Civic Intelligence

Heartly House Inc.

Plan context: 401(K) Profit Sharing Plan for Employees of Heartly House Inc.

EIN 52-1186250 • Frederick, MD • 31 filings • 9 plans

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PO Box 857Frederick, MD 21705-0857
Current Snapshot

Latest Year

2024

2024 Participants

46

2024 Assets

$1,099,297

2024 Contributions

$129,962

Historical Graphs

Total Assets Over Time

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

$1,099,297$549,649$0200520162024YearValue
$1,099,297Latest year 2024

Participants Over Time

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

46230200520152024YearValue
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$1,099,297$129,962$2,825iApproximate average salary by contribution assumption: employee only about $70,632 at 4% or $47,088 at 6%; with 50% employer match about $47,088 at 4% or $31,392 at 6%; with 100% employer match about $35,316 at 4% or $23,544 at 6%.
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-46$1,099,297$129,962$2,825iApproximate average salary by contribution assumption: employee only about $70,632 at 4% or $47,088 at 6%; with 50% employer match about $47,088 at 4% or $31,392 at 6%; with 100% employer match about $35,316 at 4% or $23,544 at 6%.
2023141$886,146$68,704$1,676iApproximate average salary by contribution assumption: employee only about $41,893 at 4% or $27,928 at 6%; with 50% employer match about $27,928 at 4% or $18,619 at 6%; with 100% employer match about $20,946 at 4% or $13,964 at 6%.
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-41$886,146$68,704$1,676iApproximate average salary by contribution assumption: employee only about $41,893 at 4% or $27,928 at 6%; with 50% employer match about $27,928 at 4% or $18,619 at 6%; with 100% employer match about $20,946 at 4% or $13,964 at 6%.
2022134$726,994$47,293$1,391iApproximate average salary by contribution assumption: employee only about $34,774 at 4% or $23,183 at 6%; with 50% employer match about $23,183 at 4% or $15,455 at 6%; with 100% employer match about $17,387 at 4% or $11,591 at 6%.
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-34$726,994$47,293$1,391iApproximate average salary by contribution assumption: employee only about $34,774 at 4% or $23,183 at 6%; with 50% employer match about $23,183 at 4% or $15,455 at 6%; with 100% employer match about $17,387 at 4% or $11,591 at 6%.
2021125$600,323$34,460$1,378iApproximate average salary by contribution assumption: employee only about $34,460 at 4% or $22,973 at 6%; with 50% employer match about $22,973 at 4% or $15,316 at 6%; with 100% employer match about $17,230 at 4% or $11,487 at 6%.
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-25$600,323$34,460$1,378iApproximate average salary by contribution assumption: employee only about $34,460 at 4% or $22,973 at 6%; with 50% employer match about $22,973 at 4% or $15,316 at 6%; with 100% employer match about $17,230 at 4% or $11,487 at 6%.
2020123$700,859$37,196$1,617iApproximate average salary by contribution assumption: employee only about $40,430 at 4% or $26,954 at 6%; with 50% employer match about $26,954 at 4% or $17,969 at 6%; with 100% employer match about $20,215 at 4% or $13,477 at 6%.
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-23$700,859$37,196$1,617iApproximate average salary by contribution assumption: employee only about $40,430 at 4% or $26,954 at 6%; with 50% employer match about $26,954 at 4% or $17,969 at 6%; with 100% employer match about $20,215 at 4% or $13,477 at 6%.
2019123$565,280$26,320$1,144iApproximate average salary by contribution assumption: employee only about $28,609 at 4% or $19,072 at 6%; with 50% employer match about $19,072 at 4% or $12,715 at 6%; with 100% employer match about $14,304 at 4% or $9,536 at 6%.
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-23$565,280$26,320$1,144iApproximate average salary by contribution assumption: employee only about $28,609 at 4% or $19,072 at 6%; with 50% employer match about $19,072 at 4% or $12,715 at 6%; with 100% employer match about $14,304 at 4% or $9,536 at 6%.
2018125$556,771$107,334$4,293iApproximate average salary by contribution assumption: employee only about $107,334 at 4% or $71,556 at 6%; with 50% employer match about $71,556 at 4% or $47,704 at 6%; with 100% employer match about $53,667 at 4% or $35,778 at 6%.
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-25$556,771$107,334$4,293iApproximate average salary by contribution assumption: employee only about $107,334 at 4% or $71,556 at 6%; with 50% employer match about $71,556 at 4% or $47,704 at 6%; with 100% employer match about $53,667 at 4% or $35,778 at 6%.
2017121$620,907$22,660$1,079iApproximate average salary by contribution assumption: employee only about $26,976 at 4% or $17,984 at 6%; with 50% employer match about $17,984 at 4% or $11,989 at 6%; with 100% employer match about $13,488 at 4% or $8,992 at 6%.
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-21$620,907$22,660$1,079iApproximate average salary by contribution assumption: employee only about $26,976 at 4% or $17,984 at 6%; with 50% employer match about $17,984 at 4% or $11,989 at 6%; with 100% employer match about $13,488 at 4% or $8,992 at 6%.
2016122$551,127$41,022$1,865iApproximate average salary by contribution assumption: employee only about $46,616 at 4% or $31,077 at 6%; with 50% employer match about $31,077 at 4% or $20,718 at 6%; with 100% employer match about $23,308 at 4% or $15,539 at 6%.
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-22$551,127$41,022$1,865iApproximate average salary by contribution assumption: employee only about $46,616 at 4% or $31,077 at 6%; with 50% employer match about $31,077 at 4% or $20,718 at 6%; with 100% employer match about $23,308 at 4% or $15,539 at 6%.
2015120$446,896$43,300$2,165iApproximate average salary by contribution assumption: employee only about $54,125 at 4% or $36,083 at 6%; with 50% employer match about $36,083 at 4% or $24,056 at 6%; with 100% employer match about $27,063 at 4% or $18,042 at 6%.
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-20$446,896$43,300$2,165iApproximate average salary by contribution assumption: employee only about $54,125 at 4% or $36,083 at 6%; with 50% employer match about $36,083 at 4% or $24,056 at 6%; with 100% employer match about $27,063 at 4% or $18,042 at 6%.
2014120$453,197$35,125$1,756iApproximate average salary by contribution assumption: employee only about $43,906 at 4% or $29,271 at 6%; with 50% employer match about $29,271 at 4% or $19,514 at 6%; with 100% employer match about $21,953 at 4% or $14,635 at 6%.
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-20$453,197$35,125$1,756iApproximate average salary by contribution assumption: employee only about $43,906 at 4% or $29,271 at 6%; with 50% employer match about $29,271 at 4% or $19,514 at 6%; with 100% employer match about $21,953 at 4% or $14,635 at 6%.
2013120$403,130$35,673$1,784iApproximate average salary by contribution assumption: employee only about $44,591 at 4% or $29,728 at 6%; with 50% employer match about $29,728 at 4% or $19,818 at 6%; with 100% employer match about $22,296 at 4% or $14,864 at 6%.
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-20$403,130$35,673$1,784iApproximate average salary by contribution assumption: employee only about $44,591 at 4% or $29,728 at 6%; with 50% employer match about $29,728 at 4% or $19,818 at 6%; with 100% employer match about $22,296 at 4% or $14,864 at 6%.
2012224$373,333$66,796$2,783iApproximate average salary by contribution assumption: employee only about $69,579 at 4% or $46,386 at 6%; with 50% employer match about $46,386 at 4% or $30,924 at 6%; with 100% employer match about $34,790 at 4% or $23,193 at 6%.
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-24$373,333$66,796$2,783iApproximate average salary by contribution assumption: employee only about $69,579 at 4% or $46,386 at 6%; with 50% employer match about $46,386 at 4% or $30,924 at 6%; with 100% employer match about $34,790 at 4% or $23,193 at 6%.
Heartly House Inc Tax Sheltered Annuity Plan-0$0--
2011226$533,362$34,928$1,343iApproximate average salary by contribution assumption: employee only about $33,585 at 4% or $22,390 at 6%; with 50% employer match about $22,390 at 4% or $14,926 at 6%; with 100% employer match about $16,792 at 4% or $11,195 at 6%.
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-26$402,154$34,928$1,343iApproximate average salary by contribution assumption: employee only about $33,585 at 4% or $22,390 at 6%; with 50% employer match about $22,390 at 4% or $14,926 at 6%; with 100% employer match about $16,792 at 4% or $11,195 at 6%.
Heartly House Inc Tax Sheltered Annuity Plan-19$131,208--
2010226$511,908$36,685$1,411iApproximate average salary by contribution assumption: employee only about $35,274 at 4% or $23,516 at 6%; with 50% employer match about $23,516 at 4% or $15,677 at 6%; with 100% employer match about $17,637 at 4% or $11,758 at 6%.
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-26$381,265$36,685$1,411iApproximate average salary by contribution assumption: employee only about $35,274 at 4% or $23,516 at 6%; with 50% employer match about $23,516 at 4% or $15,677 at 6%; with 100% employer match about $17,637 at 4% or $11,758 at 6%.
Heartly House Inc Tax Sheltered Annuity Plan-19$130,643--
2009230$469,222$49,573$1,652iApproximate average salary by contribution assumption: employee only about $41,311 at 4% or $27,541 at 6%; with 50% employer match about $27,541 at 4% or $18,360 at 6%; with 100% employer match about $20,655 at 4% or $13,770 at 6%.
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-30$324,955$49,573$1,652iApproximate average salary by contribution assumption: employee only about $41,311 at 4% or $27,541 at 6%; with 50% employer match about $27,541 at 4% or $18,360 at 6%; with 100% employer match about $20,655 at 4% or $13,770 at 6%.
Heartly House Inc Tax Sheltered Annuity Plan-20$144,267--
2008234$0$0-
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-34---
Heartly House Inc Tax Sheltered Annuity Plan-0---
2007233$0$0-
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-33---
Heartly House Inc Tax Sheltered Annuity Plan-0---
2006234$174,747$81,141$2,387iApproximate average salary by contribution assumption: employee only about $59,663 at 4% or $39,775 at 6%; with 50% employer match about $39,775 at 4% or $26,517 at 6%; with 100% employer match about $29,831 at 4% or $19,888 at 6%.
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-34$174,747$81,141$2,387iApproximate average salary by contribution assumption: employee only about $59,663 at 4% or $39,775 at 6%; with 50% employer match about $39,775 at 4% or $26,517 at 6%; with 100% employer match about $29,831 at 4% or $19,888 at 6%.
Heartly House Inc Tax Sheltered Annuity Plan-0---
2005227$16,918$16,781$622iApproximate average salary by contribution assumption: employee only about $15,538 at 4% or $10,359 at 6%; with 50% employer match about $10,359 at 4% or $6,906 at 6%; with 100% employer match about $7,769 at 4% or $5,179 at 6%.
401(K) Profit Sharing Plan for Employees of Heartly House Inc.-27$16,918$16,781$622iApproximate average salary by contribution assumption: employee only about $15,538 at 4% or $10,359 at 6%; with 50% employer match about $10,359 at 4% or $6,906 at 6%; with 100% employer match about $7,769 at 4% or $5,179 at 6%.
Heartly House Inc Tax Sheltered Annuity Plan-0---
200410$0$0-
Heartly House Inc Tax Sheltered Annuity Plan-0---
200310$0$0-
Heartly House Inc Tax Sheltered Annuity Plan-0---
200210$0$0-
Heartly House Inc Tax Sheltered Annuity Plan-0---