Civic Intelligence

Heartland Bank

Plan context: HEARTLAND BANK DEFINED BENEFIT PENSION

EIN 42-0535090 • Somers, IA • 40 filings • 5 plans

P.O. Box 1Somers, IA 50586
Current Snapshot

Latest Year

2024

2024 Participants

46

2024 Assets

$5,900,197

2024 Contributions

$238,000

Historical Graphs

Total Assets Over Time

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

$5,900,197$2,950,099$0199920122024YearValue
$5,900,197Latest year 2024

Participants Over Time

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

47240199920122024YearValue
46Latest year 2024

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
2024146$5,900,197$238,000$5,174iApproximate average salary by contribution assumption: employee only about $129,348 at 4% or $86,232 at 6%; with 50% employer match about $86,232 at 4% or $57,488 at 6%; with 100% employer match about $64,674 at 4% or $43,116 at 6%.
HEARTLAND BANK DEFINED BENEFIT PENSION-46$5,900,197$238,000$5,174iApproximate average salary by contribution assumption: employee only about $129,348 at 4% or $86,232 at 6%; with 50% employer match about $86,232 at 4% or $57,488 at 6%; with 100% employer match about $64,674 at 4% or $43,116 at 6%.
2023147$5,491,809$278,000$5,915iApproximate average salary by contribution assumption: employee only about $147,872 at 4% or $98,582 at 6%; with 50% employer match about $98,582 at 4% or $65,721 at 6%; with 100% employer match about $73,936 at 4% or $49,291 at 6%.
HEARTLAND BANK DEFINED BENEFIT PENSION-47$5,491,809$278,000$5,915iApproximate average salary by contribution assumption: employee only about $147,872 at 4% or $98,582 at 6%; with 50% employer match about $98,582 at 4% or $65,721 at 6%; with 100% employer match about $73,936 at 4% or $49,291 at 6%.
2022147$5,212,186$282,756$6,016iApproximate average salary by contribution assumption: employee only about $150,402 at 4% or $100,268 at 6%; with 50% employer match about $100,268 at 4% or $66,845 at 6%; with 100% employer match about $75,201 at 4% or $50,134 at 6%.
HEARTLAND BANK DEFINED BENEFIT PENSION-47$5,212,186$282,756$6,016iApproximate average salary by contribution assumption: employee only about $150,402 at 4% or $100,268 at 6%; with 50% employer match about $100,268 at 4% or $66,845 at 6%; with 100% employer match about $75,201 at 4% or $50,134 at 6%.
2021144$4,669,975$225,000$5,114iApproximate average salary by contribution assumption: employee only about $127,841 at 4% or $85,227 at 6%; with 50% employer match about $85,227 at 4% or $56,818 at 6%; with 100% employer match about $63,920 at 4% or $42,614 at 6%.
HEARTLAND BANK DEFINED BENEFIT PENSION-44$4,669,975$225,000$5,114iApproximate average salary by contribution assumption: employee only about $127,841 at 4% or $85,227 at 6%; with 50% employer match about $85,227 at 4% or $56,818 at 6%; with 100% employer match about $63,920 at 4% or $42,614 at 6%.
2020144$5,594,460$225,000$5,114iApproximate average salary by contribution assumption: employee only about $127,841 at 4% or $85,227 at 6%; with 50% employer match about $85,227 at 4% or $56,818 at 6%; with 100% employer match about $63,920 at 4% or $42,614 at 6%.
HEARTLAND BANK DEFINED BENEFIT PENSION-44$5,594,460$225,000$5,114iApproximate average salary by contribution assumption: employee only about $127,841 at 4% or $85,227 at 6%; with 50% employer match about $85,227 at 4% or $56,818 at 6%; with 100% employer match about $63,920 at 4% or $42,614 at 6%.
2019142$4,482,866$221,500$5,274iApproximate average salary by contribution assumption: employee only about $131,845 at 4% or $87,897 at 6%; with 50% employer match about $87,897 at 4% or $58,598 at 6%; with 100% employer match about $65,923 at 4% or $43,948 at 6%.
HEARTLAND BANK DEFINED BENEFIT PENSION-42$4,482,866$221,500$5,274iApproximate average salary by contribution assumption: employee only about $131,845 at 4% or $87,897 at 6%; with 50% employer match about $87,897 at 4% or $58,598 at 6%; with 100% employer match about $65,923 at 4% or $43,948 at 6%.
2018140$3,793,133$252,185$6,305iApproximate average salary by contribution assumption: employee only about $157,616 at 4% or $105,077 at 6%; with 50% employer match about $105,077 at 4% or $70,051 at 6%; with 100% employer match about $78,808 at 4% or $52,539 at 6%.
HEARTLAND BANK DEFINED BENEFIT PENSION-40$3,793,133$252,185$6,305iApproximate average salary by contribution assumption: employee only about $157,616 at 4% or $105,077 at 6%; with 50% employer match about $105,077 at 4% or $70,051 at 6%; with 100% employer match about $78,808 at 4% or $52,539 at 6%.
2017135$3,538,649$582,303$16,637iApproximate average salary by contribution assumption: employee only about $415,931 at 4% or $277,287 at 6%; with 50% employer match about $277,287 at 4% or $184,858 at 6%; with 100% employer match about $207,965 at 4% or $138,644 at 6%.
HEARTLAND BANK DEFINED BENEFIT PENSION-35$3,538,649$582,303$16,637iApproximate average salary by contribution assumption: employee only about $415,931 at 4% or $277,287 at 6%; with 50% employer match about $277,287 at 4% or $184,858 at 6%; with 100% employer match about $207,965 at 4% or $138,644 at 6%.
2016134$3,046,850$536,243$15,772iApproximate average salary by contribution assumption: employee only about $394,296 at 4% or $262,864 at 6%; with 50% employer match about $262,864 at 4% or $175,243 at 6%; with 100% employer match about $197,148 at 4% or $131,432 at 6%.
HEARTLAND BANK DEFINED BENEFIT PENSION-34$3,046,850$536,243$15,772iApproximate average salary by contribution assumption: employee only about $394,296 at 4% or $262,864 at 6%; with 50% employer match about $262,864 at 4% or $175,243 at 6%; with 100% employer match about $197,148 at 4% or $131,432 at 6%.
2015130$2,598,437$225,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
HEARTLAND BANK DEFINED BENEFIT PENSION-30$2,598,437$225,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
2014229$2,294,583$266,300$9,183iApproximate average salary by contribution assumption: employee only about $229,569 at 4% or $153,046 at 6%; with 50% employer match about $153,046 at 4% or $102,031 at 6%; with 100% employer match about $114,784 at 4% or $76,523 at 6%.
HEARTLAND BANK DEFINED BENEFIT PENSION-29$2,294,583$222,000$7,655iApproximate average salary by contribution assumption: employee only about $191,379 at 4% or $127,586 at 6%; with 50% employer match about $127,586 at 4% or $85,057 at 6%; with 100% employer match about $95,690 at 4% or $63,793 at 6%.
Heartland Bank 401K Plan-0$0$44,300-
2013226$4,559,998$420,975$16,191iApproximate average salary by contribution assumption: employee only about $404,784 at 4% or $269,856 at 6%; with 50% employer match about $269,856 at 4% or $179,904 at 6%; with 100% employer match about $202,392 at 4% or $134,928 at 6%.
HEARTLAND BANK DEFINED BENEFIT PENSION-26$2,307,719$225,000$8,654iApproximate average salary by contribution assumption: employee only about $216,346 at 4% or $144,231 at 6%; with 50% employer match about $144,231 at 4% or $96,154 at 6%; with 100% employer match about $108,173 at 4% or $72,115 at 6%.
Heartland Bank 401K Plan-21$2,252,279$195,975$9,332iApproximate average salary by contribution assumption: employee only about $233,304 at 4% or $155,536 at 6%; with 50% employer match about $155,536 at 4% or $103,690 at 6%; with 100% employer match about $116,652 at 4% or $77,768 at 6%.
2012226$3,746,191$390,967$15,037iApproximate average salary by contribution assumption: employee only about $375,930 at 4% or $250,620 at 6%; with 50% employer match about $250,620 at 4% or $167,080 at 6%; with 100% employer match about $187,965 at 4% or $125,310 at 6%.
HEARTLAND BANK DEFINED BENEFIT PENSION-26$1,877,949$205,000$7,885iApproximate average salary by contribution assumption: employee only about $197,115 at 4% or $131,410 at 6%; with 50% employer match about $131,410 at 4% or $87,607 at 6%; with 100% employer match about $98,558 at 4% or $65,705 at 6%.
Heartland Bank 401K Plan-22$1,868,242$185,967$8,453iApproximate average salary by contribution assumption: employee only about $211,326 at 4% or $140,884 at 6%; with 50% employer match about $140,884 at 4% or $93,923 at 6%; with 100% employer match about $105,663 at 4% or $70,442 at 6%.
2011223$3,299,695$376,321$16,362iApproximate average salary by contribution assumption: employee only about $409,045 at 4% or $272,696 at 6%; with 50% employer match about $272,696 at 4% or $181,798 at 6%; with 100% employer match about $204,522 at 4% or $136,348 at 6%.
Heartland Bank 401K Plan-23$1,670,205$176,321$7,666iApproximate average salary by contribution assumption: employee only about $191,653 at 4% or $127,769 at 6%; with 50% employer match about $127,769 at 4% or $85,179 at 6%; with 100% employer match about $95,827 at 4% or $63,884 at 6%.
HEARTLAND BANK DEFINED BENEFIT PENSION-20$1,629,490$200,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
2010230$3,177,371$319,256$10,642iApproximate average salary by contribution assumption: employee only about $266,047 at 4% or $177,364 at 6%; with 50% employer match about $177,364 at 4% or $118,243 at 6%; with 100% employer match about $133,023 at 4% or $88,682 at 6%.
HEARTLAND BANK DEFINED BENEFIT PENSION-30$1,613,562$150,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Heartland Bank 401K Plan-20$1,563,809$169,256$8,463iApproximate average salary by contribution assumption: employee only about $211,570 at 4% or $141,047 at 6%; with 50% employer match about $141,047 at 4% or $94,031 at 6%; with 100% employer match about $105,785 at 4% or $70,523 at 6%.
2009225$2,756,497$310,368$12,415iApproximate average salary by contribution assumption: employee only about $310,368 at 4% or $206,912 at 6%; with 50% employer match about $206,912 at 4% or $137,941 at 6%; with 100% employer match about $155,184 at 4% or $103,456 at 6%.
HEARTLAND BANK DEFINED BENEFIT PENSION-25$1,417,722$150,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Heartland Bank 401K Plan-22$1,338,775$160,368$7,289iApproximate average salary by contribution assumption: employee only about $182,236 at 4% or $121,491 at 6%; with 50% employer match about $121,491 at 4% or $80,994 at 6%; with 100% employer match about $91,118 at 4% or $60,745 at 6%.
2008221$1,024,240$132,424$6,306iApproximate average salary by contribution assumption: employee only about $157,648 at 4% or $105,098 at 6%; with 50% employer match about $105,098 at 4% or $70,066 at 6%; with 100% employer match about $78,824 at 4% or $52,549 at 6%.
Heartland Bank 401K Plan-21$1,024,240$132,424$6,306iApproximate average salary by contribution assumption: employee only about $157,648 at 4% or $105,098 at 6%; with 50% employer match about $105,098 at 4% or $70,066 at 6%; with 100% employer match about $78,824 at 4% or $52,549 at 6%.
HEARTLAND BANK DEFINED BENEFIT PENSION-18---
2007219$1,235,110$102,904$5,416iApproximate average salary by contribution assumption: employee only about $135,400 at 4% or $90,267 at 6%; with 50% employer match about $90,267 at 4% or $60,178 at 6%; with 100% employer match about $67,700 at 4% or $45,133 at 6%.
Heartland Bank 401K Plan-19$1,235,110$102,904$5,416iApproximate average salary by contribution assumption: employee only about $135,400 at 4% or $90,267 at 6%; with 50% employer match about $90,267 at 4% or $60,178 at 6%; with 100% employer match about $67,700 at 4% or $45,133 at 6%.
HEARTLAND BANK DEFINED BENEFIT PENSION-17---
2006219$2,509,803$167,172$8,799iApproximate average salary by contribution assumption: employee only about $219,963 at 4% or $146,642 at 6%; with 50% employer match about $146,642 at 4% or $97,761 at 6%; with 100% employer match about $109,982 at 4% or $73,321 at 6%.
HEARTLAND BANK RETIREMENT PLAN-17$1,322,863$83,862$4,933iApproximate average salary by contribution assumption: employee only about $123,326 at 4% or $82,218 at 6%; with 50% employer match about $82,218 at 4% or $54,812 at 6%; with 100% employer match about $61,663 at 4% or $41,109 at 6%.
Heartland Bank 401K Plan-19$1,186,940$83,310$4,385iApproximate average salary by contribution assumption: employee only about $109,618 at 4% or $73,079 at 6%; with 50% employer match about $73,079 at 4% or $48,719 at 6%; with 100% employer match about $54,809 at 4% or $36,539 at 6%.
2005219$2,146,749$154,477$8,130iApproximate average salary by contribution assumption: employee only about $203,259 at 4% or $135,506 at 6%; with 50% employer match about $135,506 at 4% or $90,337 at 6%; with 100% employer match about $101,630 at 4% or $67,753 at 6%.
HEARTLAND BANK RETIREMENT PLAN-18$1,140,693$76,441$4,247iApproximate average salary by contribution assumption: employee only about $106,168 at 4% or $70,779 at 6%; with 50% employer match about $70,779 at 4% or $47,186 at 6%; with 100% employer match about $53,084 at 4% or $35,389 at 6%.
Heartland Bank 401K Plan-19$1,006,056$78,036$4,107iApproximate average salary by contribution assumption: employee only about $102,679 at 4% or $68,453 at 6%; with 50% employer match about $68,453 at 4% or $45,635 at 6%; with 100% employer match about $51,339 at 4% or $34,226 at 6%.
2004217$2,030,580$156,890$9,229iApproximate average salary by contribution assumption: employee only about $230,721 at 4% or $153,814 at 6%; with 50% employer match about $153,814 at 4% or $102,542 at 6%; with 100% employer match about $115,360 at 4% or $76,907 at 6%.
HEARTLAND BANK RETIREMENT PLAN-17$1,087,981$73,562$4,327iApproximate average salary by contribution assumption: employee only about $108,179 at 4% or $72,120 at 6%; with 50% employer match about $72,120 at 4% or $48,080 at 6%; with 100% employer match about $54,090 at 4% or $36,060 at 6%.
Heartland Bank 401K Plan-14$942,599$83,328$5,952iApproximate average salary by contribution assumption: employee only about $148,800 at 4% or $99,200 at 6%; with 50% employer match about $99,200 at 4% or $66,133 at 6%; with 100% employer match about $74,400 at 4% or $49,600 at 6%.
2003116$825,525$77,537$4,846iApproximate average salary by contribution assumption: employee only about $121,152 at 4% or $80,768 at 6%; with 50% employer match about $80,768 at 4% or $53,845 at 6%; with 100% employer match about $60,576 at 4% or $40,384 at 6%.
Heartland Bank 401K Plan-16$825,525$77,537$4,846iApproximate average salary by contribution assumption: employee only about $121,152 at 4% or $80,768 at 6%; with 50% employer match about $80,768 at 4% or $53,845 at 6%; with 100% employer match about $60,576 at 4% or $40,384 at 6%.
2002215$617,585$84,233$5,616iApproximate average salary by contribution assumption: employee only about $140,388 at 4% or $93,592 at 6%; with 50% employer match about $93,592 at 4% or $62,395 at 6%; with 100% employer match about $70,194 at 4% or $46,796 at 6%.
Heartland Bank 401K Plan-15$617,585$84,233$5,616iApproximate average salary by contribution assumption: employee only about $140,388 at 4% or $93,592 at 6%; with 50% employer match about $93,592 at 4% or $62,395 at 6%; with 100% employer match about $70,194 at 4% or $46,796 at 6%.
HEARTLAND BANK RETIREMENT PLAN-15---
2001216$637,676$66,330$4,146iApproximate average salary by contribution assumption: employee only about $103,641 at 4% or $69,094 at 6%; with 50% employer match about $69,094 at 4% or $46,063 at 6%; with 100% employer match about $51,820 at 4% or $34,547 at 6%.
Heartland Bank 401K Plan-16$637,676$66,330$4,146iApproximate average salary by contribution assumption: employee only about $103,641 at 4% or $69,094 at 6%; with 50% employer match about $69,094 at 4% or $46,063 at 6%; with 100% employer match about $51,820 at 4% or $34,547 at 6%.
HEARTLAND BANK RETIREMENT PLAN-15---
2000217$641,235$73,892$4,347iApproximate average salary by contribution assumption: employee only about $108,665 at 4% or $72,443 at 6%; with 50% employer match about $72,443 at 4% or $48,295 at 6%; with 100% employer match about $54,332 at 4% or $36,222 at 6%.
Heartland Bank 401K Plan-17$641,235$73,892$4,347iApproximate average salary by contribution assumption: employee only about $108,665 at 4% or $72,443 at 6%; with 50% employer match about $72,443 at 4% or $48,295 at 6%; with 100% employer match about $54,332 at 4% or $36,222 at 6%.
HEARTLAND BANK RETIREMENT PLAN-16---
1999118$544,046$71,818$3,990iApproximate average salary by contribution assumption: employee only about $99,747 at 4% or $66,498 at 6%; with 50% employer match about $66,498 at 4% or $44,332 at 6%; with 100% employer match about $49,874 at 4% or $33,249 at 6%.
Heartland Bank 401K Plan-18$544,046$71,818$3,990iApproximate average salary by contribution assumption: employee only about $99,747 at 4% or $66,498 at 6%; with 50% employer match about $66,498 at 4% or $44,332 at 6%; with 100% employer match about $49,874 at 4% or $33,249 at 6%.