Civic Intelligence

Heritage Care Inc.

Plan context: Heritage Care Inc. Retirement Plan

EIN 81-2486052 • 9 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

66

2024 Assets

$6,607,316

2024 Contributions

$124,976

Historical Graphs

Total Assets Over Time

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

$6,607,316$3,303,658$0201720212024YearValue
$6,607,316Latest year 2024

Participants Over Time

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

66330201620202024YearValue
66Latest 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
2024166$6,607,316$0-
Heritage Care Inc. Retirement Plan-66$6,607,316--
2023145$3,379,125$0-
Heritage Care Inc. Retirement Plan-45$3,379,125--
2022142$2,883,129$0-
Heritage Care Inc. Retirement Plan-42$2,883,129--
2021126$2,937,620$0-
Heritage Care Inc. Retirement Plan-26$2,937,620--
2020126$2,181,051$0-
Heritage Care Inc. Retirement Plan-26$2,181,051--
2019117$1,345,830$0-
Heritage Care Inc. Retirement Plan-17$1,345,830--
2018117$698,674$0-
Heritage Care Inc. Retirement Plan-17$698,674--
201711$9,992$0-
Heritage Care Inc. Retirement Plan-1$9,992--
201611$0$124,976$124,976iApproximate average salary by contribution assumption: employee only about $3,124,400 at 4% or $2,082,933 at 6%; with 50% employer match about $2,082,933 at 4% or $1,388,622 at 6%; with 100% employer match about $1,562,200 at 4% or $1,041,467 at 6%.
Heritage Care Inc. Retirement Plan-1-$124,976$124,976iApproximate average salary by contribution assumption: employee only about $3,124,400 at 4% or $2,082,933 at 6%; with 50% employer match about $2,082,933 at 4% or $1,388,622 at 6%; with 100% employer match about $1,562,200 at 4% or $1,041,467 at 6%.