Civic Intelligence

Heritage Palms Master Homeowners Association

Plan context: Heritage Palms Master Hoa 401(K) Plan

EIN 95-4570216 • Indio, CA • 24 filings • 5 plans

44291 S. Heritage Palms Dr.Indio, CA 92201
Current Snapshot

Latest Year

2024

2024 Participants

41

2024 Assets

$1,847,110

2024 Contributions

$219,594

Historical Graphs

Total Assets Over Time

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

$1,847,110$923,555$0200220152024YearValue
$1,847,110Latest year 2024

Participants Over Time

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

80400200120132024YearValue
41Latest 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
2024141$1,847,110$219,594$5,356iApproximate average salary by contribution assumption: employee only about $133,899 at 4% or $89,266 at 6%; with 50% employer match about $89,266 at 4% or $59,511 at 6%; with 100% employer match about $66,949 at 4% or $44,633 at 6%.
Heritage Palms Master Hoa 401(K) Plan-41$1,847,110$219,594$5,356iApproximate average salary by contribution assumption: employee only about $133,899 at 4% or $89,266 at 6%; with 50% employer match about $89,266 at 4% or $59,511 at 6%; with 100% employer match about $66,949 at 4% or $44,633 at 6%.
2023143$1,821,849$184,454$4,290iApproximate average salary by contribution assumption: employee only about $107,241 at 4% or $71,494 at 6%; with 50% employer match about $71,494 at 4% or $47,663 at 6%; with 100% employer match about $53,620 at 4% or $35,747 at 6%.
Heritage Palms Master Hoa 401(K) Plan-43$1,821,849$184,454$4,290iApproximate average salary by contribution assumption: employee only about $107,241 at 4% or $71,494 at 6%; with 50% employer match about $71,494 at 4% or $47,663 at 6%; with 100% employer match about $53,620 at 4% or $35,747 at 6%.
2022138$1,477,961$216,910$5,708iApproximate average salary by contribution assumption: employee only about $142,704 at 4% or $95,136 at 6%; with 50% employer match about $95,136 at 4% or $63,424 at 6%; with 100% employer match about $71,352 at 4% or $47,568 at 6%.
Heritage Palms Master Hoa 401(K) Plan-38$1,477,961$216,910$5,708iApproximate average salary by contribution assumption: employee only about $142,704 at 4% or $95,136 at 6%; with 50% employer match about $95,136 at 4% or $63,424 at 6%; with 100% employer match about $71,352 at 4% or $47,568 at 6%.
2021138$1,550,220$118,818$3,127iApproximate average salary by contribution assumption: employee only about $78,170 at 4% or $52,113 at 6%; with 50% employer match about $52,113 at 4% or $34,742 at 6%; with 100% employer match about $39,085 at 4% or $26,057 at 6%.
Heritage Palms Master Hoa 401(K) Plan-38$1,550,220$118,818$3,127iApproximate average salary by contribution assumption: employee only about $78,170 at 4% or $52,113 at 6%; with 50% employer match about $52,113 at 4% or $34,742 at 6%; with 100% employer match about $39,085 at 4% or $26,057 at 6%.
2020139$1,341,629$127,678$3,274iApproximate average salary by contribution assumption: employee only about $81,845 at 4% or $54,563 at 6%; with 50% employer match about $54,563 at 4% or $36,375 at 6%; with 100% employer match about $40,922 at 4% or $27,282 at 6%.
Heritage Palms Master Hoa 401(K) Plan-39$1,341,629$127,678$3,274iApproximate average salary by contribution assumption: employee only about $81,845 at 4% or $54,563 at 6%; with 50% employer match about $54,563 at 4% or $36,375 at 6%; with 100% employer match about $40,922 at 4% or $27,282 at 6%.
2019139$1,066,500$126,510$3,244iApproximate average salary by contribution assumption: employee only about $81,096 at 4% or $54,064 at 6%; with 50% employer match about $54,064 at 4% or $36,043 at 6%; with 100% employer match about $40,548 at 4% or $27,032 at 6%.
Heritage Palms Master Hoa 401(K) Plan-39$1,066,500$126,510$3,244iApproximate average salary by contribution assumption: employee only about $81,096 at 4% or $54,064 at 6%; with 50% employer match about $54,064 at 4% or $36,043 at 6%; with 100% employer match about $40,548 at 4% or $27,032 at 6%.
2018143$821,349$108,340$2,520iApproximate average salary by contribution assumption: employee only about $62,988 at 4% or $41,992 at 6%; with 50% employer match about $41,992 at 4% or $27,995 at 6%; with 100% employer match about $31,494 at 4% or $20,996 at 6%.
Heritage Palms Master Hoa 401(K) Plan-43$821,349$108,340$2,520iApproximate average salary by contribution assumption: employee only about $62,988 at 4% or $41,992 at 6%; with 50% employer match about $41,992 at 4% or $27,995 at 6%; with 100% employer match about $31,494 at 4% or $20,996 at 6%.
2017138$887,880$109,685$2,886iApproximate average salary by contribution assumption: employee only about $72,161 at 4% or $48,107 at 6%; with 50% employer match about $48,107 at 4% or $32,072 at 6%; with 100% employer match about $36,081 at 4% or $24,054 at 6%.
Heritage Palms Master Hoa 401(K) Plan-38$887,880$109,685$2,886iApproximate average salary by contribution assumption: employee only about $72,161 at 4% or $48,107 at 6%; with 50% employer match about $48,107 at 4% or $32,072 at 6%; with 100% employer match about $36,081 at 4% or $24,054 at 6%.
2016137$780,887$117,993$3,189iApproximate average salary by contribution assumption: employee only about $79,725 at 4% or $53,150 at 6%; with 50% employer match about $53,150 at 4% or $35,433 at 6%; with 100% employer match about $39,863 at 4% or $26,575 at 6%.
Heritage Palms Master Hoa 401(K) Plan-37$780,887$117,993$3,189iApproximate average salary by contribution assumption: employee only about $79,725 at 4% or $53,150 at 6%; with 50% employer match about $53,150 at 4% or $35,433 at 6%; with 100% employer match about $39,863 at 4% or $26,575 at 6%.
2015133$727,687$117,164$3,550iApproximate average salary by contribution assumption: employee only about $88,761 at 4% or $59,174 at 6%; with 50% employer match about $59,174 at 4% or $39,449 at 6%; with 100% employer match about $44,380 at 4% or $29,587 at 6%.
Heritage Palms Master Hoa 401(K) Plan-33$727,687$117,164$3,550iApproximate average salary by contribution assumption: employee only about $88,761 at 4% or $59,174 at 6%; with 50% employer match about $59,174 at 4% or $39,449 at 6%; with 100% employer match about $44,380 at 4% or $29,587 at 6%.
2014137$637,385$99,214$2,681iApproximate average salary by contribution assumption: employee only about $67,036 at 4% or $44,691 at 6%; with 50% employer match about $44,691 at 4% or $29,794 at 6%; with 100% employer match about $33,518 at 4% or $22,345 at 6%.
Heritage Palms Master Hoa 401(K) Plan-37$637,385$99,214$2,681iApproximate average salary by contribution assumption: employee only about $67,036 at 4% or $44,691 at 6%; with 50% employer match about $44,691 at 4% or $29,794 at 6%; with 100% employer match about $33,518 at 4% or $22,345 at 6%.
2013134$545,010$109,495$3,220iApproximate average salary by contribution assumption: employee only about $80,511 at 4% or $53,674 at 6%; with 50% employer match about $53,674 at 4% or $35,783 at 6%; with 100% employer match about $40,256 at 4% or $26,837 at 6%.
Heritage Palms Master Hoa 401(K) Plan-34$545,010$109,495$3,220iApproximate average salary by contribution assumption: employee only about $80,511 at 4% or $53,674 at 6%; with 50% employer match about $53,674 at 4% or $35,783 at 6%; with 100% employer match about $40,256 at 4% or $26,837 at 6%.
2012130$431,381$117,352$3,912iApproximate average salary by contribution assumption: employee only about $97,793 at 4% or $65,196 at 6%; with 50% employer match about $65,196 at 4% or $43,464 at 6%; with 100% employer match about $48,897 at 4% or $32,598 at 6%.
Heritage Palms Master Hoa 401(K) Plan-30$431,381$117,352$3,912iApproximate average salary by contribution assumption: employee only about $97,793 at 4% or $65,196 at 6%; with 50% employer match about $65,196 at 4% or $43,464 at 6%; with 100% employer match about $48,897 at 4% or $32,598 at 6%.
2011129$343,483$104,139$3,591iApproximate average salary by contribution assumption: employee only about $89,775 at 4% or $59,850 at 6%; with 50% employer match about $59,850 at 4% or $39,900 at 6%; with 100% employer match about $44,888 at 4% or $29,925 at 6%.
Heritage Palms Master Hoa 401(K) Plan-29$343,483$104,139$3,591iApproximate average salary by contribution assumption: employee only about $89,775 at 4% or $59,850 at 6%; with 50% employer match about $59,850 at 4% or $39,900 at 6%; with 100% employer match about $44,888 at 4% or $29,925 at 6%.
2010132$299,245$98,639$3,082iApproximate average salary by contribution assumption: employee only about $77,062 at 4% or $51,374 at 6%; with 50% employer match about $51,374 at 4% or $34,250 at 6%; with 100% employer match about $38,531 at 4% or $25,687 at 6%.
Heritage Palms Master Hoa 401(K) Plan-32$299,245$98,639$3,082iApproximate average salary by contribution assumption: employee only about $77,062 at 4% or $51,374 at 6%; with 50% employer match about $51,374 at 4% or $34,250 at 6%; with 100% employer match about $38,531 at 4% or $25,687 at 6%.
2009120$199,133$96,603$4,830iApproximate average salary by contribution assumption: employee only about $120,754 at 4% or $80,503 at 6%; with 50% employer match about $80,503 at 4% or $53,668 at 6%; with 100% employer match about $60,377 at 4% or $40,251 at 6%.
Heritage Palms Master Hoa 401(K) Plan-20$199,133$96,603$4,830iApproximate average salary by contribution assumption: employee only about $120,754 at 4% or $80,503 at 6%; with 50% employer match about $80,503 at 4% or $53,668 at 6%; with 100% employer match about $60,377 at 4% or $40,251 at 6%.
2008180$84,823$94,538$1,182iApproximate average salary by contribution assumption: employee only about $29,543 at 4% or $19,695 at 6%; with 50% employer match about $19,695 at 4% or $13,130 at 6%; with 100% employer match about $14,772 at 4% or $9,848 at 6%.
Heritage Palms Master Hoa 401(K) Plan-80$84,823$94,538$1,182iApproximate average salary by contribution assumption: employee only about $29,543 at 4% or $19,695 at 6%; with 50% employer match about $19,695 at 4% or $13,130 at 6%; with 100% employer match about $14,772 at 4% or $9,848 at 6%.
2007126$0$0-
Heritage Palms Master Hoa 401(K) Plan-26---
2006138$127,560$31,388$826iApproximate average salary by contribution assumption: employee only about $20,650 at 4% or $13,767 at 6%; with 50% employer match about $13,767 at 4% or $9,178 at 6%; with 100% employer match about $10,325 at 4% or $6,883 at 6%.
Heritage Palms Master Hoa 401(K) Plan-38$127,560$31,388$826iApproximate average salary by contribution assumption: employee only about $20,650 at 4% or $13,767 at 6%; with 50% employer match about $13,767 at 4% or $9,178 at 6%; with 100% employer match about $10,325 at 4% or $6,883 at 6%.
2005139$0$0-
Heritage Palms Master Hoa 401(K) Plan-39---
2004140$56,332$15,631$391iApproximate average salary by contribution assumption: employee only about $9,769 at 4% or $6,513 at 6%; with 50% employer match about $6,513 at 4% or $4,342 at 6%; with 100% employer match about $4,885 at 4% or $3,256 at 6%.
Heritage Palms Master Hoa 401(K) Plan-40$56,332$15,631$391iApproximate average salary by contribution assumption: employee only about $9,769 at 4% or $6,513 at 6%; with 50% employer match about $6,513 at 4% or $4,342 at 6%; with 100% employer match about $4,885 at 4% or $3,256 at 6%.
2003153$0$0-
Heritage Palms Master Hoa 401(K) Plan-53---
2002168$40,980$15,748$232iApproximate average salary by contribution assumption: employee only about $5,790 at 4% or $3,860 at 6%; with 50% employer match about $3,860 at 4% or $2,573 at 6%; with 100% employer match about $2,895 at 4% or $1,930 at 6%.
Heritage Palms Master Hoa 401(K) Plan-68$40,980$15,748$232iApproximate average salary by contribution assumption: employee only about $5,790 at 4% or $3,860 at 6%; with 50% employer match about $3,860 at 4% or $2,573 at 6%; with 100% employer match about $2,895 at 4% or $1,930 at 6%.
2001167$0$0-
Heritage Palms Master Hoa 401(K) Plan-67---