Civic Intelligence

Heath & Associates Inc

Plan context: Heath & Associates Inc 401(K) Plan

EIN 56-0795012 • Shelby, NC • 14 filings • 2 plans

108 West Warren Street, Suite 300Shelby, NC 28150
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$887,849

2023 Contributions

$42,348

Historical Graphs

Total Assets Over Time

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

$900,286$450,143$0201020162022YearValue
$887,849Latest year 2022

Participants Over Time

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

630201020162022YearValue
5Latest year 2022

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
202310$0$42,348-
Heath & Associates Inc 401(K) Plan-0$0$42,348-
202215$887,849$72,559$14,512iApproximate average salary by contribution assumption: employee only about $362,795 at 4% or $241,863 at 6%; with 50% employer match about $241,863 at 4% or $161,242 at 6%; with 100% employer match about $181,398 at 4% or $120,932 at 6%.
Heath & Associates Inc 401(K) Plan-5$887,849$72,559$14,512iApproximate average salary by contribution assumption: employee only about $362,795 at 4% or $241,863 at 6%; with 50% employer match about $241,863 at 4% or $161,242 at 6%; with 100% employer match about $181,398 at 4% or $120,932 at 6%.
202115$900,286$76,417$15,283iApproximate average salary by contribution assumption: employee only about $382,085 at 4% or $254,723 at 6%; with 50% employer match about $254,723 at 4% or $169,816 at 6%; with 100% employer match about $191,043 at 4% or $127,362 at 6%.
Heath & Associates Inc 401(K) Plan-5$900,286$76,417$15,283iApproximate average salary by contribution assumption: employee only about $382,085 at 4% or $254,723 at 6%; with 50% employer match about $254,723 at 4% or $169,816 at 6%; with 100% employer match about $191,043 at 4% or $127,362 at 6%.
202015$771,568$77,082$15,416iApproximate average salary by contribution assumption: employee only about $385,410 at 4% or $256,940 at 6%; with 50% employer match about $256,940 at 4% or $171,293 at 6%; with 100% employer match about $192,705 at 4% or $128,470 at 6%.
Heath & Associates Inc 401(K) Plan-5$771,568$77,082$15,416iApproximate average salary by contribution assumption: employee only about $385,410 at 4% or $256,940 at 6%; with 50% employer match about $256,940 at 4% or $171,293 at 6%; with 100% employer match about $192,705 at 4% or $128,470 at 6%.
201915$897,081$91,354$18,271iApproximate average salary by contribution assumption: employee only about $456,770 at 4% or $304,513 at 6%; with 50% employer match about $304,513 at 4% or $203,009 at 6%; with 100% employer match about $228,385 at 4% or $152,257 at 6%.
Heath & Associates Inc 401(K) Plan-5$897,081$91,354$18,271iApproximate average salary by contribution assumption: employee only about $456,770 at 4% or $304,513 at 6%; with 50% employer match about $304,513 at 4% or $203,009 at 6%; with 100% employer match about $228,385 at 4% or $152,257 at 6%.
201814$675,172$89,079$22,270iApproximate average salary by contribution assumption: employee only about $556,744 at 4% or $371,163 at 6%; with 50% employer match about $371,163 at 4% or $247,442 at 6%; with 100% employer match about $278,372 at 4% or $185,581 at 6%.
Heath & Associates Inc 401(K) Plan-4$675,172$89,079$22,270iApproximate average salary by contribution assumption: employee only about $556,744 at 4% or $371,163 at 6%; with 50% employer match about $371,163 at 4% or $247,442 at 6%; with 100% employer match about $278,372 at 4% or $185,581 at 6%.
201715$728,641$84,219$16,844iApproximate average salary by contribution assumption: employee only about $421,095 at 4% or $280,730 at 6%; with 50% employer match about $280,730 at 4% or $187,153 at 6%; with 100% employer match about $210,548 at 4% or $140,365 at 6%.
Heath & Associates Inc 401(K) Plan-5$728,641$84,219$16,844iApproximate average salary by contribution assumption: employee only about $421,095 at 4% or $280,730 at 6%; with 50% employer match about $280,730 at 4% or $187,153 at 6%; with 100% employer match about $210,548 at 4% or $140,365 at 6%.
201615$563,669$53,756$10,751iApproximate average salary by contribution assumption: employee only about $268,780 at 4% or $179,187 at 6%; with 50% employer match about $179,187 at 4% or $119,458 at 6%; with 100% employer match about $134,390 at 4% or $89,593 at 6%.
Heath & Associates Inc 401(K) Plan-5$563,669$53,756$10,751iApproximate average salary by contribution assumption: employee only about $268,780 at 4% or $179,187 at 6%; with 50% employer match about $179,187 at 4% or $119,458 at 6%; with 100% employer match about $134,390 at 4% or $89,593 at 6%.
201514$468,264$69,584$17,396iApproximate average salary by contribution assumption: employee only about $434,900 at 4% or $289,933 at 6%; with 50% employer match about $289,933 at 4% or $193,289 at 6%; with 100% employer match about $217,450 at 4% or $144,967 at 6%.
Heath & Associates Inc 401(K) Plan-4$468,264$69,584$17,396iApproximate average salary by contribution assumption: employee only about $434,900 at 4% or $289,933 at 6%; with 50% employer match about $289,933 at 4% or $193,289 at 6%; with 100% employer match about $217,450 at 4% or $144,967 at 6%.
201414$413,887$79,536$19,884iApproximate average salary by contribution assumption: employee only about $497,100 at 4% or $331,400 at 6%; with 50% employer match about $331,400 at 4% or $220,933 at 6%; with 100% employer match about $248,550 at 4% or $165,700 at 6%.
Heath & Associates Inc 401(K) Plan-4$413,887$79,536$19,884iApproximate average salary by contribution assumption: employee only about $497,100 at 4% or $331,400 at 6%; with 50% employer match about $331,400 at 4% or $220,933 at 6%; with 100% employer match about $248,550 at 4% or $165,700 at 6%.
201315$338,459$82,340$16,468iApproximate average salary by contribution assumption: employee only about $411,700 at 4% or $274,467 at 6%; with 50% employer match about $274,467 at 4% or $182,978 at 6%; with 100% employer match about $205,850 at 4% or $137,233 at 6%.
Heath & Associates Inc 401(K) Plan-5$338,459$82,340$16,468iApproximate average salary by contribution assumption: employee only about $411,700 at 4% or $274,467 at 6%; with 50% employer match about $274,467 at 4% or $182,978 at 6%; with 100% employer match about $205,850 at 4% or $137,233 at 6%.
201215$217,313$64,049$12,810iApproximate average salary by contribution assumption: employee only about $320,245 at 4% or $213,497 at 6%; with 50% employer match about $213,497 at 4% or $142,331 at 6%; with 100% employer match about $160,123 at 4% or $106,748 at 6%.
Heath & Associates Inc 401(K) Plan-5$217,313$64,049$12,810iApproximate average salary by contribution assumption: employee only about $320,245 at 4% or $213,497 at 6%; with 50% employer match about $213,497 at 4% or $142,331 at 6%; with 100% employer match about $160,123 at 4% or $106,748 at 6%.
201116$158,030$65,940$10,990iApproximate average salary by contribution assumption: employee only about $274,750 at 4% or $183,167 at 6%; with 50% employer match about $183,167 at 4% or $122,111 at 6%; with 100% employer match about $137,375 at 4% or $91,583 at 6%.
Heath & Associates Inc 401(K) Plan-6$158,030$65,940$10,990iApproximate average salary by contribution assumption: employee only about $274,750 at 4% or $183,167 at 6%; with 50% employer match about $183,167 at 4% or $122,111 at 6%; with 100% employer match about $137,375 at 4% or $91,583 at 6%.
201015$95,401$94,744$18,949iApproximate average salary by contribution assumption: employee only about $473,720 at 4% or $315,813 at 6%; with 50% employer match about $315,813 at 4% or $210,542 at 6%; with 100% employer match about $236,860 at 4% or $157,907 at 6%.
Heath & Associates Inc 401(K) Plan-5$95,401$94,744$18,949iApproximate average salary by contribution assumption: employee only about $473,720 at 4% or $315,813 at 6%; with 50% employer match about $315,813 at 4% or $210,542 at 6%; with 100% employer match about $236,860 at 4% or $157,907 at 6%.