The Heart Group Ltd.
Plan context: The Heart Group Ltd. Profit Sharing Plan
EIN 23-1929850 • Lancaster, PA • 35 filings • 6 plans
Current Snapshot
Latest Year
2016
2016 Participants
60
2016 Assets
$16,424,757
2016 Contributions
$70,352
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $70,352 | - |
| The Heart Group Ltd. Profit Sharing Plan | - | 0 | $0 | $70,352 | - |
| 2015 | 1 | 60 | $16,424,757 | $0 | - |
| The Heart Group Ltd. Profit Sharing Plan | - | 60 | $16,424,757 | - | - |
| 2014 | 1 | 63 | $17,015,274 | $0 | - |
| The Heart Group Ltd. Profit Sharing Plan | - | 63 | $17,015,274 | - | - |
| 2013 | 1 | 68 | $16,344,431 | $0 | - |
| The Heart Group Ltd. Profit Sharing Plan | - | 68 | $16,344,431 | - | - |
| 2012 | 1 | 75 | $14,107,904 | $0 | - |
| The Heart Group Ltd. Profit Sharing Plan | - | 75 | $14,107,904 | - | - |
| 2011 | 1 | 0 | $14,513,122 | $0 | - |
| The Heart Group Ltd. Profit Sharing Plan | - | 0 | $14,513,122 | - | - |
| 2010 | 2 | 137 | $25,496,809 | $925,593 | $6,756iApproximate average salary by contribution assumption: employee only about $168,904 at 4% or $112,603 at 6%; with 50% employer match about $112,603 at 4% or $75,068 at 6%; with 100% employer match about $84,452 at 4% or $56,301 at 6%. |
| The Heart Group Ltd. Profit Sharing Plan | - | 0 | $25,496,809 | $925,593 | - |
| THE HEART GROUP, LTD. WELFARE BENEFIT PLAN | - | 137 | - | - | - |
| 2009 | 2 | 177 | $23,790,605 | $1,671,038 | $9,441iApproximate average salary by contribution assumption: employee only about $236,022 at 4% or $157,348 at 6%; with 50% employer match about $157,348 at 4% or $104,899 at 6%; with 100% employer match about $118,011 at 4% or $78,674 at 6%. |
| The Heart Group Ltd. Profit Sharing Plan | - | 177 | $23,790,605 | $1,671,038 | $9,441iApproximate average salary by contribution assumption: employee only about $236,022 at 4% or $157,348 at 6%; with 50% employer match about $157,348 at 4% or $104,899 at 6%; with 100% employer match about $118,011 at 4% or $78,674 at 6%. |
| THE HEART GROUP, LTD. WELFARE BENEFIT PLAN | - | 175 | - | - | - |
| 2008 | 2 | 196 | $18,242,490 | $1,446,559 | $7,380iApproximate average salary by contribution assumption: employee only about $184,510 at 4% or $123,007 at 6%; with 50% employer match about $123,007 at 4% or $82,004 at 6%; with 100% employer match about $92,255 at 4% or $61,503 at 6%. |
| The Heart Group Ltd. Profit Sharing Plan | - | 178 | $18,242,490 | $1,446,559 | $8,127iApproximate average salary by contribution assumption: employee only about $203,168 at 4% or $135,446 at 6%; with 50% employer match about $135,446 at 4% or $90,297 at 6%; with 100% employer match about $101,584 at 4% or $67,723 at 6%. |
| THE HEART GROUP, LTD. WELFARE BENEFIT PLAN | - | 196 | - | - | - |
| 2007 | 3 | 186 | $24,944,798 | $1,223,400 | $6,577iApproximate average salary by contribution assumption: employee only about $164,435 at 4% or $109,624 at 6%; with 50% employer match about $109,624 at 4% or $73,082 at 6%; with 100% employer match about $82,218 at 4% or $54,812 at 6%. |
| The Heart Group Ltd. Profit Sharing Plan | - | 172 | $24,944,798 | $1,073,662 | $6,242iApproximate average salary by contribution assumption: employee only about $156,056 at 4% or $104,037 at 6%; with 50% employer match about $104,037 at 4% or $69,358 at 6%; with 100% employer match about $78,028 at 4% or $52,019 at 6%. |
| THE HEART GROUP, LTD. WELFARE BENEFIT PLAN | - | 186 | - | - | - |
| THE HEART GROUP, LTD. 401K PLAN AND TRUST | - | 0 | - | $149,738 | - |
| 2006 | 3 | 174 | $22,373,572 | $1,175,613 | $6,756iApproximate average salary by contribution assumption: employee only about $168,910 at 4% or $112,607 at 6%; with 50% employer match about $112,607 at 4% or $75,071 at 6%; with 100% employer match about $84,455 at 4% or $56,303 at 6%. |
| The Heart Group Ltd. Profit Sharing Plan | - | 161 | $21,647,613 | $949,951 | $5,900iApproximate average salary by contribution assumption: employee only about $147,508 at 4% or $98,339 at 6%; with 50% employer match about $98,339 at 4% or $65,559 at 6%; with 100% employer match about $73,754 at 4% or $49,169 at 6%. |
| THE HEART GROUP, LTD. 401K PLAN AND TRUST | - | 161 | $725,959 | $225,662 | $1,402iApproximate average salary by contribution assumption: employee only about $35,041 at 4% or $23,360 at 6%; with 50% employer match about $23,360 at 4% or $15,574 at 6%; with 100% employer match about $17,520 at 4% or $11,680 at 6%. |
| THE HEART GROUP, LTD. WELFARE BENEFIT PLAN | - | 174 | - | - | - |
| 2005 | 3 | 172 | $24,579,599 | $1,101,338 | $6,403iApproximate average salary by contribution assumption: employee only about $160,078 at 4% or $106,719 at 6%; with 50% employer match about $106,719 at 4% or $71,146 at 6%; with 100% employer match about $80,039 at 4% or $53,359 at 6%. |
| The Heart Group Ltd. Profit Sharing Plan | - | 161 | $24,137,793 | $940,873 | $5,844iApproximate average salary by contribution assumption: employee only about $146,098 at 4% or $97,399 at 6%; with 50% employer match about $97,399 at 4% or $64,933 at 6%; with 100% employer match about $73,049 at 4% or $48,699 at 6%. |
| THE HEART GROUP, LTD. 401K PLAN AND TRUST | - | 160 | $441,806 | $160,465 | $1,003iApproximate average salary by contribution assumption: employee only about $25,073 at 4% or $16,715 at 6%; with 50% employer match about $16,715 at 4% or $11,143 at 6%; with 100% employer match about $12,536 at 4% or $8,358 at 6%. |
| THE HEART GROUP, LTD. WELFARE BENEFIT PLAN | - | 172 | - | - | - |
| 2004 | 3 | 176 | $24,956,174 | $965,110 | $5,484iApproximate average salary by contribution assumption: employee only about $137,089 at 4% or $91,393 at 6%; with 50% employer match about $91,393 at 4% or $60,929 at 6%; with 100% employer match about $68,545 at 4% or $45,696 at 6%. |
| The Heart Group Ltd. Profit Sharing Plan | - | 152 | $24,674,560 | $825,801 | $5,433iApproximate average salary by contribution assumption: employee only about $135,823 at 4% or $90,548 at 6%; with 50% employer match about $90,548 at 4% or $60,366 at 6%; with 100% employer match about $67,911 at 4% or $45,274 at 6%. |
| THE HEART GROUP, LTD. 401K PLAN AND TRUST | - | 152 | $281,614 | $139,309 | $917iApproximate average salary by contribution assumption: employee only about $22,913 at 4% or $15,275 at 6%; with 50% employer match about $15,275 at 4% or $10,183 at 6%; with 100% employer match about $11,456 at 4% or $7,638 at 6%. |
| THE HEART GROUP, LTD. WELFARE BENEFIT PLAN | - | 176 | - | - | - |
| 2003 | 3 | 178 | $21,063,950 | $980,774 | $5,510iApproximate average salary by contribution assumption: employee only about $137,749 at 4% or $91,833 at 6%; with 50% employer match about $91,833 at 4% or $61,222 at 6%; with 100% employer match about $68,875 at 4% or $45,916 at 6%. |
| The Heart Group Ltd. Profit Sharing Plan | - | 138 | $20,946,829 | $890,000 | $6,449iApproximate average salary by contribution assumption: employee only about $161,232 at 4% or $107,488 at 6%; with 50% employer match about $107,488 at 4% or $71,659 at 6%; with 100% employer match about $80,616 at 4% or $53,744 at 6%. |
| THE HEART GROUP, LTD. 401K PLAN AND TRUST | - | 138 | $117,121 | $90,774 | $658iApproximate average salary by contribution assumption: employee only about $16,445 at 4% or $10,963 at 6%; with 50% employer match about $10,963 at 4% or $7,309 at 6%; with 100% employer match about $8,222 at 4% or $5,482 at 6%. |
| THE HEART GROUP, LTD. WELFARE BENEFIT PLAN | - | 178 | - | - | - |
| 2002 | 3 | 161 | $15,838,195 | $886,200 | $5,504iApproximate average salary by contribution assumption: employee only about $137,609 at 4% or $91,739 at 6%; with 50% employer match about $91,739 at 4% or $61,159 at 6%; with 100% employer match about $68,804 at 4% or $45,870 at 6%. |
| The Heart Group Ltd. Profit Sharing Plan | - | 135 | $15,823,700 | $871,663 | $6,457iApproximate average salary by contribution assumption: employee only about $161,419 at 4% or $107,613 at 6%; with 50% employer match about $107,613 at 4% or $71,742 at 6%; with 100% employer match about $80,710 at 4% or $53,806 at 6%. |
| THE HEART GROUP, LTD. 401K PLAN | - | 135 | $14,495 | $14,537 | $108iApproximate average salary by contribution assumption: employee only about $2,692 at 4% or $1,795 at 6%; with 50% employer match about $1,795 at 4% or $1,196 at 6%; with 100% employer match about $1,346 at 4% or $897 at 6%. |
| THE HEART GROUP, LTD. WELFARE BENEFIT PLAN | - | 161 | - | - | - |
| 2001 | 2 | 152 | $16,563,050 | $737,750 | $4,854iApproximate average salary by contribution assumption: employee only about $121,340 at 4% or $80,894 at 6%; with 50% employer match about $80,894 at 4% or $53,929 at 6%; with 100% employer match about $60,670 at 4% or $40,447 at 6%. |
| The Heart Group Ltd. Profit Sharing Plan | - | 130 | $16,563,050 | $737,750 | $5,675iApproximate average salary by contribution assumption: employee only about $141,875 at 4% or $94,583 at 6%; with 50% employer match about $94,583 at 4% or $63,056 at 6%; with 100% employer match about $70,938 at 4% or $47,292 at 6%. |
| THE HEART GROUP, LTD. WELFARE BENEFIT PLAN | - | 152 | - | - | - |
| 2000 | 2 | 136 | $17,451,600 | $617,318 | $4,539iApproximate average salary by contribution assumption: employee only about $113,478 at 4% or $75,652 at 6%; with 50% employer match about $75,652 at 4% or $50,434 at 6%; with 100% employer match about $56,739 at 4% or $37,826 at 6%. |
| The Heart Group Ltd. Profit Sharing Plan | - | 108 | $17,451,600 | $617,318 | $5,716iApproximate average salary by contribution assumption: employee only about $142,898 at 4% or $95,265 at 6%; with 50% employer match about $95,265 at 4% or $63,510 at 6%; with 100% employer match about $71,449 at 4% or $47,633 at 6%. |
| THE HEART GROUP, LTD. WELFARE BENEFIT PLAN | - | 136 | - | - | - |
| 1999 | 1 | 111 | $22,135,100 | $574,366 | $5,174iApproximate average salary by contribution assumption: employee only about $129,362 at 4% or $86,241 at 6%; with 50% employer match about $86,241 at 4% or $57,494 at 6%; with 100% employer match about $64,681 at 4% or $43,121 at 6%. |
| The Heart Group Ltd. Profit Sharing Plan | - | 111 | $22,135,100 | $574,366 | $5,174iApproximate average salary by contribution assumption: employee only about $129,362 at 4% or $86,241 at 6%; with 50% employer match about $86,241 at 4% or $57,494 at 6%; with 100% employer match about $64,681 at 4% or $43,121 at 6%. |