Civic Intelligence

American Heritage Properties,

Plan context: American Heritage Properties Inc. 401K Savings Plan

EIN 95-3624959 • San Diego, CA • 24 filings • 1 plans

6540 Lusk BlvdSuite C112San Diego, CA 92121
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$3,632,866

2024 Contributions

$162,255

Historical Graphs

Total Assets Over Time

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

$3,632,866$1,816,433$0200120132024YearValue
$3,632,866Latest year 2024

Participants Over Time

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

28140200120132024YearValue
26Latest 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
2024126$3,632,866$162,255$6,241iApproximate average salary by contribution assumption: employee only about $156,014 at 4% or $104,010 at 6%; with 50% employer match about $104,010 at 4% or $69,340 at 6%; with 100% employer match about $78,007 at 4% or $52,005 at 6%.
American Heritage Properties Inc. 401K Savings Plan-26$3,632,866$162,255$6,241iApproximate average salary by contribution assumption: employee only about $156,014 at 4% or $104,010 at 6%; with 50% employer match about $104,010 at 4% or $69,340 at 6%; with 100% employer match about $78,007 at 4% or $52,005 at 6%.
2023126$2,890,506$149,504$5,750iApproximate average salary by contribution assumption: employee only about $143,754 at 4% or $95,836 at 6%; with 50% employer match about $95,836 at 4% or $63,891 at 6%; with 100% employer match about $71,877 at 4% or $47,918 at 6%.
American Heritage Properties Inc. 401K Savings Plan-26$2,890,506$149,504$5,750iApproximate average salary by contribution assumption: employee only about $143,754 at 4% or $95,836 at 6%; with 50% employer match about $95,836 at 4% or $63,891 at 6%; with 100% employer match about $71,877 at 4% or $47,918 at 6%.
2022126$2,232,064$148,045$5,694iApproximate average salary by contribution assumption: employee only about $142,351 at 4% or $94,901 at 6%; with 50% employer match about $94,901 at 4% or $63,267 at 6%; with 100% employer match about $71,175 at 4% or $47,450 at 6%.
American Heritage Properties Inc. 401K Savings Plan-26$2,232,064$148,045$5,694iApproximate average salary by contribution assumption: employee only about $142,351 at 4% or $94,901 at 6%; with 50% employer match about $94,901 at 4% or $63,267 at 6%; with 100% employer match about $71,175 at 4% or $47,450 at 6%.
2021124$2,664,287$111,224$4,634iApproximate average salary by contribution assumption: employee only about $115,858 at 4% or $77,239 at 6%; with 50% employer match about $77,239 at 4% or $51,493 at 6%; with 100% employer match about $57,929 at 4% or $38,619 at 6%.
American Heritage Properties Inc. 401K Savings Plan-24$2,664,287$111,224$4,634iApproximate average salary by contribution assumption: employee only about $115,858 at 4% or $77,239 at 6%; with 50% employer match about $77,239 at 4% or $51,493 at 6%; with 100% employer match about $57,929 at 4% or $38,619 at 6%.
2020124$2,167,702$100,824$4,201iApproximate average salary by contribution assumption: employee only about $105,025 at 4% or $70,017 at 6%; with 50% employer match about $70,017 at 4% or $46,678 at 6%; with 100% employer match about $52,513 at 4% or $35,008 at 6%.
American Heritage Properties Inc. 401K Savings Plan-24$2,167,702$100,824$4,201iApproximate average salary by contribution assumption: employee only about $105,025 at 4% or $70,017 at 6%; with 50% employer match about $70,017 at 4% or $46,678 at 6%; with 100% employer match about $52,513 at 4% or $35,008 at 6%.
2019123$1,653,573$100,300$4,361iApproximate average salary by contribution assumption: employee only about $109,022 at 4% or $72,681 at 6%; with 50% employer match about $72,681 at 4% or $48,454 at 6%; with 100% employer match about $54,511 at 4% or $36,341 at 6%.
American Heritage Properties Inc. 401K Savings Plan-23$1,653,573$100,300$4,361iApproximate average salary by contribution assumption: employee only about $109,022 at 4% or $72,681 at 6%; with 50% employer match about $72,681 at 4% or $48,454 at 6%; with 100% employer match about $54,511 at 4% or $36,341 at 6%.
2018124$1,357,949$68,173$2,841iApproximate average salary by contribution assumption: employee only about $71,014 at 4% or $47,342 at 6%; with 50% employer match about $47,342 at 4% or $31,562 at 6%; with 100% employer match about $35,507 at 4% or $23,671 at 6%.
American Heritage Properties Inc. 401K Savings Plan-24$1,357,949$68,173$2,841iApproximate average salary by contribution assumption: employee only about $71,014 at 4% or $47,342 at 6%; with 50% employer match about $47,342 at 4% or $31,562 at 6%; with 100% employer match about $35,507 at 4% or $23,671 at 6%.
2017126$1,461,697$54,805$2,108iApproximate average salary by contribution assumption: employee only about $52,697 at 4% or $35,131 at 6%; with 50% employer match about $35,131 at 4% or $23,421 at 6%; with 100% employer match about $26,349 at 4% or $17,566 at 6%.
American Heritage Properties Inc. 401K Savings Plan-26$1,461,697$54,805$2,108iApproximate average salary by contribution assumption: employee only about $52,697 at 4% or $35,131 at 6%; with 50% employer match about $35,131 at 4% or $23,421 at 6%; with 100% employer match about $26,349 at 4% or $17,566 at 6%.
2016127$1,214,445$64,311$2,382iApproximate average salary by contribution assumption: employee only about $59,547 at 4% or $39,698 at 6%; with 50% employer match about $39,698 at 4% or $26,465 at 6%; with 100% employer match about $29,774 at 4% or $19,849 at 6%.
American Heritage Properties Inc. 401K Savings Plan-27$1,214,445$64,311$2,382iApproximate average salary by contribution assumption: employee only about $59,547 at 4% or $39,698 at 6%; with 50% employer match about $39,698 at 4% or $26,465 at 6%; with 100% employer match about $29,774 at 4% or $19,849 at 6%.
2015128$1,091,184$83,440$2,980iApproximate average salary by contribution assumption: employee only about $74,500 at 4% or $49,667 at 6%; with 50% employer match about $49,667 at 4% or $33,111 at 6%; with 100% employer match about $37,250 at 4% or $24,833 at 6%.
American Heritage Properties Inc. 401K Savings Plan-28$1,091,184$83,440$2,980iApproximate average salary by contribution assumption: employee only about $74,500 at 4% or $49,667 at 6%; with 50% employer match about $49,667 at 4% or $33,111 at 6%; with 100% employer match about $37,250 at 4% or $24,833 at 6%.
2014126$1,004,859$85,578$3,291iApproximate average salary by contribution assumption: employee only about $82,287 at 4% or $54,858 at 6%; with 50% employer match about $54,858 at 4% or $36,572 at 6%; with 100% employer match about $41,143 at 4% or $27,429 at 6%.
American Heritage Properties Inc. 401K Savings Plan-26$1,004,859$85,578$3,291iApproximate average salary by contribution assumption: employee only about $82,287 at 4% or $54,858 at 6%; with 50% employer match about $54,858 at 4% or $36,572 at 6%; with 100% employer match about $41,143 at 4% or $27,429 at 6%.
2013128$933,894$71,757$2,563iApproximate average salary by contribution assumption: employee only about $64,069 at 4% or $42,713 at 6%; with 50% employer match about $42,713 at 4% or $28,475 at 6%; with 100% employer match about $32,034 at 4% or $21,356 at 6%.
American Heritage Properties Inc. 401K Savings Plan-28$933,894$71,757$2,563iApproximate average salary by contribution assumption: employee only about $64,069 at 4% or $42,713 at 6%; with 50% employer match about $42,713 at 4% or $28,475 at 6%; with 100% employer match about $32,034 at 4% or $21,356 at 6%.
2012127$726,828$60,751$2,250iApproximate average salary by contribution assumption: employee only about $56,251 at 4% or $37,501 at 6%; with 50% employer match about $37,501 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
American Heritage Properties Inc. 401K Savings Plan-27$726,828$60,751$2,250iApproximate average salary by contribution assumption: employee only about $56,251 at 4% or $37,501 at 6%; with 50% employer match about $37,501 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
2011126$589,087$80,421$3,093iApproximate average salary by contribution assumption: employee only about $77,328 at 4% or $51,552 at 6%; with 50% employer match about $51,552 at 4% or $34,368 at 6%; with 100% employer match about $38,664 at 4% or $25,776 at 6%.
American Heritage Properties Inc. 401K Savings Plan-26$589,087$80,421$3,093iApproximate average salary by contribution assumption: employee only about $77,328 at 4% or $51,552 at 6%; with 50% employer match about $51,552 at 4% or $34,368 at 6%; with 100% employer match about $38,664 at 4% or $25,776 at 6%.
2010124$554,995$62,336$2,597iApproximate average salary by contribution assumption: employee only about $64,933 at 4% or $43,289 at 6%; with 50% employer match about $43,289 at 4% or $28,859 at 6%; with 100% employer match about $32,467 at 4% or $21,644 at 6%.
American Heritage Properties Inc. 401K Savings Plan-24$554,995$62,336$2,597iApproximate average salary by contribution assumption: employee only about $64,933 at 4% or $43,289 at 6%; with 50% employer match about $43,289 at 4% or $28,859 at 6%; with 100% employer match about $32,467 at 4% or $21,644 at 6%.
2009117$463,230$98,798$5,812iApproximate average salary by contribution assumption: employee only about $145,291 at 4% or $96,861 at 6%; with 50% employer match about $96,861 at 4% or $64,574 at 6%; with 100% employer match about $72,646 at 4% or $48,430 at 6%.
American Heritage Properties Inc. 401K Savings Plan-17$463,230$98,798$5,812iApproximate average salary by contribution assumption: employee only about $145,291 at 4% or $96,861 at 6%; with 50% employer match about $96,861 at 4% or $64,574 at 6%; with 100% employer match about $72,646 at 4% or $48,430 at 6%.
2008120$268,896$93,303$4,665iApproximate average salary by contribution assumption: employee only about $116,629 at 4% or $77,753 at 6%; with 50% employer match about $77,753 at 4% or $51,835 at 6%; with 100% employer match about $58,314 at 4% or $38,876 at 6%.
American Heritage Properties Inc. 401K Savings Plan-20$268,896$93,303$4,665iApproximate average salary by contribution assumption: employee only about $116,629 at 4% or $77,753 at 6%; with 50% employer match about $77,753 at 4% or $51,835 at 6%; with 100% employer match about $58,314 at 4% or $38,876 at 6%.
2007118$0$0-
American Heritage Properties Inc. 401K Savings Plan-18---
2006116$209,855$44,430$2,777iApproximate average salary by contribution assumption: employee only about $69,422 at 4% or $46,281 at 6%; with 50% employer match about $46,281 at 4% or $30,854 at 6%; with 100% employer match about $34,711 at 4% or $23,141 at 6%.
American Heritage Properties Inc. 401K Savings Plan-16$209,855$44,430$2,777iApproximate average salary by contribution assumption: employee only about $69,422 at 4% or $46,281 at 6%; with 50% employer match about $46,281 at 4% or $30,854 at 6%; with 100% employer match about $34,711 at 4% or $23,141 at 6%.
2005114$149,477$42,496$3,035iApproximate average salary by contribution assumption: employee only about $75,886 at 4% or $50,590 at 6%; with 50% employer match about $50,590 at 4% or $33,727 at 6%; with 100% employer match about $37,943 at 4% or $25,295 at 6%.
American Heritage Properties Inc. 401K Savings Plan-14$149,477$42,496$3,035iApproximate average salary by contribution assumption: employee only about $75,886 at 4% or $50,590 at 6%; with 50% employer match about $50,590 at 4% or $33,727 at 6%; with 100% employer match about $37,943 at 4% or $25,295 at 6%.
2004117$114,775$34,885$2,052iApproximate average salary by contribution assumption: employee only about $51,301 at 4% or $34,201 at 6%; with 50% employer match about $34,201 at 4% or $22,801 at 6%; with 100% employer match about $25,651 at 4% or $17,100 at 6%.
American Heritage Properties Inc. 401K Savings Plan-17$114,775$34,885$2,052iApproximate average salary by contribution assumption: employee only about $51,301 at 4% or $34,201 at 6%; with 50% employer match about $34,201 at 4% or $22,801 at 6%; with 100% employer match about $25,651 at 4% or $17,100 at 6%.
2003118$77,915$30,937$1,719iApproximate average salary by contribution assumption: employee only about $42,968 at 4% or $28,645 at 6%; with 50% employer match about $28,645 at 4% or $19,097 at 6%; with 100% employer match about $21,484 at 4% or $14,323 at 6%.
American Heritage Properties Inc. 401K Savings Plan-18$77,915$30,937$1,719iApproximate average salary by contribution assumption: employee only about $42,968 at 4% or $28,645 at 6%; with 50% employer match about $28,645 at 4% or $19,097 at 6%; with 100% employer match about $21,484 at 4% or $14,323 at 6%.
2002117$35,363$25,777$1,516iApproximate average salary by contribution assumption: employee only about $37,907 at 4% or $25,272 at 6%; with 50% employer match about $25,272 at 4% or $16,848 at 6%; with 100% employer match about $18,954 at 4% or $12,636 at 6%.
American Heritage Properties Inc. 401K Savings Plan-17$35,363$25,777$1,516iApproximate average salary by contribution assumption: employee only about $37,907 at 4% or $25,272 at 6%; with 50% employer match about $25,272 at 4% or $16,848 at 6%; with 100% employer match about $18,954 at 4% or $12,636 at 6%.
2001115$14,684$15,046$1,003iApproximate average salary by contribution assumption: employee only about $25,077 at 4% or $16,718 at 6%; with 50% employer match about $16,718 at 4% or $11,145 at 6%; with 100% employer match about $12,538 at 4% or $8,359 at 6%.
American Heritage Properties Inc. 401K Savings Plan-15$14,684$15,046$1,003iApproximate average salary by contribution assumption: employee only about $25,077 at 4% or $16,718 at 6%; with 50% employer match about $16,718 at 4% or $11,145 at 6%; with 100% employer match about $12,538 at 4% or $8,359 at 6%.