Civic Intelligence

HEATH CORP

Plan context: Heath Corporation 401(K) Plan

EIN 39-0977678 • Brookfield, WI • 17 filings • 3 plans

350 Bishops WaySuite 100Brookfield, WI 53005
Current Snapshot

Latest Year

2015

2015 Participants

7

2015 Assets

$2,430,016

2015 Contributions

$70,831

Historical Graphs

Total Assets Over Time

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

$2,510,825$1,255,413$0199920072014YearValue
$2,430,016Latest year 2014

Participants Over Time

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

23120199920072014YearValue
7Latest year 2014

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
201510$0$0-
Heath Corporation 401(K) Plan-0$0--
201417$2,430,016$70,831$10,119iApproximate average salary by contribution assumption: employee only about $252,968 at 4% or $168,645 at 6%; with 50% employer match about $168,645 at 4% or $112,430 at 6%; with 100% employer match about $126,484 at 4% or $84,323 at 6%.
Heath Corporation 401(K) Plan-7$2,430,016$70,831$10,119iApproximate average salary by contribution assumption: employee only about $252,968 at 4% or $168,645 at 6%; with 50% employer match about $168,645 at 4% or $112,430 at 6%; with 100% employer match about $126,484 at 4% or $84,323 at 6%.
201317$2,225,531$74,515$10,645iApproximate average salary by contribution assumption: employee only about $266,125 at 4% or $177,417 at 6%; with 50% employer match about $177,417 at 4% or $118,278 at 6%; with 100% employer match about $133,063 at 4% or $88,708 at 6%.
Heath Corporation 401(K) Plan-7$2,225,531$74,515$10,645iApproximate average salary by contribution assumption: employee only about $266,125 at 4% or $177,417 at 6%; with 50% employer match about $177,417 at 4% or $118,278 at 6%; with 100% employer match about $133,063 at 4% or $88,708 at 6%.
201218$1,980,809$76,012$9,502iApproximate average salary by contribution assumption: employee only about $237,538 at 4% or $158,358 at 6%; with 50% employer match about $158,358 at 4% or $105,572 at 6%; with 100% employer match about $118,769 at 4% or $79,179 at 6%.
Heath Corporation 401(K) Plan-8$1,980,809$76,012$9,502iApproximate average salary by contribution assumption: employee only about $237,538 at 4% or $158,358 at 6%; with 50% employer match about $158,358 at 4% or $105,572 at 6%; with 100% employer match about $118,769 at 4% or $79,179 at 6%.
201118$1,734,427$61,875$7,734iApproximate average salary by contribution assumption: employee only about $193,359 at 4% or $128,906 at 6%; with 50% employer match about $128,906 at 4% or $85,938 at 6%; with 100% employer match about $96,680 at 4% or $64,453 at 6%.
Heath Corporation 401(K) Plan-8$1,734,427$61,875$7,734iApproximate average salary by contribution assumption: employee only about $193,359 at 4% or $128,906 at 6%; with 50% employer match about $128,906 at 4% or $85,938 at 6%; with 100% employer match about $96,680 at 4% or $64,453 at 6%.
201018$1,713,555$37,888$4,736iApproximate average salary by contribution assumption: employee only about $118,400 at 4% or $78,933 at 6%; with 50% employer match about $78,933 at 4% or $52,622 at 6%; with 100% employer match about $59,200 at 4% or $39,467 at 6%.
Heath Corporation 401(K) Plan-8$1,713,555$37,888$4,736iApproximate average salary by contribution assumption: employee only about $118,400 at 4% or $78,933 at 6%; with 50% employer match about $78,933 at 4% or $52,622 at 6%; with 100% employer match about $59,200 at 4% or $39,467 at 6%.
2009111$1,559,546$115,765$10,524iApproximate average salary by contribution assumption: employee only about $263,102 at 4% or $175,402 at 6%; with 50% employer match about $175,402 at 4% or $116,934 at 6%; with 100% employer match about $131,551 at 4% or $87,701 at 6%.
Heath Corporation 401(K) Plan-11$1,559,546$115,765$10,524iApproximate average salary by contribution assumption: employee only about $263,102 at 4% or $175,402 at 6%; with 50% employer match about $175,402 at 4% or $116,934 at 6%; with 100% employer match about $131,551 at 4% or $87,701 at 6%.
200818$2,202,031$137,861$17,233iApproximate average salary by contribution assumption: employee only about $430,816 at 4% or $287,210 at 6%; with 50% employer match about $287,210 at 4% or $191,474 at 6%; with 100% employer match about $215,408 at 4% or $143,605 at 6%.
Heath Corporation 401(K) Plan-8$2,202,031$137,861$17,233iApproximate average salary by contribution assumption: employee only about $430,816 at 4% or $287,210 at 6%; with 50% employer match about $287,210 at 4% or $191,474 at 6%; with 100% employer match about $215,408 at 4% or $143,605 at 6%.
200719$2,510,825$122,092$13,566iApproximate average salary by contribution assumption: employee only about $339,144 at 4% or $226,096 at 6%; with 50% employer match about $226,096 at 4% or $150,731 at 6%; with 100% employer match about $169,572 at 4% or $113,048 at 6%.
Heath Corporation 401(K) Plan-9$2,510,825$122,092$13,566iApproximate average salary by contribution assumption: employee only about $339,144 at 4% or $226,096 at 6%; with 50% employer match about $226,096 at 4% or $150,731 at 6%; with 100% employer match about $169,572 at 4% or $113,048 at 6%.
2006110$2,308,752$109,676$10,968iApproximate average salary by contribution assumption: employee only about $274,190 at 4% or $182,793 at 6%; with 50% employer match about $182,793 at 4% or $121,862 at 6%; with 100% employer match about $137,095 at 4% or $91,397 at 6%.
Heath Corporation 401(K) Plan-10$2,308,752$109,676$10,968iApproximate average salary by contribution assumption: employee only about $274,190 at 4% or $182,793 at 6%; with 50% employer match about $182,793 at 4% or $121,862 at 6%; with 100% employer match about $137,095 at 4% or $91,397 at 6%.
2005110$2,100,392$0-
Heath Corporation 401(K) Plan-10$2,100,392--
2004112$1,987,494$46,672$3,889iApproximate average salary by contribution assumption: employee only about $97,233 at 4% or $64,822 at 6%; with 50% employer match about $64,822 at 4% or $43,215 at 6%; with 100% employer match about $48,617 at 4% or $32,411 at 6%.
Heath Corporation Pension Plan-12$1,987,494$46,672$3,889iApproximate average salary by contribution assumption: employee only about $97,233 at 4% or $64,822 at 6%; with 50% employer match about $64,822 at 4% or $43,215 at 6%; with 100% employer match about $48,617 at 4% or $32,411 at 6%.
2003113$1,840,930$81,744$6,288iApproximate average salary by contribution assumption: employee only about $157,200 at 4% or $104,800 at 6%; with 50% employer match about $104,800 at 4% or $69,867 at 6%; with 100% employer match about $78,600 at 4% or $52,400 at 6%.
Heath Corporation Pension Plan-13$1,840,930$81,744$6,288iApproximate average salary by contribution assumption: employee only about $157,200 at 4% or $104,800 at 6%; with 50% employer match about $104,800 at 4% or $69,867 at 6%; with 100% employer match about $78,600 at 4% or $52,400 at 6%.
2002116$1,630,062$92,156$5,760iApproximate average salary by contribution assumption: employee only about $143,994 at 4% or $95,996 at 6%; with 50% employer match about $95,996 at 4% or $63,997 at 6%; with 100% employer match about $71,997 at 4% or $47,998 at 6%.
Heath Corporation Pension Plan-16$1,630,062$92,156$5,760iApproximate average salary by contribution assumption: employee only about $143,994 at 4% or $95,996 at 6%; with 50% employer match about $95,996 at 4% or $63,997 at 6%; with 100% employer match about $71,997 at 4% or $47,998 at 6%.
2001119$0$0-
Heath Corporation Pension Plan-19---
2000123$1,906,313$93,161$4,050iApproximate average salary by contribution assumption: employee only about $101,262 at 4% or $67,508 at 6%; with 50% employer match about $67,508 at 4% or $45,005 at 6%; with 100% employer match about $50,631 at 4% or $33,754 at 6%.
Heath Corporation Pension Plan-23$1,906,313$93,161$4,050iApproximate average salary by contribution assumption: employee only about $101,262 at 4% or $67,508 at 6%; with 50% employer match about $67,508 at 4% or $45,005 at 6%; with 100% employer match about $50,631 at 4% or $33,754 at 6%.
1999123$2,024,435$87,262$3,794iApproximate average salary by contribution assumption: employee only about $94,850 at 4% or $63,233 at 6%; with 50% employer match about $63,233 at 4% or $42,156 at 6%; with 100% employer match about $47,425 at 4% or $31,617 at 6%.
Heath Corporation Pension Plan-23$2,024,435$87,262$3,794iApproximate average salary by contribution assumption: employee only about $94,850 at 4% or $63,233 at 6%; with 50% employer match about $63,233 at 4% or $42,156 at 6%; with 100% employer match about $47,425 at 4% or $31,617 at 6%.