Civic Intelligence

Heartwood Creations Inc.

Plan context: Heartwood Creations Inc. 401K Profit Sharing Plan and Trust

EIN 36-3045251 • Rockford, IL • 24 filings • 3 plans

2412 Grant AvenueRockford, IL 61103
Current Snapshot

Latest Year

2023

2023 Participants

51

2023 Assets

$6,601,535

2023 Contributions

$345,009

Historical Graphs

Total Assets Over Time

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

$6,601,535$3,300,768$0199920162023YearValue
$6,601,535Latest year 2023

Participants Over Time

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

52260199920122023YearValue
51Latest year 2023

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
2023151$6,601,535$345,009$6,765iApproximate average salary by contribution assumption: employee only about $169,122 at 4% or $112,748 at 6%; with 50% employer match about $112,748 at 4% or $75,165 at 6%; with 100% employer match about $84,561 at 4% or $56,374 at 6%.
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-51$6,601,535$345,009$6,765iApproximate average salary by contribution assumption: employee only about $169,122 at 4% or $112,748 at 6%; with 50% employer match about $112,748 at 4% or $75,165 at 6%; with 100% employer match about $84,561 at 4% or $56,374 at 6%.
2022149$5,744,183$243,404$4,967iApproximate average salary by contribution assumption: employee only about $124,186 at 4% or $82,790 at 6%; with 50% employer match about $82,790 at 4% or $55,194 at 6%; with 100% employer match about $62,093 at 4% or $41,395 at 6%.
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-49$5,744,183$243,404$4,967iApproximate average salary by contribution assumption: employee only about $124,186 at 4% or $82,790 at 6%; with 50% employer match about $82,790 at 4% or $55,194 at 6%; with 100% employer match about $62,093 at 4% or $41,395 at 6%.
2021145$4,808,922$307,256$6,828iApproximate average salary by contribution assumption: employee only about $170,698 at 4% or $113,799 at 6%; with 50% employer match about $113,799 at 4% or $75,866 at 6%; with 100% employer match about $85,349 at 4% or $56,899 at 6%.
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-45$4,808,922$307,256$6,828iApproximate average salary by contribution assumption: employee only about $170,698 at 4% or $113,799 at 6%; with 50% employer match about $113,799 at 4% or $75,866 at 6%; with 100% employer match about $85,349 at 4% or $56,899 at 6%.
2020145$5,923,609$154,502$3,433iApproximate average salary by contribution assumption: employee only about $85,834 at 4% or $57,223 at 6%; with 50% employer match about $57,223 at 4% or $38,149 at 6%; with 100% employer match about $42,917 at 4% or $28,611 at 6%.
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-45$5,923,609$154,502$3,433iApproximate average salary by contribution assumption: employee only about $85,834 at 4% or $57,223 at 6%; with 50% employer match about $57,223 at 4% or $38,149 at 6%; with 100% employer match about $42,917 at 4% or $28,611 at 6%.
2019145$5,850,914$133,845$2,974iApproximate average salary by contribution assumption: employee only about $74,358 at 4% or $49,572 at 6%; with 50% employer match about $49,572 at 4% or $33,048 at 6%; with 100% employer match about $37,179 at 4% or $24,786 at 6%.
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-45$5,850,914$133,845$2,974iApproximate average salary by contribution assumption: employee only about $74,358 at 4% or $49,572 at 6%; with 50% employer match about $49,572 at 4% or $33,048 at 6%; with 100% employer match about $37,179 at 4% or $24,786 at 6%.
2018152$5,701,796$180,477$3,471iApproximate average salary by contribution assumption: employee only about $86,768 at 4% or $57,845 at 6%; with 50% employer match about $57,845 at 4% or $38,563 at 6%; with 100% employer match about $43,384 at 4% or $28,923 at 6%.
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-52$5,701,796$180,477$3,471iApproximate average salary by contribution assumption: employee only about $86,768 at 4% or $57,845 at 6%; with 50% employer match about $57,845 at 4% or $38,563 at 6%; with 100% employer match about $43,384 at 4% or $28,923 at 6%.
2017150$5,356,188$219,690$4,394iApproximate average salary by contribution assumption: employee only about $109,845 at 4% or $73,230 at 6%; with 50% employer match about $73,230 at 4% or $48,820 at 6%; with 100% employer match about $54,923 at 4% or $36,615 at 6%.
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-50$5,356,188$219,690$4,394iApproximate average salary by contribution assumption: employee only about $109,845 at 4% or $73,230 at 6%; with 50% employer match about $73,230 at 4% or $48,820 at 6%; with 100% employer match about $54,923 at 4% or $36,615 at 6%.
2016144$5,079,599$192,874$4,384iApproximate average salary by contribution assumption: employee only about $109,588 at 4% or $73,058 at 6%; with 50% employer match about $73,058 at 4% or $48,706 at 6%; with 100% employer match about $54,794 at 4% or $36,529 at 6%.
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-44$5,079,599$192,874$4,384iApproximate average salary by contribution assumption: employee only about $109,588 at 4% or $73,058 at 6%; with 50% employer match about $73,058 at 4% or $48,706 at 6%; with 100% employer match about $54,794 at 4% or $36,529 at 6%.
2015145$4,330,150$175,758$3,906iApproximate average salary by contribution assumption: employee only about $97,643 at 4% or $65,096 at 6%; with 50% employer match about $65,096 at 4% or $43,397 at 6%; with 100% employer match about $48,822 at 4% or $32,548 at 6%.
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-45$4,330,150$175,758$3,906iApproximate average salary by contribution assumption: employee only about $97,643 at 4% or $65,096 at 6%; with 50% employer match about $65,096 at 4% or $43,397 at 6%; with 100% employer match about $48,822 at 4% or $32,548 at 6%.
2014139$3,922,139$143,586$3,682iApproximate average salary by contribution assumption: employee only about $92,042 at 4% or $61,362 at 6%; with 50% employer match about $61,362 at 4% or $40,908 at 6%; with 100% employer match about $46,021 at 4% or $30,681 at 6%.
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-39$3,922,139$143,586$3,682iApproximate average salary by contribution assumption: employee only about $92,042 at 4% or $61,362 at 6%; with 50% employer match about $61,362 at 4% or $40,908 at 6%; with 100% employer match about $46,021 at 4% or $30,681 at 6%.
2013139$3,881,308$134,828$3,457iApproximate average salary by contribution assumption: employee only about $86,428 at 4% or $57,619 at 6%; with 50% employer match about $57,619 at 4% or $38,413 at 6%; with 100% employer match about $43,214 at 4% or $28,809 at 6%.
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-39$3,881,308$134,828$3,457iApproximate average salary by contribution assumption: employee only about $86,428 at 4% or $57,619 at 6%; with 50% employer match about $57,619 at 4% or $38,413 at 6%; with 100% employer match about $43,214 at 4% or $28,809 at 6%.
2012137$3,378,158$125,569$3,394iApproximate average salary by contribution assumption: employee only about $84,844 at 4% or $56,563 at 6%; with 50% employer match about $56,563 at 4% or $37,708 at 6%; with 100% employer match about $42,422 at 4% or $28,281 at 6%.
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-37$3,378,158$125,569$3,394iApproximate average salary by contribution assumption: employee only about $84,844 at 4% or $56,563 at 6%; with 50% employer match about $56,563 at 4% or $37,708 at 6%; with 100% employer match about $42,422 at 4% or $28,281 at 6%.
2011139$2,883,164$118,862$3,048iApproximate average salary by contribution assumption: employee only about $76,194 at 4% or $50,796 at 6%; with 50% employer match about $50,796 at 4% or $33,864 at 6%; with 100% employer match about $38,097 at 4% or $25,398 at 6%.
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-39$2,883,164$118,862$3,048iApproximate average salary by contribution assumption: employee only about $76,194 at 4% or $50,796 at 6%; with 50% employer match about $50,796 at 4% or $33,864 at 6%; with 100% employer match about $38,097 at 4% or $25,398 at 6%.
2010143$2,425,785$122,486$2,849iApproximate average salary by contribution assumption: employee only about $71,213 at 4% or $47,475 at 6%; with 50% employer match about $47,475 at 4% or $31,650 at 6%; with 100% employer match about $35,606 at 4% or $23,738 at 6%.
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-43$2,425,785$122,486$2,849iApproximate average salary by contribution assumption: employee only about $71,213 at 4% or $47,475 at 6%; with 50% employer match about $47,475 at 4% or $31,650 at 6%; with 100% employer match about $35,606 at 4% or $23,738 at 6%.
2009243$2,405,100$117,541$2,734iApproximate average salary by contribution assumption: employee only about $68,338 at 4% or $45,559 at 6%; with 50% employer match about $45,559 at 4% or $30,372 at 6%; with 100% employer match about $34,169 at 4% or $22,779 at 6%.
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-43$2,405,100$117,541$2,734iApproximate average salary by contribution assumption: employee only about $68,338 at 4% or $45,559 at 6%; with 50% employer match about $45,559 at 4% or $30,372 at 6%; with 100% employer match about $34,169 at 4% or $22,779 at 6%.
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-----
2007140$0$0-
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-40---
2006142$0$0-
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-42---
2005140$0$0-
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-40---
2004141$0$0-
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-41---
2003146$0$0-
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-46---
2002147$0$0-
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-47---
2001147$0$0-
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-47---
1999143$1,426,622$179,998$4,186iApproximate average salary by contribution assumption: employee only about $104,650 at 4% or $69,767 at 6%; with 50% employer match about $69,767 at 4% or $46,511 at 6%; with 100% employer match about $52,325 at 4% or $34,883 at 6%.
Heartwood Creations Inc. 401K Profit Sharing Plan and Trust-43$1,426,622$179,998$4,186iApproximate average salary by contribution assumption: employee only about $104,650 at 4% or $69,767 at 6%; with 50% employer match about $69,767 at 4% or $46,511 at 6%; with 100% employer match about $52,325 at 4% or $34,883 at 6%.