Civic Intelligence

Atria Heart PLLC

Plan context: Atria Heart PLLC 401(K) Profit Sharing Plan

EIN 47-2057628 • Scottsdale, AZ • 21 filings • 4 plans

16427 North Scottsdale RoadSuite 100Scottsdale, AZ 85254
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$1,133,247

2024 Contributions

$137,958

Historical Graphs

Total Assets Over Time

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

$2,280,741$1,140,371$0201520202024YearValue
$1,133,247Latest year 2024

Participants Over Time

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

27140201520202024YearValue
27Latest 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
2024227$1,133,247$137,958$5,110iApproximate average salary by contribution assumption: employee only about $127,739 at 4% or $85,159 at 6%; with 50% employer match about $85,159 at 4% or $56,773 at 6%; with 100% employer match about $63,869 at 4% or $42,580 at 6%.
Atria Heart PLLC 401(K) Profit Sharing Plan-27$1,133,247$137,958$5,110iApproximate average salary by contribution assumption: employee only about $127,739 at 4% or $85,159 at 6%; with 50% employer match about $85,159 at 4% or $56,773 at 6%; with 100% employer match about $63,869 at 4% or $42,580 at 6%.
CASH BALANCE PLAN OF ATRIA HEART, PLLC-0$0$0-
2023225$2,280,741$1,078,028$43,121iApproximate average salary by contribution assumption: employee only about $1,078,028 at 4% or $718,685 at 6%; with 50% employer match about $718,685 at 4% or $479,124 at 6%; with 100% employer match about $539,014 at 4% or $359,343 at 6%.
CASH BALANCE PLAN OF ATRIA HEART, PLLC-25$1,369,751$827,695$33,108iApproximate average salary by contribution assumption: employee only about $827,695 at 4% or $551,797 at 6%; with 50% employer match about $551,797 at 4% or $367,864 at 6%; with 100% employer match about $413,848 at 4% or $275,898 at 6%.
Atria Heart PLLC 401(K) Profit Sharing Plan-18$910,990$250,333$13,907iApproximate average salary by contribution assumption: employee only about $347,685 at 4% or $231,790 at 6%; with 50% employer match about $231,790 at 4% or $154,527 at 6%; with 100% employer match about $173,842 at 4% or $115,895 at 6%.
2022318$1,062,339$700,086$38,894iApproximate average salary by contribution assumption: employee only about $972,342 at 4% or $648,228 at 6%; with 50% employer match about $648,228 at 4% or $432,152 at 6%; with 100% employer match about $486,171 at 4% or $324,114 at 6%.
Atria Heart PLLC 401(K) Profit Sharing Plan-18$597,894$235,641$13,091iApproximate average salary by contribution assumption: employee only about $327,279 at 4% or $218,186 at 6%; with 50% employer match about $218,186 at 4% or $145,457 at 6%; with 100% employer match about $163,640 at 4% or $109,093 at 6%.
CASH BALANCE PLAN OF ATRIA HEART, PLLC-16$464,445$464,445$29,028iApproximate average salary by contribution assumption: employee only about $725,695 at 4% or $483,797 at 6%; with 50% employer match about $483,797 at 4% or $322,531 at 6%; with 100% employer match about $362,848 at 4% or $241,898 at 6%.
ATRIA HEART, PLLC CASH BALANCE PLAN-0$0$0-
2021211$1,675,105$395,317$35,938iApproximate average salary by contribution assumption: employee only about $898,448 at 4% or $598,965 at 6%; with 50% employer match about $598,965 at 4% or $399,310 at 6%; with 100% employer match about $449,224 at 4% or $299,483 at 6%.
ATRIA HEART, PLLC CASH BALANCE PLAN-11$1,233,290$342,835$31,167iApproximate average salary by contribution assumption: employee only about $779,170 at 4% or $519,447 at 6%; with 50% employer match about $519,447 at 4% or $346,298 at 6%; with 100% employer match about $389,585 at 4% or $259,723 at 6%.
Atria Heart PLLC 401(K) Profit Sharing Plan-0$441,815$52,482-
202028$1,222,541$260,708$32,589iApproximate average salary by contribution assumption: employee only about $814,713 at 4% or $543,142 at 6%; with 50% employer match about $543,142 at 4% or $362,094 at 6%; with 100% employer match about $407,356 at 4% or $271,571 at 6%.
ATRIA HEART, PLLC CASH BALANCE PLAN-7$878,021$229,174$32,739iApproximate average salary by contribution assumption: employee only about $818,479 at 4% or $545,652 at 6%; with 50% employer match about $545,652 at 4% or $363,768 at 6%; with 100% employer match about $409,239 at 4% or $272,826 at 6%.
Atria Heart PLLC 401(K) Profit Sharing Plan-8$344,520$31,534$3,942iApproximate average salary by contribution assumption: employee only about $98,544 at 4% or $65,696 at 6%; with 50% employer match about $65,696 at 4% or $43,797 at 6%; with 100% employer match about $49,272 at 4% or $32,848 at 6%.
201926$828,249$309,104$51,517iApproximate average salary by contribution assumption: employee only about $1,287,933 at 4% or $858,622 at 6%; with 50% employer match about $858,622 at 4% or $572,415 at 6%; with 100% employer match about $643,967 at 4% or $429,311 at 6%.
ATRIA HEART, PLLC CASH BALANCE PLAN-6$541,862$277,487$46,248iApproximate average salary by contribution assumption: employee only about $1,156,196 at 4% or $770,797 at 6%; with 50% employer match about $770,797 at 4% or $513,865 at 6%; with 100% employer match about $578,098 at 4% or $385,399 at 6%.
Atria Heart PLLC 401(K) Profit Sharing Plan-6$286,387$31,617$5,270iApproximate average salary by contribution assumption: employee only about $131,738 at 4% or $87,825 at 6%; with 50% employer match about $87,825 at 4% or $58,550 at 6%; with 100% employer match about $65,869 at 4% or $43,913 at 6%.
201837$481,929$300,959$42,994iApproximate average salary by contribution assumption: employee only about $1,074,854 at 4% or $716,569 at 6%; with 50% employer match about $716,569 at 4% or $477,713 at 6%; with 100% employer match about $537,427 at 4% or $358,285 at 6%.
ATRIA HEART, PLLC CASH BALANCE PLAN-7$259,300$259,300$37,043iApproximate average salary by contribution assumption: employee only about $926,071 at 4% or $617,381 at 6%; with 50% employer match about $617,381 at 4% or $411,587 at 6%; with 100% employer match about $463,036 at 4% or $308,690 at 6%.
Atria Heart PLLC 401(K) Profit Sharing Plan-7$222,629$41,659$5,951iApproximate average salary by contribution assumption: employee only about $148,782 at 4% or $99,188 at 6%; with 50% employer match about $99,188 at 4% or $66,125 at 6%; with 100% employer match about $74,391 at 4% or $49,594 at 6%.
Atria Heart PLLC Defined Benefit Plan-0---
201726$599,992$253,985$42,331iApproximate average salary by contribution assumption: employee only about $1,058,271 at 4% or $705,514 at 6%; with 50% employer match about $705,514 at 4% or $470,343 at 6%; with 100% employer match about $529,135 at 4% or $352,757 at 6%.
Atria Heart PLLC Defined Benefit Plan-6$396,450$205,428$34,238iApproximate average salary by contribution assumption: employee only about $855,950 at 4% or $570,633 at 6%; with 50% employer match about $570,633 at 4% or $380,422 at 6%; with 100% employer match about $427,975 at 4% or $285,317 at 6%.
Atria Heart PLLC 401(K) Profit Sharing Plan-6$203,542$48,557$8,093iApproximate average salary by contribution assumption: employee only about $202,321 at 4% or $134,881 at 6%; with 50% employer match about $134,881 at 4% or $89,920 at 6%; with 100% employer match about $101,160 at 4% or $67,440 at 6%.
201623$298,081$199,348$66,449iApproximate average salary by contribution assumption: employee only about $1,661,233 at 4% or $1,107,489 at 6%; with 50% employer match about $1,107,489 at 4% or $738,326 at 6%; with 100% employer match about $830,617 at 4% or $553,744 at 6%.
Atria Heart PLLC Defined Benefit Plan-3$163,771$163,400$54,467iApproximate average salary by contribution assumption: employee only about $1,361,667 at 4% or $907,778 at 6%; with 50% employer match about $907,778 at 4% or $605,185 at 6%; with 100% employer match about $680,833 at 4% or $453,889 at 6%.
Atria Heart PLLC 401(K) Profit Sharing Plan-3$134,310$35,948$11,983iApproximate average salary by contribution assumption: employee only about $299,567 at 4% or $199,711 at 6%; with 50% employer match about $199,711 at 4% or $133,141 at 6%; with 100% employer match about $149,783 at 4% or $99,856 at 6%.
201512$85,766$86,000$43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%.
Atria Heart PLLC 401(K) Profit Sharing Plan-2$85,766$86,000$43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%.