Civic Intelligence

CONTINENTAL HERITAGE INSURANCE

Plan context: CONTINENTAL HERITAGE INSURANCE 401(K) PROFIT SHARING PLAN & TRUST

EIN 87-0363183 • Orange Village, OH • 9 filings • 2 plans

200 Park AveSuite 400Orange Village, OH 44122-6106
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$1,215,044

2025 Contributions

$172,345

Historical Graphs

Total Assets Over Time

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

$1,215,044$607,522$0201720212025YearValue
$1,215,044Latest year 2025

Participants Over Time

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

1580201720212025YearValue
13Latest 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
2025113$1,215,044$172,345$13,257iApproximate average salary by contribution assumption: employee only about $331,433 at 4% or $220,955 at 6%; with 50% employer match about $220,955 at 4% or $147,303 at 6%; with 100% employer match about $165,716 at 4% or $110,478 at 6%.
CONTINENTAL HERITAGE INSURANCE 401(K) PROFIT SHARING PLAN & TRUST-13$1,215,044$172,345$13,257iApproximate average salary by contribution assumption: employee only about $331,433 at 4% or $220,955 at 6%; with 50% employer match about $220,955 at 4% or $147,303 at 6%; with 100% employer match about $165,716 at 4% or $110,478 at 6%.
2024115$1,041,450$179,686$11,979iApproximate average salary by contribution assumption: employee only about $299,477 at 4% or $199,651 at 6%; with 50% employer match about $199,651 at 4% or $133,101 at 6%; with 100% employer match about $149,738 at 4% or $99,826 at 6%.
CONTINENTAL HERITAGE INSURANCE 401(K) PROFIT SHARING PLAN & TRUST-15$1,041,450$179,686$11,979iApproximate average salary by contribution assumption: employee only about $299,477 at 4% or $199,651 at 6%; with 50% employer match about $199,651 at 4% or $133,101 at 6%; with 100% employer match about $149,738 at 4% or $99,826 at 6%.
2023114$1,005,366$154,721$11,052iApproximate average salary by contribution assumption: employee only about $276,288 at 4% or $184,192 at 6%; with 50% employer match about $184,192 at 4% or $122,794 at 6%; with 100% employer match about $138,144 at 4% or $92,096 at 6%.
CONTINENTAL HERITAGE INSURANCE 401(K) PROFIT SHARING PLAN & TRUST-14$1,005,366$154,721$11,052iApproximate average salary by contribution assumption: employee only about $276,288 at 4% or $184,192 at 6%; with 50% employer match about $184,192 at 4% or $122,794 at 6%; with 100% employer match about $138,144 at 4% or $92,096 at 6%.
2022113$763,468$153,306$11,793iApproximate average salary by contribution assumption: employee only about $294,819 at 4% or $196,546 at 6%; with 50% employer match about $196,546 at 4% or $131,031 at 6%; with 100% employer match about $147,410 at 4% or $98,273 at 6%.
CONTINENTAL HERITAGE INSURANCE 401(K) PROFIT SHARING PLAN & TRUST-13$763,468$153,306$11,793iApproximate average salary by contribution assumption: employee only about $294,819 at 4% or $196,546 at 6%; with 50% employer match about $196,546 at 4% or $131,031 at 6%; with 100% employer match about $147,410 at 4% or $98,273 at 6%.
2021112$717,335$161,119$13,427iApproximate average salary by contribution assumption: employee only about $335,665 at 4% or $223,776 at 6%; with 50% employer match about $223,776 at 4% or $149,184 at 6%; with 100% employer match about $167,832 at 4% or $111,888 at 6%.
CONTINENTAL HERITAGE INSURANCE 401(K) PROFIT SHARING PLAN & TRUST-12$717,335$161,119$13,427iApproximate average salary by contribution assumption: employee only about $335,665 at 4% or $223,776 at 6%; with 50% employer match about $223,776 at 4% or $149,184 at 6%; with 100% employer match about $167,832 at 4% or $111,888 at 6%.
2020110$592,994$155,095$15,510iApproximate average salary by contribution assumption: employee only about $387,738 at 4% or $258,492 at 6%; with 50% employer match about $258,492 at 4% or $172,328 at 6%; with 100% employer match about $193,869 at 4% or $129,246 at 6%.
CONTINENTAL HERITAGE INSURANCE 401(K) PROFIT SHARING PLAN & TRUST-10$592,994$155,095$15,510iApproximate average salary by contribution assumption: employee only about $387,738 at 4% or $258,492 at 6%; with 50% employer match about $258,492 at 4% or $172,328 at 6%; with 100% employer match about $193,869 at 4% or $129,246 at 6%.
2019110$395,454$132,691$13,269iApproximate average salary by contribution assumption: employee only about $331,728 at 4% or $221,152 at 6%; with 50% employer match about $221,152 at 4% or $147,434 at 6%; with 100% employer match about $165,864 at 4% or $110,576 at 6%.
CONTINENTAL HERITAGE INSURANCE 401(K) PROFIT SHARING PLAN & TRUST-10$395,454$132,691$13,269iApproximate average salary by contribution assumption: employee only about $331,728 at 4% or $221,152 at 6%; with 50% employer match about $221,152 at 4% or $147,434 at 6%; with 100% employer match about $165,864 at 4% or $110,576 at 6%.
201818$221,726$208,528$26,066iApproximate average salary by contribution assumption: employee only about $651,650 at 4% or $434,433 at 6%; with 50% employer match about $434,433 at 4% or $289,622 at 6%; with 100% employer match about $325,825 at 4% or $217,217 at 6%.
CONTINENTAL HERITAGE INSURANCE 401 K PROFIT SHARING PLAN TRUST-8$221,726$208,528$26,066iApproximate average salary by contribution assumption: employee only about $651,650 at 4% or $434,433 at 6%; with 50% employer match about $434,433 at 4% or $289,622 at 6%; with 100% employer match about $325,825 at 4% or $217,217 at 6%.
201717$52,362$50,307$7,187iApproximate average salary by contribution assumption: employee only about $179,668 at 4% or $119,779 at 6%; with 50% employer match about $119,779 at 4% or $79,852 at 6%; with 100% employer match about $89,834 at 4% or $59,889 at 6%.
CONTINENTAL HERITAGE INSURANCE 401 K PROFIT SHARING PLAN TRUST-7$52,362$50,307$7,187iApproximate average salary by contribution assumption: employee only about $179,668 at 4% or $119,779 at 6%; with 50% employer match about $119,779 at 4% or $79,852 at 6%; with 100% employer match about $89,834 at 4% or $59,889 at 6%.