Civic Intelligence

The Heather Gardens Association

Plan context: The Heather Gardens Association 401K Plan and Trust

EIN 84-0660207 • 21 filings • 4 plans

Current Snapshot

Latest Year

2019

2019 Participants

138

2019 Assets

$3,002,030

2019 Contributions

$200,450

Historical Graphs

Total Assets Over Time

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

$3,002,030$1,501,015$0199920092019YearValue
$3,002,030Latest year 2019

Participants Over Time

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

138690199920092019YearValue
138Latest year 2019

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
20191138$3,002,030$200,450$1,453iApproximate average salary by contribution assumption: employee only about $36,313 at 4% or $24,209 at 6%; with 50% employer match about $24,209 at 4% or $16,139 at 6%; with 100% employer match about $18,157 at 4% or $12,104 at 6%.
The Heather Gardens Association 401K Plan and Trust-138$3,002,030$200,450$1,453iApproximate average salary by contribution assumption: employee only about $36,313 at 4% or $24,209 at 6%; with 50% employer match about $24,209 at 4% or $16,139 at 6%; with 100% employer match about $18,157 at 4% or $12,104 at 6%.
20181132$2,489,997$203,989$1,545iApproximate average salary by contribution assumption: employee only about $38,634 at 4% or $25,756 at 6%; with 50% employer match about $25,756 at 4% or $17,171 at 6%; with 100% employer match about $19,317 at 4% or $12,878 at 6%.
The Heather Gardens Association 401K Plan and Trust-132$2,489,997$203,989$1,545iApproximate average salary by contribution assumption: employee only about $38,634 at 4% or $25,756 at 6%; with 50% employer match about $25,756 at 4% or $17,171 at 6%; with 100% employer match about $19,317 at 4% or $12,878 at 6%.
20171121$2,611,501$196,125$1,621iApproximate average salary by contribution assumption: employee only about $40,522 at 4% or $27,014 at 6%; with 50% employer match about $27,014 at 4% or $18,010 at 6%; with 100% employer match about $20,261 at 4% or $13,507 at 6%.
The Heather Gardens Association 401K Plan and Trust-121$2,611,501$196,125$1,621iApproximate average salary by contribution assumption: employee only about $40,522 at 4% or $27,014 at 6%; with 50% employer match about $27,014 at 4% or $18,010 at 6%; with 100% employer match about $20,261 at 4% or $13,507 at 6%.
20161118$2,317,454$162,452$1,377iApproximate average salary by contribution assumption: employee only about $34,418 at 4% or $22,945 at 6%; with 50% employer match about $22,945 at 4% or $15,297 at 6%; with 100% employer match about $17,209 at 4% or $11,473 at 6%.
The Heather Gardens Association 401K Plan and Trust-118$2,317,454$162,452$1,377iApproximate average salary by contribution assumption: employee only about $34,418 at 4% or $22,945 at 6%; with 50% employer match about $22,945 at 4% or $15,297 at 6%; with 100% employer match about $17,209 at 4% or $11,473 at 6%.
20151119$2,123,858$153,870$1,293iApproximate average salary by contribution assumption: employee only about $32,326 at 4% or $21,550 at 6%; with 50% employer match about $21,550 at 4% or $14,367 at 6%; with 100% employer match about $16,163 at 4% or $10,775 at 6%.
The Heather Gardens Association 401K Plan and Trust-119$2,123,858$153,870$1,293iApproximate average salary by contribution assumption: employee only about $32,326 at 4% or $21,550 at 6%; with 50% employer match about $21,550 at 4% or $14,367 at 6%; with 100% employer match about $16,163 at 4% or $10,775 at 6%.
20141114$2,016,059$149,680$1,313iApproximate average salary by contribution assumption: employee only about $32,825 at 4% or $21,883 at 6%; with 50% employer match about $21,883 at 4% or $14,589 at 6%; with 100% employer match about $16,412 at 4% or $10,942 at 6%.
The Heather Gardens Association 401K Plan and Trust-114$2,016,059$149,680$1,313iApproximate average salary by contribution assumption: employee only about $32,825 at 4% or $21,883 at 6%; with 50% employer match about $21,883 at 4% or $14,589 at 6%; with 100% employer match about $16,412 at 4% or $10,942 at 6%.
20131106$1,934,373$141,539$1,335iApproximate average salary by contribution assumption: employee only about $33,382 at 4% or $22,255 at 6%; with 50% employer match about $22,255 at 4% or $14,836 at 6%; with 100% employer match about $16,691 at 4% or $11,127 at 6%.
The Heather Gardens Association 401K Plan and Trust-106$1,934,373$141,539$1,335iApproximate average salary by contribution assumption: employee only about $33,382 at 4% or $22,255 at 6%; with 50% employer match about $22,255 at 4% or $14,836 at 6%; with 100% employer match about $16,691 at 4% or $11,127 at 6%.
20121104$2,027,977$158,325$1,522iApproximate average salary by contribution assumption: employee only about $38,059 at 4% or $25,373 at 6%; with 50% employer match about $25,373 at 4% or $16,915 at 6%; with 100% employer match about $19,029 at 4% or $12,686 at 6%.
The Heather Gardens Association 401K Plan and Trust-104$2,027,977$158,325$1,522iApproximate average salary by contribution assumption: employee only about $38,059 at 4% or $25,373 at 6%; with 50% employer match about $25,373 at 4% or $16,915 at 6%; with 100% employer match about $19,029 at 4% or $12,686 at 6%.
20111107$1,819,372$166,976$1,561iApproximate average salary by contribution assumption: employee only about $39,013 at 4% or $26,009 at 6%; with 50% employer match about $26,009 at 4% or $17,339 at 6%; with 100% employer match about $19,507 at 4% or $13,004 at 6%.
The Heather Gardens Association 401K Plan and Trust-107$1,819,372$166,976$1,561iApproximate average salary by contribution assumption: employee only about $39,013 at 4% or $26,009 at 6%; with 50% employer match about $26,009 at 4% or $17,339 at 6%; with 100% employer match about $19,507 at 4% or $13,004 at 6%.
20101112$1,934,556$217,537$1,942iApproximate average salary by contribution assumption: employee only about $48,557 at 4% or $32,372 at 6%; with 50% employer match about $32,372 at 4% or $21,581 at 6%; with 100% employer match about $24,279 at 4% or $16,186 at 6%.
The Heather Gardens Association 401K Plan and Trust-112$1,934,556$217,537$1,942iApproximate average salary by contribution assumption: employee only about $48,557 at 4% or $32,372 at 6%; with 50% employer match about $32,372 at 4% or $21,581 at 6%; with 100% employer match about $24,279 at 4% or $16,186 at 6%.
20091117$2,237,685$196,231$1,677iApproximate average salary by contribution assumption: employee only about $41,930 at 4% or $27,953 at 6%; with 50% employer match about $27,953 at 4% or $18,635 at 6%; with 100% employer match about $20,965 at 4% or $13,977 at 6%.
The Heather Gardens Association 401K Plan and Trust-117$2,237,685$196,231$1,677iApproximate average salary by contribution assumption: employee only about $41,930 at 4% or $27,953 at 6%; with 50% employer match about $27,953 at 4% or $18,635 at 6%; with 100% employer match about $20,965 at 4% or $13,977 at 6%.
20081125$1,871,693$288,750$2,310iApproximate average salary by contribution assumption: employee only about $57,750 at 4% or $38,500 at 6%; with 50% employer match about $38,500 at 4% or $25,667 at 6%; with 100% employer match about $28,875 at 4% or $19,250 at 6%.
The Heather Gardens Association 401K Plan and Trust-125$1,871,693$288,750$2,310iApproximate average salary by contribution assumption: employee only about $57,750 at 4% or $38,500 at 6%; with 50% employer match about $38,500 at 4% or $25,667 at 6%; with 100% employer match about $28,875 at 4% or $19,250 at 6%.
2007167$2,542,417$302,506$4,515iApproximate average salary by contribution assumption: employee only about $112,875 at 4% or $75,250 at 6%; with 50% employer match about $75,250 at 4% or $50,167 at 6%; with 100% employer match about $56,438 at 4% or $37,625 at 6%.
The Heather Gardens Association 401K Plan and Trust-67$2,542,417$302,506$4,515iApproximate average salary by contribution assumption: employee only about $112,875 at 4% or $75,250 at 6%; with 50% employer match about $75,250 at 4% or $50,167 at 6%; with 100% employer match about $56,438 at 4% or $37,625 at 6%.
2006176$2,424,982$311,806$4,103iApproximate average salary by contribution assumption: employee only about $102,568 at 4% or $68,379 at 6%; with 50% employer match about $68,379 at 4% or $45,586 at 6%; with 100% employer match about $51,284 at 4% or $34,189 at 6%.
The Heather Gardens Association 401K Plan and Trust-76$2,424,982$311,806$4,103iApproximate average salary by contribution assumption: employee only about $102,568 at 4% or $68,379 at 6%; with 50% employer match about $68,379 at 4% or $45,586 at 6%; with 100% employer match about $51,284 at 4% or $34,189 at 6%.
2005163$2,097,750$274,732$4,361iApproximate average salary by contribution assumption: employee only about $109,021 at 4% or $72,680 at 6%; with 50% employer match about $72,680 at 4% or $48,454 at 6%; with 100% employer match about $54,510 at 4% or $36,340 at 6%.
The Heather Gardens Association 401K Plan and Trust-63$2,097,750$274,732$4,361iApproximate average salary by contribution assumption: employee only about $109,021 at 4% or $72,680 at 6%; with 50% employer match about $72,680 at 4% or $48,454 at 6%; with 100% employer match about $54,510 at 4% or $36,340 at 6%.
2004143$1,721,945$234,079$5,444iApproximate average salary by contribution assumption: employee only about $136,092 at 4% or $90,728 at 6%; with 50% employer match about $90,728 at 4% or $60,486 at 6%; with 100% employer match about $68,046 at 4% or $45,364 at 6%.
The Heather Gardens Association 401K Plan and Trust-43$1,721,945$234,079$5,444iApproximate average salary by contribution assumption: employee only about $136,092 at 4% or $90,728 at 6%; with 50% employer match about $90,728 at 4% or $60,486 at 6%; with 100% employer match about $68,046 at 4% or $45,364 at 6%.
2003163$1,636,228$227,726$3,615iApproximate average salary by contribution assumption: employee only about $90,367 at 4% or $60,245 at 6%; with 50% employer match about $60,245 at 4% or $40,163 at 6%; with 100% employer match about $45,184 at 4% or $30,122 at 6%.
The Heather Gardens Association 401K Plan and Trust-63$1,636,228$227,726$3,615iApproximate average salary by contribution assumption: employee only about $90,367 at 4% or $60,245 at 6%; with 50% employer match about $60,245 at 4% or $40,163 at 6%; with 100% employer match about $45,184 at 4% or $30,122 at 6%.
2002165$1,204,622$221,134$3,402iApproximate average salary by contribution assumption: employee only about $85,052 at 4% or $56,701 at 6%; with 50% employer match about $56,701 at 4% or $37,801 at 6%; with 100% employer match about $42,526 at 4% or $28,351 at 6%.
The Heather Gardens Association 401K Plan and Trust-65$1,204,622$221,134$3,402iApproximate average salary by contribution assumption: employee only about $85,052 at 4% or $56,701 at 6%; with 50% employer match about $56,701 at 4% or $37,801 at 6%; with 100% employer match about $42,526 at 4% or $28,351 at 6%.
2001156$1,264,071$190,986$3,410iApproximate average salary by contribution assumption: employee only about $85,262 at 4% or $56,841 at 6%; with 50% employer match about $56,841 at 4% or $37,894 at 6%; with 100% employer match about $42,631 at 4% or $28,421 at 6%.
The Heather Gardens Association 401K Plan and Trust-56$1,264,071$190,986$3,410iApproximate average salary by contribution assumption: employee only about $85,262 at 4% or $56,841 at 6%; with 50% employer match about $56,841 at 4% or $37,894 at 6%; with 100% employer match about $42,631 at 4% or $28,421 at 6%.
2000146$1,279,128$162,953$3,542iApproximate average salary by contribution assumption: employee only about $88,561 at 4% or $59,041 at 6%; with 50% employer match about $59,041 at 4% or $39,361 at 6%; with 100% employer match about $44,281 at 4% or $29,520 at 6%.
The Heather Gardens Association 401K Plan and Trust-46$1,279,128$162,953$3,542iApproximate average salary by contribution assumption: employee only about $88,561 at 4% or $59,041 at 6%; with 50% employer match about $59,041 at 4% or $39,361 at 6%; with 100% employer match about $44,281 at 4% or $29,520 at 6%.
1999142$1,345,167$142,012$3,381iApproximate average salary by contribution assumption: employee only about $84,531 at 4% or $56,354 at 6%; with 50% employer match about $56,354 at 4% or $37,569 at 6%; with 100% employer match about $42,265 at 4% or $28,177 at 6%.
The Heather Gardens Association 401K Plan and Trust-42$1,345,167$142,012$3,381iApproximate average salary by contribution assumption: employee only about $84,531 at 4% or $56,354 at 6%; with 50% employer match about $56,354 at 4% or $37,569 at 6%; with 100% employer match about $42,265 at 4% or $28,177 at 6%.