Civic Intelligence

Heart Group of the Eastern Shore PC

Plan context: Heart Group of the Eastern Shore PC 401(K) Plan

EIN 20-4296906 • Fairhope, AL • 19 filings • 4 plans

150 South Ingleside Medical ParkBuilding 4Fairhope, AL 36532
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$2,855,941

2024 Contributions

$115,934

Historical Graphs

Total Assets Over Time

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

$2,855,941$1,427,971$0200620152024YearValue
$2,855,941Latest year 2024

Participants Over Time

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

22110200620152024YearValue
19Latest 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
2024119$2,855,941$115,934$6,102iApproximate average salary by contribution assumption: employee only about $152,545 at 4% or $101,696 at 6%; with 50% employer match about $101,696 at 4% or $67,798 at 6%; with 100% employer match about $76,272 at 4% or $50,848 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-19$2,855,941$115,934$6,102iApproximate average salary by contribution assumption: employee only about $152,545 at 4% or $101,696 at 6%; with 50% employer match about $101,696 at 4% or $67,798 at 6%; with 100% employer match about $76,272 at 4% or $50,848 at 6%.
2023122$2,651,321$206,192$9,372iApproximate average salary by contribution assumption: employee only about $234,309 at 4% or $156,206 at 6%; with 50% employer match about $156,206 at 4% or $104,137 at 6%; with 100% employer match about $117,155 at 4% or $78,103 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-22$2,651,321$206,192$9,372iApproximate average salary by contribution assumption: employee only about $234,309 at 4% or $156,206 at 6%; with 50% employer match about $156,206 at 4% or $104,137 at 6%; with 100% employer match about $117,155 at 4% or $78,103 at 6%.
2022118$2,079,735$134,497$7,472iApproximate average salary by contribution assumption: employee only about $186,801 at 4% or $124,534 at 6%; with 50% employer match about $124,534 at 4% or $83,023 at 6%; with 100% employer match about $93,401 at 4% or $62,267 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-18$2,079,735$134,497$7,472iApproximate average salary by contribution assumption: employee only about $186,801 at 4% or $124,534 at 6%; with 50% employer match about $124,534 at 4% or $83,023 at 6%; with 100% employer match about $93,401 at 4% or $62,267 at 6%.
2021116$2,476,787$146,315$9,145iApproximate average salary by contribution assumption: employee only about $228,617 at 4% or $152,411 at 6%; with 50% employer match about $152,411 at 4% or $101,608 at 6%; with 100% employer match about $114,309 at 4% or $76,206 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-16$2,476,787$146,315$9,145iApproximate average salary by contribution assumption: employee only about $228,617 at 4% or $152,411 at 6%; with 50% employer match about $152,411 at 4% or $101,608 at 6%; with 100% employer match about $114,309 at 4% or $76,206 at 6%.
2020117$2,130,684$173,890$10,229iApproximate average salary by contribution assumption: employee only about $255,721 at 4% or $170,480 at 6%; with 50% employer match about $170,480 at 4% or $113,654 at 6%; with 100% employer match about $127,860 at 4% or $85,240 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-17$2,130,684$173,890$10,229iApproximate average salary by contribution assumption: employee only about $255,721 at 4% or $170,480 at 6%; with 50% employer match about $170,480 at 4% or $113,654 at 6%; with 100% employer match about $127,860 at 4% or $85,240 at 6%.
2019114$1,745,658$142,074$10,148iApproximate average salary by contribution assumption: employee only about $253,704 at 4% or $169,136 at 6%; with 50% employer match about $169,136 at 4% or $112,757 at 6%; with 100% employer match about $126,852 at 4% or $84,568 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-14$1,745,658$142,074$10,148iApproximate average salary by contribution assumption: employee only about $253,704 at 4% or $169,136 at 6%; with 50% employer match about $169,136 at 4% or $112,757 at 6%; with 100% employer match about $126,852 at 4% or $84,568 at 6%.
2018114$1,336,456$135,416$9,673iApproximate average salary by contribution assumption: employee only about $241,814 at 4% or $161,210 at 6%; with 50% employer match about $161,210 at 4% or $107,473 at 6%; with 100% employer match about $120,907 at 4% or $80,605 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-14$1,336,456$135,416$9,673iApproximate average salary by contribution assumption: employee only about $241,814 at 4% or $161,210 at 6%; with 50% employer match about $161,210 at 4% or $107,473 at 6%; with 100% employer match about $120,907 at 4% or $80,605 at 6%.
2017114$1,350,232$127,316$9,094iApproximate average salary by contribution assumption: employee only about $227,350 at 4% or $151,567 at 6%; with 50% employer match about $151,567 at 4% or $101,044 at 6%; with 100% employer match about $113,675 at 4% or $75,783 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-14$1,350,232$127,316$9,094iApproximate average salary by contribution assumption: employee only about $227,350 at 4% or $151,567 at 6%; with 50% employer match about $151,567 at 4% or $101,044 at 6%; with 100% employer match about $113,675 at 4% or $75,783 at 6%.
2016114$1,073,883$97,513$6,965iApproximate average salary by contribution assumption: employee only about $174,130 at 4% or $116,087 at 6%; with 50% employer match about $116,087 at 4% or $77,391 at 6%; with 100% employer match about $87,065 at 4% or $58,043 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-14$1,073,883$97,513$6,965iApproximate average salary by contribution assumption: employee only about $174,130 at 4% or $116,087 at 6%; with 50% employer match about $116,087 at 4% or $77,391 at 6%; with 100% employer match about $87,065 at 4% or $58,043 at 6%.
2015114$888,666$91,504$6,536iApproximate average salary by contribution assumption: employee only about $163,400 at 4% or $108,933 at 6%; with 50% employer match about $108,933 at 4% or $72,622 at 6%; with 100% employer match about $81,700 at 4% or $54,467 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-14$888,666$91,504$6,536iApproximate average salary by contribution assumption: employee only about $163,400 at 4% or $108,933 at 6%; with 50% employer match about $108,933 at 4% or $72,622 at 6%; with 100% employer match about $81,700 at 4% or $54,467 at 6%.
2014112$802,905$77,616$6,468iApproximate average salary by contribution assumption: employee only about $161,700 at 4% or $107,800 at 6%; with 50% employer match about $107,800 at 4% or $71,867 at 6%; with 100% employer match about $80,850 at 4% or $53,900 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-12$802,905$77,616$6,468iApproximate average salary by contribution assumption: employee only about $161,700 at 4% or $107,800 at 6%; with 50% employer match about $107,800 at 4% or $71,867 at 6%; with 100% employer match about $80,850 at 4% or $53,900 at 6%.
2013110$734,442$58,321$5,832iApproximate average salary by contribution assumption: employee only about $145,803 at 4% or $97,202 at 6%; with 50% employer match about $97,202 at 4% or $64,801 at 6%; with 100% employer match about $72,901 at 4% or $48,601 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-10$734,442$58,321$5,832iApproximate average salary by contribution assumption: employee only about $145,803 at 4% or $97,202 at 6%; with 50% employer match about $97,202 at 4% or $64,801 at 6%; with 100% employer match about $72,901 at 4% or $48,601 at 6%.
201218$559,446$88,047$11,006iApproximate average salary by contribution assumption: employee only about $275,147 at 4% or $183,431 at 6%; with 50% employer match about $183,431 at 4% or $122,288 at 6%; with 100% employer match about $137,573 at 4% or $91,716 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-8$559,446$88,047$11,006iApproximate average salary by contribution assumption: employee only about $275,147 at 4% or $183,431 at 6%; with 50% employer match about $183,431 at 4% or $122,288 at 6%; with 100% employer match about $137,573 at 4% or $91,716 at 6%.
2011110$580,688$143,797$14,380iApproximate average salary by contribution assumption: employee only about $359,493 at 4% or $239,662 at 6%; with 50% employer match about $239,662 at 4% or $159,774 at 6%; with 100% employer match about $179,746 at 4% or $119,831 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-10$580,688$143,797$14,380iApproximate average salary by contribution assumption: employee only about $359,493 at 4% or $239,662 at 6%; with 50% employer match about $239,662 at 4% or $159,774 at 6%; with 100% employer match about $179,746 at 4% or $119,831 at 6%.
201019$466,775$134,325$14,925iApproximate average salary by contribution assumption: employee only about $373,125 at 4% or $248,750 at 6%; with 50% employer match about $248,750 at 4% or $165,833 at 6%; with 100% employer match about $186,563 at 4% or $124,375 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-9$466,775$134,325$14,925iApproximate average salary by contribution assumption: employee only about $373,125 at 4% or $248,750 at 6%; with 50% employer match about $248,750 at 4% or $165,833 at 6%; with 100% employer match about $186,563 at 4% or $124,375 at 6%.
2009110$294,030$154,039$15,404iApproximate average salary by contribution assumption: employee only about $385,098 at 4% or $256,732 at 6%; with 50% employer match about $256,732 at 4% or $171,154 at 6%; with 100% employer match about $192,549 at 4% or $128,366 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-10$294,030$154,039$15,404iApproximate average salary by contribution assumption: employee only about $385,098 at 4% or $256,732 at 6%; with 50% employer match about $256,732 at 4% or $171,154 at 6%; with 100% employer match about $192,549 at 4% or $128,366 at 6%.
200815$87,952$70,387$14,077iApproximate average salary by contribution assumption: employee only about $351,935 at 4% or $234,623 at 6%; with 50% employer match about $234,623 at 4% or $156,416 at 6%; with 100% employer match about $175,968 at 4% or $117,312 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-5$87,952$70,387$14,077iApproximate average salary by contribution assumption: employee only about $351,935 at 4% or $234,623 at 6%; with 50% employer match about $234,623 at 4% or $156,416 at 6%; with 100% employer match about $175,968 at 4% or $117,312 at 6%.
200715$65,818$48,481$9,696iApproximate average salary by contribution assumption: employee only about $242,405 at 4% or $161,603 at 6%; with 50% employer match about $161,603 at 4% or $107,736 at 6%; with 100% employer match about $121,203 at 4% or $80,802 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-5$65,818$48,481$9,696iApproximate average salary by contribution assumption: employee only about $242,405 at 4% or $161,603 at 6%; with 50% employer match about $161,603 at 4% or $107,736 at 6%; with 100% employer match about $121,203 at 4% or $80,802 at 6%.
200615$17,956$17,939$3,588iApproximate average salary by contribution assumption: employee only about $89,695 at 4% or $59,797 at 6%; with 50% employer match about $59,797 at 4% or $39,864 at 6%; with 100% employer match about $44,848 at 4% or $29,898 at 6%.
Heart Group of the Eastern Shore PC 401(K) Plan-5$17,956$17,939$3,588iApproximate average salary by contribution assumption: employee only about $89,695 at 4% or $59,797 at 6%; with 50% employer match about $59,797 at 4% or $39,864 at 6%; with 100% employer match about $44,848 at 4% or $29,898 at 6%.