Civic Intelligence

Valley Heart Associates

Plan context: Valley Heart Associates Cash Balance Plan

EIN 27-3322095 • Chandler, AZ • 12 filings • 1 plans

2075 West Pecos Road, #1Chandler, AZ 85224
Current Snapshot

Latest Year

2022

2022 Participants

14

2022 Assets

$4,285,252

2022 Contributions

$480,000

Historical Graphs

Total Assets Over Time

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

$4,285,252$2,142,626$0201120162021YearValue
$4,285,252Latest year 2021

Participants Over Time

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

25130201120162021YearValue
14Latest year 2021

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
202210$0$0-
Valley Heart Associates Cash Balance Plan-0$0$0-
2021114$4,285,252$0-
Valley Heart Associates Cash Balance Plan-14$4,285,252$0-
2020117$4,138,067$480,000$28,235iApproximate average salary by contribution assumption: employee only about $705,882 at 4% or $470,588 at 6%; with 50% employer match about $470,588 at 4% or $313,725 at 6%; with 100% employer match about $352,941 at 4% or $235,294 at 6%.
Valley Heart Associates Cash Balance Plan-17$4,138,067$480,000$28,235iApproximate average salary by contribution assumption: employee only about $705,882 at 4% or $470,588 at 6%; with 50% employer match about $470,588 at 4% or $313,725 at 6%; with 100% employer match about $352,941 at 4% or $235,294 at 6%.
2019121$3,381,484$471,488$22,452iApproximate average salary by contribution assumption: employee only about $561,295 at 4% or $374,197 at 6%; with 50% employer match about $374,197 at 4% or $249,465 at 6%; with 100% employer match about $280,648 at 4% or $187,098 at 6%.
Valley Heart Associates Cash Balance Plan-21$3,381,484$471,488$22,452iApproximate average salary by contribution assumption: employee only about $561,295 at 4% or $374,197 at 6%; with 50% employer match about $374,197 at 4% or $249,465 at 6%; with 100% employer match about $280,648 at 4% or $187,098 at 6%.
2018119$2,601,212$393,438$20,707iApproximate average salary by contribution assumption: employee only about $517,682 at 4% or $345,121 at 6%; with 50% employer match about $345,121 at 4% or $230,081 at 6%; with 100% employer match about $258,841 at 4% or $172,561 at 6%.
Valley Heart Associates Cash Balance Plan-19$2,601,212$393,438$20,707iApproximate average salary by contribution assumption: employee only about $517,682 at 4% or $345,121 at 6%; with 50% employer match about $345,121 at 4% or $230,081 at 6%; with 100% employer match about $258,841 at 4% or $172,561 at 6%.
2017115$2,330,326$390,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Valley Heart Associates Cash Balance Plan-15$2,330,326$390,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
2016122$1,834,973$379,750$17,261iApproximate average salary by contribution assumption: employee only about $431,534 at 4% or $287,689 at 6%; with 50% employer match about $287,689 at 4% or $191,793 at 6%; with 100% employer match about $215,767 at 4% or $143,845 at 6%.
Valley Heart Associates Cash Balance Plan-22$1,834,973$379,750$17,261iApproximate average salary by contribution assumption: employee only about $431,534 at 4% or $287,689 at 6%; with 50% employer match about $287,689 at 4% or $191,793 at 6%; with 100% employer match about $215,767 at 4% or $143,845 at 6%.
2015125$1,453,362$415,049$16,602iApproximate average salary by contribution assumption: employee only about $415,049 at 4% or $276,699 at 6%; with 50% employer match about $276,699 at 4% or $184,466 at 6%; with 100% employer match about $207,524 at 4% or $138,350 at 6%.
Valley Heart Associates Cash Balance Plan-25$1,453,362$415,049$16,602iApproximate average salary by contribution assumption: employee only about $415,049 at 4% or $276,699 at 6%; with 50% employer match about $276,699 at 4% or $184,466 at 6%; with 100% employer match about $207,524 at 4% or $138,350 at 6%.
2014117$1,047,829$283,591$16,682iApproximate average salary by contribution assumption: employee only about $417,046 at 4% or $278,030 at 6%; with 50% employer match about $278,030 at 4% or $185,354 at 6%; with 100% employer match about $208,523 at 4% or $139,015 at 6%.
Valley Heart Associates Cash Balance Plan-17$1,047,829$283,591$16,682iApproximate average salary by contribution assumption: employee only about $417,046 at 4% or $278,030 at 6%; with 50% employer match about $278,030 at 4% or $185,354 at 6%; with 100% employer match about $208,523 at 4% or $139,015 at 6%.
2013120$751,764$252,257$12,613iApproximate average salary by contribution assumption: employee only about $315,321 at 4% or $210,214 at 6%; with 50% employer match about $210,214 at 4% or $140,143 at 6%; with 100% employer match about $157,661 at 4% or $105,107 at 6%.
Valley Heart Associates Cash Balance Plan-20$751,764$252,257$12,613iApproximate average salary by contribution assumption: employee only about $315,321 at 4% or $210,214 at 6%; with 50% employer match about $210,214 at 4% or $140,143 at 6%; with 100% employer match about $157,661 at 4% or $105,107 at 6%.
2012119$485,201$280,440$14,760iApproximate average salary by contribution assumption: employee only about $369,000 at 4% or $246,000 at 6%; with 50% employer match about $246,000 at 4% or $164,000 at 6%; with 100% employer match about $184,500 at 4% or $123,000 at 6%.
Valley Heart Associates Cash Balance Plan-19$485,201$280,440$14,760iApproximate average salary by contribution assumption: employee only about $369,000 at 4% or $246,000 at 6%; with 50% employer match about $246,000 at 4% or $164,000 at 6%; with 100% employer match about $184,500 at 4% or $123,000 at 6%.
2011115$194,151$194,151$12,943iApproximate average salary by contribution assumption: employee only about $323,585 at 4% or $215,723 at 6%; with 50% employer match about $215,723 at 4% or $143,816 at 6%; with 100% employer match about $161,793 at 4% or $107,862 at 6%.
Valley Heart Associates Cash Balance Plan-15$194,151$194,151$12,943iApproximate average salary by contribution assumption: employee only about $323,585 at 4% or $215,723 at 6%; with 50% employer match about $215,723 at 4% or $143,816 at 6%; with 100% employer match about $161,793 at 4% or $107,862 at 6%.