Civic Intelligence

Heritage Financial Advisors Inc

Plan context: Heritage Financial Advisors 401K Plan

EIN 82-4837455 • Oakdale, MN • 8 filings • 1 plans

928 Inwood AveOakdale, MN 55128
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$635,062

2025 Contributions

$54,291

Historical Graphs

Total Assets Over Time

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

$635,062$317,531$0201820222025YearValue
$635,062Latest year 2025

Participants Over Time

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

320201820222025YearValue
3Latest 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
202513$635,062$54,291$18,097iApproximate average salary by contribution assumption: employee only about $452,425 at 4% or $301,617 at 6%; with 50% employer match about $301,617 at 4% or $201,078 at 6%; with 100% employer match about $226,213 at 4% or $150,808 at 6%.
Heritage Financial Advisors 401K Plan-3$635,062$54,291$18,097iApproximate average salary by contribution assumption: employee only about $452,425 at 4% or $301,617 at 6%; with 50% employer match about $301,617 at 4% or $201,078 at 6%; with 100% employer match about $226,213 at 4% or $150,808 at 6%.
202413$491,684$53,731$17,910iApproximate average salary by contribution assumption: employee only about $447,758 at 4% or $298,506 at 6%; with 50% employer match about $298,506 at 4% or $199,004 at 6%; with 100% employer match about $223,879 at 4% or $149,253 at 6%.
Heritage Financial Advisors 401K Plan-3$491,684$53,731$17,910iApproximate average salary by contribution assumption: employee only about $447,758 at 4% or $298,506 at 6%; with 50% employer match about $298,506 at 4% or $199,004 at 6%; with 100% employer match about $223,879 at 4% or $149,253 at 6%.
202313$367,374$51,925$17,308iApproximate average salary by contribution assumption: employee only about $432,708 at 4% or $288,472 at 6%; with 50% employer match about $288,472 at 4% or $192,315 at 6%; with 100% employer match about $216,354 at 4% or $144,236 at 6%.
Heritage Financial Advisors 401K Plan-3$367,374$51,925$17,308iApproximate average salary by contribution assumption: employee only about $432,708 at 4% or $288,472 at 6%; with 50% employer match about $288,472 at 4% or $192,315 at 6%; with 100% employer match about $216,354 at 4% or $144,236 at 6%.
202213$221,097$70,755$23,585iApproximate average salary by contribution assumption: employee only about $589,625 at 4% or $393,083 at 6%; with 50% employer match about $393,083 at 4% or $262,056 at 6%; with 100% employer match about $294,813 at 4% or $196,542 at 6%.
Heritage Financial Advisors 401K Plan-3$221,097$70,755$23,585iApproximate average salary by contribution assumption: employee only about $589,625 at 4% or $393,083 at 6%; with 50% employer match about $393,083 at 4% or $262,056 at 6%; with 100% employer match about $294,813 at 4% or $196,542 at 6%.
202113$246,565$63,073$21,024iApproximate average salary by contribution assumption: employee only about $525,608 at 4% or $350,406 at 6%; with 50% employer match about $350,406 at 4% or $233,604 at 6%; with 100% employer match about $262,804 at 4% or $175,203 at 6%.
Heritage Financial Advisors 401K Plan-3$246,565$63,073$21,024iApproximate average salary by contribution assumption: employee only about $525,608 at 4% or $350,406 at 6%; with 50% employer match about $350,406 at 4% or $233,604 at 6%; with 100% employer match about $262,804 at 4% or $175,203 at 6%.
202013$164,351$60,909$20,303iApproximate average salary by contribution assumption: employee only about $507,575 at 4% or $338,383 at 6%; with 50% employer match about $338,383 at 4% or $225,589 at 6%; with 100% employer match about $253,788 at 4% or $169,192 at 6%.
Heritage Financial Advisors 401K Plan-3$164,351$60,909$20,303iApproximate average salary by contribution assumption: employee only about $507,575 at 4% or $338,383 at 6%; with 50% employer match about $338,383 at 4% or $225,589 at 6%; with 100% employer match about $253,788 at 4% or $169,192 at 6%.
201913$68,787$48,715$16,238iApproximate average salary by contribution assumption: employee only about $405,958 at 4% or $270,639 at 6%; with 50% employer match about $270,639 at 4% or $180,426 at 6%; with 100% employer match about $202,979 at 4% or $135,319 at 6%.
Heritage Financial Advisors 401K Plan-3$68,787$48,715$16,238iApproximate average salary by contribution assumption: employee only about $405,958 at 4% or $270,639 at 6%; with 50% employer match about $270,639 at 4% or $180,426 at 6%; with 100% employer match about $202,979 at 4% or $135,319 at 6%.
201812$11,475$13,354$6,677iApproximate average salary by contribution assumption: employee only about $166,925 at 4% or $111,283 at 6%; with 50% employer match about $111,283 at 4% or $74,189 at 6%; with 100% employer match about $83,463 at 4% or $55,642 at 6%.
Heritage Financial Advisors 401K Plan-2$11,475$13,354$6,677iApproximate average salary by contribution assumption: employee only about $166,925 at 4% or $111,283 at 6%; with 50% employer match about $111,283 at 4% or $74,189 at 6%; with 100% employer match about $83,463 at 4% or $55,642 at 6%.