapshot

Latest Year

2023

2023 Participants

191

2023 Assets

$231,393

2023 Contributions

$2,024,018

Historical Graphs

Total Assets Over Time

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

$3,310,122$1,655,061$0199920112022YearValue
$231,393Latest year 2022

Participants Over Time

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

194970199920112022YearValue
191Latest 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
202310$0$2,024,018-
COMMUNITY HERITAGE FINANCIAL EMPLOYEE BENEFIT PLAN-0$0$2,024,018-
20222191$231,393$1,842,318$9,646iApproximate average salary by contribution assumption: employee only about $241,141 at 4% or $160,761 at 6%; with 50% employer match about $160,761 at 4% or $107,174 at 6%; with 100% employer match about $120,571 at 4% or $80,380 at 6%.
COMMUNITY HERITAGE FINANCIAL EMPLOYEE BENEFIT PLAN-0$231,393$1,842,318-
COMMUNITY HERITAGE FINANCIAL DENTAL AND VISION BENEFIT PLAN-191---
20212194$296,694$2,222,461$11,456iApproximate average salary by contribution assumption: employee only about $286,400 at 4% or $190,933 at 6%; with 50% employer match about $190,933 at 4% or $127,289 at 6%; with 100% employer match about $143,200 at 4% or $95,467 at 6%.
COMMUNITY HERITAGE FINANCIAL EMPLOYEE BENEFIT PLAN-0$296,694$2,222,461-
COMMUNITY HERITAGE FINANCIAL DENTAL AND VISION BENEFIT PLAN-194---
20202109$64,624$1,388,789$12,741iApproximate average salary by contribution assumption: employee only about $318,530 at 4% or $212,353 at 6%; with 50% employer match about $212,353 at 4% or $141,569 at 6%; with 100% employer match about $159,265 at 4% or $106,177 at 6%.
MIDDLETOWN VALLEY BANK EMPLOYEE MEDICAL PLAN-0$64,624$1,388,789-
COMMUNITY HERITAGE FINANCIAL DENTAL AND VISION BENEFIT PLAN-109---
2019184$3,310,122$630,375$7,504iApproximate average salary by contribution assumption: employee only about $187,612 at 4% or $125,074 at 6%; with 50% employer match about $125,074 at 4% or $83,383 at 6%; with 100% employer match about $93,806 at 4% or $62,537 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-84$3,310,122$630,375$7,504iApproximate average salary by contribution assumption: employee only about $187,612 at 4% or $125,074 at 6%; with 50% employer match about $125,074 at 4% or $83,383 at 6%; with 100% employer match about $93,806 at 4% or $62,537 at 6%.
2018273$2,751,942$1,378,028$18,877iApproximate average salary by contribution assumption: employee only about $471,927 at 4% or $314,618 at 6%; with 50% employer match about $314,618 at 4% or $209,746 at 6%; with 100% employer match about $235,964 at 4% or $157,309 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-73$2,599,179$531,967$7,287iApproximate average salary by contribution assumption: employee only about $182,180 at 4% or $121,454 at 6%; with 50% employer match about $121,454 at 4% or $80,969 at 6%; with 100% employer match about $91,090 at 4% or $60,727 at 6%.
MIDDLETOWN VALLEY BANK EMPLOYEE MEDICAL PLAN-0$152,763$846,061-
2017253$2,550,181$1,241,737$23,429iApproximate average salary by contribution assumption: employee only about $585,725 at 4% or $390,483 at 6%; with 50% employer match about $390,483 at 4% or $260,322 at 6%; with 100% employer match about $292,863 at 4% or $195,242 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-53$2,395,622$426,288$8,043iApproximate average salary by contribution assumption: employee only about $201,079 at 4% or $134,053 at 6%; with 50% employer match about $134,053 at 4% or $89,369 at 6%; with 100% employer match about $100,540 at 4% or $67,026 at 6%.
MIDDLETOWN VALLEY BANK EMPLOYEE MEDICAL PLAN-0$154,559$815,449-
2016246$1,901,873$782,126$17,003iApproximate average salary by contribution assumption: employee only about $425,068 at 4% or $283,379 at 6%; with 50% employer match about $283,379 at 4% or $188,919 at 6%; with 100% employer match about $212,534 at 4% or $141,689 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-46$1,774,422$278,624$6,057iApproximate average salary by contribution assumption: employee only about $151,426 at 4% or $100,951 at 6%; with 50% employer match about $100,951 at 4% or $67,300 at 6%; with 100% employer match about $75,713 at 4% or $50,475 at 6%.
MIDDLETOWN VALLEY BANK EMPLOYEE MEDICAL PLAN-0$127,451$503,502-
2015242$1,656,207$775,526$18,465iApproximate average salary by contribution assumption: employee only about $461,623 at 4% or $307,748 at 6%; with 50% employer match about $307,748 at 4% or $205,166 at 6%; with 100% employer match about $230,811 at 4% or $153,874 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-42$1,555,374$250,251$5,958iApproximate average salary by contribution assumption: employee only about $148,959 at 4% or $99,306 at 6%; with 50% employer match about $99,306 at 4% or $66,204 at 6%; with 100% employer match about $74,479 at 4% or $49,653 at 6%.
MIDDLETOWN VALLEY BANK EMPLOYEE MEDICAL PLAN-0$100,833$525,275-
2014248$1,416,562$866,023$18,042iApproximate average salary by contribution assumption: employee only about $451,054 at 4% or $300,702 at 6%; with 50% employer match about $300,702 at 4% or $200,468 at 6%; with 100% employer match about $225,527 at 4% or $150,351 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-48$1,415,160$327,454$6,822iApproximate average salary by contribution assumption: employee only about $170,549 at 4% or $113,699 at 6%; with 50% employer match about $113,699 at 4% or $75,800 at 6%; with 100% employer match about $85,274 at 4% or $56,850 at 6%.
MIDDLETOWN VALLEY BANK EMPLOYEE MEDICAL PLAN-0$1,402$538,569-
2013141$1,285,866$73,983$1,804iApproximate average salary by contribution assumption: employee only about $45,112 at 4% or $30,074 at 6%; with 50% employer match about $30,074 at 4% or $20,050 at 6%; with 100% employer match about $22,556 at 4% or $15,037 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-41$1,285,866$73,983$1,804iApproximate average salary by contribution assumption: employee only about $45,112 at 4% or $30,074 at 6%; with 50% employer match about $30,074 at 4% or $20,050 at 6%; with 100% employer match about $22,556 at 4% or $15,037 at 6%.
2012133$1,655,134$125,325$3,798iApproximate average salary by contribution assumption: employee only about $94,943 at 4% or $63,295 at 6%; with 50% employer match about $63,295 at 4% or $42,197 at 6%; with 100% employer match about $47,472 at 4% or $31,648 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-33$1,655,134$125,325$3,798iApproximate average salary by contribution assumption: employee only about $94,943 at 4% or $63,295 at 6%; with 50% employer match about $63,295 at 4% or $42,197 at 6%; with 100% employer match about $47,472 at 4% or $31,648 at 6%.
2011131$1,426,407$96,982$3,128iApproximate average salary by contribution assumption: employee only about $78,211 at 4% or $52,141 at 6%; with 50% employer match about $52,141 at 4% or $34,761 at 6%; with 100% employer match about $39,106 at 4% or $26,070 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-31$1,426,407$96,982$3,128iApproximate average salary by contribution assumption: employee only about $78,211 at 4% or $52,141 at 6%; with 50% employer match about $52,141 at 4% or $34,761 at 6%; with 100% employer match about $39,106 at 4% or $26,070 at 6%.
2010132$1,423,089$86,480$2,703iApproximate average salary by contribution assumption: employee only about $67,563 at 4% or $45,042 at 6%; with 50% employer match about $45,042 at 4% or $30,028 at 6%; with 100% employer match about $33,781 at 4% or $22,521 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-32$1,423,089$86,480$2,703iApproximate average salary by contribution assumption: employee only about $67,563 at 4% or $45,042 at 6%; with 50% employer match about $45,042 at 4% or $30,028 at 6%; with 100% employer match about $33,781 at 4% or $22,521 at 6%.
2009133$1,204,622$90,940$2,756iApproximate average salary by contribution assumption: employee only about $68,894 at 4% or $45,929 at 6%; with 50% employer match about $45,929 at 4% or $30,620 at 6%; with 100% employer match about $34,447 at 4% or $22,965 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-33$1,204,622$90,940$2,756iApproximate average salary by contribution assumption: employee only about $68,894 at 4% or $45,929 at 6%; with 50% employer match about $45,929 at 4% or $30,620 at 6%; with 100% employer match about $34,447 at 4% or $22,965 at 6%.
2008131$1,000,754$101,367$3,270iApproximate average salary by contribution assumption: employee only about $81,748 at 4% or $54,498 at 6%; with 50% employer match about $54,498 at 4% or $36,332 at 6%; with 100% employer match about $40,874 at 4% or $27,249 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-31$1,000,754$101,367$3,270iApproximate average salary by contribution assumption: employee only about $81,748 at 4% or $54,498 at 6%; with 50% employer match about $54,498 at 4% or $36,332 at 6%; with 100% employer match about $40,874 at 4% or $27,249 at 6%.
2007133$1,465,065$105,445$3,195iApproximate average salary by contribution assumption: employee only about $79,883 at 4% or $53,255 at 6%; with 50% employer match about $53,255 at 4% or $35,503 at 6%; with 100% employer match about $39,941 at 4% or $26,628 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-33$1,465,065$105,445$3,195iApproximate average salary by contribution assumption: employee only about $79,883 at 4% or $53,255 at 6%; with 50% employer match about $53,255 at 4% or $35,503 at 6%; with 100% employer match about $39,941 at 4% or $26,628 at 6%.
2006135$1,258,751$99,935$2,855iApproximate average salary by contribution assumption: employee only about $71,382 at 4% or $47,588 at 6%; with 50% employer match about $47,588 at 4% or $31,725 at 6%; with 100% employer match about $35,691 at 4% or $23,794 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-35$1,258,751$99,935$2,855iApproximate average salary by contribution assumption: employee only about $71,382 at 4% or $47,588 at 6%; with 50% employer match about $47,588 at 4% or $31,725 at 6%; with 100% employer match about $35,691 at 4% or $23,794 at 6%.
2005136$1,082,949$84,252$2,340iApproximate average salary by contribution assumption: employee only about $58,508 at 4% or $39,006 at 6%; with 50% employer match about $39,006 at 4% or $26,004 at 6%; with 100% employer match about $29,254 at 4% or $19,503 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-36$1,082,949$84,252$2,340iApproximate average salary by contribution assumption: employee only about $58,508 at 4% or $39,006 at 6%; with 50% employer match about $39,006 at 4% or $26,004 at 6%; with 100% employer match about $29,254 at 4% or $19,503 at 6%.
2004134$955,384$67,682$1,991iApproximate average salary by contribution assumption: employee only about $49,766 at 4% or $33,177 at 6%; with 50% employer match about $33,177 at 4% or $22,118 at 6%; with 100% employer match about $24,883 at 4% or $16,589 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-34$955,384$67,682$1,991iApproximate average salary by contribution assumption: employee only about $49,766 at 4% or $33,177 at 6%; with 50% employer match about $33,177 at 4% or $22,118 at 6%; with 100% employer match about $24,883 at 4% or $16,589 at 6%.
2003136$815,673$69,648$1,935iApproximate average salary by contribution assumption: employee only about $48,367 at 4% or $32,244 at 6%; with 50% employer match about $32,244 at 4% or $21,496 at 6%; with 100% employer match about $24,183 at 4% or $16,122 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-36$815,673$69,648$1,935iApproximate average salary by contribution assumption: employee only about $48,367 at 4% or $32,244 at 6%; with 50% employer match about $32,244 at 4% or $21,496 at 6%; with 100% employer match about $24,183 at 4% or $16,122 at 6%.
2002136$609,786$70,479$1,958iApproximate average salary by contribution assumption: employee only about $48,944 at 4% or $32,629 at 6%; with 50% employer match about $32,629 at 4% or $21,753 at 6%; with 100% employer match about $24,472 at 4% or $16,315 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-36$609,786$70,479$1,958iApproximate average salary by contribution assumption: employee only about $48,944 at 4% or $32,629 at 6%; with 50% employer match about $32,629 at 4% or $21,753 at 6%; with 100% employer match about $24,472 at 4% or $16,315 at 6%.
2001141$701,497$81,782$1,995iApproximate average salary by contribution assumption: employee only about $49,867 at 4% or $33,245 at 6%; with 50% employer match about $33,245 at 4% or $22,163 at 6%; with 100% employer match about $24,934 at 4% or $16,622 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-41$701,497$81,782$1,995iApproximate average salary by contribution assumption: employee only about $49,867 at 4% or $33,245 at 6%; with 50% employer match about $33,245 at 4% or $22,163 at 6%; with 100% employer match about $24,934 at 4% or $16,622 at 6%.
2000145$0$0-
Middletown Valley Bank 401 K Profit Sharing Plan-45---
1999143$822,709$60,023$1,396iApproximate average salary by contribution assumption: employee only about $34,897 at 4% or $23,265 at 6%; with 50% employer match about $23,265 at 4% or $15,510 at 6%; with 100% employer match about $17,449 at 4% or $11,632 at 6%.
Middletown Valley Bank 401 K Profit Sharing Plan-43$822,709$60,023$1,396iApproximate average salary by contribution assumption: employee only about $34,897 at 4% or $23,265 at 6%; with 50% employer match about $23,265 at 4% or $15,510 at 6%; with 100% employer match about $17,449 at 4% or $11,632 at 6%.