First Heartland Capital
Plan context: First Heartland Capital 401(K) Profit Sharing Plan
EIN 43-1635588 • Lake St. Louis, MO • 33 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
33
2024 Assets
$16,622,083
2024 Contributions
$428,037
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 | 33 | $16,622,083 | $428,037 | $12,971iApproximate average salary by contribution assumption: employee only about $324,270 at 4% or $216,180 at 6%; with 50% employer match about $216,180 at 4% or $144,120 at 6%; with 100% employer match about $162,135 at 4% or $108,090 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 33 | $16,622,083 | $428,037 | $12,971iApproximate average salary by contribution assumption: employee only about $324,270 at 4% or $216,180 at 6%; with 50% employer match about $216,180 at 4% or $144,120 at 6%; with 100% employer match about $162,135 at 4% or $108,090 at 6%. |
| 2023 | 1 | 25 | $11,539,527 | $593,758 | $23,750iApproximate average salary by contribution assumption: employee only about $593,758 at 4% or $395,839 at 6%; with 50% employer match about $395,839 at 4% or $263,892 at 6%; with 100% employer match about $296,879 at 4% or $197,919 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 25 | $11,539,527 | $593,758 | $23,750iApproximate average salary by contribution assumption: employee only about $593,758 at 4% or $395,839 at 6%; with 50% employer match about $395,839 at 4% or $263,892 at 6%; with 100% employer match about $296,879 at 4% or $197,919 at 6%. |
| 2022 | 1 | 23 | $8,441,672 | $399,154 | $17,355iApproximate average salary by contribution assumption: employee only about $433,863 at 4% or $289,242 at 6%; with 50% employer match about $289,242 at 4% or $192,828 at 6%; with 100% employer match about $216,932 at 4% or $144,621 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 23 | $8,441,672 | $399,154 | $17,355iApproximate average salary by contribution assumption: employee only about $433,863 at 4% or $289,242 at 6%; with 50% employer match about $289,242 at 4% or $192,828 at 6%; with 100% employer match about $216,932 at 4% or $144,621 at 6%. |
| 2021 | 1 | 23 | $12,827,957 | $312,492 | $13,587iApproximate average salary by contribution assumption: employee only about $339,665 at 4% or $226,443 at 6%; with 50% employer match about $226,443 at 4% or $150,962 at 6%; with 100% employer match about $169,833 at 4% or $113,222 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 23 | $12,827,957 | $312,492 | $13,587iApproximate average salary by contribution assumption: employee only about $339,665 at 4% or $226,443 at 6%; with 50% employer match about $226,443 at 4% or $150,962 at 6%; with 100% employer match about $169,833 at 4% or $113,222 at 6%. |
| 2020 | 1 | 32 | $11,332,130 | $3,442,284 | $107,571iApproximate average salary by contribution assumption: employee only about $2,689,284 at 4% or $1,792,856 at 6%; with 50% employer match about $1,792,856 at 4% or $1,195,238 at 6%; with 100% employer match about $1,344,642 at 4% or $896,428 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 32 | $11,332,130 | $3,442,284 | $107,571iApproximate average salary by contribution assumption: employee only about $2,689,284 at 4% or $1,792,856 at 6%; with 50% employer match about $1,792,856 at 4% or $1,195,238 at 6%; with 100% employer match about $1,344,642 at 4% or $896,428 at 6%. |
| 2019 | 2 | 30 | $6,720,563 | $555,100 | $18,503iApproximate average salary by contribution assumption: employee only about $462,583 at 4% or $308,389 at 6%; with 50% employer match about $308,389 at 4% or $205,593 at 6%; with 100% employer match about $231,292 at 4% or $154,194 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 30 | $6,720,563 | $423,510 | $14,117iApproximate average salary by contribution assumption: employee only about $352,925 at 4% or $235,283 at 6%; with 50% employer match about $235,283 at 4% or $156,856 at 6%; with 100% employer match about $176,463 at 4% or $117,642 at 6%. |
| First Heartland Capital Inc. Cash Balance Pension Plan and Trust | - | 0 | - | $131,590 | - |
| 2018 | 2 | 30 | $8,421,718 | $750,729 | $25,024iApproximate average salary by contribution assumption: employee only about $625,608 at 4% or $417,072 at 6%; with 50% employer match about $417,072 at 4% or $278,048 at 6%; with 100% employer match about $312,804 at 4% or $208,536 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 30 | $5,524,947 | $420,729 | $14,024iApproximate average salary by contribution assumption: employee only about $350,608 at 4% or $233,738 at 6%; with 50% employer match about $233,738 at 4% or $155,826 at 6%; with 100% employer match about $175,304 at 4% or $116,869 at 6%. |
| First Heartland Capital Inc. Cash Balance Pension Plan and Trust | - | 28 | $2,896,771 | $330,000 | $11,786iApproximate average salary by contribution assumption: employee only about $294,643 at 4% or $196,429 at 6%; with 50% employer match about $196,429 at 4% or $130,952 at 6%; with 100% employer match about $147,321 at 4% or $98,214 at 6%. |
| 2017 | 2 | 32 | $9,081,121 | $837,678 | $26,177iApproximate average salary by contribution assumption: employee only about $654,436 at 4% or $436,291 at 6%; with 50% employer match about $436,291 at 4% or $290,860 at 6%; with 100% employer match about $327,218 at 4% or $218,145 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 32 | $6,416,228 | $447,678 | $13,990iApproximate average salary by contribution assumption: employee only about $349,748 at 4% or $233,166 at 6%; with 50% employer match about $233,166 at 4% or $155,444 at 6%; with 100% employer match about $174,874 at 4% or $116,583 at 6%. |
| First Heartland Capital Inc. Cash Balance Pension Plan and Trust | - | 30 | $2,664,893 | $390,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| 2016 | 2 | 31 | $7,349,071 | $851,284 | $27,461iApproximate average salary by contribution assumption: employee only about $686,519 at 4% or $457,680 at 6%; with 50% employer match about $457,680 at 4% or $305,120 at 6%; with 100% employer match about $343,260 at 4% or $228,840 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 31 | $5,160,776 | $431,284 | $13,912iApproximate average salary by contribution assumption: employee only about $347,810 at 4% or $231,873 at 6%; with 50% employer match about $231,873 at 4% or $154,582 at 6%; with 100% employer match about $173,905 at 4% or $115,937 at 6%. |
| First Heartland Capital Inc. Cash Balance Pension Plan and Trust | - | 31 | $2,188,295 | $420,000 | $13,548iApproximate average salary by contribution assumption: employee only about $338,710 at 4% or $225,806 at 6%; with 50% employer match about $225,806 at 4% or $150,538 at 6%; with 100% employer match about $169,355 at 4% or $112,903 at 6%. |
| 2015 | 2 | 33 | $6,061,348 | $772,462 | $23,408iApproximate average salary by contribution assumption: employee only about $585,198 at 4% or $390,132 at 6%; with 50% employer match about $390,132 at 4% or $260,088 at 6%; with 100% employer match about $292,599 at 4% or $195,066 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 33 | $4,466,749 | $417,521 | $12,652iApproximate average salary by contribution assumption: employee only about $316,304 at 4% or $210,869 at 6%; with 50% employer match about $210,869 at 4% or $140,579 at 6%; with 100% employer match about $158,152 at 4% or $105,435 at 6%. |
| First Heartland Capital Inc. Cash Balance Pension Plan and Trust | - | 32 | $1,594,599 | $354,941 | $11,092iApproximate average salary by contribution assumption: employee only about $277,298 at 4% or $184,865 at 6%; with 50% employer match about $184,865 at 4% or $123,243 at 6%; with 100% employer match about $138,649 at 4% or $92,433 at 6%. |
| 2014 | 2 | 35 | $7,680,502 | $776,783 | $22,194iApproximate average salary by contribution assumption: employee only about $554,845 at 4% or $369,897 at 6%; with 50% employer match about $369,897 at 4% or $246,598 at 6%; with 100% employer match about $277,423 at 4% or $184,948 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 35 | $5,305,040 | $475,658 | $13,590iApproximate average salary by contribution assumption: employee only about $339,756 at 4% or $226,504 at 6%; with 50% employer match about $226,504 at 4% or $151,003 at 6%; with 100% employer match about $169,878 at 4% or $113,252 at 6%. |
| First Heartland Capital Inc. Cash Balance Pension Plan and Trust | - | 32 | $2,375,462 | $301,125 | $9,410iApproximate average salary by contribution assumption: employee only about $235,254 at 4% or $156,836 at 6%; with 50% employer match about $156,836 at 4% or $104,557 at 6%; with 100% employer match about $117,627 at 4% or $78,418 at 6%. |
| 2013 | 2 | 35 | $6,692,174 | $765,271 | $21,865iApproximate average salary by contribution assumption: employee only about $546,622 at 4% or $364,415 at 6%; with 50% employer match about $364,415 at 4% or $242,943 at 6%; with 100% employer match about $273,311 at 4% or $182,207 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 35 | $4,710,747 | $474,566 | $13,559iApproximate average salary by contribution assumption: employee only about $338,976 at 4% or $225,984 at 6%; with 50% employer match about $225,984 at 4% or $150,656 at 6%; with 100% employer match about $169,488 at 4% or $112,992 at 6%. |
| First Heartland Capital Inc. Cash Balance Pension Plan and Trust | - | 34 | $1,981,427 | $290,705 | $8,550iApproximate average salary by contribution assumption: employee only about $213,754 at 4% or $142,502 at 6%; with 50% employer match about $142,502 at 4% or $95,002 at 6%; with 100% employer match about $106,877 at 4% or $71,251 at 6%. |
| 2012 | 2 | 32 | $5,110,986 | $720,397 | $22,512iApproximate average salary by contribution assumption: employee only about $562,810 at 4% or $375,207 at 6%; with 50% employer match about $375,207 at 4% or $250,138 at 6%; with 100% employer match about $281,405 at 4% or $187,603 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 32 | $3,450,232 | $444,397 | $13,887iApproximate average salary by contribution assumption: employee only about $347,185 at 4% or $231,457 at 6%; with 50% employer match about $231,457 at 4% or $154,305 at 6%; with 100% employer match about $173,593 at 4% or $115,728 at 6%. |
| First Heartland Capital Inc. Cash Balance Pension Plan and Trust | - | 32 | $1,660,754 | $276,000 | $8,625iApproximate average salary by contribution assumption: employee only about $215,625 at 4% or $143,750 at 6%; with 50% employer match about $143,750 at 4% or $95,833 at 6%; with 100% employer match about $107,813 at 4% or $71,875 at 6%. |
| 2011 | 2 | 32 | $4,085,617 | $788,891 | $24,653iApproximate average salary by contribution assumption: employee only about $616,321 at 4% or $410,881 at 6%; with 50% employer match about $410,881 at 4% or $273,920 at 6%; with 100% employer match about $308,161 at 4% or $205,440 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 32 | $2,771,974 | $378,391 | $11,825iApproximate average salary by contribution assumption: employee only about $295,618 at 4% or $197,079 at 6%; with 50% employer match about $197,079 at 4% or $131,386 at 6%; with 100% employer match about $147,809 at 4% or $98,539 at 6%. |
| First Heartland Capital Inc. Cash Balance Pension Plan and Trust | - | 27 | $1,313,643 | $410,500 | $15,204iApproximate average salary by contribution assumption: employee only about $380,093 at 4% or $253,395 at 6%; with 50% employer match about $253,395 at 4% or $168,930 at 6%; with 100% employer match about $190,046 at 4% or $126,698 at 6%. |
| 2010 | 2 | 29 | $3,483,709 | $618,082 | $21,313iApproximate average salary by contribution assumption: employee only about $532,829 at 4% or $355,220 at 6%; with 50% employer match about $355,220 at 4% or $236,813 at 6%; with 100% employer match about $266,415 at 4% or $177,610 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 29 | $2,619,467 | $342,082 | $11,796iApproximate average salary by contribution assumption: employee only about $294,898 at 4% or $196,599 at 6%; with 50% employer match about $196,599 at 4% or $131,066 at 6%; with 100% employer match about $147,449 at 4% or $98,299 at 6%. |
| First Heartland Capital Inc. Cash Balance Pension Plan and Trust | - | 29 | $864,242 | $276,000 | $9,517iApproximate average salary by contribution assumption: employee only about $237,931 at 4% or $158,621 at 6%; with 50% employer match about $158,621 at 4% or $105,747 at 6%; with 100% employer match about $118,966 at 4% or $79,310 at 6%. |
| 2009 | 2 | 27 | $2,621,284 | $581,493 | $21,537iApproximate average salary by contribution assumption: employee only about $538,419 at 4% or $358,946 at 6%; with 50% employer match about $358,946 at 4% or $239,298 at 6%; with 100% employer match about $269,210 at 4% or $179,473 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 27 | $2,073,923 | $312,560 | $11,576iApproximate average salary by contribution assumption: employee only about $289,407 at 4% or $192,938 at 6%; with 50% employer match about $192,938 at 4% or $128,626 at 6%; with 100% employer match about $144,704 at 4% or $96,469 at 6%. |
| First Heartland Capital Inc. Cash Balance Pension Plan and Trust | - | 27 | $547,361 | $268,933 | $9,960iApproximate average salary by contribution assumption: employee only about $249,012 at 4% or $166,008 at 6%; with 50% employer match about $166,008 at 4% or $110,672 at 6%; with 100% employer match about $124,506 at 4% or $83,004 at 6%. |
| 2008 | 2 | 25 | $1,746,102 | $618,164 | $24,727iApproximate average salary by contribution assumption: employee only about $618,164 at 4% or $412,109 at 6%; with 50% employer match about $412,109 at 4% or $274,740 at 6%; with 100% employer match about $309,082 at 4% or $206,055 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 25 | $1,476,797 | $349,471 | $13,979iApproximate average salary by contribution assumption: employee only about $349,471 at 4% or $232,981 at 6%; with 50% employer match about $232,981 at 4% or $155,320 at 6%; with 100% employer match about $174,736 at 4% or $116,490 at 6%. |
| First Heartland Capital Inc. Cash Balance Pension Plan and Trust | - | 25 | $269,305 | $268,693 | $10,748iApproximate average salary by contribution assumption: employee only about $268,693 at 4% or $179,129 at 6%; with 50% employer match about $179,129 at 4% or $119,419 at 6%; with 100% employer match about $134,347 at 4% or $89,564 at 6%. |
| 2007 | 1 | 24 | $1,662,706 | $229,914 | $9,580iApproximate average salary by contribution assumption: employee only about $239,494 at 4% or $159,663 at 6%; with 50% employer match about $159,663 at 4% or $106,442 at 6%; with 100% employer match about $119,747 at 4% or $79,831 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 24 | $1,662,706 | $229,914 | $9,580iApproximate average salary by contribution assumption: employee only about $239,494 at 4% or $159,663 at 6%; with 50% employer match about $159,663 at 4% or $106,442 at 6%; with 100% employer match about $119,747 at 4% or $79,831 at 6%. |
| 2006 | 1 | 22 | $1,332,011 | $207,218 | $9,419iApproximate average salary by contribution assumption: employee only about $235,475 at 4% or $156,983 at 6%; with 50% employer match about $156,983 at 4% or $104,656 at 6%; with 100% employer match about $117,738 at 4% or $78,492 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 22 | $1,332,011 | $207,218 | $9,419iApproximate average salary by contribution assumption: employee only about $235,475 at 4% or $156,983 at 6%; with 50% employer match about $156,983 at 4% or $104,656 at 6%; with 100% employer match about $117,738 at 4% or $78,492 at 6%. |
| 2005 | 1 | 22 | $1,015,424 | $38,661 | $1,757iApproximate average salary by contribution assumption: employee only about $43,933 at 4% or $29,289 at 6%; with 50% employer match about $29,289 at 4% or $19,526 at 6%; with 100% employer match about $21,966 at 4% or $14,644 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 22 | $1,015,424 | $38,661 | $1,757iApproximate average salary by contribution assumption: employee only about $43,933 at 4% or $29,289 at 6%; with 50% employer match about $29,289 at 4% or $19,526 at 6%; with 100% employer match about $21,966 at 4% or $14,644 at 6%. |
| 2004 | 1 | 19 | $991,560 | $155,483 | $8,183iApproximate average salary by contribution assumption: employee only about $204,583 at 4% or $136,389 at 6%; with 50% employer match about $136,389 at 4% or $90,926 at 6%; with 100% employer match about $102,291 at 4% or $68,194 at 6%. |
| First Heartland Capital 401(K) Profit Sharing Plan | - | 19 | $991,560 | $155,483 | $8,183iApproximate average salary by contribution assumption: employee only about $204,583 at 4% or $136,389 at 6%; with 50% employer match about $136,389 at 4% or $90,926 at 6%; with 100% employer match about $102,291 at 4% or $68,194 at 6%. |