Civic Intelligence

The Heart Group, P.A. And

Plan context: The Heart Group, P.A. Profit Sharing Trust

EIN 22-2504772 • 12 filings • 4 plans

Current Snapshot

Latest Year

2010

2010 Participants

19

2010 Assets

$4,719,643

2010 Contributions

$273,964

Historical Graphs

Total Assets Over Time

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

$6,688,331$3,344,166$0199920042009YearValue
$4,719,643Latest year 2009

Participants Over Time

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

25130199920042009YearValue
19Latest year 2009

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
201010$0$0-
The Heart Group, P.A. Profit Sharing Trust-0---
2009119$4,719,643$273,964$14,419iApproximate average salary by contribution assumption: employee only about $360,479 at 4% or $240,319 at 6%; with 50% employer match about $240,319 at 4% or $160,213 at 6%; with 100% employer match about $180,239 at 4% or $120,160 at 6%.
The Heart Group, P.A. Profit Sharing Trust-19$4,719,643$273,964$14,419iApproximate average salary by contribution assumption: employee only about $360,479 at 4% or $240,319 at 6%; with 50% employer match about $240,319 at 4% or $160,213 at 6%; with 100% employer match about $180,239 at 4% or $120,160 at 6%.
2008119$3,631,300$268,304$14,121iApproximate average salary by contribution assumption: employee only about $353,032 at 4% or $235,354 at 6%; with 50% employer match about $235,354 at 4% or $156,903 at 6%; with 100% employer match about $176,516 at 4% or $117,677 at 6%.
The Heart Group, P.A. Profit Sharing Trust-19$3,631,300$268,304$14,121iApproximate average salary by contribution assumption: employee only about $353,032 at 4% or $235,354 at 6%; with 50% employer match about $235,354 at 4% or $156,903 at 6%; with 100% employer match about $176,516 at 4% or $117,677 at 6%.
2007119$0$0-
The Heart Group, P.A. Profit Sharing Trust-19---
2006125$6,688,331$372,988$14,920iApproximate average salary by contribution assumption: employee only about $372,988 at 4% or $248,659 at 6%; with 50% employer match about $248,659 at 4% or $165,772 at 6%; with 100% employer match about $186,494 at 4% or $124,329 at 6%.
The Heart Group, P.A. Profit Sharing Trust-25$6,688,331$372,988$14,920iApproximate average salary by contribution assumption: employee only about $372,988 at 4% or $248,659 at 6%; with 50% employer match about $248,659 at 4% or $165,772 at 6%; with 100% employer match about $186,494 at 4% or $124,329 at 6%.
2005125$5,476,866$346,953$13,878iApproximate average salary by contribution assumption: employee only about $346,953 at 4% or $231,302 at 6%; with 50% employer match about $231,302 at 4% or $154,201 at 6%; with 100% employer match about $173,477 at 4% or $115,651 at 6%.
The Heart Group, P.A. Profit Sharing Trust-25$5,476,866$346,953$13,878iApproximate average salary by contribution assumption: employee only about $346,953 at 4% or $231,302 at 6%; with 50% employer match about $231,302 at 4% or $154,201 at 6%; with 100% employer match about $173,477 at 4% or $115,651 at 6%.
2004124$4,849,757$332,094$13,837iApproximate average salary by contribution assumption: employee only about $345,931 at 4% or $230,621 at 6%; with 50% employer match about $230,621 at 4% or $153,747 at 6%; with 100% employer match about $172,966 at 4% or $115,310 at 6%.
The Heart Group, P.A. Profit Sharing Trust-24$4,849,757$332,094$13,837iApproximate average salary by contribution assumption: employee only about $345,931 at 4% or $230,621 at 6%; with 50% employer match about $230,621 at 4% or $153,747 at 6%; with 100% employer match about $172,966 at 4% or $115,310 at 6%.
2003123$3,989,637$297,133$12,919iApproximate average salary by contribution assumption: employee only about $322,971 at 4% or $215,314 at 6%; with 50% employer match about $215,314 at 4% or $143,543 at 6%; with 100% employer match about $161,485 at 4% or $107,657 at 6%.
The Heart Group, P.A. Profit Sharing Trust-23$3,989,637$297,133$12,919iApproximate average salary by contribution assumption: employee only about $322,971 at 4% or $215,314 at 6%; with 50% employer match about $215,314 at 4% or $143,543 at 6%; with 100% employer match about $161,485 at 4% or $107,657 at 6%.
2002118$3,148,755$249,293$13,850iApproximate average salary by contribution assumption: employee only about $346,240 at 4% or $230,827 at 6%; with 50% employer match about $230,827 at 4% or $153,885 at 6%; with 100% employer match about $173,120 at 4% or $115,413 at 6%.
The Heart Group, P.A. Profit Sharing Trust-18$3,148,755$249,293$13,850iApproximate average salary by contribution assumption: employee only about $346,240 at 4% or $230,827 at 6%; with 50% employer match about $230,827 at 4% or $153,885 at 6%; with 100% employer match about $173,120 at 4% or $115,413 at 6%.
2001117$0$0-
The Heart Group, P.A. Profit Sharing Trust-17---
2000116$3,197,844$146,529$9,158iApproximate average salary by contribution assumption: employee only about $228,952 at 4% or $152,634 at 6%; with 50% employer match about $152,634 at 4% or $101,756 at 6%; with 100% employer match about $114,476 at 4% or $76,317 at 6%.
The Heart Group, P.A. Profit Sharing Trust-16$3,197,844$146,529$9,158iApproximate average salary by contribution assumption: employee only about $228,952 at 4% or $152,634 at 6%; with 50% employer match about $152,634 at 4% or $101,756 at 6%; with 100% employer match about $114,476 at 4% or $76,317 at 6%.
1999115$3,397,819$144,689$9,646iApproximate average salary by contribution assumption: employee only about $241,148 at 4% or $160,766 at 6%; with 50% employer match about $160,766 at 4% or $107,177 at 6%; with 100% employer match about $120,574 at 4% or $80,383 at 6%.
The Heart Group, P.A. Profit Sharing Trust-15$3,397,819$144,689$9,646iApproximate average salary by contribution assumption: employee only about $241,148 at 4% or $160,766 at 6%; with 50% employer match about $160,766 at 4% or $107,177 at 6%; with 100% employer match about $120,574 at 4% or $80,383 at 6%.