Civic Intelligence

A Caring Heart Case Management Inc

Plan context: A CARING HEART CASE MANAGEMENT 401(K) PLAN

EIN 20-2297638 • Wilson, NC • 24 filings • 5 plans

1901 Tarboro St. SWSuite 300Wilson, NC 27893
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$204,822

2024 Contributions

$68,993

Historical Graphs

Total Assets Over Time

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

$204,822$102,411$0200920172024YearValue
$204,822Latest year 2024

Participants Over Time

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

3071540200720162024YearValue
21Latest 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
2024121$204,822$68,993$3,285iApproximate average salary by contribution assumption: employee only about $82,135 at 4% or $54,756 at 6%; with 50% employer match about $54,756 at 4% or $36,504 at 6%; with 100% employer match about $41,067 at 4% or $27,378 at 6%.
A CARING HEART CASE MANAGEMENT 401(K) PLAN-21$204,822$68,993$3,285iApproximate average salary by contribution assumption: employee only about $82,135 at 4% or $54,756 at 6%; with 50% employer match about $54,756 at 4% or $36,504 at 6%; with 100% employer match about $41,067 at 4% or $27,378 at 6%.
2023115$134,157$78,363$5,224iApproximate average salary by contribution assumption: employee only about $130,605 at 4% or $87,070 at 6%; with 50% employer match about $87,070 at 4% or $58,047 at 6%; with 100% employer match about $65,303 at 4% or $43,535 at 6%.
A CARING HEART CASE MANAGEMENT 401(K) PLAN-15$134,157$78,363$5,224iApproximate average salary by contribution assumption: employee only about $130,605 at 4% or $87,070 at 6%; with 50% employer match about $87,070 at 4% or $58,047 at 6%; with 100% employer match about $65,303 at 4% or $43,535 at 6%.
20222307$51,853$53,275$174iApproximate average salary by contribution assumption: employee only about $4,338 at 4% or $2,892 at 6%; with 50% employer match about $2,892 at 4% or $1,928 at 6%; with 100% employer match about $2,169 at 4% or $1,446 at 6%.
A CARING HEART CASE MANAGEMENT 401(K) PLAN-8$51,853$53,275$6,659iApproximate average salary by contribution assumption: employee only about $166,484 at 4% or $110,990 at 6%; with 50% employer match about $110,990 at 4% or $73,993 at 6%; with 100% employer match about $83,242 at 4% or $55,495 at 6%.
A Caring Heart Case Management Employee Benefit Plan-307---
20212262$996$0-
A CARING HEART CASE MANAGEMENT 401(K) PLAN-2$996--
A Caring Heart Case Management Employee Benefit Plan-262---
20202265$1,198$0-
A CARING HEART CASE MANAGEMENT 401(K) PLAN-2$1,198--
A Caring Heart Case Management Employee Benefit Plan-265---
20193206$1,412$0-
A CARING HEART CASE MANAGEMENT 401(K) PLAN-2$1,412--
A Caring Heart Case Management Employee Benefit Plan-206---
A Caring Heart Case Management Employee Benefit Plan-205---
20182120$1,473$0-
A CARING HEART CASE MANAGEMENT 401(K) PLAN-2$1,473--
A Caring Heart Case Management Employee Benefit Plan-120---
201712$1,907$0-
A CARING HEART CASE MANAGEMENT, INC. 401(K) PLAN-2$1,907--
201613$13,827$0-
A CARING HEART CASE MANAGEMENT, INC. 401(K) PLAN-3$13,827--
201514$48,798$0-
A CARING HEART CASE MANAGEMENT, INC. 401(K) PLAN-4$48,798--
201414$50,146$0-
A CARING HEART CASE MANAGEMENT, INC. 401(K) PLAN-4$50,146--
201314$47,349$0-
A CARING HEART CASE MANAGEMENT, INC. 401(K) PLAN-4$47,349--
201214$39,865$5,455$1,364iApproximate average salary by contribution assumption: employee only about $34,094 at 4% or $22,729 at 6%; with 50% employer match about $22,729 at 4% or $15,153 at 6%; with 100% employer match about $17,047 at 4% or $11,365 at 6%.
A CARING HEART CASE MANAGEMENT, INC. 401(K) PLAN-4$39,865$5,455$1,364iApproximate average salary by contribution assumption: employee only about $34,094 at 4% or $22,729 at 6%; with 50% employer match about $22,729 at 4% or $15,153 at 6%; with 100% employer match about $17,047 at 4% or $11,365 at 6%.
201116$35,577$7,090$1,182iApproximate average salary by contribution assumption: employee only about $29,542 at 4% or $19,694 at 6%; with 50% employer match about $19,694 at 4% or $13,130 at 6%; with 100% employer match about $14,771 at 4% or $9,847 at 6%.
A CARING HEART CASE MANAGEMENT, INC. 401(K) PLAN-6$35,577$7,090$1,182iApproximate average salary by contribution assumption: employee only about $29,542 at 4% or $19,694 at 6%; with 50% employer match about $19,694 at 4% or $13,130 at 6%; with 100% employer match about $14,771 at 4% or $9,847 at 6%.
201016$41,493$3,326$554iApproximate average salary by contribution assumption: employee only about $13,858 at 4% or $9,239 at 6%; with 50% employer match about $9,239 at 4% or $6,159 at 6%; with 100% employer match about $6,929 at 4% or $4,619 at 6%.
A CARING HEART CASE MANAGEMENT, INC. 401(K) PLAN-6$41,493$3,326$554iApproximate average salary by contribution assumption: employee only about $13,858 at 4% or $9,239 at 6%; with 50% employer match about $9,239 at 4% or $6,159 at 6%; with 100% employer match about $6,929 at 4% or $4,619 at 6%.
200917$54,841$14,857$2,122iApproximate average salary by contribution assumption: employee only about $53,061 at 4% or $35,374 at 6%; with 50% employer match about $35,374 at 4% or $23,583 at 6%; with 100% employer match about $26,530 at 4% or $17,687 at 6%.
A CARING HEART CASE MANAGEMENT, INC. 401(K) PLAN-7$54,841$14,857$2,122iApproximate average salary by contribution assumption: employee only about $53,061 at 4% or $35,374 at 6%; with 50% employer match about $35,374 at 4% or $23,583 at 6%; with 100% employer match about $26,530 at 4% or $17,687 at 6%.
2008116$0$0-
A CARING HEART CASE MANAGEMENT, INC. 401K PLAN-16---
2007114$0$0-
A CARING HEART CASE MANAGEMENT, INC. 401K PLAN-14---