Civic Intelligence

AMERICAN HERITAGE BANK, INC.

Plan context: American Heritage Bank Inc. 401(K) Plan

EIN 85-0470417 • Clovis, NM • 18 filings • 2 plans

3300 N. Prince StreetClovis, NM 88102
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$2,119,790

2024 Contributions

$124,351

Historical Graphs

Total Assets Over Time

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

$2,119,790$1,059,895$0200720162024YearValue
$2,119,790Latest year 2024

Participants Over Time

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

24120200720162024YearValue
23Latest 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
2024123$2,119,790$124,351$5,407iApproximate average salary by contribution assumption: employee only about $135,164 at 4% or $90,109 at 6%; with 50% employer match about $90,109 at 4% or $60,073 at 6%; with 100% employer match about $67,582 at 4% or $45,055 at 6%.
American Heritage Bank Inc. 401(K) Plan-23$2,119,790$124,351$5,407iApproximate average salary by contribution assumption: employee only about $135,164 at 4% or $90,109 at 6%; with 50% employer match about $90,109 at 4% or $60,073 at 6%; with 100% employer match about $67,582 at 4% or $45,055 at 6%.
2023121$1,696,096$116,663$5,555iApproximate average salary by contribution assumption: employee only about $138,885 at 4% or $92,590 at 6%; with 50% employer match about $92,590 at 4% or $61,726 at 6%; with 100% employer match about $69,442 at 4% or $46,295 at 6%.
American Heritage Bank Inc. 401(K) Plan-21$1,696,096$116,663$5,555iApproximate average salary by contribution assumption: employee only about $138,885 at 4% or $92,590 at 6%; with 50% employer match about $92,590 at 4% or $61,726 at 6%; with 100% employer match about $69,442 at 4% or $46,295 at 6%.
2022118$1,293,955$89,145$4,953iApproximate average salary by contribution assumption: employee only about $123,813 at 4% or $82,542 at 6%; with 50% employer match about $82,542 at 4% or $55,028 at 6%; with 100% employer match about $61,906 at 4% or $41,271 at 6%.
American Heritage Bank Inc. 401(K) Plan-18$1,293,955$89,145$4,953iApproximate average salary by contribution assumption: employee only about $123,813 at 4% or $82,542 at 6%; with 50% employer match about $82,542 at 4% or $55,028 at 6%; with 100% employer match about $61,906 at 4% or $41,271 at 6%.
2021120$1,559,567$87,443$4,372iApproximate average salary by contribution assumption: employee only about $109,304 at 4% or $72,869 at 6%; with 50% employer match about $72,869 at 4% or $48,579 at 6%; with 100% employer match about $54,652 at 4% or $36,435 at 6%.
American Heritage Bank Inc. 401(K) Plan-20$1,559,567$87,443$4,372iApproximate average salary by contribution assumption: employee only about $109,304 at 4% or $72,869 at 6%; with 50% employer match about $72,869 at 4% or $48,579 at 6%; with 100% employer match about $54,652 at 4% or $36,435 at 6%.
2020119$1,317,429$80,747$4,250iApproximate average salary by contribution assumption: employee only about $106,246 at 4% or $70,831 at 6%; with 50% employer match about $70,831 at 4% or $47,220 at 6%; with 100% employer match about $53,123 at 4% or $35,415 at 6%.
American Heritage Bank Inc. 401(K) Plan-19$1,317,429$80,747$4,250iApproximate average salary by contribution assumption: employee only about $106,246 at 4% or $70,831 at 6%; with 50% employer match about $70,831 at 4% or $47,220 at 6%; with 100% employer match about $53,123 at 4% or $35,415 at 6%.
2019115$1,914,509$83,800$5,587iApproximate average salary by contribution assumption: employee only about $139,667 at 4% or $93,111 at 6%; with 50% employer match about $93,111 at 4% or $62,074 at 6%; with 100% employer match about $69,833 at 4% or $46,556 at 6%.
American Heritage Bank Inc. 401(K) Plan-15$1,914,509$83,800$5,587iApproximate average salary by contribution assumption: employee only about $139,667 at 4% or $93,111 at 6%; with 50% employer match about $93,111 at 4% or $62,074 at 6%; with 100% employer match about $69,833 at 4% or $46,556 at 6%.
2018116$1,594,996$94,501$5,906iApproximate average salary by contribution assumption: employee only about $147,658 at 4% or $98,439 at 6%; with 50% employer match about $98,439 at 4% or $65,626 at 6%; with 100% employer match about $73,829 at 4% or $49,219 at 6%.
American Heritage Bank Inc. 401(K) Plan-16$1,594,996$94,501$5,906iApproximate average salary by contribution assumption: employee only about $147,658 at 4% or $98,439 at 6%; with 50% employer match about $98,439 at 4% or $65,626 at 6%; with 100% employer match about $73,829 at 4% or $49,219 at 6%.
2017116$1,735,951$88,093$5,506iApproximate average salary by contribution assumption: employee only about $137,645 at 4% or $91,764 at 6%; with 50% employer match about $91,764 at 4% or $61,176 at 6%; with 100% employer match about $68,823 at 4% or $45,882 at 6%.
American Heritage Bank Inc. 401(K) Plan-16$1,735,951$88,093$5,506iApproximate average salary by contribution assumption: employee only about $137,645 at 4% or $91,764 at 6%; with 50% employer match about $91,764 at 4% or $61,176 at 6%; with 100% employer match about $68,823 at 4% or $45,882 at 6%.
2016117$1,444,654$93,028$5,472iApproximate average salary by contribution assumption: employee only about $136,806 at 4% or $91,204 at 6%; with 50% employer match about $91,204 at 4% or $60,803 at 6%; with 100% employer match about $68,403 at 4% or $45,602 at 6%.
American Heritage Bank Inc. 401(K) Plan-17$1,444,654$93,028$5,472iApproximate average salary by contribution assumption: employee only about $136,806 at 4% or $91,204 at 6%; with 50% employer match about $91,204 at 4% or $60,803 at 6%; with 100% employer match about $68,403 at 4% or $45,602 at 6%.
2015121$1,303,811$96,820$4,610iApproximate average salary by contribution assumption: employee only about $115,262 at 4% or $76,841 at 6%; with 50% employer match about $76,841 at 4% or $51,228 at 6%; with 100% employer match about $57,631 at 4% or $38,421 at 6%.
American Heritage Bank Inc. 401(K) Plan-21$1,303,811$96,820$4,610iApproximate average salary by contribution assumption: employee only about $115,262 at 4% or $76,841 at 6%; with 50% employer match about $76,841 at 4% or $51,228 at 6%; with 100% employer match about $57,631 at 4% or $38,421 at 6%.
2014120$1,253,692$93,981$4,699iApproximate average salary by contribution assumption: employee only about $117,476 at 4% or $78,318 at 6%; with 50% employer match about $78,318 at 4% or $52,212 at 6%; with 100% employer match about $58,738 at 4% or $39,159 at 6%.
American Heritage Bank Inc. 401(K) Plan-20$1,253,692$93,981$4,699iApproximate average salary by contribution assumption: employee only about $117,476 at 4% or $78,318 at 6%; with 50% employer match about $78,318 at 4% or $52,212 at 6%; with 100% employer match about $58,738 at 4% or $39,159 at 6%.
2013118$1,109,287$90,007$5,000iApproximate average salary by contribution assumption: employee only about $125,010 at 4% or $83,340 at 6%; with 50% employer match about $83,340 at 4% or $55,560 at 6%; with 100% employer match about $62,505 at 4% or $41,670 at 6%.
American Heritage Bank Inc. 401(K) Plan-18$1,109,287$90,007$5,000iApproximate average salary by contribution assumption: employee only about $125,010 at 4% or $83,340 at 6%; with 50% employer match about $83,340 at 4% or $55,560 at 6%; with 100% employer match about $62,505 at 4% or $41,670 at 6%.
2012118$875,445$86,496$4,805iApproximate average salary by contribution assumption: employee only about $120,133 at 4% or $80,089 at 6%; with 50% employer match about $80,089 at 4% or $53,393 at 6%; with 100% employer match about $60,067 at 4% or $40,044 at 6%.
American Heritage Bank Inc. 401(K) Plan-18$875,445$86,496$4,805iApproximate average salary by contribution assumption: employee only about $120,133 at 4% or $80,089 at 6%; with 50% employer match about $80,089 at 4% or $53,393 at 6%; with 100% employer match about $60,067 at 4% or $40,044 at 6%.
2011117$700,085$79,539$4,679iApproximate average salary by contribution assumption: employee only about $116,969 at 4% or $77,979 at 6%; with 50% employer match about $77,979 at 4% or $51,986 at 6%; with 100% employer match about $58,485 at 4% or $38,990 at 6%.
American Heritage Bank Inc. 401(K) Plan-17$700,085$79,539$4,679iApproximate average salary by contribution assumption: employee only about $116,969 at 4% or $77,979 at 6%; with 50% employer match about $77,979 at 4% or $51,986 at 6%; with 100% employer match about $58,485 at 4% or $38,990 at 6%.
2010116$637,180$75,325$4,708iApproximate average salary by contribution assumption: employee only about $117,695 at 4% or $78,464 at 6%; with 50% employer match about $78,464 at 4% or $52,309 at 6%; with 100% employer match about $58,848 at 4% or $39,232 at 6%.
American Heritage Bank Inc. 401(K) Plan-16$637,180$75,325$4,708iApproximate average salary by contribution assumption: employee only about $117,695 at 4% or $78,464 at 6%; with 50% employer match about $78,464 at 4% or $52,309 at 6%; with 100% employer match about $58,848 at 4% or $39,232 at 6%.
2009116$496,298$75,103$4,694iApproximate average salary by contribution assumption: employee only about $117,348 at 4% or $78,232 at 6%; with 50% employer match about $78,232 at 4% or $52,155 at 6%; with 100% employer match about $58,674 at 4% or $39,116 at 6%.
American Heritage Bank Inc. 401(K) Plan-16$496,298$75,103$4,694iApproximate average salary by contribution assumption: employee only about $117,348 at 4% or $78,232 at 6%; with 50% employer match about $78,232 at 4% or $52,155 at 6%; with 100% employer match about $58,674 at 4% or $39,116 at 6%.
2008121$325,518$359,680$17,128iApproximate average salary by contribution assumption: employee only about $428,190 at 4% or $285,460 at 6%; with 50% employer match about $285,460 at 4% or $190,307 at 6%; with 100% employer match about $214,095 at 4% or $142,730 at 6%.
American Heritage Bank Inc. 401(K) Plan-21$325,518$359,680$17,128iApproximate average salary by contribution assumption: employee only about $428,190 at 4% or $285,460 at 6%; with 50% employer match about $285,460 at 4% or $190,307 at 6%; with 100% employer match about $214,095 at 4% or $142,730 at 6%.
2007124$94,362$86,772$3,616iApproximate average salary by contribution assumption: employee only about $90,388 at 4% or $60,258 at 6%; with 50% employer match about $60,258 at 4% or $40,172 at 6%; with 100% employer match about $45,194 at 4% or $30,129 at 6%.
American Heritage Bank Inc. 401(K) Plan-24$94,362$86,772$3,616iApproximate average salary by contribution assumption: employee only about $90,388 at 4% or $60,258 at 6%; with 50% employer match about $60,258 at 4% or $40,172 at 6%; with 100% employer match about $45,194 at 4% or $30,129 at 6%.