HEARD CAPITAL, LLC
Plan context: HEARD CAPITAL, LLC 401(K) PLAN
EIN 27-4012679 • Chicago, IL • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$654,345
2025 Contributions
$140,833
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $654,345 | $140,833 | $15,648iApproximate average salary by contribution assumption: employee only about $391,203 at 4% or $260,802 at 6%; with 50% employer match about $260,802 at 4% or $173,868 at 6%; with 100% employer match about $195,601 at 4% or $130,401 at 6%. |
| HEARD CAPITAL, LLC 401(K) PLAN | - | 9 | $654,345 | $140,833 | $15,648iApproximate average salary by contribution assumption: employee only about $391,203 at 4% or $260,802 at 6%; with 50% employer match about $260,802 at 4% or $173,868 at 6%; with 100% employer match about $195,601 at 4% or $130,401 at 6%. |
| 2024 | 1 | 8 | $465,961 | $117,423 | $14,678iApproximate average salary by contribution assumption: employee only about $366,947 at 4% or $244,631 at 6%; with 50% employer match about $244,631 at 4% or $163,088 at 6%; with 100% employer match about $183,473 at 4% or $122,316 at 6%. |
| HEARD CAPITAL, LLC 401(K) PLAN | - | 8 | $465,961 | $117,423 | $14,678iApproximate average salary by contribution assumption: employee only about $366,947 at 4% or $244,631 at 6%; with 50% employer match about $244,631 at 4% or $163,088 at 6%; with 100% employer match about $183,473 at 4% or $122,316 at 6%. |
| 2023 | 1 | 7 | $289,554 | $106,646 | $15,235iApproximate average salary by contribution assumption: employee only about $380,879 at 4% or $253,919 at 6%; with 50% employer match about $253,919 at 4% or $169,279 at 6%; with 100% employer match about $190,439 at 4% or $126,960 at 6%. |
| HEARD CAPITAL, LLC 401(K) PLAN | - | 7 | $289,554 | $106,646 | $15,235iApproximate average salary by contribution assumption: employee only about $380,879 at 4% or $253,919 at 6%; with 50% employer match about $253,919 at 4% or $169,279 at 6%; with 100% employer match about $190,439 at 4% or $126,960 at 6%. |
| 2022 | 1 | 6 | $138,456 | $106,031 | $17,672iApproximate average salary by contribution assumption: employee only about $441,796 at 4% or $294,531 at 6%; with 50% employer match about $294,531 at 4% or $196,354 at 6%; with 100% employer match about $220,898 at 4% or $147,265 at 6%. |
| HEARD CAPITAL, LLC 401(K) PLAN | - | 6 | $138,456 | $106,031 | $17,672iApproximate average salary by contribution assumption: employee only about $441,796 at 4% or $294,531 at 6%; with 50% employer match about $294,531 at 4% or $196,354 at 6%; with 100% employer match about $220,898 at 4% or $147,265 at 6%. |
| 2021 | 1 | 3 | $47,736 | $44,750 | $14,917iApproximate average salary by contribution assumption: employee only about $372,917 at 4% or $248,611 at 6%; with 50% employer match about $248,611 at 4% or $165,741 at 6%; with 100% employer match about $186,458 at 4% or $124,306 at 6%. |
| HEARD CAPITAL, LLC 401(K) PLAN | - | 3 | $47,736 | $44,750 | $14,917iApproximate average salary by contribution assumption: employee only about $372,917 at 4% or $248,611 at 6%; with 50% employer match about $248,611 at 4% or $165,741 at 6%; with 100% employer match about $186,458 at 4% or $124,306 at 6%. |