Civic Intelligence

Columbus Educational Foundation Inc

Plan context: Heritage Academy 401K Plan

EIN 64-0435248 • Columbus, MS • 24 filings • 4 plans

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625 Magnolia LaneColumbus, MS 39705
Current Snapshot

Latest Year

2023

2023 Participants

54

2023 Assets

$783,557

2023 Contributions

$117,958

Historical Graphs

Total Assets Over Time

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

$1,060,117$530,059$0199920152023YearValue
$783,557Latest year 2023

Participants Over Time

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

82410199920122023YearValue
54Latest year 2023

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
2023154$783,557$117,958$2,184iApproximate average salary by contribution assumption: employee only about $54,610 at 4% or $36,407 at 6%; with 50% employer match about $36,407 at 4% or $24,271 at 6%; with 100% employer match about $27,305 at 4% or $18,203 at 6%.
Heritage Academy 401K Plan-54$783,557$117,958$2,184iApproximate average salary by contribution assumption: employee only about $54,610 at 4% or $36,407 at 6%; with 50% employer match about $36,407 at 4% or $24,271 at 6%; with 100% employer match about $27,305 at 4% or $18,203 at 6%.
2022149$611,716$88,847$1,813iApproximate average salary by contribution assumption: employee only about $45,330 at 4% or $30,220 at 6%; with 50% employer match about $30,220 at 4% or $20,147 at 6%; with 100% employer match about $22,665 at 4% or $15,110 at 6%.
Heritage Academy 401K Plan-49$611,716$88,847$1,813iApproximate average salary by contribution assumption: employee only about $45,330 at 4% or $30,220 at 6%; with 50% employer match about $30,220 at 4% or $20,147 at 6%; with 100% employer match about $22,665 at 4% or $15,110 at 6%.
2021144$547,153$89,266$2,029iApproximate average salary by contribution assumption: employee only about $50,719 at 4% or $33,813 at 6%; with 50% employer match about $33,813 at 4% or $22,542 at 6%; with 100% employer match about $25,360 at 4% or $16,906 at 6%.
Heritage Academy 401K Plan-44$547,153$89,266$2,029iApproximate average salary by contribution assumption: employee only about $50,719 at 4% or $33,813 at 6%; with 50% employer match about $33,813 at 4% or $22,542 at 6%; with 100% employer match about $25,360 at 4% or $16,906 at 6%.
2020145$749,425$87,091$1,935iApproximate average salary by contribution assumption: employee only about $48,384 at 4% or $32,256 at 6%; with 50% employer match about $32,256 at 4% or $21,504 at 6%; with 100% employer match about $24,192 at 4% or $16,128 at 6%.
Heritage Academy 401K Plan-45$749,425$87,091$1,935iApproximate average salary by contribution assumption: employee only about $48,384 at 4% or $32,256 at 6%; with 50% employer match about $32,256 at 4% or $21,504 at 6%; with 100% employer match about $24,192 at 4% or $16,128 at 6%.
2019141$727,789$94,592$2,307iApproximate average salary by contribution assumption: employee only about $57,678 at 4% or $38,452 at 6%; with 50% employer match about $38,452 at 4% or $25,635 at 6%; with 100% employer match about $28,839 at 4% or $19,226 at 6%.
Heritage Academy 401K Plan-41$727,789$94,592$2,307iApproximate average salary by contribution assumption: employee only about $57,678 at 4% or $38,452 at 6%; with 50% employer match about $38,452 at 4% or $25,635 at 6%; with 100% employer match about $28,839 at 4% or $19,226 at 6%.
2018144$699,635$79,179$1,800iApproximate average salary by contribution assumption: employee only about $44,988 at 4% or $29,992 at 6%; with 50% employer match about $29,992 at 4% or $19,995 at 6%; with 100% employer match about $22,494 at 4% or $14,996 at 6%.
Heritage Academy 401K Plan-44$699,635$79,179$1,800iApproximate average salary by contribution assumption: employee only about $44,988 at 4% or $29,992 at 6%; with 50% employer match about $29,992 at 4% or $19,995 at 6%; with 100% employer match about $22,494 at 4% or $14,996 at 6%.
2017144$714,073$86,608$1,968iApproximate average salary by contribution assumption: employee only about $49,209 at 4% or $32,806 at 6%; with 50% employer match about $32,806 at 4% or $21,871 at 6%; with 100% employer match about $24,605 at 4% or $16,403 at 6%.
Heritage Academy 401K Plan-44$714,073$86,608$1,968iApproximate average salary by contribution assumption: employee only about $49,209 at 4% or $32,806 at 6%; with 50% employer match about $32,806 at 4% or $21,871 at 6%; with 100% employer match about $24,605 at 4% or $16,403 at 6%.
2016165$1,060,117$74,902$1,152iApproximate average salary by contribution assumption: employee only about $28,808 at 4% or $19,206 at 6%; with 50% employer match about $19,206 at 4% or $12,804 at 6%; with 100% employer match about $14,404 at 4% or $9,603 at 6%.
Heritage Academy 401K Plan-65$1,060,117$74,902$1,152iApproximate average salary by contribution assumption: employee only about $28,808 at 4% or $19,206 at 6%; with 50% employer match about $19,206 at 4% or $12,804 at 6%; with 100% employer match about $14,404 at 4% or $9,603 at 6%.
2015167$961,671$76,992$1,149iApproximate average salary by contribution assumption: employee only about $28,728 at 4% or $19,152 at 6%; with 50% employer match about $19,152 at 4% or $12,768 at 6%; with 100% employer match about $14,364 at 4% or $9,576 at 6%.
Heritage Academy 401K Plan-67$961,671$76,992$1,149iApproximate average salary by contribution assumption: employee only about $28,728 at 4% or $19,152 at 6%; with 50% employer match about $19,152 at 4% or $12,768 at 6%; with 100% employer match about $14,364 at 4% or $9,576 at 6%.
2014165$898,074$88,151$1,356iApproximate average salary by contribution assumption: employee only about $33,904 at 4% or $22,603 at 6%; with 50% employer match about $22,603 at 4% or $15,069 at 6%; with 100% employer match about $16,952 at 4% or $11,301 at 6%.
Heritage Academy 401K Plan-65$898,074$88,151$1,356iApproximate average salary by contribution assumption: employee only about $33,904 at 4% or $22,603 at 6%; with 50% employer match about $22,603 at 4% or $15,069 at 6%; with 100% employer match about $16,952 at 4% or $11,301 at 6%.
2013169$930,852$84,547$1,225iApproximate average salary by contribution assumption: employee only about $30,633 at 4% or $20,422 at 6%; with 50% employer match about $20,422 at 4% or $13,615 at 6%; with 100% employer match about $15,316 at 4% or $10,211 at 6%.
Heritage Academy 401K Plan-69$930,852$84,547$1,225iApproximate average salary by contribution assumption: employee only about $30,633 at 4% or $20,422 at 6%; with 50% employer match about $20,422 at 4% or $13,615 at 6%; with 100% employer match about $15,316 at 4% or $10,211 at 6%.
2012166$861,709$87,618$1,328iApproximate average salary by contribution assumption: employee only about $33,189 at 4% or $22,126 at 6%; with 50% employer match about $22,126 at 4% or $14,751 at 6%; with 100% employer match about $16,594 at 4% or $11,063 at 6%.
Heritage Academy 401K Plan-66$861,709$87,618$1,328iApproximate average salary by contribution assumption: employee only about $33,189 at 4% or $22,126 at 6%; with 50% employer match about $22,126 at 4% or $14,751 at 6%; with 100% employer match about $16,594 at 4% or $11,063 at 6%.
2011174$849,416$85,429$1,154iApproximate average salary by contribution assumption: employee only about $28,861 at 4% or $19,241 at 6%; with 50% employer match about $19,241 at 4% or $12,827 at 6%; with 100% employer match about $14,431 at 4% or $9,620 at 6%.
Heritage Academy 401K Plan-74$849,416$85,429$1,154iApproximate average salary by contribution assumption: employee only about $28,861 at 4% or $19,241 at 6%; with 50% employer match about $19,241 at 4% or $12,827 at 6%; with 100% employer match about $14,431 at 4% or $9,620 at 6%.
2010182$862,675$101,925$1,243iApproximate average salary by contribution assumption: employee only about $31,075 at 4% or $20,716 at 6%; with 50% employer match about $20,716 at 4% or $13,811 at 6%; with 100% employer match about $15,537 at 4% or $10,358 at 6%.
Heritage Academy 401K Plan-82$862,675$101,925$1,243iApproximate average salary by contribution assumption: employee only about $31,075 at 4% or $20,716 at 6%; with 50% employer match about $20,716 at 4% or $13,811 at 6%; with 100% employer match about $15,537 at 4% or $10,358 at 6%.
2009175$827,105$90,788$1,211iApproximate average salary by contribution assumption: employee only about $30,263 at 4% or $20,175 at 6%; with 50% employer match about $20,175 at 4% or $13,450 at 6%; with 100% employer match about $15,131 at 4% or $10,088 at 6%.
Heritage Academy 401K Plan-75$827,105$90,788$1,211iApproximate average salary by contribution assumption: employee only about $30,263 at 4% or $20,175 at 6%; with 50% employer match about $20,175 at 4% or $13,450 at 6%; with 100% employer match about $15,131 at 4% or $10,088 at 6%.
2008153$0$0-
Heritage Academy 401K Plan-53---
2007174$0$0-
Heritage Academy 401K Plan-74---
2004145$297,642$60,894$1,353iApproximate average salary by contribution assumption: employee only about $33,830 at 4% or $22,553 at 6%; with 50% employer match about $22,553 at 4% or $15,036 at 6%; with 100% employer match about $16,915 at 4% or $11,277 at 6%.
Heritage Academy 401K Plan-45$297,642$60,894$1,353iApproximate average salary by contribution assumption: employee only about $33,830 at 4% or $22,553 at 6%; with 50% employer match about $22,553 at 4% or $15,036 at 6%; with 100% employer match about $16,915 at 4% or $11,277 at 6%.
2003148$0$0-
Heritage Academy 401K Plan-48---
2002146$261,080$52,680$1,145iApproximate average salary by contribution assumption: employee only about $28,630 at 4% or $19,087 at 6%; with 50% employer match about $19,087 at 4% or $12,725 at 6%; with 100% employer match about $14,315 at 4% or $9,543 at 6%.
Heritage Academy 401K Plan-46$261,080$52,680$1,145iApproximate average salary by contribution assumption: employee only about $28,630 at 4% or $19,087 at 6%; with 50% employer match about $19,087 at 4% or $12,725 at 6%; with 100% employer match about $14,315 at 4% or $9,543 at 6%.
2001254$0$0-
HERITAGE ACADEMY-19---
Heritage Academy 401K Plan-54---
2000150$0$0-
Heritage Academy 401K Plan-50---
1999143$164,283$64,265$1,495iApproximate average salary by contribution assumption: employee only about $37,363 at 4% or $24,909 at 6%; with 50% employer match about $24,909 at 4% or $16,606 at 6%; with 100% employer match about $18,682 at 4% or $12,454 at 6%.
Heritage Academy 401K Plan-43$164,283$64,265$1,495iApproximate average salary by contribution assumption: employee only about $37,363 at 4% or $24,909 at 6%; with 50% employer match about $24,909 at 4% or $16,606 at 6%; with 100% employer match about $18,682 at 4% or $12,454 at 6%.