Civic Intelligence

Heritage School

Plan context: Heritage School of Newnan Def Contr Retiremnt Plan

EIN 58-1077670 • Newnan, GA • 37 filings • 14 plans

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2093 Highway 29 NorthNewnan, GA 30263-3350
Current Snapshot

Latest Year

2024

2024 Participants

117

2024 Assets

$4,927,300

2024 Contributions

$323,932

Historical Graphs

Total Assets Over Time

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

$12,570,086$6,285,043$0200920172024YearValue
$4,927,300Latest year 2024

Participants Over Time

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

127640200920172024YearValue
117Latest 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
20241117$4,927,300$323,932$2,769iApproximate average salary by contribution assumption: employee only about $69,216 at 4% or $46,144 at 6%; with 50% employer match about $46,144 at 4% or $30,763 at 6%; with 100% employer match about $34,608 at 4% or $23,072 at 6%.
Heritage School of Newnan Def Contr Retiremnt Plan-117$4,927,300$323,932$2,769iApproximate average salary by contribution assumption: employee only about $69,216 at 4% or $46,144 at 6%; with 50% employer match about $46,144 at 4% or $30,763 at 6%; with 100% employer match about $34,608 at 4% or $23,072 at 6%.
20231113$4,916,414$317,364$2,809iApproximate average salary by contribution assumption: employee only about $70,213 at 4% or $46,809 at 6%; with 50% employer match about $46,809 at 4% or $31,206 at 6%; with 100% employer match about $35,107 at 4% or $23,404 at 6%.
Heritage School of Newnan Def Contr Retiremnt Plan-113$4,916,414$317,364$2,809iApproximate average salary by contribution assumption: employee only about $70,213 at 4% or $46,809 at 6%; with 50% employer match about $46,809 at 4% or $31,206 at 6%; with 100% employer match about $35,107 at 4% or $23,404 at 6%.
20221107$4,808,355$290,538$2,715iApproximate average salary by contribution assumption: employee only about $67,883 at 4% or $45,255 at 6%; with 50% employer match about $45,255 at 4% or $30,170 at 6%; with 100% employer match about $33,941 at 4% or $22,628 at 6%.
Heritage School of Newnan Def Contr Retiremnt Plan-107$4,808,355$290,538$2,715iApproximate average salary by contribution assumption: employee only about $67,883 at 4% or $45,255 at 6%; with 50% employer match about $45,255 at 4% or $30,170 at 6%; with 100% employer match about $33,941 at 4% or $22,628 at 6%.
20211126$5,622,222$290,534$2,306iApproximate average salary by contribution assumption: employee only about $57,646 at 4% or $38,430 at 6%; with 50% employer match about $38,430 at 4% or $25,620 at 6%; with 100% employer match about $28,823 at 4% or $19,215 at 6%.
Heritage School of Newnan Def Contr Retiremnt Plan-126$5,622,222$290,534$2,306iApproximate average salary by contribution assumption: employee only about $57,646 at 4% or $38,430 at 6%; with 50% employer match about $38,430 at 4% or $25,620 at 6%; with 100% employer match about $28,823 at 4% or $19,215 at 6%.
20201115$6,435,842$324,467$2,821iApproximate average salary by contribution assumption: employee only about $70,536 at 4% or $47,024 at 6%; with 50% employer match about $47,024 at 4% or $31,349 at 6%; with 100% employer match about $35,268 at 4% or $23,512 at 6%.
Heritage School of Newnan Def Contr Retiremnt Plan-115$6,435,842$324,467$2,821iApproximate average salary by contribution assumption: employee only about $70,536 at 4% or $47,024 at 6%; with 50% employer match about $47,024 at 4% or $31,349 at 6%; with 100% employer match about $35,268 at 4% or $23,512 at 6%.
20192127$12,570,086$740,224$5,829iApproximate average salary by contribution assumption: employee only about $145,713 at 4% or $97,142 at 6%; with 50% employer match about $97,142 at 4% or $64,762 at 6%; with 100% employer match about $72,857 at 4% or $48,571 at 6%.
Heritage School of Newnan Def Contr Retirement Pla-127$6,285,043$370,112$2,914iApproximate average salary by contribution assumption: employee only about $72,857 at 4% or $48,571 at 6%; with 50% employer match about $48,571 at 4% or $32,381 at 6%; with 100% employer match about $36,428 at 4% or $24,286 at 6%.
Heritage School of Newnan Def Contr Retiremnt Plan-127$6,285,043$370,112$2,914iApproximate average salary by contribution assumption: employee only about $72,857 at 4% or $48,571 at 6%; with 50% employer match about $48,571 at 4% or $32,381 at 6%; with 100% employer match about $36,428 at 4% or $24,286 at 6%.
2018196$5,217,580$345,884$3,603iApproximate average salary by contribution assumption: employee only about $90,074 at 4% or $60,049 at 6%; with 50% employer match about $60,049 at 4% or $40,033 at 6%; with 100% employer match about $45,037 at 4% or $30,025 at 6%.
Heritage School of Newnan Def Contr Retirement Pla-96$5,217,580$345,884$3,603iApproximate average salary by contribution assumption: employee only about $90,074 at 4% or $60,049 at 6%; with 50% employer match about $60,049 at 4% or $40,033 at 6%; with 100% employer match about $45,037 at 4% or $30,025 at 6%.
20171116$5,388,072$363,495$3,134iApproximate average salary by contribution assumption: employee only about $78,339 at 4% or $52,226 at 6%; with 50% employer match about $52,226 at 4% or $34,818 at 6%; with 100% employer match about $39,170 at 4% or $26,113 at 6%.
Heritage School of Newnan Def Contr Retirement Pla-116$5,388,072$363,495$3,134iApproximate average salary by contribution assumption: employee only about $78,339 at 4% or $52,226 at 6%; with 50% employer match about $52,226 at 4% or $34,818 at 6%; with 100% employer match about $39,170 at 4% or $26,113 at 6%.
20162109$9,003,724$579,004$5,312iApproximate average salary by contribution assumption: employee only about $132,799 at 4% or $88,533 at 6%; with 50% employer match about $88,533 at 4% or $59,022 at 6%; with 100% employer match about $66,400 at 4% or $44,266 at 6%.
Heritage School of Newnan Def Contr Retirement Pla-63$4,501,862$289,502$4,595iApproximate average salary by contribution assumption: employee only about $114,882 at 4% or $76,588 at 6%; with 50% employer match about $76,588 at 4% or $51,059 at 6%; with 100% employer match about $57,441 at 4% or $38,294 at 6%.
Heritage School of Newnan Def Contr Retirement Pla-109$4,501,862$289,502$2,656iApproximate average salary by contribution assumption: employee only about $66,400 at 4% or $44,266 at 6%; with 50% employer match about $44,266 at 4% or $29,511 at 6%; with 100% employer match about $33,200 at 4% or $22,133 at 6%.
20153102$4,052,546$268,788$2,635iApproximate average salary by contribution assumption: employee only about $65,879 at 4% or $43,920 at 6%; with 50% employer match about $43,920 at 4% or $29,280 at 6%; with 100% employer match about $32,940 at 4% or $21,960 at 6%.
Heritage School of Newnan Def Contr Retirement Pla-102$4,052,546$268,788$2,635iApproximate average salary by contribution assumption: employee only about $65,879 at 4% or $43,920 at 6%; with 50% employer match about $43,920 at 4% or $29,280 at 6%; with 100% employer match about $32,940 at 4% or $21,960 at 6%.
Heritage School Tiaa-Cref Tax- Deferred Plan-0$0--
Heritage School of Newnan Def Contr Retiremnt Plan-0$0--
2014296$4,304,993$413,020$4,302iApproximate average salary by contribution assumption: employee only about $107,557 at 4% or $71,705 at 6%; with 50% employer match about $71,705 at 4% or $47,803 at 6%; with 100% employer match about $53,779 at 4% or $35,852 at 6%.
Heritage School of Newnan Def Contr Retiremnt Plan-96$3,127,411$207,249$2,159iApproximate average salary by contribution assumption: employee only about $53,971 at 4% or $35,981 at 6%; with 50% employer match about $35,981 at 4% or $23,987 at 6%; with 100% employer match about $26,986 at 4% or $17,990 at 6%.
Heritage School Tiaa-Cref Tax- Deferred Plan-47$1,177,582$205,771$4,378iApproximate average salary by contribution assumption: employee only about $109,453 at 4% or $72,968 at 6%; with 50% employer match about $72,968 at 4% or $48,646 at 6%; with 100% employer match about $54,726 at 4% or $36,484 at 6%.
2013293$4,334,151$280,236$3,013iApproximate average salary by contribution assumption: employee only about $75,332 at 4% or $50,222 at 6%; with 50% employer match about $50,222 at 4% or $33,481 at 6%; with 100% employer match about $37,666 at 4% or $25,111 at 6%.
Heritage School of Newnan Def Contr Retiremnt Plan-93$3,030,870$186,999$2,011iApproximate average salary by contribution assumption: employee only about $50,269 at 4% or $33,512 at 6%; with 50% employer match about $33,512 at 4% or $22,342 at 6%; with 100% employer match about $25,134 at 4% or $16,756 at 6%.
Heritage School Tiaa-Cref Tax- Deferred Plan-41$1,303,281$93,237$2,274iApproximate average salary by contribution assumption: employee only about $56,852 at 4% or $37,901 at 6%; with 50% employer match about $37,901 at 4% or $25,267 at 6%; with 100% employer match about $28,426 at 4% or $18,951 at 6%.
2012287$3,760,475$316,398$3,637iApproximate average salary by contribution assumption: employee only about $90,919 at 4% or $60,613 at 6%; with 50% employer match about $60,613 at 4% or $40,408 at 6%; with 100% employer match about $45,459 at 4% or $30,306 at 6%.
Heritage School of Newnan Def Contr Retiremnt Plan-87$2,631,165$201,159$2,312iApproximate average salary by contribution assumption: employee only about $57,804 at 4% or $38,536 at 6%; with 50% employer match about $38,536 at 4% or $25,691 at 6%; with 100% employer match about $28,902 at 4% or $19,268 at 6%.
Heritage School Tiaa-Cref Tax- Deferred Plan-40$1,129,310$115,239$2,881iApproximate average salary by contribution assumption: employee only about $72,024 at 4% or $48,016 at 6%; with 50% employer match about $48,016 at 4% or $32,011 at 6%; with 100% employer match about $36,012 at 4% or $24,008 at 6%.
2011283$3,320,240$254,408$3,065iApproximate average salary by contribution assumption: employee only about $76,629 at 4% or $51,086 at 6%; with 50% employer match about $51,086 at 4% or $34,057 at 6%; with 100% employer match about $38,314 at 4% or $25,543 at 6%.
Heritage School of Newnan Def Contr Retiremnt Plan-83$2,376,106$167,629$2,020iApproximate average salary by contribution assumption: employee only about $50,491 at 4% or $33,660 at 6%; with 50% employer match about $33,660 at 4% or $22,440 at 6%; with 100% employer match about $25,245 at 4% or $16,830 at 6%.
Heritage School Tiaa-Cref Tax- Deferred Plan-39$944,134$86,779$2,225iApproximate average salary by contribution assumption: employee only about $55,628 at 4% or $37,085 at 6%; with 50% employer match about $37,085 at 4% or $24,723 at 6%; with 100% employer match about $27,814 at 4% or $18,543 at 6%.
2010280$3,041,340$227,703$2,846iApproximate average salary by contribution assumption: employee only about $71,157 at 4% or $47,438 at 6%; with 50% employer match about $47,438 at 4% or $31,625 at 6%; with 100% employer match about $35,579 at 4% or $23,719 at 6%.
Heritage School of Newnan Def Contr Retiremnt Plan-80$2,207,835$145,804$1,823iApproximate average salary by contribution assumption: employee only about $45,564 at 4% or $30,376 at 6%; with 50% employer match about $30,376 at 4% or $20,251 at 6%; with 100% employer match about $22,782 at 4% or $15,188 at 6%.
Heritage School Tiaa-Cref Tax- Deferred Plan-39$833,505$81,899$2,100iApproximate average salary by contribution assumption: employee only about $52,499 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
2009280$2,749,072$287,678$3,596iApproximate average salary by contribution assumption: employee only about $89,899 at 4% or $59,933 at 6%; with 50% employer match about $59,933 at 4% or $39,955 at 6%; with 100% employer match about $44,950 at 4% or $29,966 at 6%.
Heritage School of Newnan Def Contr Retiremnt Plan-80$2,028,094$212,712$2,659iApproximate average salary by contribution assumption: employee only about $66,473 at 4% or $44,315 at 6%; with 50% employer match about $44,315 at 4% or $29,543 at 6%; with 100% employer match about $33,236 at 4% or $22,158 at 6%.
Heritage School Tiaa-Cref Tax- Deferred Plan-40$720,978$74,966$1,874iApproximate average salary by contribution assumption: employee only about $46,854 at 4% or $31,236 at 6%; with 50% employer match about $31,236 at 4% or $20,824 at 6%; with 100% employer match about $23,427 at 4% or $15,618 at 6%.
200820$0$0-
Heritage School Tiaa-Cref Tax- Deferred Plan-0---
Heritage School of Newnan Def Contr Retiremnt Plan-0---
200710$0$0-
Heritage School Tiaa-Cref Tax- Deferred Plan-0---
200610$0$0-
Heritage School Tiaa-Cref Tax- Deferred Plan-0---
200510$0$0-
Heritage School Tiaa-Cref Tax- Deferred Plan-0---
200410$0$0-
Heritage School Tiaa-Cref Tax- Deferred Plan-0---
200310$0$0-
Heritage School Tiaa-Cref Tax- Deferred Plan-0---
200210$0$0-
Heritage School Tiaa-Cref Tax- Deferred Plan-0---
200110$0$0-
Heritage School Tiaa-Cref Tax- Deferred Plan-0---
200010$0$0-
Heritage School Tiaa-Cref Tax- Deferred Plan-0---
199910$0$0-
Heritage School Tiaa-Cref Tax- Deferred Plan-0---