Civic Intelligence

HERITAGE BANK, INC.

Plan context: Heritage Bank 401K Plan

EIN 61-1174806 • Burlington, KY • 33 filings • 5 plans

1818 Florence PikeP.O. Box 357Burlington, KY 41005
Current Snapshot

Latest Year

2024

2024 Participants

231

2024 Assets

$19,389,084

2024 Contributions

$2,409,535

Historical Graphs

Total Assets Over Time

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

$19,389,084$9,694,542$0199920122024YearValue
$19,389,084Latest year 2024

Participants Over Time

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

3021510199920122024YearValue
231Latest 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
20241231$19,389,084$2,409,535$10,431iApproximate average salary by contribution assumption: employee only about $260,772 at 4% or $173,848 at 6%; with 50% employer match about $173,848 at 4% or $115,899 at 6%; with 100% employer match about $130,386 at 4% or $86,924 at 6%.
Heritage Bank 401K Plan-231$19,389,084$2,409,535$10,431iApproximate average salary by contribution assumption: employee only about $260,772 at 4% or $173,848 at 6%; with 50% employer match about $173,848 at 4% or $115,899 at 6%; with 100% employer match about $130,386 at 4% or $86,924 at 6%.
20231210$15,660,658$1,860,591$8,860iApproximate average salary by contribution assumption: employee only about $221,499 at 4% or $147,666 at 6%; with 50% employer match about $147,666 at 4% or $98,444 at 6%; with 100% employer match about $110,749 at 4% or $73,833 at 6%.
Heritage Bank 401K Plan-210$15,660,658$1,860,591$8,860iApproximate average salary by contribution assumption: employee only about $221,499 at 4% or $147,666 at 6%; with 50% employer match about $147,666 at 4% or $98,444 at 6%; with 100% employer match about $110,749 at 4% or $73,833 at 6%.
20222207$12,833,257$1,981,856$9,574iApproximate average salary by contribution assumption: employee only about $239,355 at 4% or $159,570 at 6%; with 50% employer match about $159,570 at 4% or $106,380 at 6%; with 100% employer match about $119,677 at 4% or $79,785 at 6%.
Heritage Bank 401K Plan-207$12,833,257$1,981,856$9,574iApproximate average salary by contribution assumption: employee only about $239,355 at 4% or $159,570 at 6%; with 50% employer match about $159,570 at 4% or $106,380 at 6%; with 100% employer match about $119,677 at 4% or $79,785 at 6%.
HERITAGE BANK HEALTH AND WELFARE PLAN-168---
20212271$14,052,922$1,914,659$7,065iApproximate average salary by contribution assumption: employee only about $176,629 at 4% or $117,753 at 6%; with 50% employer match about $117,753 at 4% or $78,502 at 6%; with 100% employer match about $88,315 at 4% or $58,876 at 6%.
Heritage Bank 401K Plan-208$14,052,922$1,914,659$9,205iApproximate average salary by contribution assumption: employee only about $230,127 at 4% or $153,418 at 6%; with 50% employer match about $153,418 at 4% or $102,279 at 6%; with 100% employer match about $115,064 at 4% or $76,709 at 6%.
HERITAGE BANK HEALTH AND WELFARE PLAN-271---
20202228$11,088,877$1,657,875$7,271iApproximate average salary by contribution assumption: employee only about $181,785 at 4% or $121,190 at 6%; with 50% employer match about $121,190 at 4% or $80,793 at 6%; with 100% employer match about $90,892 at 4% or $60,595 at 6%.
Heritage Bank 401K Plan-207$11,088,877$1,657,875$8,009iApproximate average salary by contribution assumption: employee only about $200,226 at 4% or $133,484 at 6%; with 50% employer match about $133,484 at 4% or $88,990 at 6%; with 100% employer match about $100,113 at 4% or $66,742 at 6%.
HERITAGE BANK HEALTH AND WELFARE PLAN-228---
20192302$9,477,079$1,681,530$5,568iApproximate average salary by contribution assumption: employee only about $139,200 at 4% or $92,800 at 6%; with 50% employer match about $92,800 at 4% or $61,866 at 6%; with 100% employer match about $69,600 at 4% or $46,400 at 6%.
Heritage Bank 401K Plan-200$9,477,079$1,681,530$8,408iApproximate average salary by contribution assumption: employee only about $210,191 at 4% or $140,128 at 6%; with 50% employer match about $140,128 at 4% or $93,418 at 6%; with 100% employer match about $105,096 at 4% or $70,064 at 6%.
HERITAGE BANK HEALTH AND WELFARE PLAN-302---
20182231$7,807,348$1,522,301$6,590iApproximate average salary by contribution assumption: employee only about $164,751 at 4% or $109,834 at 6%; with 50% employer match about $109,834 at 4% or $73,223 at 6%; with 100% employer match about $82,376 at 4% or $54,917 at 6%.
Heritage Bank 401K Plan-192$7,807,348$1,522,301$7,929iApproximate average salary by contribution assumption: employee only about $198,216 at 4% or $132,144 at 6%; with 50% employer match about $132,144 at 4% or $88,096 at 6%; with 100% employer match about $99,108 at 4% or $66,072 at 6%.
HERITAGE BANK HEALTH AND WELFARE PLAN-231---
20173185$7,889,103$917,486$4,959iApproximate average salary by contribution assumption: employee only about $123,985 at 4% or $82,656 at 6%; with 50% employer match about $82,656 at 4% or $55,104 at 6%; with 100% employer match about $61,992 at 4% or $41,328 at 6%.
Heritage Bank 401K Plan-169$7,889,103$917,486$5,429iApproximate average salary by contribution assumption: employee only about $135,723 at 4% or $90,482 at 6%; with 50% employer match about $90,482 at 4% or $60,321 at 6%; with 100% employer match about $67,861 at 4% or $45,241 at 6%.
HEALTH REIMBURSEMENT ARRANGEMENT-107---
HERITAGE BANK HEALTH AND WELFARE PLAN-185---
20161154$6,607,104$799,159$5,189iApproximate average salary by contribution assumption: employee only about $129,734 at 4% or $86,489 at 6%; with 50% employer match about $86,489 at 4% or $57,659 at 6%; with 100% employer match about $64,867 at 4% or $43,245 at 6%.
Heritage Bank 401K Plan-154$6,607,104$799,159$5,189iApproximate average salary by contribution assumption: employee only about $129,734 at 4% or $86,489 at 6%; with 50% employer match about $86,489 at 4% or $57,659 at 6%; with 100% employer match about $64,867 at 4% or $43,245 at 6%.
20151138$5,904,074$795,290$5,763iApproximate average salary by contribution assumption: employee only about $144,074 at 4% or $96,050 at 6%; with 50% employer match about $96,050 at 4% or $64,033 at 6%; with 100% employer match about $72,037 at 4% or $48,025 at 6%.
Heritage Bank 401K Plan-138$5,904,074$795,290$5,763iApproximate average salary by contribution assumption: employee only about $144,074 at 4% or $96,050 at 6%; with 50% employer match about $96,050 at 4% or $64,033 at 6%; with 100% employer match about $72,037 at 4% or $48,025 at 6%.
20141101$5,878,659$868,308$8,597iApproximate average salary by contribution assumption: employee only about $214,928 at 4% or $143,285 at 6%; with 50% employer match about $143,285 at 4% or $95,523 at 6%; with 100% employer match about $107,464 at 4% or $71,643 at 6%.
Heritage Bank 401K Plan-101$5,878,659$868,308$8,597iApproximate average salary by contribution assumption: employee only about $214,928 at 4% or $143,285 at 6%; with 50% employer match about $143,285 at 4% or $95,523 at 6%; with 100% employer match about $107,464 at 4% or $71,643 at 6%.
2013197$5,461,473$559,376$5,767iApproximate average salary by contribution assumption: employee only about $144,169 at 4% or $96,113 at 6%; with 50% employer match about $96,113 at 4% or $64,075 at 6%; with 100% employer match about $72,085 at 4% or $48,056 at 6%.
Heritage Bank 401K Plan-97$5,461,473$559,376$5,767iApproximate average salary by contribution assumption: employee only about $144,169 at 4% or $96,113 at 6%; with 50% employer match about $96,113 at 4% or $64,075 at 6%; with 100% employer match about $72,085 at 4% or $48,056 at 6%.
2012190$4,830,486$889,944$9,888iApproximate average salary by contribution assumption: employee only about $247,207 at 4% or $164,804 at 6%; with 50% employer match about $164,804 at 4% or $109,870 at 6%; with 100% employer match about $123,603 at 4% or $82,402 at 6%.
Heritage Bank 401K Plan-90$4,830,486$889,944$9,888iApproximate average salary by contribution assumption: employee only about $247,207 at 4% or $164,804 at 6%; with 50% employer match about $164,804 at 4% or $109,870 at 6%; with 100% employer match about $123,603 at 4% or $82,402 at 6%.
2011165$3,646,052$368,783$5,674iApproximate average salary by contribution assumption: employee only about $141,840 at 4% or $94,560 at 6%; with 50% employer match about $94,560 at 4% or $63,040 at 6%; with 100% employer match about $70,920 at 4% or $47,280 at 6%.
Heritage Bank 401K Plan-65$3,646,052$368,783$5,674iApproximate average salary by contribution assumption: employee only about $141,840 at 4% or $94,560 at 6%; with 50% employer match about $94,560 at 4% or $63,040 at 6%; with 100% employer match about $70,920 at 4% or $47,280 at 6%.
2010171$3,952,793$362,622$5,107iApproximate average salary by contribution assumption: employee only about $127,684 at 4% or $85,123 at 6%; with 50% employer match about $85,123 at 4% or $56,748 at 6%; with 100% employer match about $63,842 at 4% or $42,561 at 6%.
Heritage Bank 401K Plan-71$3,952,793$362,622$5,107iApproximate average salary by contribution assumption: employee only about $127,684 at 4% or $85,123 at 6%; with 50% employer match about $85,123 at 4% or $56,748 at 6%; with 100% employer match about $63,842 at 4% or $42,561 at 6%.
2009169$3,306,678$357,391$5,180iApproximate average salary by contribution assumption: employee only about $129,489 at 4% or $86,326 at 6%; with 50% employer match about $86,326 at 4% or $57,551 at 6%; with 100% employer match about $64,745 at 4% or $43,163 at 6%.
Heritage Bank 401K Plan-69$3,306,678$357,391$5,180iApproximate average salary by contribution assumption: employee only about $129,489 at 4% or $86,326 at 6%; with 50% employer match about $86,326 at 4% or $57,551 at 6%; with 100% employer match about $64,745 at 4% or $43,163 at 6%.
2008166$0$354,727$5,375iApproximate average salary by contribution assumption: employee only about $134,366 at 4% or $89,578 at 6%; with 50% employer match about $89,578 at 4% or $59,718 at 6%; with 100% employer match about $67,183 at 4% or $44,789 at 6%.
Heritage Bank 401K Plan-66-$354,727$5,375iApproximate average salary by contribution assumption: employee only about $134,366 at 4% or $89,578 at 6%; with 50% employer match about $89,578 at 4% or $59,718 at 6%; with 100% employer match about $67,183 at 4% or $44,789 at 6%.
2007161$3,240,042$317,634$5,207iApproximate average salary by contribution assumption: employee only about $130,178 at 4% or $86,785 at 6%; with 50% employer match about $86,785 at 4% or $57,857 at 6%; with 100% employer match about $65,089 at 4% or $43,393 at 6%.
Heritage Bank 401K Plan-61$3,240,042$317,634$5,207iApproximate average salary by contribution assumption: employee only about $130,178 at 4% or $86,785 at 6%; with 50% employer match about $86,785 at 4% or $57,857 at 6%; with 100% employer match about $65,089 at 4% or $43,393 at 6%.
2006158$2,710,506$294,752$5,082iApproximate average salary by contribution assumption: employee only about $127,048 at 4% or $84,699 at 6%; with 50% employer match about $84,699 at 4% or $56,466 at 6%; with 100% employer match about $63,524 at 4% or $42,349 at 6%.
Heritage Bank 401K Plan-58$2,710,506$294,752$5,082iApproximate average salary by contribution assumption: employee only about $127,048 at 4% or $84,699 at 6%; with 50% employer match about $84,699 at 4% or $56,466 at 6%; with 100% employer match about $63,524 at 4% or $42,349 at 6%.
2005151$2,077,539$255,747$5,015iApproximate average salary by contribution assumption: employee only about $125,366 at 4% or $83,577 at 6%; with 50% employer match about $83,577 at 4% or $55,718 at 6%; with 100% employer match about $62,683 at 4% or $41,789 at 6%.
Heritage Bank 401K Plan-51$2,077,539$255,747$5,015iApproximate average salary by contribution assumption: employee only about $125,366 at 4% or $83,577 at 6%; with 50% employer match about $83,577 at 4% or $55,718 at 6%; with 100% employer match about $62,683 at 4% or $41,789 at 6%.
2004157$1,703,111$231,624$4,064iApproximate average salary by contribution assumption: employee only about $101,589 at 4% or $67,726 at 6%; with 50% employer match about $67,726 at 4% or $45,151 at 6%; with 100% employer match about $50,795 at 4% or $33,863 at 6%.
Heritage Bank 401K Plan-57$1,703,111$231,624$4,064iApproximate average salary by contribution assumption: employee only about $101,589 at 4% or $67,726 at 6%; with 50% employer match about $67,726 at 4% or $45,151 at 6%; with 100% employer match about $50,795 at 4% or $33,863 at 6%.
2003144$1,336,157$181,398$4,123iApproximate average salary by contribution assumption: employee only about $103,067 at 4% or $68,711 at 6%; with 50% employer match about $68,711 at 4% or $45,808 at 6%; with 100% employer match about $51,534 at 4% or $34,356 at 6%.
Heritage Bank 401K Plan-44$1,336,157$181,398$4,123iApproximate average salary by contribution assumption: employee only about $103,067 at 4% or $68,711 at 6%; with 50% employer match about $68,711 at 4% or $45,808 at 6%; with 100% employer match about $51,534 at 4% or $34,356 at 6%.
2002145$883,032$168,380$3,742iApproximate average salary by contribution assumption: employee only about $93,544 at 4% or $62,363 at 6%; with 50% employer match about $62,363 at 4% or $41,575 at 6%; with 100% employer match about $46,772 at 4% or $31,181 at 6%.
Heritage Bank 401K Plan-45$883,032$168,380$3,742iApproximate average salary by contribution assumption: employee only about $93,544 at 4% or $62,363 at 6%; with 50% employer match about $62,363 at 4% or $41,575 at 6%; with 100% employer match about $46,772 at 4% or $31,181 at 6%.
2001147$871,114$153,334$3,262iApproximate average salary by contribution assumption: employee only about $81,561 at 4% or $54,374 at 6%; with 50% employer match about $54,374 at 4% or $36,249 at 6%; with 100% employer match about $40,780 at 4% or $27,187 at 6%.
Heritage Bank 401K Plan-47$871,114$153,334$3,262iApproximate average salary by contribution assumption: employee only about $81,561 at 4% or $54,374 at 6%; with 50% employer match about $54,374 at 4% or $36,249 at 6%; with 100% employer match about $40,780 at 4% or $27,187 at 6%.
2000137$765,964$149,542$4,042iApproximate average salary by contribution assumption: employee only about $101,042 at 4% or $67,361 at 6%; with 50% employer match about $67,361 at 4% or $44,908 at 6%; with 100% employer match about $50,521 at 4% or $33,681 at 6%.
Heritage Bank 401K Plan-37$765,964$149,542$4,042iApproximate average salary by contribution assumption: employee only about $101,042 at 4% or $67,361 at 6%; with 50% employer match about $67,361 at 4% or $44,908 at 6%; with 100% employer match about $50,521 at 4% or $33,681 at 6%.
1999137$644,935$123,510$3,338iApproximate average salary by contribution assumption: employee only about $83,453 at 4% or $55,635 at 6%; with 50% employer match about $55,635 at 4% or $37,090 at 6%; with 100% employer match about $41,726 at 4% or $27,818 at 6%.
Heritage Bank 401K Plan-37$644,935$123,510$3,338iApproximate average salary by contribution assumption: employee only about $83,453 at 4% or $55,635 at 6%; with 50% employer match about $55,635 at 4% or $37,090 at 6%; with 100% employer match about $41,726 at 4% or $27,818 at 6%.