Civic Intelligence

Where the Heart Is Inc.

Plan context: Where the Heart Is 401(K) Plan

EIN 20-0913164 • Eads, TN • 11 filings • 1 plans

760 Great Oaks RoadEads, TN 38028
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$328,341

2024 Contributions

$29,802

Historical Graphs

Total Assets Over Time

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

$328,341$164,171$0201420192024YearValue
$328,341Latest year 2024

Participants Over Time

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

19100201420192024YearValue
17Latest 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
2024117$328,341$29,802$1,753iApproximate average salary by contribution assumption: employee only about $43,826 at 4% or $29,218 at 6%; with 50% employer match about $29,218 at 4% or $19,478 at 6%; with 100% employer match about $21,913 at 4% or $14,609 at 6%.
Where the Heart Is 401(K) Plan-17$328,341$29,802$1,753iApproximate average salary by contribution assumption: employee only about $43,826 at 4% or $29,218 at 6%; with 50% employer match about $29,218 at 4% or $19,478 at 6%; with 100% employer match about $21,913 at 4% or $14,609 at 6%.
2023113$281,216$37,344$2,873iApproximate average salary by contribution assumption: employee only about $71,815 at 4% or $47,877 at 6%; with 50% employer match about $47,877 at 4% or $31,918 at 6%; with 100% employer match about $35,908 at 4% or $23,938 at 6%.
Where the Heart Is 401(K) Plan-13$281,216$37,344$2,873iApproximate average salary by contribution assumption: employee only about $71,815 at 4% or $47,877 at 6%; with 50% employer match about $47,877 at 4% or $31,918 at 6%; with 100% employer match about $35,908 at 4% or $23,938 at 6%.
2022113$220,849$37,687$2,899iApproximate average salary by contribution assumption: employee only about $72,475 at 4% or $48,317 at 6%; with 50% employer match about $48,317 at 4% or $32,211 at 6%; with 100% employer match about $36,238 at 4% or $24,158 at 6%.
Where the Heart Is 401(K) Plan-13$220,849$37,687$2,899iApproximate average salary by contribution assumption: employee only about $72,475 at 4% or $48,317 at 6%; with 50% employer match about $48,317 at 4% or $32,211 at 6%; with 100% employer match about $36,238 at 4% or $24,158 at 6%.
2021114$231,656$30,750$2,196iApproximate average salary by contribution assumption: employee only about $54,911 at 4% or $36,607 at 6%; with 50% employer match about $36,607 at 4% or $24,405 at 6%; with 100% employer match about $27,455 at 4% or $18,304 at 6%.
Where the Heart Is 401(K) Plan-14$231,656$30,750$2,196iApproximate average salary by contribution assumption: employee only about $54,911 at 4% or $36,607 at 6%; with 50% employer match about $36,607 at 4% or $24,405 at 6%; with 100% employer match about $27,455 at 4% or $18,304 at 6%.
2020112$182,866$15,152$1,263iApproximate average salary by contribution assumption: employee only about $31,567 at 4% or $21,044 at 6%; with 50% employer match about $21,044 at 4% or $14,030 at 6%; with 100% employer match about $15,783 at 4% or $10,522 at 6%.
Where the Heart Is 401(K) Plan-12$182,866$15,152$1,263iApproximate average salary by contribution assumption: employee only about $31,567 at 4% or $21,044 at 6%; with 50% employer match about $21,044 at 4% or $14,030 at 6%; with 100% employer match about $15,783 at 4% or $10,522 at 6%.
2019114$163,790$47,581$3,399iApproximate average salary by contribution assumption: employee only about $84,966 at 4% or $56,644 at 6%; with 50% employer match about $56,644 at 4% or $37,763 at 6%; with 100% employer match about $42,483 at 4% or $28,322 at 6%.
Where the Heart Is 401(K) Plan-14$163,790$47,581$3,399iApproximate average salary by contribution assumption: employee only about $84,966 at 4% or $56,644 at 6%; with 50% employer match about $56,644 at 4% or $37,763 at 6%; with 100% employer match about $42,483 at 4% or $28,322 at 6%.
2018115$108,228$25,158$1,677iApproximate average salary by contribution assumption: employee only about $41,930 at 4% or $27,953 at 6%; with 50% employer match about $27,953 at 4% or $18,636 at 6%; with 100% employer match about $20,965 at 4% or $13,977 at 6%.
Where the Heart Is 401(K) Plan-15$108,228$25,158$1,677iApproximate average salary by contribution assumption: employee only about $41,930 at 4% or $27,953 at 6%; with 50% employer match about $27,953 at 4% or $18,636 at 6%; with 100% employer match about $20,965 at 4% or $13,977 at 6%.
2017115$95,020$22,278$1,485iApproximate average salary by contribution assumption: employee only about $37,130 at 4% or $24,753 at 6%; with 50% employer match about $24,753 at 4% or $16,502 at 6%; with 100% employer match about $18,565 at 4% or $12,377 at 6%.
Where the Heart Is 401(K) Plan-15$95,020$22,278$1,485iApproximate average salary by contribution assumption: employee only about $37,130 at 4% or $24,753 at 6%; with 50% employer match about $24,753 at 4% or $16,502 at 6%; with 100% employer match about $18,565 at 4% or $12,377 at 6%.
2016119$70,169$18,486$973iApproximate average salary by contribution assumption: employee only about $24,324 at 4% or $16,216 at 6%; with 50% employer match about $16,216 at 4% or $10,811 at 6%; with 100% employer match about $12,162 at 4% or $8,108 at 6%.
Where the Heart Is 401(K) Plan-19$70,169$18,486$973iApproximate average salary by contribution assumption: employee only about $24,324 at 4% or $16,216 at 6%; with 50% employer match about $16,216 at 4% or $10,811 at 6%; with 100% employer match about $12,162 at 4% or $8,108 at 6%.
2015118$73,587$38,787$2,155iApproximate average salary by contribution assumption: employee only about $53,871 at 4% or $35,914 at 6%; with 50% employer match about $35,914 at 4% or $23,943 at 6%; with 100% employer match about $26,935 at 4% or $17,957 at 6%.
Where the Heart Is 401(K) Plan-18$73,587$38,787$2,155iApproximate average salary by contribution assumption: employee only about $53,871 at 4% or $35,914 at 6%; with 50% employer match about $35,914 at 4% or $23,943 at 6%; with 100% employer match about $26,935 at 4% or $17,957 at 6%.
2014113$44,322$44,211$3,401iApproximate average salary by contribution assumption: employee only about $85,021 at 4% or $56,681 at 6%; with 50% employer match about $56,681 at 4% or $37,787 at 6%; with 100% employer match about $42,511 at 4% or $28,340 at 6%.
Where the Heart Is 401(K) Plan-13$44,322$44,211$3,401iApproximate average salary by contribution assumption: employee only about $85,021 at 4% or $56,681 at 6%; with 50% employer match about $56,681 at 4% or $37,787 at 6%; with 100% employer match about $42,511 at 4% or $28,340 at 6%.