Civic Intelligence

Helping Hearts Residential Fac

Plan context: Helping Hearts Residential Fac 401(K) Profit Sharing Plan & Trust

EIN 26-1538693 • Phoenix, AZ • 5 filings • 2 plans

1500 E Thomas RdPhoenix, AZ 85014-5708
Current Snapshot

Latest Year

2025

2025 Participants

28

2025 Assets

$308,324

2025 Contributions

$91,291

Historical Graphs

Total Assets Over Time

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

$308,324$154,162$0202120232025YearValue
$308,324Latest year 2025

Participants Over Time

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

28140202120232025YearValue
28Latest year 2025

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
2025128$308,324$91,291$3,260iApproximate average salary by contribution assumption: employee only about $81,510 at 4% or $54,340 at 6%; with 50% employer match about $54,340 at 4% or $36,227 at 6%; with 100% employer match about $40,755 at 4% or $27,170 at 6%.
Helping Hearts Residential Fac 401(K) Profit Sharing Plan & Trust-28$308,324$91,291$3,260iApproximate average salary by contribution assumption: employee only about $81,510 at 4% or $54,340 at 6%; with 50% employer match about $54,340 at 4% or $36,227 at 6%; with 100% employer match about $40,755 at 4% or $27,170 at 6%.
2024128$217,233$97,489$3,482iApproximate average salary by contribution assumption: employee only about $87,044 at 4% or $58,029 at 6%; with 50% employer match about $58,029 at 4% or $38,686 at 6%; with 100% employer match about $43,522 at 4% or $29,015 at 6%.
Helping Hearts Residential Fac 401(K) Profit Sharing Plan & Trust-28$217,233$97,489$3,482iApproximate average salary by contribution assumption: employee only about $87,044 at 4% or $58,029 at 6%; with 50% employer match about $58,029 at 4% or $38,686 at 6%; with 100% employer match about $43,522 at 4% or $29,015 at 6%.
2023122$233,760$90,625$4,119iApproximate average salary by contribution assumption: employee only about $102,983 at 4% or $68,655 at 6%; with 50% employer match about $68,655 at 4% or $45,770 at 6%; with 100% employer match about $51,491 at 4% or $34,328 at 6%.
Helping Hearts Residential Fac 401(K) Profit Sharing Plan & Trust-22$233,760$90,625$4,119iApproximate average salary by contribution assumption: employee only about $102,983 at 4% or $68,655 at 6%; with 50% employer match about $68,655 at 4% or $45,770 at 6%; with 100% employer match about $51,491 at 4% or $34,328 at 6%.
2022118$147,420$89,626$4,979iApproximate average salary by contribution assumption: employee only about $124,481 at 4% or $82,987 at 6%; with 50% employer match about $82,987 at 4% or $55,325 at 6%; with 100% employer match about $62,240 at 4% or $41,494 at 6%.
Helping Hearts Residential Fac 401(K) Profit Sharing Plan & Trust-18$147,420$89,626$4,979iApproximate average salary by contribution assumption: employee only about $124,481 at 4% or $82,987 at 6%; with 50% employer match about $82,987 at 4% or $55,325 at 6%; with 100% employer match about $62,240 at 4% or $41,494 at 6%.
2021117$144,418$56,720$3,336iApproximate average salary by contribution assumption: employee only about $83,412 at 4% or $55,608 at 6%; with 50% employer match about $55,608 at 4% or $37,072 at 6%; with 100% employer match about $41,706 at 4% or $27,804 at 6%.
HELPING HEARTS RESIDENTIAL FAC 401(K) PROFIT SHARING PLAN & TRUST-17$144,418$56,720$3,336iApproximate average salary by contribution assumption: employee only about $83,412 at 4% or $55,608 at 6%; with 50% employer match about $55,608 at 4% or $37,072 at 6%; with 100% employer match about $41,706 at 4% or $27,804 at 6%.