Civic Intelligence

Heartland Heating & Cooling

Plan context: Heartland Heating & Cooling Retirement Plan

EIN 06-1705854 • Grimes, IA • 16 filings • 1 plans

3155 SE Miehe DrGrimes, IA 50111-6657
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$1,608,765

2024 Contributions

$107,314

Historical Graphs

Total Assets Over Time

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

$1,608,765$804,383$0200920162023YearValue
$1,608,765Latest year 2023

Participants Over Time

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

32160200920162023YearValue
29Latest year 2023

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
202410$0$107,314-
Heartland Heating & Cooling Retirement Plan-0$0$107,314-
2023129$1,608,765$139,676$4,816iApproximate average salary by contribution assumption: employee only about $120,410 at 4% or $80,274 at 6%; with 50% employer match about $80,274 at 4% or $53,516 at 6%; with 100% employer match about $60,205 at 4% or $40,137 at 6%.
Heartland Heating & Cooling Retirement Plan-29$1,608,765$139,676$4,816iApproximate average salary by contribution assumption: employee only about $120,410 at 4% or $80,274 at 6%; with 50% employer match about $80,274 at 4% or $53,516 at 6%; with 100% employer match about $60,205 at 4% or $40,137 at 6%.
2022131$1,444,570$154,012$4,968iApproximate average salary by contribution assumption: employee only about $124,203 at 4% or $82,802 at 6%; with 50% employer match about $82,802 at 4% or $55,201 at 6%; with 100% employer match about $62,102 at 4% or $41,401 at 6%.
Heartland Heating & Cooling Retirement Plan-31$1,444,570$154,012$4,968iApproximate average salary by contribution assumption: employee only about $124,203 at 4% or $82,802 at 6%; with 50% employer match about $82,802 at 4% or $55,201 at 6%; with 100% employer match about $62,102 at 4% or $41,401 at 6%.
2021131$1,596,366$131,783$4,251iApproximate average salary by contribution assumption: employee only about $106,277 at 4% or $70,851 at 6%; with 50% employer match about $70,851 at 4% or $47,234 at 6%; with 100% employer match about $53,138 at 4% or $35,426 at 6%.
Heartland Heating & Cooling Retirement Plan-31$1,596,366$131,783$4,251iApproximate average salary by contribution assumption: employee only about $106,277 at 4% or $70,851 at 6%; with 50% employer match about $70,851 at 4% or $47,234 at 6%; with 100% employer match about $53,138 at 4% or $35,426 at 6%.
2020132$1,340,778$131,442$4,108iApproximate average salary by contribution assumption: employee only about $102,689 at 4% or $68,459 at 6%; with 50% employer match about $68,459 at 4% or $45,640 at 6%; with 100% employer match about $51,345 at 4% or $34,230 at 6%.
Heartland Heating & Cooling Retirement Plan-32$1,340,778$131,442$4,108iApproximate average salary by contribution assumption: employee only about $102,689 at 4% or $68,459 at 6%; with 50% employer match about $68,459 at 4% or $45,640 at 6%; with 100% employer match about $51,345 at 4% or $34,230 at 6%.
2019131$1,045,349$110,537$3,566iApproximate average salary by contribution assumption: employee only about $89,143 at 4% or $59,428 at 6%; with 50% employer match about $59,428 at 4% or $39,619 at 6%; with 100% employer match about $44,571 at 4% or $29,714 at 6%.
Heartland Heating & Cooling Retirement Plan-31$1,045,349$110,537$3,566iApproximate average salary by contribution assumption: employee only about $89,143 at 4% or $59,428 at 6%; with 50% employer match about $59,428 at 4% or $39,619 at 6%; with 100% employer match about $44,571 at 4% or $29,714 at 6%.
2018129$771,387$109,179$3,765iApproximate average salary by contribution assumption: employee only about $94,120 at 4% or $62,747 at 6%; with 50% employer match about $62,747 at 4% or $41,831 at 6%; with 100% employer match about $47,060 at 4% or $31,373 at 6%.
Heartland Heating & Cooling Retirement Plan-29$771,387$109,179$3,765iApproximate average salary by contribution assumption: employee only about $94,120 at 4% or $62,747 at 6%; with 50% employer match about $62,747 at 4% or $41,831 at 6%; with 100% employer match about $47,060 at 4% or $31,373 at 6%.
2017128$772,094$110,163$3,934iApproximate average salary by contribution assumption: employee only about $98,360 at 4% or $65,573 at 6%; with 50% employer match about $65,573 at 4% or $43,715 at 6%; with 100% employer match about $49,180 at 4% or $32,787 at 6%.
Heartland Heating & Cooling Retirement Plan-28$772,094$110,163$3,934iApproximate average salary by contribution assumption: employee only about $98,360 at 4% or $65,573 at 6%; with 50% employer match about $65,573 at 4% or $43,715 at 6%; with 100% employer match about $49,180 at 4% or $32,787 at 6%.
2016129$592,780$101,884$3,513iApproximate average salary by contribution assumption: employee only about $87,831 at 4% or $58,554 at 6%; with 50% employer match about $58,554 at 4% or $39,036 at 6%; with 100% employer match about $43,916 at 4% or $29,277 at 6%.
Heartland Heating & Cooling Retirement Plan-29$592,780$101,884$3,513iApproximate average salary by contribution assumption: employee only about $87,831 at 4% or $58,554 at 6%; with 50% employer match about $58,554 at 4% or $39,036 at 6%; with 100% employer match about $43,916 at 4% or $29,277 at 6%.
2015127$495,086$91,003$3,370iApproximate average salary by contribution assumption: employee only about $84,262 at 4% or $56,175 at 6%; with 50% employer match about $56,175 at 4% or $37,450 at 6%; with 100% employer match about $42,131 at 4% or $28,087 at 6%.
Heartland Heating & Cooling Retirement Plan-27$495,086$91,003$3,370iApproximate average salary by contribution assumption: employee only about $84,262 at 4% or $56,175 at 6%; with 50% employer match about $56,175 at 4% or $37,450 at 6%; with 100% employer match about $42,131 at 4% or $28,087 at 6%.
2014130$570,755$84,047$2,802iApproximate average salary by contribution assumption: employee only about $70,039 at 4% or $46,693 at 6%; with 50% employer match about $46,693 at 4% or $31,129 at 6%; with 100% employer match about $35,020 at 4% or $23,346 at 6%.
Heartland Heating & Cooling Retirement Plan-30$570,755$84,047$2,802iApproximate average salary by contribution assumption: employee only about $70,039 at 4% or $46,693 at 6%; with 50% employer match about $46,693 at 4% or $31,129 at 6%; with 100% employer match about $35,020 at 4% or $23,346 at 6%.
2013129$464,821$76,571$2,640iApproximate average salary by contribution assumption: employee only about $66,009 at 4% or $44,006 at 6%; with 50% employer match about $44,006 at 4% or $29,338 at 6%; with 100% employer match about $33,005 at 4% or $22,003 at 6%.
Heartland Heating & Cooling Retirement Plan-29$464,821$76,571$2,640iApproximate average salary by contribution assumption: employee only about $66,009 at 4% or $44,006 at 6%; with 50% employer match about $44,006 at 4% or $29,338 at 6%; with 100% employer match about $33,005 at 4% or $22,003 at 6%.
2012126$366,116$71,467$2,749iApproximate average salary by contribution assumption: employee only about $68,718 at 4% or $45,812 at 6%; with 50% employer match about $45,812 at 4% or $30,541 at 6%; with 100% employer match about $34,359 at 4% or $22,906 at 6%.
Heartland Heating & Cooling Retirement Plan-26$366,116$71,467$2,749iApproximate average salary by contribution assumption: employee only about $68,718 at 4% or $45,812 at 6%; with 50% employer match about $45,812 at 4% or $30,541 at 6%; with 100% employer match about $34,359 at 4% or $22,906 at 6%.
2011126$295,857$70,654$2,717iApproximate average salary by contribution assumption: employee only about $67,937 at 4% or $45,291 at 6%; with 50% employer match about $45,291 at 4% or $30,194 at 6%; with 100% employer match about $33,968 at 4% or $22,646 at 6%.
Heartland Heating & Cooling Retirement Plan-26$295,857$70,654$2,717iApproximate average salary by contribution assumption: employee only about $67,937 at 4% or $45,291 at 6%; with 50% employer match about $45,291 at 4% or $30,194 at 6%; with 100% employer match about $33,968 at 4% or $22,646 at 6%.
2010118$231,817$59,503$3,306iApproximate average salary by contribution assumption: employee only about $82,643 at 4% or $55,095 at 6%; with 50% employer match about $55,095 at 4% or $36,730 at 6%; with 100% employer match about $41,322 at 4% or $27,548 at 6%.
Heartland Heating & Cooling Retirement Plan-18$231,817$59,503$3,306iApproximate average salary by contribution assumption: employee only about $82,643 at 4% or $55,095 at 6%; with 50% employer match about $55,095 at 4% or $36,730 at 6%; with 100% employer match about $41,322 at 4% or $27,548 at 6%.
2009123$184,386$62,023$2,697iApproximate average salary by contribution assumption: employee only about $67,416 at 4% or $44,944 at 6%; with 50% employer match about $44,944 at 4% or $29,963 at 6%; with 100% employer match about $33,708 at 4% or $22,472 at 6%.
Heartland Heating & Cooling Retirement Plan-23$184,386$62,023$2,697iApproximate average salary by contribution assumption: employee only about $67,416 at 4% or $44,944 at 6%; with 50% employer match about $44,944 at 4% or $29,963 at 6%; with 100% employer match about $33,708 at 4% or $22,472 at 6%.