Civic Intelligence

Heartworks Inc.

Plan context: Heartworks Inc. 401(K) Plan Dtd 01/01/03

EIN 03-0325962 • Shelburne, VT • 11 filings • 2 plans

P.O. Box 339Shelburne, VT 05482
Current Snapshot

Latest Year

2013

2013 Participants

32

2013 Assets

$973,966

2013 Contributions

$76,591

Historical Graphs

Total Assets Over Time

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

$973,966$486,983$0200320082012YearValue
$973,966Latest year 2012

Participants Over Time

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

44220200320082012YearValue
32Latest year 2012

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
201310$0$76,591-
Heartworks Inc. 401(K) Plan Dtd 01/01/03-0$0$76,591-
2012132$973,966$104,552$3,267iApproximate average salary by contribution assumption: employee only about $81,681 at 4% or $54,454 at 6%; with 50% employer match about $54,454 at 4% or $36,303 at 6%; with 100% employer match about $40,841 at 4% or $27,227 at 6%.
Heartworks Inc. 401(K) Plan Dtd 01/01/03-32$973,966$104,552$3,267iApproximate average salary by contribution assumption: employee only about $81,681 at 4% or $54,454 at 6%; with 50% employer match about $54,454 at 4% or $36,303 at 6%; with 100% employer match about $40,841 at 4% or $27,227 at 6%.
2011128$800,380$118,180$4,221iApproximate average salary by contribution assumption: employee only about $105,518 at 4% or $70,345 at 6%; with 50% employer match about $70,345 at 4% or $46,897 at 6%; with 100% employer match about $52,759 at 4% or $35,173 at 6%.
Heartworks Inc. 401(K) Plan Dtd 01/01/03-28$800,380$118,180$4,221iApproximate average salary by contribution assumption: employee only about $105,518 at 4% or $70,345 at 6%; with 50% employer match about $70,345 at 4% or $46,897 at 6%; with 100% employer match about $52,759 at 4% or $35,173 at 6%.
2010131$723,457$138,422$4,465iApproximate average salary by contribution assumption: employee only about $111,631 at 4% or $74,420 at 6%; with 50% employer match about $74,420 at 4% or $49,614 at 6%; with 100% employer match about $55,815 at 4% or $37,210 at 6%.
Heartworks Inc. 401(K) Plan Dtd 01/01/03-31$723,457$138,422$4,465iApproximate average salary by contribution assumption: employee only about $111,631 at 4% or $74,420 at 6%; with 50% employer match about $74,420 at 4% or $49,614 at 6%; with 100% employer match about $55,815 at 4% or $37,210 at 6%.
2009144$521,977$95,032$2,160iApproximate average salary by contribution assumption: employee only about $53,995 at 4% or $35,997 at 6%; with 50% employer match about $35,997 at 4% or $23,998 at 6%; with 100% employer match about $26,998 at 4% or $17,998 at 6%.
Heartworks Inc. 401(K) Plan Dtd 01/01/03-44$521,977$95,032$2,160iApproximate average salary by contribution assumption: employee only about $53,995 at 4% or $35,997 at 6%; with 50% employer match about $35,997 at 4% or $23,998 at 6%; with 100% employer match about $26,998 at 4% or $17,998 at 6%.
2008138$757,390$105,465$2,775iApproximate average salary by contribution assumption: employee only about $69,385 at 4% or $46,257 at 6%; with 50% employer match about $46,257 at 4% or $30,838 at 6%; with 100% employer match about $34,692 at 4% or $23,128 at 6%.
Heartworks Inc. 401(K) Plan Dtd 01/01/03-38$757,390$105,465$2,775iApproximate average salary by contribution assumption: employee only about $69,385 at 4% or $46,257 at 6%; with 50% employer match about $46,257 at 4% or $30,838 at 6%; with 100% employer match about $34,692 at 4% or $23,128 at 6%.
2007131$0$0-
Heartworks Inc. 401(K) Plan Dtd 01/01/03-31---
2006135$305,940$89,035$2,544iApproximate average salary by contribution assumption: employee only about $63,596 at 4% or $42,398 at 6%; with 50% employer match about $42,398 at 4% or $28,265 at 6%; with 100% employer match about $31,798 at 4% or $21,199 at 6%.
Heartworks Inc. 401(K) Plan Dtd 01/01/03-35$305,940$89,035$2,544iApproximate average salary by contribution assumption: employee only about $63,596 at 4% or $42,398 at 6%; with 50% employer match about $42,398 at 4% or $28,265 at 6%; with 100% employer match about $31,798 at 4% or $21,199 at 6%.
2005133$186,114$91,152$2,762iApproximate average salary by contribution assumption: employee only about $69,055 at 4% or $46,036 at 6%; with 50% employer match about $46,036 at 4% or $30,691 at 6%; with 100% employer match about $34,527 at 4% or $23,018 at 6%.
Heartworks Inc. 401(K) Plan Dtd 01/01/03-33$186,114$91,152$2,762iApproximate average salary by contribution assumption: employee only about $69,055 at 4% or $46,036 at 6%; with 50% employer match about $46,036 at 4% or $30,691 at 6%; with 100% employer match about $34,527 at 4% or $23,018 at 6%.
2004123$84,505$53,488$2,326iApproximate average salary by contribution assumption: employee only about $58,139 at 4% or $38,759 at 6%; with 50% employer match about $38,759 at 4% or $25,840 at 6%; with 100% employer match about $29,070 at 4% or $19,380 at 6%.
Heartworks Inc. 401(K) Plan Dtd 01/01/03-23$84,505$53,488$2,326iApproximate average salary by contribution assumption: employee only about $58,139 at 4% or $38,759 at 6%; with 50% employer match about $38,759 at 4% or $25,840 at 6%; with 100% employer match about $29,070 at 4% or $19,380 at 6%.
2003118$19,141$25,494$1,416iApproximate average salary by contribution assumption: employee only about $35,408 at 4% or $23,606 at 6%; with 50% employer match about $23,606 at 4% or $15,737 at 6%; with 100% employer match about $17,704 at 4% or $11,803 at 6%.
Heartworks Inc. 401(K) Plan Dtd 01/01/03-18$19,141$25,494$1,416iApproximate average salary by contribution assumption: employee only about $35,408 at 4% or $23,606 at 6%; with 50% employer match about $23,606 at 4% or $15,737 at 6%; with 100% employer match about $17,704 at 4% or $11,803 at 6%.