Civic Intelligence

Heartland Communities LLC

Plan context: Havenpark 401(K) Retirement Plan

EIN 81-3245597 • Orem, UT • 11 filings • 2 plans

51 West Center StreetSuite 600Orem, UT 84057
Current Snapshot

Latest Year

2024

2024 Participants

310

2024 Assets

$5,414,898

2024 Contributions

$1,886,787

Historical Graphs

Total Assets Over Time

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

$5,414,898$2,707,449$0201920222024YearValue
$5,414,898Latest year 2024

Participants Over Time

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

3631820201920222024YearValue
310Latest 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
20242310$5,414,898$1,886,787$6,086iApproximate average salary by contribution assumption: employee only about $152,160 at 4% or $101,440 at 6%; with 50% employer match about $101,440 at 4% or $67,627 at 6%; with 100% employer match about $76,080 at 4% or $50,720 at 6%.
Havenpark 401(K) Retirement Plan-251$5,414,898$1,886,787$7,517iApproximate average salary by contribution assumption: employee only about $187,927 at 4% or $125,285 at 6%; with 50% employer match about $125,285 at 4% or $83,523 at 6%; with 100% employer match about $93,963 at 4% or $62,642 at 6%.
Heartland Communities LLC Health and Welfare Wrap Plan-310---
20232363$3,602,673$1,945,147$5,359iApproximate average salary by contribution assumption: employee only about $133,963 at 4% or $89,309 at 6%; with 50% employer match about $89,309 at 4% or $59,539 at 6%; with 100% employer match about $66,982 at 4% or $44,654 at 6%.
Havenpark 401(K) Retirement Plan-245$3,602,673$1,945,147$7,939iApproximate average salary by contribution assumption: employee only about $198,484 at 4% or $132,323 at 6%; with 50% employer match about $132,323 at 4% or $88,215 at 6%; with 100% employer match about $99,242 at 4% or $66,161 at 6%.
Heartland Communities LLC Health and Welfare Wrap Plan-363---
20222254$1,511,042$938,236$3,694iApproximate average salary by contribution assumption: employee only about $92,346 at 4% or $61,564 at 6%; with 50% employer match about $61,564 at 4% or $41,043 at 6%; with 100% employer match about $46,173 at 4% or $30,782 at 6%.
Havenpark 401(K) Retirement Plan-195$1,511,042$938,236$4,811iApproximate average salary by contribution assumption: employee only about $120,287 at 4% or $80,191 at 6%; with 50% employer match about $80,191 at 4% or $53,461 at 6%; with 100% employer match about $60,143 at 4% or $40,096 at 6%.
Heartland Communities LLC Health and Welfare Wrap Plan-254---
20212197$1,045,824$983,684$4,993iApproximate average salary by contribution assumption: employee only about $124,833 at 4% or $83,222 at 6%; with 50% employer match about $83,222 at 4% or $55,481 at 6%; with 100% employer match about $62,416 at 4% or $41,611 at 6%.
Havenpark 401(K) Retirement Plan-178$1,045,824$983,684$5,526iApproximate average salary by contribution assumption: employee only about $138,158 at 4% or $92,105 at 6%; with 50% employer match about $92,105 at 4% or $61,403 at 6%; with 100% employer match about $69,079 at 4% or $46,053 at 6%.
Heartland Communities LLC Health and Welfare Wrap Plan-197---
20202108$195,962$136,130$1,260iApproximate average salary by contribution assumption: employee only about $31,512 at 4% or $21,008 at 6%; with 50% employer match about $21,008 at 4% or $14,005 at 6%; with 100% employer match about $15,756 at 4% or $10,504 at 6%.
Havenpark 401(K) Retirement Plan-21$195,962$136,130$6,482iApproximate average salary by contribution assumption: employee only about $162,060 at 4% or $108,040 at 6%; with 50% employer match about $108,040 at 4% or $72,026 at 6%; with 100% employer match about $81,030 at 4% or $54,020 at 6%.
Heartland Communities LLC Health and Welfare Wrap Plan-108---
2019113$47,149$46,567$3,582iApproximate average salary by contribution assumption: employee only about $89,552 at 4% or $59,701 at 6%; with 50% employer match about $59,701 at 4% or $39,801 at 6%; with 100% employer match about $44,776 at 4% or $29,851 at 6%.
Havenpark 401(K) Retirement Plan-13$47,149$46,567$3,582iApproximate average salary by contribution assumption: employee only about $89,552 at 4% or $59,701 at 6%; with 50% employer match about $59,701 at 4% or $39,801 at 6%; with 100% employer match about $44,776 at 4% or $29,851 at 6%.