Community Heritage Financial
Plan context: Community Heritage Financial 401 (K) Plan
EIN 83-1950225 • Middletown, MD • 8 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
173
2024 Assets
$10,343,970
2024 Contributions
$1,076,119
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 173 | $10,343,970 | $1,076,119 | $6,220iApproximate average salary by contribution assumption: employee only about $155,509 at 4% or $103,672 at 6%; with 50% employer match about $103,672 at 4% or $69,115 at 6%; with 100% employer match about $77,754 at 4% or $51,836 at 6%. |
| Community Heritage Financial 401 (K) Plan | - | 173 | $10,343,970 | $1,076,119 | $6,220iApproximate average salary by contribution assumption: employee only about $155,509 at 4% or $103,672 at 6%; with 50% employer match about $103,672 at 4% or $69,115 at 6%; with 100% employer match about $77,754 at 4% or $51,836 at 6%. |
| 2023 | 2 | 156 | $8,988,931 | $1,513,312 | $9,701iApproximate average salary by contribution assumption: employee only about $242,518 at 4% or $161,679 at 6%; with 50% employer match about $161,679 at 4% or $107,786 at 6%; with 100% employer match about $121,259 at 4% or $80,839 at 6%. |
| Community Heritage Financial 401 (K) Plan | - | 156 | $8,988,931 | $1,513,312 | $9,701iApproximate average salary by contribution assumption: employee only about $242,518 at 4% or $161,679 at 6%; with 50% employer match about $161,679 at 4% or $107,786 at 6%; with 100% employer match about $121,259 at 4% or $80,839 at 6%. |
| COMMUNITY HERITAGE FINANCIAL DENTAL AND VISION BENEFIT PLAN | - | 121 | - | - | - |
| 2022 | 1 | 160 | $6,936,437 | $1,001,175 | $6,257iApproximate average salary by contribution assumption: employee only about $156,434 at 4% or $104,289 at 6%; with 50% employer match about $104,289 at 4% or $69,526 at 6%; with 100% employer match about $78,217 at 4% or $52,145 at 6%. |
| Community Heritage Financial 401 (K) Plan | - | 160 | $6,936,437 | $1,001,175 | $6,257iApproximate average salary by contribution assumption: employee only about $156,434 at 4% or $104,289 at 6%; with 50% employer match about $104,289 at 4% or $69,526 at 6%; with 100% employer match about $78,217 at 4% or $52,145 at 6%. |
| 2021 | 1 | 154 | $7,363,972 | $1,180,428 | $7,665iApproximate average salary by contribution assumption: employee only about $191,628 at 4% or $127,752 at 6%; with 50% employer match about $127,752 at 4% or $85,168 at 6%; with 100% employer match about $95,814 at 4% or $63,876 at 6%. |
| Community Heritage Financial 401 (K) Plan | - | 154 | $7,363,972 | $1,180,428 | $7,665iApproximate average salary by contribution assumption: employee only about $191,628 at 4% or $127,752 at 6%; with 50% employer match about $127,752 at 4% or $85,168 at 6%; with 100% employer match about $95,814 at 4% or $63,876 at 6%. |
| 2020 | 1 | 127 | $5,859,321 | $829,874 | $6,534iApproximate average salary by contribution assumption: employee only about $163,361 at 4% or $108,907 at 6%; with 50% employer match about $108,907 at 4% or $72,605 at 6%; with 100% employer match about $81,681 at 4% or $54,454 at 6%. |
| Community Heritage Financial 401 (K) Plan | - | 127 | $5,859,321 | $829,874 | $6,534iApproximate average salary by contribution assumption: employee only about $163,361 at 4% or $108,907 at 6%; with 50% employer match about $108,907 at 4% or $72,605 at 6%; with 100% employer match about $81,681 at 4% or $54,454 at 6%. |
| 2019 | 2 | 102 | $142,013 | $1,110,152 | $10,884iApproximate average salary by contribution assumption: employee only about $272,096 at 4% or $181,397 at 6%; with 50% employer match about $181,397 at 4% or $120,932 at 6%; with 100% employer match about $136,048 at 4% or $90,699 at 6%. |
| MIDDLETOWN VALLEY BANK EMPLOYEE MEDICAL PLAN | - | 0 | $142,013 | $1,110,152 | - |
| COMMUNITY HERITAGE FINANCIAL DENTAL AND VISION BENEFIT PLAN | - | 102 | - | - | - |