Civic Intelligence

The Heart Group PC.

Plan context: The Heart Group PC. Profit Sharing Plan

EIN 35-1776713 • Newburgh, IN • 89 filings • 10 plans

4015 Gateway Blvd.Suite 2120Newburgh, IN 47630
Current Snapshot

Latest Year

2018

2018 Participants

131

2018 Assets

$42,012,357

2018 Contributions

$2,860,202

Historical Graphs

Total Assets Over Time

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

$47,776,623$23,888,312$0199920082017YearValue
$42,012,357Latest year 2017

Participants Over Time

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

2511260199920082017YearValue
131Latest 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
201840$0$0-
The Heart Group PC. Profit Sharing Plan-0---
THE HEART GROUP, PC DEFINED BENEFIT PLAN-0$0$0-
The Heart Group Long Term Disability Plan-----
The Heart Group Life Insurance Plan-----
20174131$42,012,357$2,860,202$21,834iApproximate average salary by contribution assumption: employee only about $545,840 at 4% or $363,893 at 6%; with 50% employer match about $363,893 at 4% or $242,596 at 6%; with 100% employer match about $272,920 at 4% or $181,947 at 6%.
The Heart Group PC. Profit Sharing Plan-131$31,017,004$1,791,907$13,679iApproximate average salary by contribution assumption: employee only about $341,967 at 4% or $227,978 at 6%; with 50% employer match about $227,978 at 4% or $151,985 at 6%; with 100% employer match about $170,983 at 4% or $113,989 at 6%.
THE HEART GROUP, PC DEFINED BENEFIT PLAN-73$10,995,353$1,068,295$14,634iApproximate average salary by contribution assumption: employee only about $365,854 at 4% or $243,903 at 6%; with 50% employer match about $243,903 at 4% or $162,602 at 6%; with 100% employer match about $182,927 at 4% or $121,951 at 6%.
The Heart Group Long Term Disability Plan-128---
The Heart Group Life Insurance Plan-123---
20164136$47,776,623$3,862,784$28,403iApproximate average salary by contribution assumption: employee only about $710,071 at 4% or $473,380 at 6%; with 50% employer match about $473,380 at 4% or $315,587 at 6%; with 100% employer match about $355,035 at 4% or $236,690 at 6%.
The Heart Group PC. Profit Sharing Plan-136$34,128,285$1,906,048$14,015iApproximate average salary by contribution assumption: employee only about $350,376 at 4% or $233,584 at 6%; with 50% employer match about $233,584 at 4% or $155,723 at 6%; with 100% employer match about $175,188 at 4% or $116,792 at 6%.
THE HEART GROUP, PC DEFINED BENEFIT PLAN-71$13,648,338$1,956,736$27,560iApproximate average salary by contribution assumption: employee only about $688,992 at 4% or $459,328 at 6%; with 50% employer match about $459,328 at 4% or $306,218 at 6%; with 100% employer match about $344,496 at 4% or $229,664 at 6%.
The Heart Group Life Insurance Plan-123---
The Heart Group Long Term Disability Plan-104---
20154144$42,648,782$3,925,031$27,257iApproximate average salary by contribution assumption: employee only about $681,429 at 4% or $454,286 at 6%; with 50% employer match about $454,286 at 4% or $302,857 at 6%; with 100% employer match about $340,714 at 4% or $227,143 at 6%.
The Heart Group PC. Profit Sharing Plan-144$31,253,846$1,965,407$13,649iApproximate average salary by contribution assumption: employee only about $341,216 at 4% or $227,478 at 6%; with 50% employer match about $227,478 at 4% or $151,652 at 6%; with 100% employer match about $170,608 at 4% or $113,739 at 6%.
THE HEART GROUP, PC DEFINED BENEFIT PLAN-76$11,394,936$1,959,624$25,785iApproximate average salary by contribution assumption: employee only about $644,613 at 4% or $429,742 at 6%; with 50% employer match about $429,742 at 4% or $286,495 at 6%; with 100% employer match about $322,307 at 4% or $214,871 at 6%.
The Heart Group Long Term Disability Plan-126---
The Heart Group Life Insurance Plan-126---
20144145$42,284,011$3,584,149$24,718iApproximate average salary by contribution assumption: employee only about $617,957 at 4% or $411,971 at 6%; with 50% employer match about $411,971 at 4% or $274,647 at 6%; with 100% employer match about $308,978 at 4% or $205,986 at 6%.
The Heart Group PC. Profit Sharing Plan-145$31,831,533$1,793,764$12,371iApproximate average salary by contribution assumption: employee only about $309,270 at 4% or $206,180 at 6%; with 50% employer match about $206,180 at 4% or $137,453 at 6%; with 100% employer match about $154,635 at 4% or $103,090 at 6%.
THE HEART GROUP, PC DEFINED BENEFIT PLAN-72$10,452,478$1,790,385$24,866iApproximate average salary by contribution assumption: employee only about $621,661 at 4% or $414,441 at 6%; with 50% employer match about $414,441 at 4% or $276,294 at 6%; with 100% employer match about $310,831 at 4% or $207,220 at 6%.
The Heart Group Long Term Disability Plan-126---
The Heart Group Life Insurance Plan-123---
20134140$40,159,829$3,511,803$25,084iApproximate average salary by contribution assumption: employee only about $627,108 at 4% or $418,072 at 6%; with 50% employer match about $418,072 at 4% or $278,715 at 6%; with 100% employer match about $313,554 at 4% or $209,036 at 6%.
The Heart Group PC. Profit Sharing Plan-140$29,974,417$1,721,418$12,296iApproximate average salary by contribution assumption: employee only about $307,396 at 4% or $204,931 at 6%; with 50% employer match about $204,931 at 4% or $136,620 at 6%; with 100% employer match about $153,698 at 4% or $102,465 at 6%.
THE HEART GROUP, PC DEFINED BENEFIT PLAN-71$10,185,412$1,790,385$25,217iApproximate average salary by contribution assumption: employee only about $630,417 at 4% or $420,278 at 6%; with 50% employer match about $420,278 at 4% or $280,185 at 6%; with 100% employer match about $315,209 at 4% or $210,139 at 6%.
The Heart Group Life Insurance Plan-120---
The Heart Group Long Term Disability Plan-120---
20124144$33,199,932$3,445,421$23,927iApproximate average salary by contribution assumption: employee only about $598,163 at 4% or $398,776 at 6%; with 50% employer match about $398,776 at 4% or $265,850 at 6%; with 100% employer match about $299,082 at 4% or $199,388 at 6%.
The Heart Group PC. Profit Sharing Plan-144$24,998,518$1,681,180$11,675iApproximate average salary by contribution assumption: employee only about $291,872 at 4% or $194,581 at 6%; with 50% employer match about $194,581 at 4% or $129,721 at 6%; with 100% employer match about $145,936 at 4% or $97,291 at 6%.
THE HEART GROUP, PC DEFINED BENEFIT PLAN-71$8,201,414$1,764,241$24,848iApproximate average salary by contribution assumption: employee only about $621,212 at 4% or $414,141 at 6%; with 50% employer match about $414,141 at 4% or $276,094 at 6%; with 100% employer match about $310,606 at 4% or $207,071 at 6%.
The Heart Group Life Insurance Plan-122---
The Heart Group Long Term Disability Plan-122---
20115133$27,236,918$3,334,897$25,074iApproximate average salary by contribution assumption: employee only about $626,860 at 4% or $417,907 at 6%; with 50% employer match about $417,907 at 4% or $278,605 at 6%; with 100% employer match about $313,430 at 4% or $208,953 at 6%.
The Heart Group PC. Profit Sharing Plan-133$20,778,338$1,630,375$12,258iApproximate average salary by contribution assumption: employee only about $306,461 at 4% or $204,308 at 6%; with 50% employer match about $204,308 at 4% or $136,205 at 6%; with 100% employer match about $153,231 at 4% or $102,154 at 6%.
THE HEART GROUP, PC DEFINED BENEFIT PLAN-71$6,458,580$1,704,522$24,007iApproximate average salary by contribution assumption: employee only about $600,184 at 4% or $400,123 at 6%; with 50% employer match about $400,123 at 4% or $266,748 at 6%; with 100% employer match about $300,092 at 4% or $200,061 at 6%.
The Heart Group Life Insurance Plan-115---
The Heart Groups Group Health Plan-72---
The Heart Group Long Term Disability Plan-116---
20105132$25,536,264$2,337,749$17,710iApproximate average salary by contribution assumption: employee only about $442,755 at 4% or $295,170 at 6%; with 50% employer match about $295,170 at 4% or $196,780 at 6%; with 100% employer match about $221,378 at 4% or $147,585 at 6%.
The Heart Group PC. Profit Sharing Plan-132$20,530,095$1,497,749$11,347iApproximate average salary by contribution assumption: employee only about $283,665 at 4% or $189,110 at 6%; with 50% employer match about $189,110 at 4% or $126,073 at 6%; with 100% employer match about $141,832 at 4% or $94,555 at 6%.
THE HEART GROUP, PC DEFINED BENEFIT PLAN-66$5,006,169$840,000$12,727iApproximate average salary by contribution assumption: employee only about $318,182 at 4% or $212,121 at 6%; with 50% employer match about $212,121 at 4% or $141,414 at 6%; with 100% employer match about $159,091 at 4% or $106,061 at 6%.
The Heart Group Life Insurance Plan-120---
The Heart Group Long Term Disability Plan-120---
The Heart Groups Group Health Plan-77---
20095150$21,943,806$2,503,509$16,690iApproximate average salary by contribution assumption: employee only about $417,252 at 4% or $278,168 at 6%; with 50% employer match about $278,168 at 4% or $185,445 at 6%; with 100% employer match about $208,626 at 4% or $139,084 at 6%.
The Heart Group PC. Profit Sharing Plan-150$17,774,957$1,553,509$10,357iApproximate average salary by contribution assumption: employee only about $258,918 at 4% or $172,612 at 6%; with 50% employer match about $172,612 at 4% or $115,075 at 6%; with 100% employer match about $129,459 at 4% or $86,306 at 6%.
THE HEART GROUP, PC DEFINED BENEFIT PLAN-65$4,168,849$950,000$14,615iApproximate average salary by contribution assumption: employee only about $365,385 at 4% or $243,590 at 6%; with 50% employer match about $243,590 at 4% or $162,393 at 6%; with 100% employer match about $182,692 at 4% or $121,795 at 6%.
The Heart Group Life Insurance Plan-128---
The Heart Group Long Term Disability Plan-128---
The Heart Groups Group Health Plan-77---
20085195$15,762,051$1,706,652$8,752iApproximate average salary by contribution assumption: employee only about $218,802 at 4% or $145,868 at 6%; with 50% employer match about $145,868 at 4% or $97,245 at 6%; with 100% employer match about $109,401 at 4% or $72,934 at 6%.
The Heart Group PC. Profit Sharing Plan-195$15,762,051$1,706,652$8,752iApproximate average salary by contribution assumption: employee only about $218,802 at 4% or $145,868 at 6%; with 50% employer match about $145,868 at 4% or $97,245 at 6%; with 100% employer match about $109,401 at 4% or $72,934 at 6%.
THE HEART GROUP, PC DEFINED BENEFIT PLAN-53---
The Heart Group Long Term Disability Plan-152---
The Heart Group Life Insurance Plan-152---
The Heart Groups Group Health Plan-103---
20075251$25,220,404$2,120,254$8,447iApproximate average salary by contribution assumption: employee only about $211,181 at 4% or $140,787 at 6%; with 50% employer match about $140,787 at 4% or $93,858 at 6%; with 100% employer match about $105,590 at 4% or $70,394 at 6%.
The Heart Group PC. Profit Sharing Plan-251$25,220,404$2,120,254$8,447iApproximate average salary by contribution assumption: employee only about $211,181 at 4% or $140,787 at 6%; with 50% employer match about $140,787 at 4% or $93,858 at 6%; with 100% employer match about $105,590 at 4% or $70,394 at 6%.
The Heart Groups Group Health Plan-123---
The Heart Group Life Insurance Plan-175---
The Heart Group Long Term Disability Plan-175---
THE HEART GROUP, PC DEFINED BENEFIT PLAN-46---
20065240$24,184,588$3,266,747$13,611iApproximate average salary by contribution assumption: employee only about $340,286 at 4% or $226,857 at 6%; with 50% employer match about $226,857 at 4% or $151,238 at 6%; with 100% employer match about $170,143 at 4% or $113,429 at 6%.
The Heart Group PC. Profit Sharing Plan-240$22,266,937$2,466,505$10,277iApproximate average salary by contribution assumption: employee only about $256,928 at 4% or $171,285 at 6%; with 50% employer match about $171,285 at 4% or $114,190 at 6%; with 100% employer match about $128,464 at 4% or $85,643 at 6%.
THE HEART GROUP, PC DEFINED BENEFIT PLAN-51$1,917,651$800,242$15,691iApproximate average salary by contribution assumption: employee only about $392,275 at 4% or $261,517 at 6%; with 50% employer match about $261,517 at 4% or $174,345 at 6%; with 100% employer match about $196,138 at 4% or $130,758 at 6%.
The Heart Groups Group Health Plan-116---
The Heart Group Long Term Disability Plan-211---
The Heart Group Life Insurance Plan-211---
20055220$19,115,071$3,664,342$16,656iApproximate average salary by contribution assumption: employee only about $416,402 at 4% or $277,602 at 6%; with 50% employer match about $277,602 at 4% or $185,068 at 6%; with 100% employer match about $208,201 at 4% or $138,801 at 6%.
The Heart Group PC. Profit Sharing Plan-220$18,051,089$2,992,601$13,603iApproximate average salary by contribution assumption: employee only about $340,068 at 4% or $226,712 at 6%; with 50% employer match about $226,712 at 4% or $151,141 at 6%; with 100% employer match about $170,034 at 4% or $113,356 at 6%.
THE HEART GROUP, PC DEFINED BENEFIT PLAN-47$1,063,982$671,741$14,292iApproximate average salary by contribution assumption: employee only about $357,309 at 4% or $238,206 at 6%; with 50% employer match about $238,206 at 4% or $158,804 at 6%; with 100% employer match about $178,655 at 4% or $119,103 at 6%.
The Heart Group Life Insurance Plan-184---
The Heart Group Long Term Disability Plan-184---
The Heart Groups Group Health Plan-106---
20045217$14,843,328$2,094,107$9,650iApproximate average salary by contribution assumption: employee only about $241,257 at 4% or $160,838 at 6%; with 50% employer match about $160,838 at 4% or $107,225 at 6%; with 100% employer match about $120,628 at 4% or $80,419 at 6%.
The Heart Group PC. Profit Sharing Plan-217$14,464,508$1,715,287$7,905iApproximate average salary by contribution assumption: employee only about $197,614 at 4% or $131,742 at 6%; with 50% employer match about $131,742 at 4% or $87,828 at 6%; with 100% employer match about $98,807 at 4% or $65,871 at 6%.
THE HEART GROUP, PC DEFINED BENEFIT PLAN-51$378,820$378,820$7,428iApproximate average salary by contribution assumption: employee only about $185,696 at 4% or $123,797 at 6%; with 50% employer match about $123,797 at 4% or $82,532 at 6%; with 100% employer match about $92,848 at 4% or $61,899 at 6%.
The Heart Group Life Insurance Plan-180---
The Heart Group Long Term Disability Plan-183---
The Heart Groups Group Health Plan-100---
20034176$11,773,005$1,555,258$8,837iApproximate average salary by contribution assumption: employee only about $220,917 at 4% or $147,278 at 6%; with 50% employer match about $147,278 at 4% or $98,185 at 6%; with 100% employer match about $110,459 at 4% or $73,639 at 6%.
The Heart Group PC. Profit Sharing Plan-167$11,773,005$1,555,258$9,313iApproximate average salary by contribution assumption: employee only about $232,823 at 4% or $155,215 at 6%; with 50% employer match about $155,215 at 4% or $103,477 at 6%; with 100% employer match about $116,412 at 4% or $77,608 at 6%.
The Heart Group Life Insurance Plan-172---
The Heart Groups Group Health Plan-97---
The Heart Group Long Term Disability Plan-176---
20024204$8,716,885$1,599,747$7,842iApproximate average salary by contribution assumption: employee only about $196,047 at 4% or $130,698 at 6%; with 50% employer match about $130,698 at 4% or $87,132 at 6%; with 100% employer match about $98,024 at 4% or $65,349 at 6%.
The Heart Group PC. Profit Sharing Plan-204$8,716,885$1,599,747$7,842iApproximate average salary by contribution assumption: employee only about $196,047 at 4% or $130,698 at 6%; with 50% employer match about $130,698 at 4% or $87,132 at 6%; with 100% employer match about $98,024 at 4% or $65,349 at 6%.
The Heart Group Long Term Disability Plan-184---
The Heart Groups Group Health Plan-107---
The Heart Group Life Insurance Plan-181---
20014203$10,837,794$1,529,138$7,533iApproximate average salary by contribution assumption: employee only about $188,317 at 4% or $125,545 at 6%; with 50% employer match about $125,545 at 4% or $83,697 at 6%; with 100% employer match about $94,159 at 4% or $62,772 at 6%.
The Heart Group PC. Profit Sharing Plan-203$10,837,794$1,529,138$7,533iApproximate average salary by contribution assumption: employee only about $188,317 at 4% or $125,545 at 6%; with 50% employer match about $125,545 at 4% or $83,697 at 6%; with 100% employer match about $94,159 at 4% or $62,772 at 6%.
The Heart Group Long Term Disability Plan-188---
The Heart Groups Group Health Plan-108---
The Heart Group Life Insurance Plan-185---
20004220$11,382,268$1,422,477$6,466iApproximate average salary by contribution assumption: employee only about $161,645 at 4% or $107,763 at 6%; with 50% employer match about $107,763 at 4% or $71,842 at 6%; with 100% employer match about $80,823 at 4% or $53,882 at 6%.
The Heart Group PC. Profit Sharing Plan-220$11,382,268$1,422,477$6,466iApproximate average salary by contribution assumption: employee only about $161,645 at 4% or $107,763 at 6%; with 50% employer match about $107,763 at 4% or $71,842 at 6%; with 100% employer match about $80,823 at 4% or $53,882 at 6%.
The Heart Group Long Term Disability Plan-197---
The Heart Groups Group Health Plan-108---
The Heart Group Life Insurance Plan-197---
19995212$11,373,701$1,417,712$6,687iApproximate average salary by contribution assumption: employee only about $167,183 at 4% or $111,455 at 6%; with 50% employer match about $111,455 at 4% or $74,304 at 6%; with 100% employer match about $83,592 at 4% or $55,728 at 6%.
The Heart Group PC. Profit Sharing Plan-212$11,373,701$1,417,712$6,687iApproximate average salary by contribution assumption: employee only about $167,183 at 4% or $111,455 at 6%; with 50% employer match about $111,455 at 4% or $74,304 at 6%; with 100% employer match about $83,592 at 4% or $55,728 at 6%.
The Heart Groups Group Health Plan-113---
The Heart Group PC. Group Long Term Care Plan-190---
The Heart Group Long Term Disability Plan-190---
The Heart Group Life Insurance Plan-190---