Civic Intelligence

Heritage Site Development Inc

Plan context: Heritage Site Development Inc 401(K) Plan

EIN 54-1561133 • Berryville, VA • 23 filings • 3 plans

20 Cattleman's LaneBerryville, VA 22611
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$639,800

2024 Contributions

$155,991

Historical Graphs

Total Assets Over Time

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

$639,800$319,900$0200220142024YearValue
$639,800Latest year 2024

Participants Over Time

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

31160200220132024YearValue
20Latest 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
2024120$639,800$155,991$7,800iApproximate average salary by contribution assumption: employee only about $194,989 at 4% or $129,993 at 6%; with 50% employer match about $129,993 at 4% or $86,662 at 6%; with 100% employer match about $97,494 at 4% or $64,996 at 6%.
Heritage Site Development Inc 401(K) Plan-20$639,800$155,991$7,800iApproximate average salary by contribution assumption: employee only about $194,989 at 4% or $129,993 at 6%; with 50% employer match about $129,993 at 4% or $86,662 at 6%; with 100% employer match about $97,494 at 4% or $64,996 at 6%.
2023117$456,378$140,738$8,279iApproximate average salary by contribution assumption: employee only about $206,968 at 4% or $137,978 at 6%; with 50% employer match about $137,978 at 4% or $91,986 at 6%; with 100% employer match about $103,484 at 4% or $68,989 at 6%.
Heritage Site Development Inc 401(K) Plan-17$456,378$140,738$8,279iApproximate average salary by contribution assumption: employee only about $206,968 at 4% or $137,978 at 6%; with 50% employer match about $137,978 at 4% or $91,986 at 6%; with 100% employer match about $103,484 at 4% or $68,989 at 6%.
2022116$273,760$138,397$8,650iApproximate average salary by contribution assumption: employee only about $216,245 at 4% or $144,164 at 6%; with 50% employer match about $144,164 at 4% or $96,109 at 6%; with 100% employer match about $108,123 at 4% or $72,082 at 6%.
Heritage Site Development Inc 401(K) Plan-16$273,760$138,397$8,650iApproximate average salary by contribution assumption: employee only about $216,245 at 4% or $144,164 at 6%; with 50% employer match about $144,164 at 4% or $96,109 at 6%; with 100% employer match about $108,123 at 4% or $72,082 at 6%.
2021115$330,122$60,306$4,020iApproximate average salary by contribution assumption: employee only about $100,510 at 4% or $67,007 at 6%; with 50% employer match about $67,007 at 4% or $44,671 at 6%; with 100% employer match about $50,255 at 4% or $33,503 at 6%.
Heritage Site Development Inc 401(K) Plan-15$330,122$60,306$4,020iApproximate average salary by contribution assumption: employee only about $100,510 at 4% or $67,007 at 6%; with 50% employer match about $67,007 at 4% or $44,671 at 6%; with 100% employer match about $50,255 at 4% or $33,503 at 6%.
2020117$306,235$41,968$2,469iApproximate average salary by contribution assumption: employee only about $61,718 at 4% or $41,145 at 6%; with 50% employer match about $41,145 at 4% or $27,430 at 6%; with 100% employer match about $30,859 at 4% or $20,573 at 6%.
Heritage Site Development Inc 401(K) Plan-17$306,235$41,968$2,469iApproximate average salary by contribution assumption: employee only about $61,718 at 4% or $41,145 at 6%; with 50% employer match about $41,145 at 4% or $27,430 at 6%; with 100% employer match about $30,859 at 4% or $20,573 at 6%.
2019117$290,495$61,176$3,599iApproximate average salary by contribution assumption: employee only about $89,965 at 4% or $59,976 at 6%; with 50% employer match about $59,976 at 4% or $39,984 at 6%; with 100% employer match about $44,982 at 4% or $29,988 at 6%.
Heritage Site Development Inc 401(K) Plan-17$290,495$61,176$3,599iApproximate average salary by contribution assumption: employee only about $89,965 at 4% or $59,976 at 6%; with 50% employer match about $59,976 at 4% or $39,984 at 6%; with 100% employer match about $44,982 at 4% or $29,988 at 6%.
2018119$292,241$62,313$3,280iApproximate average salary by contribution assumption: employee only about $81,991 at 4% or $54,661 at 6%; with 50% employer match about $54,661 at 4% or $36,440 at 6%; with 100% employer match about $40,995 at 4% or $27,330 at 6%.
Heritage Site Development Inc 401(K) Plan-19$292,241$62,313$3,280iApproximate average salary by contribution assumption: employee only about $81,991 at 4% or $54,661 at 6%; with 50% employer match about $54,661 at 4% or $36,440 at 6%; with 100% employer match about $40,995 at 4% or $27,330 at 6%.
2017119$301,084$46,995$2,473iApproximate average salary by contribution assumption: employee only about $61,836 at 4% or $41,224 at 6%; with 50% employer match about $41,224 at 4% or $27,482 at 6%; with 100% employer match about $30,918 at 4% or $20,612 at 6%.
Heritage Site Development Inc 401(K) Plan-19$301,084$46,995$2,473iApproximate average salary by contribution assumption: employee only about $61,836 at 4% or $41,224 at 6%; with 50% employer match about $41,224 at 4% or $27,482 at 6%; with 100% employer match about $30,918 at 4% or $20,612 at 6%.
2016117$273,904$36,502$2,147iApproximate average salary by contribution assumption: employee only about $53,679 at 4% or $35,786 at 6%; with 50% employer match about $35,786 at 4% or $23,858 at 6%; with 100% employer match about $26,840 at 4% or $17,893 at 6%.
Heritage Site Development Inc 401(K) Plan-17$273,904$36,502$2,147iApproximate average salary by contribution assumption: employee only about $53,679 at 4% or $35,786 at 6%; with 50% employer match about $35,786 at 4% or $23,858 at 6%; with 100% employer match about $26,840 at 4% or $17,893 at 6%.
201519$224,665$16,920$1,880iApproximate average salary by contribution assumption: employee only about $47,000 at 4% or $31,333 at 6%; with 50% employer match about $31,333 at 4% or $20,889 at 6%; with 100% employer match about $23,500 at 4% or $15,667 at 6%.
Heritage Site Development Inc 401(K) Plan-9$224,665$16,920$1,880iApproximate average salary by contribution assumption: employee only about $47,000 at 4% or $31,333 at 6%; with 50% employer match about $31,333 at 4% or $20,889 at 6%; with 100% employer match about $23,500 at 4% or $15,667 at 6%.
201417$214,835$12,883$1,840iApproximate average salary by contribution assumption: employee only about $46,011 at 4% or $30,674 at 6%; with 50% employer match about $30,674 at 4% or $20,449 at 6%; with 100% employer match about $23,005 at 4% or $15,337 at 6%.
Heritage Site Development Inc 401(K) Plan-7$214,835$12,883$1,840iApproximate average salary by contribution assumption: employee only about $46,011 at 4% or $30,674 at 6%; with 50% employer match about $30,674 at 4% or $20,449 at 6%; with 100% employer match about $23,005 at 4% or $15,337 at 6%.
201317$193,307$13,710$1,959iApproximate average salary by contribution assumption: employee only about $48,964 at 4% or $32,643 at 6%; with 50% employer match about $32,643 at 4% or $21,762 at 6%; with 100% employer match about $24,482 at 4% or $16,321 at 6%.
Heritage Site Development Inc 401(K) Plan-7$193,307$13,710$1,959iApproximate average salary by contribution assumption: employee only about $48,964 at 4% or $32,643 at 6%; with 50% employer match about $32,643 at 4% or $21,762 at 6%; with 100% employer match about $24,482 at 4% or $16,321 at 6%.
201218$176,590$18,035$2,254iApproximate average salary by contribution assumption: employee only about $56,359 at 4% or $37,573 at 6%; with 50% employer match about $37,573 at 4% or $25,049 at 6%; with 100% employer match about $28,180 at 4% or $18,786 at 6%.
Heritage Site Development Inc 401(K) Plan-8$176,590$18,035$2,254iApproximate average salary by contribution assumption: employee only about $56,359 at 4% or $37,573 at 6%; with 50% employer match about $37,573 at 4% or $25,049 at 6%; with 100% employer match about $28,180 at 4% or $18,786 at 6%.
201119$166,466$24,199$2,689iApproximate average salary by contribution assumption: employee only about $67,219 at 4% or $44,813 at 6%; with 50% employer match about $44,813 at 4% or $29,875 at 6%; with 100% employer match about $33,610 at 4% or $22,406 at 6%.
Heritage Site Development Inc 401(K) Plan-9$166,466$24,199$2,689iApproximate average salary by contribution assumption: employee only about $67,219 at 4% or $44,813 at 6%; with 50% employer match about $44,813 at 4% or $29,875 at 6%; with 100% employer match about $33,610 at 4% or $22,406 at 6%.
2010111$169,134$19,684$1,789iApproximate average salary by contribution assumption: employee only about $44,736 at 4% or $29,824 at 6%; with 50% employer match about $29,824 at 4% or $19,883 at 6%; with 100% employer match about $22,368 at 4% or $14,912 at 6%.
Heritage Site Development Inc 401(K) Plan-11$169,134$19,684$1,789iApproximate average salary by contribution assumption: employee only about $44,736 at 4% or $29,824 at 6%; with 50% employer match about $29,824 at 4% or $19,883 at 6%; with 100% employer match about $22,368 at 4% or $14,912 at 6%.
2009111$155,311$11,173$1,016iApproximate average salary by contribution assumption: employee only about $25,393 at 4% or $16,929 at 6%; with 50% employer match about $16,929 at 4% or $11,286 at 6%; with 100% employer match about $12,697 at 4% or $8,464 at 6%.
Heritage Site Development Inc 401(K) Plan-11$155,311$11,173$1,016iApproximate average salary by contribution assumption: employee only about $25,393 at 4% or $16,929 at 6%; with 50% employer match about $16,929 at 4% or $11,286 at 6%; with 100% employer match about $12,697 at 4% or $8,464 at 6%.
2008121$133,586$38,906$1,853iApproximate average salary by contribution assumption: employee only about $46,317 at 4% or $30,878 at 6%; with 50% employer match about $30,878 at 4% or $20,585 at 6%; with 100% employer match about $23,158 at 4% or $15,439 at 6%.
Heritage Site Development Inc 401(K) Plan-21$133,586$38,906$1,853iApproximate average salary by contribution assumption: employee only about $46,317 at 4% or $30,878 at 6%; with 50% employer match about $30,878 at 4% or $20,585 at 6%; with 100% employer match about $23,158 at 4% or $15,439 at 6%.
2007121$0$0-
Heritage Site Development Inc 401(K) Plan-21---
2006128$131,994$38,375$1,371iApproximate average salary by contribution assumption: employee only about $34,263 at 4% or $22,842 at 6%; with 50% employer match about $22,842 at 4% or $15,228 at 6%; with 100% employer match about $17,132 at 4% or $11,421 at 6%.
Heritage Site Development Inc 401(K) Plan-28$131,994$38,375$1,371iApproximate average salary by contribution assumption: employee only about $34,263 at 4% or $22,842 at 6%; with 50% employer match about $22,842 at 4% or $15,228 at 6%; with 100% employer match about $17,132 at 4% or $11,421 at 6%.
2005131$112,553$32,015$1,033iApproximate average salary by contribution assumption: employee only about $25,819 at 4% or $17,212 at 6%; with 50% employer match about $17,212 at 4% or $11,475 at 6%; with 100% employer match about $12,909 at 4% or $8,606 at 6%.
Heritage Site Development Inc 401(K) Plan-31$112,553$32,015$1,033iApproximate average salary by contribution assumption: employee only about $25,819 at 4% or $17,212 at 6%; with 50% employer match about $17,212 at 4% or $11,475 at 6%; with 100% employer match about $12,909 at 4% or $8,606 at 6%.
2004124$78,342$33,671$1,403iApproximate average salary by contribution assumption: employee only about $35,074 at 4% or $23,383 at 6%; with 50% employer match about $23,383 at 4% or $15,588 at 6%; with 100% employer match about $17,537 at 4% or $11,691 at 6%.
Heritage Site Development Inc 401(K) Plan-24$78,342$33,671$1,403iApproximate average salary by contribution assumption: employee only about $35,074 at 4% or $23,383 at 6%; with 50% employer match about $23,383 at 4% or $15,588 at 6%; with 100% employer match about $17,537 at 4% or $11,691 at 6%.
2003120$48,208$44,964$2,248iApproximate average salary by contribution assumption: employee only about $56,205 at 4% or $37,470 at 6%; with 50% employer match about $37,470 at 4% or $24,980 at 6%; with 100% employer match about $28,102 at 4% or $18,735 at 6%.
Heritage Site Development Inc 401(K) Plan-20$48,208$44,964$2,248iApproximate average salary by contribution assumption: employee only about $56,205 at 4% or $37,470 at 6%; with 50% employer match about $37,470 at 4% or $24,980 at 6%; with 100% employer match about $28,102 at 4% or $18,735 at 6%.
2002114$918$918$66iApproximate average salary by contribution assumption: employee only about $1,639 at 4% or $1,093 at 6%; with 50% employer match about $1,093 at 4% or $729 at 6%; with 100% employer match about $820 at 4% or $546 at 6%.
Heritage Site Development Inc 401(K) Plan-14$918$918$66iApproximate average salary by contribution assumption: employee only about $1,639 at 4% or $1,093 at 6%; with 50% employer match about $1,093 at 4% or $729 at 6%; with 100% employer match about $820 at 4% or $546 at 6%.