Heartfelt Care Inc.
Plan context: Heartfelt Care Retirement Plan
EIN 27-5278945 • Longmont, CO • 14 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$2,350,927
2024 Contributions
$80,349
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 15 | $2,350,927 | $80,349 | $5,357iApproximate average salary by contribution assumption: employee only about $133,915 at 4% or $89,277 at 6%; with 50% employer match about $89,277 at 4% or $59,518 at 6%; with 100% employer match about $66,958 at 4% or $44,638 at 6%. |
| Heartfelt Care Retirement Plan | - | 15 | $2,350,927 | $80,349 | $5,357iApproximate average salary by contribution assumption: employee only about $133,915 at 4% or $89,277 at 6%; with 50% employer match about $89,277 at 4% or $59,518 at 6%; with 100% employer match about $66,958 at 4% or $44,638 at 6%. |
| 2023 | 1 | 18 | $2,019,898 | $30,787 | $1,710iApproximate average salary by contribution assumption: employee only about $42,760 at 4% or $28,506 at 6%; with 50% employer match about $28,506 at 4% or $19,004 at 6%; with 100% employer match about $21,380 at 4% or $14,253 at 6%. |
| Heartfelt Care Retirement Plan | - | 18 | $2,019,898 | $30,787 | $1,710iApproximate average salary by contribution assumption: employee only about $42,760 at 4% or $28,506 at 6%; with 50% employer match about $28,506 at 4% or $19,004 at 6%; with 100% employer match about $21,380 at 4% or $14,253 at 6%. |
| 2022 | 1 | 25 | $493,880 | $29,232 | $1,169iApproximate average salary by contribution assumption: employee only about $29,232 at 4% or $19,488 at 6%; with 50% employer match about $19,488 at 4% or $12,992 at 6%; with 100% employer match about $14,616 at 4% or $9,744 at 6%. |
| Heartfelt Care Retirement Plan | - | 25 | $493,880 | $29,232 | $1,169iApproximate average salary by contribution assumption: employee only about $29,232 at 4% or $19,488 at 6%; with 50% employer match about $19,488 at 4% or $12,992 at 6%; with 100% employer match about $14,616 at 4% or $9,744 at 6%. |
| 2021 | 1 | 16 | $393,830 | $13,284 | $830iApproximate average salary by contribution assumption: employee only about $20,756 at 4% or $13,838 at 6%; with 50% employer match about $13,838 at 4% or $9,225 at 6%; with 100% employer match about $10,378 at 4% or $6,919 at 6%. |
| Heartfelt Care Retirement Plan | - | 16 | $393,830 | $13,284 | $830iApproximate average salary by contribution assumption: employee only about $20,756 at 4% or $13,838 at 6%; with 50% employer match about $13,838 at 4% or $9,225 at 6%; with 100% employer match about $10,378 at 4% or $6,919 at 6%. |
| 2020 | 1 | 14 | $146,347 | $8,511 | $608iApproximate average salary by contribution assumption: employee only about $15,198 at 4% or $10,132 at 6%; with 50% employer match about $10,132 at 4% or $6,755 at 6%; with 100% employer match about $7,599 at 4% or $5,066 at 6%. |
| Heartfelt Care Retirement Plan | - | 14 | $146,347 | $8,511 | $608iApproximate average salary by contribution assumption: employee only about $15,198 at 4% or $10,132 at 6%; with 50% employer match about $10,132 at 4% or $6,755 at 6%; with 100% employer match about $7,599 at 4% or $5,066 at 6%. |
| 2019 | 1 | 14 | $130,544 | $13,298 | $950iApproximate average salary by contribution assumption: employee only about $23,746 at 4% or $15,831 at 6%; with 50% employer match about $15,831 at 4% or $10,554 at 6%; with 100% employer match about $11,873 at 4% or $7,915 at 6%. |
| Heartfelt Care Retirement Plan | - | 14 | $130,544 | $13,298 | $950iApproximate average salary by contribution assumption: employee only about $23,746 at 4% or $15,831 at 6%; with 50% employer match about $15,831 at 4% or $10,554 at 6%; with 100% employer match about $11,873 at 4% or $7,915 at 6%. |
| 2018 | 1 | 13 | $96,813 | $1,740 | $134iApproximate average salary by contribution assumption: employee only about $3,346 at 4% or $2,231 at 6%; with 50% employer match about $2,231 at 4% or $1,487 at 6%; with 100% employer match about $1,673 at 4% or $1,115 at 6%. |
| Heartfelt Care Retirement Plan | - | 13 | $96,813 | $1,740 | $134iApproximate average salary by contribution assumption: employee only about $3,346 at 4% or $2,231 at 6%; with 50% employer match about $2,231 at 4% or $1,487 at 6%; with 100% employer match about $1,673 at 4% or $1,115 at 6%. |
| 2017 | 1 | 10 | $93,877 | $960 | $96iApproximate average salary by contribution assumption: employee only about $2,400 at 4% or $1,600 at 6%; with 50% employer match about $1,600 at 4% or $1,067 at 6%; with 100% employer match about $1,200 at 4% or $800 at 6%. |
| Heartfelt Care Retirement Plan | - | 10 | $93,877 | $960 | $96iApproximate average salary by contribution assumption: employee only about $2,400 at 4% or $1,600 at 6%; with 50% employer match about $1,600 at 4% or $1,067 at 6%; with 100% employer match about $1,200 at 4% or $800 at 6%. |
| 2016 | 1 | 5 | $101,917 | $3,109 | $622iApproximate average salary by contribution assumption: employee only about $15,545 at 4% or $10,363 at 6%; with 50% employer match about $10,363 at 4% or $6,909 at 6%; with 100% employer match about $7,772 at 4% or $5,182 at 6%. |
| Heartfelt Care Retirement Plan | - | 5 | $101,917 | $3,109 | $622iApproximate average salary by contribution assumption: employee only about $15,545 at 4% or $10,363 at 6%; with 50% employer match about $10,363 at 4% or $6,909 at 6%; with 100% employer match about $7,772 at 4% or $5,182 at 6%. |
| 2015 | 1 | 5 | $133,387 | $4,640 | $928iApproximate average salary by contribution assumption: employee only about $23,200 at 4% or $15,467 at 6%; with 50% employer match about $15,467 at 4% or $10,311 at 6%; with 100% employer match about $11,600 at 4% or $7,733 at 6%. |
| Heartfelt Care Retirement Plan | - | 5 | $133,387 | $4,640 | $928iApproximate average salary by contribution assumption: employee only about $23,200 at 4% or $15,467 at 6%; with 50% employer match about $15,467 at 4% or $10,311 at 6%; with 100% employer match about $11,600 at 4% or $7,733 at 6%. |
| 2014 | 1 | 6 | $128,490 | $0 | - |
| Heartfelt Care Retirement Plan | - | 6 | $128,490 | - | - |
| 2013 | 1 | 2 | $129,012 | $0 | - |
| Heartfelt Care Retirement Plan | - | 2 | $129,012 | - | - |
| 2012 | 1 | 2 | $129,825 | $0 | - |
| Heartfelt Care Retirement Plan | - | 2 | $129,825 | - | - |
| 2011 | 1 | 2 | $108,841 | $110,333 | $55,167iApproximate average salary by contribution assumption: employee only about $1,379,163 at 4% or $919,442 at 6%; with 50% employer match about $919,442 at 4% or $612,961 at 6%; with 100% employer match about $689,581 at 4% or $459,721 at 6%. |
| Heartfelt Care Retirement Plan | - | 2 | $108,841 | $110,333 | $55,167iApproximate average salary by contribution assumption: employee only about $1,379,163 at 4% or $919,442 at 6%; with 50% employer match about $919,442 at 4% or $612,961 at 6%; with 100% employer match about $689,581 at 4% or $459,721 at 6%. |