Civic Intelligence

United Heritage Financial Group

Plan context: United Heritage Financial Group 401(K) Plan

EIN 82-0464401 • 46 filings • 8 plans

Current Snapshot

Latest Year

2025

2025 Participants

117

2025 Assets

$39,518,612

2025 Contributions

$1,896,555

Historical Graphs

Total Assets Over Time

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

$45,144,682$22,572,341$0200120132024YearValue
$39,518,612Latest year 2024

Participants Over Time

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

2041020200120132025YearValue
117Latest year 2025

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
20251117$0$0-
United Heritage Financial Group Health & Welfare Plan-117---
20242201$39,518,612$1,896,555$9,436iApproximate average salary by contribution assumption: employee only about $235,890 at 4% or $157,260 at 6%; with 50% employer match about $157,260 at 4% or $104,840 at 6%; with 100% employer match about $117,945 at 4% or $78,630 at 6%.
United Heritage Financial Group 401(K) Plan-132$39,518,612$1,896,555$14,368iApproximate average salary by contribution assumption: employee only about $359,196 at 4% or $239,464 at 6%; with 50% employer match about $239,464 at 4% or $159,643 at 6%; with 100% employer match about $179,598 at 4% or $119,732 at 6%.
United Heritage Financial Group Health & Welfare Plan-201---
20232173$37,042,539$2,351,052$13,590iApproximate average salary by contribution assumption: employee only about $339,747 at 4% or $226,498 at 6%; with 50% employer match about $226,498 at 4% or $150,999 at 6%; with 100% employer match about $169,874 at 4% or $113,249 at 6%.
United Heritage Financial Group 401(K) Plan-160$37,042,539$2,351,052$14,694iApproximate average salary by contribution assumption: employee only about $367,352 at 4% or $244,901 at 6%; with 50% employer match about $244,901 at 4% or $163,268 at 6%; with 100% employer match about $183,676 at 4% or $122,451 at 6%.
United Heritage Financial Group Health & Welfare Plan-173---
20222173$34,431,788$2,698,311$15,597iApproximate average salary by contribution assumption: employee only about $389,929 at 4% or $259,953 at 6%; with 50% employer match about $259,953 at 4% or $173,302 at 6%; with 100% employer match about $194,965 at 4% or $129,976 at 6%.
United Heritage Financial Group 401(K) Plan-164$34,431,788$2,698,311$16,453iApproximate average salary by contribution assumption: employee only about $411,328 at 4% or $274,219 at 6%; with 50% employer match about $274,219 at 4% or $182,812 at 6%; with 100% employer match about $205,664 at 4% or $137,109 at 6%.
United Heritage Financial Group Health & Welfare Plan-173---
20212167$45,144,682$2,578,438$15,440iApproximate average salary by contribution assumption: employee only about $385,994 at 4% or $257,329 at 6%; with 50% employer match about $257,329 at 4% or $171,553 at 6%; with 100% employer match about $192,997 at 4% or $128,665 at 6%.
United Heritage Financial Group 401(K) Plan-160$45,144,682$2,578,438$16,115iApproximate average salary by contribution assumption: employee only about $402,881 at 4% or $268,587 at 6%; with 50% employer match about $268,587 at 4% or $179,058 at 6%; with 100% employer match about $201,440 at 4% or $134,294 at 6%.
United Heritage Financial Group Health & Welfare Plan-167---
20202177$44,932,362$2,622,808$14,818iApproximate average salary by contribution assumption: employee only about $370,453 at 4% or $246,969 at 6%; with 50% employer match about $246,969 at 4% or $164,646 at 6%; with 100% employer match about $185,227 at 4% or $123,484 at 6%.
United Heritage Financial Group 401(K) Plan-177$44,932,362$2,622,808$14,818iApproximate average salary by contribution assumption: employee only about $370,453 at 4% or $246,969 at 6%; with 50% employer match about $246,969 at 4% or $164,646 at 6%; with 100% employer match about $185,227 at 4% or $123,484 at 6%.
United Heritage Financial Group Health & Welfare Plan-135---
20192176$38,722,037$2,279,596$12,952iApproximate average salary by contribution assumption: employee only about $323,806 at 4% or $215,871 at 6%; with 50% employer match about $215,871 at 4% or $143,914 at 6%; with 100% employer match about $161,903 at 4% or $107,935 at 6%.
United Heritage Financial Group 401(K) Plan-176$38,722,037$2,279,596$12,952iApproximate average salary by contribution assumption: employee only about $323,806 at 4% or $215,871 at 6%; with 50% employer match about $215,871 at 4% or $143,914 at 6%; with 100% employer match about $161,903 at 4% or $107,935 at 6%.
United Heritage Financial Group Health & Welfare Plan-133---
20182204$34,672,641$2,321,813$11,381iApproximate average salary by contribution assumption: employee only about $284,536 at 4% or $189,691 at 6%; with 50% employer match about $189,691 at 4% or $126,460 at 6%; with 100% employer match about $142,268 at 4% or $94,845 at 6%.
United Heritage Financial Group 401(K) Plan-194$34,672,641$2,321,813$11,968iApproximate average salary by contribution assumption: employee only about $299,203 at 4% or $199,468 at 6%; with 50% employer match about $199,468 at 4% or $132,979 at 6%; with 100% employer match about $149,601 at 4% or $99,734 at 6%.
United Heritage Financial Group Health & Welfare Plan-204---
20172202$37,188,811$2,425,312$12,006iApproximate average salary by contribution assumption: employee only about $300,162 at 4% or $200,108 at 6%; with 50% employer match about $200,108 at 4% or $133,406 at 6%; with 100% employer match about $150,081 at 4% or $100,054 at 6%.
United Heritage Financial Group 401(K) Plan-199$37,188,811$2,425,312$12,187iApproximate average salary by contribution assumption: employee only about $304,687 at 4% or $203,125 at 6%; with 50% employer match about $203,125 at 4% or $135,417 at 6%; with 100% employer match about $152,344 at 4% or $101,562 at 6%.
United Heritage Financial Group Health & Welfare Plan-202---
20162188$32,648,855$1,834,306$9,757iApproximate average salary by contribution assumption: employee only about $243,924 at 4% or $162,616 at 6%; with 50% employer match about $162,616 at 4% or $108,411 at 6%; with 100% employer match about $121,962 at 4% or $81,308 at 6%.
United Heritage Financial Group 401(K) Plan-187$32,648,855$1,834,306$9,809iApproximate average salary by contribution assumption: employee only about $245,228 at 4% or $163,485 at 6%; with 50% employer match about $163,485 at 4% or $108,990 at 6%; with 100% employer match about $122,614 at 4% or $81,743 at 6%.
United Heritage Financial Group Health & Welfare Plan-188---
20153187$29,472,089$2,450,485$13,104iApproximate average salary by contribution assumption: employee only about $327,605 at 4% or $218,403 at 6%; with 50% employer match about $218,403 at 4% or $145,602 at 6%; with 100% employer match about $163,802 at 4% or $109,202 at 6%.
United Heritage Financial Group 401(K) Plan-187$29,472,089$2,450,485$13,104iApproximate average salary by contribution assumption: employee only about $327,605 at 4% or $218,403 at 6%; with 50% employer match about $218,403 at 4% or $145,602 at 6%; with 100% employer match about $163,802 at 4% or $109,202 at 6%.
UNITED HERITAGE DENTAL BENEFITS PLAN-0---
United Heritage Financial Group Health & Welfare Plan-183---
20143186$28,541,144$2,033,116$10,931iApproximate average salary by contribution assumption: employee only about $273,268 at 4% or $182,179 at 6%; with 50% employer match about $182,179 at 4% or $121,453 at 6%; with 100% employer match about $136,634 at 4% or $91,089 at 6%.
United Heritage Financial Group 401(K) Plan-186$28,541,144$2,033,116$10,931iApproximate average salary by contribution assumption: employee only about $273,268 at 4% or $182,179 at 6%; with 50% employer match about $182,179 at 4% or $121,453 at 6%; with 100% employer match about $136,634 at 4% or $91,089 at 6%.
United Heritage Financial Group Health & Welfare Plan-125---
UNITED HERITAGE DENTAL BENEFITS PLAN-166---
20131158$24,406,431$2,079,123$13,159iApproximate average salary by contribution assumption: employee only about $328,975 at 4% or $219,317 at 6%; with 50% employer match about $219,317 at 4% or $146,211 at 6%; with 100% employer match about $164,488 at 4% or $109,658 at 6%.
United Heritage Financial Group 401(K) Plan-158$24,406,431$2,079,123$13,159iApproximate average salary by contribution assumption: employee only about $328,975 at 4% or $219,317 at 6%; with 50% employer match about $219,317 at 4% or $146,211 at 6%; with 100% employer match about $164,488 at 4% or $109,658 at 6%.
20121151$19,141,903$2,072,897$13,728iApproximate average salary by contribution assumption: employee only about $343,195 at 4% or $228,797 at 6%; with 50% employer match about $228,797 at 4% or $152,531 at 6%; with 100% employer match about $171,597 at 4% or $114,398 at 6%.
United Heritage Financial Group 401(K) Plan-151$19,141,903$2,072,897$13,728iApproximate average salary by contribution assumption: employee only about $343,195 at 4% or $228,797 at 6%; with 50% employer match about $228,797 at 4% or $152,531 at 6%; with 100% employer match about $171,597 at 4% or $114,398 at 6%.
20111147$16,116,985$1,859,999$12,653iApproximate average salary by contribution assumption: employee only about $316,326 at 4% or $210,884 at 6%; with 50% employer match about $210,884 at 4% or $140,589 at 6%; with 100% employer match about $158,163 at 4% or $105,442 at 6%.
United Heritage Financial Group 401(K) Plan-147$16,116,985$1,859,999$12,653iApproximate average salary by contribution assumption: employee only about $316,326 at 4% or $210,884 at 6%; with 50% employer match about $210,884 at 4% or $140,589 at 6%; with 100% employer match about $158,163 at 4% or $105,442 at 6%.
20101146$15,742,471$1,179,171$8,077iApproximate average salary by contribution assumption: employee only about $201,913 at 4% or $134,609 at 6%; with 50% employer match about $134,609 at 4% or $89,739 at 6%; with 100% employer match about $100,956 at 4% or $67,304 at 6%.
United Heritage Financial Group 401(K) Plan-146$15,742,471$1,179,171$8,077iApproximate average salary by contribution assumption: employee only about $201,913 at 4% or $134,609 at 6%; with 50% employer match about $134,609 at 4% or $89,739 at 6%; with 100% employer match about $100,956 at 4% or $67,304 at 6%.
20091136$13,080,832$846,660$6,225iApproximate average salary by contribution assumption: employee only about $155,636 at 4% or $103,757 at 6%; with 50% employer match about $103,757 at 4% or $69,172 at 6%; with 100% employer match about $77,818 at 4% or $51,879 at 6%.
United Heritage Financial Group 401(K) Plan-136$13,080,832$846,660$6,225iApproximate average salary by contribution assumption: employee only about $155,636 at 4% or $103,757 at 6%; with 50% employer match about $103,757 at 4% or $69,172 at 6%; with 100% employer match about $77,818 at 4% or $51,879 at 6%.
20081135$10,396,298$915,450$6,781iApproximate average salary by contribution assumption: employee only about $169,528 at 4% or $113,019 at 6%; with 50% employer match about $113,019 at 4% or $75,346 at 6%; with 100% employer match about $84,764 at 4% or $56,509 at 6%.
United Heritage Financial Group 401(K) Plan-135$10,396,298$915,450$6,781iApproximate average salary by contribution assumption: employee only about $169,528 at 4% or $113,019 at 6%; with 50% employer match about $113,019 at 4% or $75,346 at 6%; with 100% employer match about $84,764 at 4% or $56,509 at 6%.
20071130$13,806,195$1,299,862$9,999iApproximate average salary by contribution assumption: employee only about $249,973 at 4% or $166,649 at 6%; with 50% employer match about $166,649 at 4% or $111,099 at 6%; with 100% employer match about $124,987 at 4% or $83,324 at 6%.
United Heritage Financial Group 401(K) Plan-130$13,806,195$1,299,862$9,999iApproximate average salary by contribution assumption: employee only about $249,973 at 4% or $166,649 at 6%; with 50% employer match about $166,649 at 4% or $111,099 at 6%; with 100% employer match about $124,987 at 4% or $83,324 at 6%.
20062142$12,173,832$1,886,890$13,288iApproximate average salary by contribution assumption: employee only about $332,199 at 4% or $221,466 at 6%; with 50% employer match about $221,466 at 4% or $147,644 at 6%; with 100% employer match about $166,099 at 4% or $110,733 at 6%.
United Heritage Financial Group 401(K) Plan-142$12,173,832$1,886,890$13,288iApproximate average salary by contribution assumption: employee only about $332,199 at 4% or $221,466 at 6%; with 50% employer match about $221,466 at 4% or $147,644 at 6%; with 100% employer match about $166,099 at 4% or $110,733 at 6%.
UNITED HERITAGE FINANCIAL GROUP RETIREMENT PLAN-0---
20052138$14,670,781$1,404,850$10,180iApproximate average salary by contribution assumption: employee only about $254,502 at 4% or $169,668 at 6%; with 50% employer match about $169,668 at 4% or $113,112 at 6%; with 100% employer match about $127,251 at 4% or $84,834 at 6%.
United Heritage Financial Group 401(K) Plan-138$9,547,081$1,404,850$10,180iApproximate average salary by contribution assumption: employee only about $254,502 at 4% or $169,668 at 6%; with 50% employer match about $169,668 at 4% or $113,112 at 6%; with 100% employer match about $127,251 at 4% or $84,834 at 6%.
UNITED HERITAGE FINANCIAL GROUP PLAN-61$5,123,700--
20042135$13,621,472$1,708,592$12,656iApproximate average salary by contribution assumption: employee only about $316,406 at 4% or $210,937 at 6%; with 50% employer match about $210,937 at 4% or $140,625 at 6%; with 100% employer match about $158,203 at 4% or $105,469 at 6%.
United Heritage Financial Group 401(K) Plan-135$8,030,040$1,258,592$9,323iApproximate average salary by contribution assumption: employee only about $233,073 at 4% or $155,382 at 6%; with 50% employer match about $155,382 at 4% or $103,588 at 6%; with 100% employer match about $116,536 at 4% or $77,691 at 6%.
UNITED HERITAGE FINANCIAL GROUP RETIREMENT PLAN-67$5,591,432$450,000$6,716iApproximate average salary by contribution assumption: employee only about $167,910 at 4% or $111,940 at 6%; with 50% employer match about $111,940 at 4% or $74,627 at 6%; with 100% employer match about $83,955 at 4% or $55,970 at 6%.
20033125$11,755,784$3,212,856$25,703iApproximate average salary by contribution assumption: employee only about $642,571 at 4% or $428,381 at 6%; with 50% employer match about $428,381 at 4% or $285,587 at 6%; with 100% employer match about $321,286 at 4% or $214,190 at 6%.
United Heritage Financial Group 401(K) Plan-125$6,310,255$745,646$5,965iApproximate average salary by contribution assumption: employee only about $149,129 at 4% or $99,419 at 6%; with 50% employer match about $99,419 at 4% or $66,280 at 6%; with 100% employer match about $74,565 at 4% or $49,710 at 6%.
UNITED HERITAGE FINANCIAL GROUP RETIREMENT PLAN-72$5,442,603$2,400,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
United Heritage Financial Group Health & Welfare Plan-59$2,926$67,210$1,139iApproximate average salary by contribution assumption: employee only about $28,479 at 4% or $18,986 at 6%; with 50% employer match about $18,986 at 4% or $12,657 at 6%; with 100% employer match about $14,239 at 4% or $9,493 at 6%.
2002398$10,777,419$1,237,422$12,627iApproximate average salary by contribution assumption: employee only about $315,669 at 4% or $210,446 at 6%; with 50% employer match about $210,446 at 4% or $140,297 at 6%; with 100% employer match about $157,834 at 4% or $105,223 at 6%.
UNITED HERITAGE FINANCIAL GROUP RETIREMENT PLAN-77$6,686,495$520,000$6,753iApproximate average salary by contribution assumption: employee only about $168,831 at 4% or $112,554 at 6%; with 50% employer match about $112,554 at 4% or $75,036 at 6%; with 100% employer match about $84,416 at 4% or $56,277 at 6%.
United Heritage Financial Group 401(K) Plan-98$4,090,924$657,049$6,705iApproximate average salary by contribution assumption: employee only about $167,615 at 4% or $111,743 at 6%; with 50% employer match about $111,743 at 4% or $74,495 at 6%; with 100% employer match about $83,807 at 4% or $55,872 at 6%.
United Heritage Financial Group Health & Welfare Plan-55-$60,373$1,098iApproximate average salary by contribution assumption: employee only about $27,442 at 4% or $18,295 at 6%; with 50% employer match about $18,295 at 4% or $12,197 at 6%; with 100% employer match about $13,721 at 4% or $9,147 at 6%.
2001291$6,993,935$361,084$3,968iApproximate average salary by contribution assumption: employee only about $99,199 at 4% or $66,133 at 6%; with 50% employer match about $66,133 at 4% or $44,088 at 6%; with 100% employer match about $49,599 at 4% or $33,066 at 6%.
UNITED HERITAGE FINANCIAL GROUP RETIREMENT PLAN-85$6,993,935$361,084$4,248iApproximate average salary by contribution assumption: employee only about $106,201 at 4% or $70,801 at 6%; with 50% employer match about $70,801 at 4% or $47,201 at 6%; with 100% employer match about $53,101 at 4% or $35,400 at 6%.
United Heritage Financial Group 401(K) Plan-91---