Civic Intelligence

Heartland Wealth Advisors

Plan context: Heartland Wealth Advisors 401(K) Plan

EIN 23-2401561 • Lebanon, PA • 7 filings • 2 plans

1536 Cornwall RoadLebanon, PA 17042
Current Snapshot

Latest Year

2018

2018 Participants

5

2018 Assets

$626,756

2018 Contributions

$108,405

Historical Graphs

Total Assets Over Time

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

$626,756$313,378$0201220152018YearValue
$626,756Latest year 2018

Participants Over Time

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

630201220152018YearValue
5Latest year 2018

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
201815$626,756$108,405$21,681iApproximate average salary by contribution assumption: employee only about $542,025 at 4% or $361,350 at 6%; with 50% employer match about $361,350 at 4% or $240,900 at 6%; with 100% employer match about $271,013 at 4% or $180,675 at 6%.
Heartland Wealth Advisors 401(K) Plan-5$626,756$108,405$21,681iApproximate average salary by contribution assumption: employee only about $542,025 at 4% or $361,350 at 6%; with 50% employer match about $361,350 at 4% or $240,900 at 6%; with 100% employer match about $271,013 at 4% or $180,675 at 6%.
201715$580,781$104,102$20,820iApproximate average salary by contribution assumption: employee only about $520,510 at 4% or $347,007 at 6%; with 50% employer match about $347,007 at 4% or $231,338 at 6%; with 100% employer match about $260,255 at 4% or $173,503 at 6%.
Heartland Wealth Advisors 401(K) Plan-5$580,781$104,102$20,820iApproximate average salary by contribution assumption: employee only about $520,510 at 4% or $347,007 at 6%; with 50% employer match about $347,007 at 4% or $231,338 at 6%; with 100% employer match about $260,255 at 4% or $173,503 at 6%.
201615$516,259$65,349$13,070iApproximate average salary by contribution assumption: employee only about $326,745 at 4% or $217,830 at 6%; with 50% employer match about $217,830 at 4% or $145,220 at 6%; with 100% employer match about $163,373 at 4% or $108,915 at 6%.
Heartland Wealth Advisors 401(K) Plan-5$516,259$65,349$13,070iApproximate average salary by contribution assumption: employee only about $326,745 at 4% or $217,830 at 6%; with 50% employer match about $217,830 at 4% or $145,220 at 6%; with 100% employer match about $163,373 at 4% or $108,915 at 6%.
201516$429,843$71,504$11,917iApproximate average salary by contribution assumption: employee only about $297,933 at 4% or $198,622 at 6%; with 50% employer match about $198,622 at 4% or $132,415 at 6%; with 100% employer match about $148,967 at 4% or $99,311 at 6%.
Heartland Wealth Advisors 401(K) Plan-6$429,843$71,504$11,917iApproximate average salary by contribution assumption: employee only about $297,933 at 4% or $198,622 at 6%; with 50% employer match about $198,622 at 4% or $132,415 at 6%; with 100% employer match about $148,967 at 4% or $99,311 at 6%.
201415$376,619$114,068$22,814iApproximate average salary by contribution assumption: employee only about $570,340 at 4% or $380,227 at 6%; with 50% employer match about $380,227 at 4% or $253,484 at 6%; with 100% employer match about $285,170 at 4% or $190,113 at 6%.
Heartland Wealth Advisors 401(K) Plan-5$376,619$114,068$22,814iApproximate average salary by contribution assumption: employee only about $570,340 at 4% or $380,227 at 6%; with 50% employer match about $380,227 at 4% or $253,484 at 6%; with 100% employer match about $285,170 at 4% or $190,113 at 6%.
201315$259,981$111,722$22,344iApproximate average salary by contribution assumption: employee only about $558,610 at 4% or $372,407 at 6%; with 50% employer match about $372,407 at 4% or $248,271 at 6%; with 100% employer match about $279,305 at 4% or $186,203 at 6%.
Heartland Wealth Advisors 401(K) Plan-5$259,981$111,722$22,344iApproximate average salary by contribution assumption: employee only about $558,610 at 4% or $372,407 at 6%; with 50% employer match about $372,407 at 4% or $248,271 at 6%; with 100% employer match about $279,305 at 4% or $186,203 at 6%.
201215$120,650$117,645$23,529iApproximate average salary by contribution assumption: employee only about $588,225 at 4% or $392,150 at 6%; with 50% employer match about $392,150 at 4% or $261,433 at 6%; with 100% employer match about $294,113 at 4% or $196,075 at 6%.
Heartland Wealth Advisors 401(K) Plan-5$120,650$117,645$23,529iApproximate average salary by contribution assumption: employee only about $588,225 at 4% or $392,150 at 6%; with 50% employer match about $392,150 at 4% or $261,433 at 6%; with 100% employer match about $294,113 at 4% or $196,075 at 6%.