Civic Intelligence

The Heritage Store Inc

Plan context: The Heritage Store Inc 401(K) Profit Sharing Plan & Trust

EIN 54-0853840 • Virginia Beach, VA • 26 filings • 5 plans

984 Laskin RdVirginia Beach, VA 23451-3905
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$341,437

2025 Contributions

$6,778

Historical Graphs

Total Assets Over Time

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

$503,243$251,622$0199920132025YearValue
$341,437Latest year 2025

Participants Over Time

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

106530199920132025YearValue
6Latest 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
202516$341,437$6,778$1,130iApproximate average salary by contribution assumption: employee only about $28,242 at 4% or $18,828 at 6%; with 50% employer match about $18,828 at 4% or $12,552 at 6%; with 100% employer match about $14,121 at 4% or $9,414 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-6$341,437$6,778$1,130iApproximate average salary by contribution assumption: employee only about $28,242 at 4% or $18,828 at 6%; with 50% employer match about $18,828 at 4% or $12,552 at 6%; with 100% employer match about $14,121 at 4% or $9,414 at 6%.
202416$296,841$6,700$1,117iApproximate average salary by contribution assumption: employee only about $27,917 at 4% or $18,611 at 6%; with 50% employer match about $18,611 at 4% or $12,407 at 6%; with 100% employer match about $13,958 at 4% or $9,306 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-6$296,841$6,700$1,117iApproximate average salary by contribution assumption: employee only about $27,917 at 4% or $18,611 at 6%; with 50% employer match about $18,611 at 4% or $12,407 at 6%; with 100% employer match about $13,958 at 4% or $9,306 at 6%.
202316$265,574$152$25iApproximate average salary by contribution assumption: employee only about $633 at 4% or $422 at 6%; with 50% employer match about $422 at 4% or $281 at 6%; with 100% employer match about $317 at 4% or $211 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-6$265,574$152$25iApproximate average salary by contribution assumption: employee only about $633 at 4% or $422 at 6%; with 50% employer match about $422 at 4% or $281 at 6%; with 100% employer match about $317 at 4% or $211 at 6%.
202216$235,423$4,693$782iApproximate average salary by contribution assumption: employee only about $19,554 at 4% or $13,036 at 6%; with 50% employer match about $13,036 at 4% or $8,691 at 6%; with 100% employer match about $9,777 at 4% or $6,518 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-6$235,423$4,693$782iApproximate average salary by contribution assumption: employee only about $19,554 at 4% or $13,036 at 6%; with 50% employer match about $13,036 at 4% or $8,691 at 6%; with 100% employer match about $9,777 at 4% or $6,518 at 6%.
202117$273,037$4,705$672iApproximate average salary by contribution assumption: employee only about $16,804 at 4% or $11,202 at 6%; with 50% employer match about $11,202 at 4% or $7,468 at 6%; with 100% employer match about $8,402 at 4% or $5,601 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-7$273,037$4,705$672iApproximate average salary by contribution assumption: employee only about $16,804 at 4% or $11,202 at 6%; with 50% employer match about $11,202 at 4% or $7,468 at 6%; with 100% employer match about $8,402 at 4% or $5,601 at 6%.
2020121$249,811$4,955$236iApproximate average salary by contribution assumption: employee only about $5,899 at 4% or $3,933 at 6%; with 50% employer match about $3,933 at 4% or $2,622 at 6%; with 100% employer match about $2,949 at 4% or $1,966 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-21$249,811$4,955$236iApproximate average salary by contribution assumption: employee only about $5,899 at 4% or $3,933 at 6%; with 50% employer match about $3,933 at 4% or $2,622 at 6%; with 100% employer match about $2,949 at 4% or $1,966 at 6%.
2019122$199,887$5,014$228iApproximate average salary by contribution assumption: employee only about $5,698 at 4% or $3,798 at 6%; with 50% employer match about $3,798 at 4% or $2,532 at 6%; with 100% employer match about $2,849 at 4% or $1,899 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-22$199,887$5,014$228iApproximate average salary by contribution assumption: employee only about $5,698 at 4% or $3,798 at 6%; with 50% employer match about $3,798 at 4% or $2,532 at 6%; with 100% employer match about $2,849 at 4% or $1,899 at 6%.
2018110$155,017$4,726$473iApproximate average salary by contribution assumption: employee only about $11,815 at 4% or $7,877 at 6%; with 50% employer match about $7,877 at 4% or $5,251 at 6%; with 100% employer match about $5,908 at 4% or $3,938 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-10$155,017$4,726$473iApproximate average salary by contribution assumption: employee only about $11,815 at 4% or $7,877 at 6%; with 50% employer match about $7,877 at 4% or $5,251 at 6%; with 100% employer match about $5,908 at 4% or $3,938 at 6%.
2017118$179,625$4,783$266iApproximate average salary by contribution assumption: employee only about $6,643 at 4% or $4,429 at 6%; with 50% employer match about $4,429 at 4% or $2,952 at 6%; with 100% employer match about $3,322 at 4% or $2,214 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-18$179,625$4,783$266iApproximate average salary by contribution assumption: employee only about $6,643 at 4% or $4,429 at 6%; with 50% employer match about $4,429 at 4% or $2,952 at 6%; with 100% employer match about $3,322 at 4% or $2,214 at 6%.
201619$171,748$7,780$864iApproximate average salary by contribution assumption: employee only about $21,611 at 4% or $14,407 at 6%; with 50% employer match about $14,407 at 4% or $9,605 at 6%; with 100% employer match about $10,806 at 4% or $7,204 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-9$171,748$7,780$864iApproximate average salary by contribution assumption: employee only about $21,611 at 4% or $14,407 at 6%; with 50% employer match about $14,407 at 4% or $9,605 at 6%; with 100% employer match about $10,806 at 4% or $7,204 at 6%.
2015120$163,732$13,028$651iApproximate average salary by contribution assumption: employee only about $16,285 at 4% or $10,857 at 6%; with 50% employer match about $10,857 at 4% or $7,238 at 6%; with 100% employer match about $8,143 at 4% or $5,428 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-20$163,732$13,028$651iApproximate average salary by contribution assumption: employee only about $16,285 at 4% or $10,857 at 6%; with 50% employer match about $10,857 at 4% or $7,238 at 6%; with 100% employer match about $8,143 at 4% or $5,428 at 6%.
2014127$180,395$26,889$996iApproximate average salary by contribution assumption: employee only about $24,897 at 4% or $16,598 at 6%; with 50% employer match about $16,598 at 4% or $11,065 at 6%; with 100% employer match about $12,449 at 4% or $8,299 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-27$180,395$26,889$996iApproximate average salary by contribution assumption: employee only about $24,897 at 4% or $16,598 at 6%; with 50% employer match about $16,598 at 4% or $11,065 at 6%; with 100% employer match about $12,449 at 4% or $8,299 at 6%.
2013134$218,827$61,529$1,810iApproximate average salary by contribution assumption: employee only about $45,242 at 4% or $30,161 at 6%; with 50% employer match about $30,161 at 4% or $20,108 at 6%; with 100% employer match about $22,621 at 4% or $15,081 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-34$218,827$61,529$1,810iApproximate average salary by contribution assumption: employee only about $45,242 at 4% or $30,161 at 6%; with 50% employer match about $30,161 at 4% or $20,108 at 6%; with 100% employer match about $22,621 at 4% or $15,081 at 6%.
2012141$382,474$34,140$833iApproximate average salary by contribution assumption: employee only about $20,817 at 4% or $13,878 at 6%; with 50% employer match about $13,878 at 4% or $9,252 at 6%; with 100% employer match about $10,409 at 4% or $6,939 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-41$382,474$34,140$833iApproximate average salary by contribution assumption: employee only about $20,817 at 4% or $13,878 at 6%; with 50% employer match about $13,878 at 4% or $9,252 at 6%; with 100% employer match about $10,409 at 4% or $6,939 at 6%.
2011149$434,957$34,405$702iApproximate average salary by contribution assumption: employee only about $17,554 at 4% or $11,702 at 6%; with 50% employer match about $11,702 at 4% or $7,802 at 6%; with 100% employer match about $8,777 at 4% or $5,851 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-49$434,957$34,405$702iApproximate average salary by contribution assumption: employee only about $17,554 at 4% or $11,702 at 6%; with 50% employer match about $11,702 at 4% or $7,802 at 6%; with 100% employer match about $8,777 at 4% or $5,851 at 6%.
2010168$503,243$57,904$852iApproximate average salary by contribution assumption: employee only about $21,288 at 4% or $14,192 at 6%; with 50% employer match about $14,192 at 4% or $9,461 at 6%; with 100% employer match about $10,644 at 4% or $7,096 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-68$503,243$57,904$852iApproximate average salary by contribution assumption: employee only about $21,288 at 4% or $14,192 at 6%; with 50% employer match about $14,192 at 4% or $9,461 at 6%; with 100% employer match about $10,644 at 4% or $7,096 at 6%.
2009179$469,696$91,281$1,155iApproximate average salary by contribution assumption: employee only about $28,886 at 4% or $19,258 at 6%; with 50% employer match about $19,258 at 4% or $12,838 at 6%; with 100% employer match about $14,443 at 4% or $9,629 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-79$469,696$91,281$1,155iApproximate average salary by contribution assumption: employee only about $28,886 at 4% or $19,258 at 6%; with 50% employer match about $19,258 at 4% or $12,838 at 6%; with 100% employer match about $14,443 at 4% or $9,629 at 6%.
20081106$290,194$48,654$459iApproximate average salary by contribution assumption: employee only about $11,475 at 4% or $7,650 at 6%; with 50% employer match about $7,650 at 4% or $5,100 at 6%; with 100% employer match about $5,738 at 4% or $3,825 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-106$290,194$48,654$459iApproximate average salary by contribution assumption: employee only about $11,475 at 4% or $7,650 at 6%; with 50% employer match about $7,650 at 4% or $5,100 at 6%; with 100% employer match about $5,738 at 4% or $3,825 at 6%.
2007182$441,711$51,563$629iApproximate average salary by contribution assumption: employee only about $15,720 at 4% or $10,480 at 6%; with 50% employer match about $10,480 at 4% or $6,987 at 6%; with 100% employer match about $7,860 at 4% or $5,240 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-82$441,711$51,563$629iApproximate average salary by contribution assumption: employee only about $15,720 at 4% or $10,480 at 6%; with 50% employer match about $10,480 at 4% or $6,987 at 6%; with 100% employer match about $7,860 at 4% or $5,240 at 6%.
2006171$419,195$44,869$632iApproximate average salary by contribution assumption: employee only about $15,799 at 4% or $10,533 at 6%; with 50% employer match about $10,533 at 4% or $7,022 at 6%; with 100% employer match about $7,899 at 4% or $5,266 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-71$419,195$44,869$632iApproximate average salary by contribution assumption: employee only about $15,799 at 4% or $10,533 at 6%; with 50% employer match about $10,533 at 4% or $7,022 at 6%; with 100% employer match about $7,899 at 4% or $5,266 at 6%.
2005171$331,946$54,994$775iApproximate average salary by contribution assumption: employee only about $19,364 at 4% or $12,909 at 6%; with 50% employer match about $12,909 at 4% or $8,606 at 6%; with 100% employer match about $9,682 at 4% or $6,455 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-71$331,946$54,994$775iApproximate average salary by contribution assumption: employee only about $19,364 at 4% or $12,909 at 6%; with 50% employer match about $12,909 at 4% or $8,606 at 6%; with 100% employer match about $9,682 at 4% or $6,455 at 6%.
2004168$258,917$63,661$936iApproximate average salary by contribution assumption: employee only about $23,405 at 4% or $15,603 at 6%; with 50% employer match about $15,603 at 4% or $10,402 at 6%; with 100% employer match about $11,702 at 4% or $7,802 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-68$258,917$63,661$936iApproximate average salary by contribution assumption: employee only about $23,405 at 4% or $15,603 at 6%; with 50% employer match about $15,603 at 4% or $10,402 at 6%; with 100% employer match about $11,702 at 4% or $7,802 at 6%.
2003176$195,422$43,189$568iApproximate average salary by contribution assumption: employee only about $14,207 at 4% or $9,471 at 6%; with 50% employer match about $9,471 at 4% or $6,314 at 6%; with 100% employer match about $7,103 at 4% or $4,736 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-76$195,422$43,189$568iApproximate average salary by contribution assumption: employee only about $14,207 at 4% or $9,471 at 6%; with 50% employer match about $9,471 at 4% or $6,314 at 6%; with 100% employer match about $7,103 at 4% or $4,736 at 6%.
2002177$124,031$43,506$565iApproximate average salary by contribution assumption: employee only about $14,125 at 4% or $9,417 at 6%; with 50% employer match about $9,417 at 4% or $6,278 at 6%; with 100% employer match about $7,063 at 4% or $4,708 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-77$124,031$43,506$565iApproximate average salary by contribution assumption: employee only about $14,125 at 4% or $9,417 at 6%; with 50% employer match about $9,417 at 4% or $6,278 at 6%; with 100% employer match about $7,063 at 4% or $4,708 at 6%.
2001157$0$0-
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-57---
1999156$86,065$43,507$777iApproximate average salary by contribution assumption: employee only about $19,423 at 4% or $12,949 at 6%; with 50% employer match about $12,949 at 4% or $8,632 at 6%; with 100% employer match about $9,711 at 4% or $6,474 at 6%.
The Heritage Store Inc 401(K) Profit Sharing Plan & Trust-56$86,065$43,507$777iApproximate average salary by contribution assumption: employee only about $19,423 at 4% or $12,949 at 6%; with 50% employer match about $12,949 at 4% or $8,632 at 6%; with 100% employer match about $9,711 at 4% or $6,474 at 6%.