Civic Intelligence

Heartwell LLP

Plan context: Heartwell LLP 401(K) Profit Sharing Plan

EIN 26-0838032 • Miami, FL • 9 filings • 1 plans

7990 SW 117th Ave, Suite 202Miami, FL 33183-4865
Current Snapshot

Latest Year

2018

2018 Participants

98

2018 Assets

$10,053,201

2018 Contributions

$161,050

Historical Graphs

Total Assets Over Time

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

$10,053,201$5,026,601$0201020142017YearValue
$10,053,201Latest year 2017

Participants Over Time

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

103520201020142017YearValue
98Latest year 2017

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
201810$0$161,050-
Heartwell LLP 401(K) Profit Sharing Plan-0-$161,050-
2017198$10,053,201$671,875$6,856iApproximate average salary by contribution assumption: employee only about $171,397 at 4% or $114,264 at 6%; with 50% employer match about $114,264 at 4% or $76,176 at 6%; with 100% employer match about $85,698 at 4% or $57,132 at 6%.
Heartwell LLP 401(K) Profit Sharing Plan-98$10,053,201$671,875$6,856iApproximate average salary by contribution assumption: employee only about $171,397 at 4% or $114,264 at 6%; with 50% employer match about $114,264 at 4% or $76,176 at 6%; with 100% employer match about $85,698 at 4% or $57,132 at 6%.
2016188$8,411,225$555,757$6,315iApproximate average salary by contribution assumption: employee only about $157,886 at 4% or $105,257 at 6%; with 50% employer match about $105,257 at 4% or $70,171 at 6%; with 100% employer match about $78,943 at 4% or $52,629 at 6%.
Heartwell LLP 401(K) Profit Sharing Plan-88$8,411,225$555,757$6,315iApproximate average salary by contribution assumption: employee only about $157,886 at 4% or $105,257 at 6%; with 50% employer match about $105,257 at 4% or $70,171 at 6%; with 100% employer match about $78,943 at 4% or $52,629 at 6%.
2015188$7,809,385$690,589$7,848iApproximate average salary by contribution assumption: employee only about $196,190 at 4% or $130,793 at 6%; with 50% employer match about $130,793 at 4% or $87,196 at 6%; with 100% employer match about $98,095 at 4% or $65,397 at 6%.
Heartwell LLP 401(K) Profit Sharing Plan-88$7,809,385$690,589$7,848iApproximate average salary by contribution assumption: employee only about $196,190 at 4% or $130,793 at 6%; with 50% employer match about $130,793 at 4% or $87,196 at 6%; with 100% employer match about $98,095 at 4% or $65,397 at 6%.
2014199$8,293,871$926,622$9,360iApproximate average salary by contribution assumption: employee only about $233,995 at 4% or $155,997 at 6%; with 50% employer match about $155,997 at 4% or $103,998 at 6%; with 100% employer match about $116,998 at 4% or $77,998 at 6%.
Heartwell LLP 401(K) Profit Sharing Plan-99$8,293,871$926,622$9,360iApproximate average salary by contribution assumption: employee only about $233,995 at 4% or $155,997 at 6%; with 50% employer match about $155,997 at 4% or $103,998 at 6%; with 100% employer match about $116,998 at 4% or $77,998 at 6%.
20131103$7,304,436$2,853,289$27,702iApproximate average salary by contribution assumption: employee only about $692,546 at 4% or $461,697 at 6%; with 50% employer match about $461,697 at 4% or $307,798 at 6%; with 100% employer match about $346,273 at 4% or $230,849 at 6%.
Heartwell LLP 401(K) Profit Sharing Plan-103$7,304,436$2,853,289$27,702iApproximate average salary by contribution assumption: employee only about $692,546 at 4% or $461,697 at 6%; with 50% employer match about $461,697 at 4% or $307,798 at 6%; with 100% employer match about $346,273 at 4% or $230,849 at 6%.
2012185$4,040,181$1,192,874$14,034iApproximate average salary by contribution assumption: employee only about $350,845 at 4% or $233,897 at 6%; with 50% employer match about $233,897 at 4% or $155,931 at 6%; with 100% employer match about $175,423 at 4% or $116,948 at 6%.
Heartwell LLP 401(K) Profit Sharing Plan-85$4,040,181$1,192,874$14,034iApproximate average salary by contribution assumption: employee only about $350,845 at 4% or $233,897 at 6%; with 50% employer match about $233,897 at 4% or $155,931 at 6%; with 100% employer match about $175,423 at 4% or $116,948 at 6%.
2011187$2,596,982$804,041$9,242iApproximate average salary by contribution assumption: employee only about $231,046 at 4% or $154,031 at 6%; with 50% employer match about $154,031 at 4% or $102,687 at 6%; with 100% employer match about $115,523 at 4% or $77,015 at 6%.
Heartwell LLP 401(K) Profit Sharing Plan-87$2,596,982$804,041$9,242iApproximate average salary by contribution assumption: employee only about $231,046 at 4% or $154,031 at 6%; with 50% employer match about $154,031 at 4% or $102,687 at 6%; with 100% employer match about $115,523 at 4% or $77,015 at 6%.
2010174$555,242$547,838$7,403iApproximate average salary by contribution assumption: employee only about $185,080 at 4% or $123,387 at 6%; with 50% employer match about $123,387 at 4% or $82,258 at 6%; with 100% employer match about $92,540 at 4% or $61,693 at 6%.
Heartwell LLP 401(K) Profit Sharing Plan-74$555,242$547,838$7,403iApproximate average salary by contribution assumption: employee only about $185,080 at 4% or $123,387 at 6%; with 50% employer match about $123,387 at 4% or $82,258 at 6%; with 100% employer match about $92,540 at 4% or $61,693 at 6%.