Civic Intelligence

EDUCATION SERVICES

Plan context: HERITAGE ACADEMY 401(K) PLAN

EIN 57-1002951 • Howey-in-the-hills, FL • 18 filings • 2 plans

26945 Bella Vista DriveHowey-in-the-hills, FL 34737
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$135,256

2025 Contributions

$350

Historical Graphs

Total Assets Over Time

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

$1,040,736$520,368$0201020172024YearValue
$135,256Latest year 2024

Participants Over Time

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

123620200620162024YearValue
11Latest 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
202510$0$0-
HERITAGE ACADEMY 401(K) PLAN-0$0--
2024111$135,256$0-
HERITAGE ACADEMY 401(K) PLAN-11$135,256--
2023112$130,923$0-
HERITAGE ACADEMY 401(K) PLAN-12$130,923--
2022112$127,484$350$29iApproximate average salary by contribution assumption: employee only about $729 at 4% or $486 at 6%; with 50% employer match about $486 at 4% or $324 at 6%; with 100% employer match about $365 at 4% or $243 at 6%.
HERITAGE ACADEMY 401(K) PLAN-12$127,484$350$29iApproximate average salary by contribution assumption: employee only about $729 at 4% or $486 at 6%; with 50% employer match about $486 at 4% or $324 at 6%; with 100% employer match about $365 at 4% or $243 at 6%.
2021112$161,921$40,756$3,396iApproximate average salary by contribution assumption: employee only about $84,908 at 4% or $56,606 at 6%; with 50% employer match about $56,606 at 4% or $37,737 at 6%; with 100% employer match about $42,454 at 4% or $28,303 at 6%.
HERITAGE ACADEMY 401(K) PLAN-12$161,921$40,756$3,396iApproximate average salary by contribution assumption: employee only about $84,908 at 4% or $56,606 at 6%; with 50% employer match about $56,606 at 4% or $37,737 at 6%; with 100% employer match about $42,454 at 4% or $28,303 at 6%.
2020169$1,040,736$68,863$998iApproximate average salary by contribution assumption: employee only about $24,950 at 4% or $16,634 at 6%; with 50% employer match about $16,634 at 4% or $11,089 at 6%; with 100% employer match about $12,475 at 4% or $8,317 at 6%.
HERITAGE ACADEMY 401(K) PLAN-69$1,040,736$68,863$998iApproximate average salary by contribution assumption: employee only about $24,950 at 4% or $16,634 at 6%; with 50% employer match about $16,634 at 4% or $11,089 at 6%; with 100% employer match about $12,475 at 4% or $8,317 at 6%.
20191123$728,620$72,756$592iApproximate average salary by contribution assumption: employee only about $14,788 at 4% or $9,859 at 6%; with 50% employer match about $9,859 at 4% or $6,572 at 6%; with 100% employer match about $7,394 at 4% or $4,929 at 6%.
HERITAGE ACADEMY 401(K) PLAN-123$728,620$72,756$592iApproximate average salary by contribution assumption: employee only about $14,788 at 4% or $9,859 at 6%; with 50% employer match about $9,859 at 4% or $6,572 at 6%; with 100% employer match about $7,394 at 4% or $4,929 at 6%.
201810$605,327$93,294-
HERITAGE ACADEMY 401(K) PLAN-0$605,327$93,294-
2017124$541,300$80,607$3,359iApproximate average salary by contribution assumption: employee only about $83,966 at 4% or $55,977 at 6%; with 50% employer match about $55,977 at 4% or $37,318 at 6%; with 100% employer match about $41,983 at 4% or $27,989 at 6%.
HERITAGE ACADEMY 401(K) PLAN-24$541,300$80,607$3,359iApproximate average salary by contribution assumption: employee only about $83,966 at 4% or $55,977 at 6%; with 50% employer match about $55,977 at 4% or $37,318 at 6%; with 100% employer match about $41,983 at 4% or $27,989 at 6%.
2016130$625,490$83,956$2,799iApproximate average salary by contribution assumption: employee only about $69,963 at 4% or $46,642 at 6%; with 50% employer match about $46,642 at 4% or $31,095 at 6%; with 100% employer match about $34,982 at 4% or $23,321 at 6%.
HERITAGE ACADEMY 401(K) PLAN-30$625,490$83,956$2,799iApproximate average salary by contribution assumption: employee only about $69,963 at 4% or $46,642 at 6%; with 50% employer match about $46,642 at 4% or $31,095 at 6%; with 100% employer match about $34,982 at 4% or $23,321 at 6%.
2015129$542,654$28,514$983iApproximate average salary by contribution assumption: employee only about $24,581 at 4% or $16,387 at 6%; with 50% employer match about $16,387 at 4% or $10,925 at 6%; with 100% employer match about $12,291 at 4% or $8,194 at 6%.
HERITAGE ACADEMY 401(K) PLAN-29$542,654$28,514$983iApproximate average salary by contribution assumption: employee only about $24,581 at 4% or $16,387 at 6%; with 50% employer match about $16,387 at 4% or $10,925 at 6%; with 100% employer match about $12,291 at 4% or $8,194 at 6%.
201417$131,856$26,172$3,739iApproximate average salary by contribution assumption: employee only about $93,471 at 4% or $62,314 at 6%; with 50% employer match about $62,314 at 4% or $41,543 at 6%; with 100% employer match about $46,736 at 4% or $31,157 at 6%.
EDUCATION SVCS DBA HERITAGE ACADEMY 401K PLAN-7$131,856$26,172$3,739iApproximate average salary by contribution assumption: employee only about $93,471 at 4% or $62,314 at 6%; with 50% employer match about $62,314 at 4% or $41,543 at 6%; with 100% employer match about $46,736 at 4% or $31,157 at 6%.
201317$99,962$15,753$2,250iApproximate average salary by contribution assumption: employee only about $56,261 at 4% or $37,507 at 6%; with 50% employer match about $37,507 at 4% or $25,005 at 6%; with 100% employer match about $28,130 at 4% or $18,754 at 6%.
EDUCATION SVCS DBA HERITAGE ACADEMY 401K PLAN-7$99,962$15,753$2,250iApproximate average salary by contribution assumption: employee only about $56,261 at 4% or $37,507 at 6%; with 50% employer match about $37,507 at 4% or $25,005 at 6%; with 100% employer match about $28,130 at 4% or $18,754 at 6%.
201218$93,529$9,652$1,207iApproximate average salary by contribution assumption: employee only about $30,163 at 4% or $20,108 at 6%; with 50% employer match about $20,108 at 4% or $13,406 at 6%; with 100% employer match about $15,081 at 4% or $10,054 at 6%.
EDUCATION SVCS DBA HERITAGE ACADEMY 401K PLAN-8$93,529$9,652$1,207iApproximate average salary by contribution assumption: employee only about $30,163 at 4% or $20,108 at 6%; with 50% employer match about $20,108 at 4% or $13,406 at 6%; with 100% employer match about $15,081 at 4% or $10,054 at 6%.
201118$75,555$14,106$1,763iApproximate average salary by contribution assumption: employee only about $44,081 at 4% or $29,388 at 6%; with 50% employer match about $29,388 at 4% or $19,592 at 6%; with 100% employer match about $22,041 at 4% or $14,694 at 6%.
EDUCATION SVCS DBA HERITAGE ACADEMY 401K PLAN-8$75,555$14,106$1,763iApproximate average salary by contribution assumption: employee only about $44,081 at 4% or $29,388 at 6%; with 50% employer match about $29,388 at 4% or $19,592 at 6%; with 100% employer match about $22,041 at 4% or $14,694 at 6%.
201018$67,172$15,590$1,949iApproximate average salary by contribution assumption: employee only about $48,719 at 4% or $32,479 at 6%; with 50% employer match about $32,479 at 4% or $21,653 at 6%; with 100% employer match about $24,359 at 4% or $16,240 at 6%.
EDUCATION SVCS DBA HERITAGE ACADEMY 401K PLAN-8$67,172$15,590$1,949iApproximate average salary by contribution assumption: employee only about $48,719 at 4% or $32,479 at 6%; with 50% employer match about $32,479 at 4% or $21,653 at 6%; with 100% employer match about $24,359 at 4% or $16,240 at 6%.
2007140$0$0-
EDUCATION SVCS DBA HERITAGE ACADEMY 401K PLAN-40---
2006135$0$0-
EDUCATION SVCS DBA HERITAGE ACADEMY 401K PLAN-35---