Civic Intelligence

Wake Heart Associates, P.A.

Plan context: Wake Heart Associates, P.A. Profit Sharing Plan and Trust

EIN 56-1472647 • Raleigh, NC • 19 filings • 3 plans

4700 Falls Of Neuse Rd., Suite 310Raleigh, NC 27609
Current Snapshot

Latest Year

2013

2013 Participants

1

2013 Assets

$11,157,064

2013 Contributions

$320,711

Historical Graphs

Total Assets Over Time

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

$20,813,809$10,406,905$0199920052012YearValue
$11,157,064Latest year 2012

Participants Over Time

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

134670199920062012YearValue
1Latest year 2012

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
201310$0$0-
Wake Heart Associates, P.A. Profit Sharing Plan and Trust-0$0--
201211$11,157,064$0-
Wake Heart Associates, P.A. Profit Sharing Plan and Trust-1$11,157,064--
2011156$12,744,603$320,711$5,727iApproximate average salary by contribution assumption: employee only about $143,175 at 4% or $95,450 at 6%; with 50% employer match about $95,450 at 4% or $63,633 at 6%; with 100% employer match about $71,587 at 4% or $47,725 at 6%.
Wake Heart Associates, P.A. Profit Sharing Plan and Trust-56$12,744,603$320,711$5,727iApproximate average salary by contribution assumption: employee only about $143,175 at 4% or $95,450 at 6%; with 50% employer match about $95,450 at 4% or $63,633 at 6%; with 100% employer match about $71,587 at 4% or $47,725 at 6%.
20101134$20,813,809$1,727,594$12,892iApproximate average salary by contribution assumption: employee only about $322,312 at 4% or $214,875 at 6%; with 50% employer match about $214,875 at 4% or $143,250 at 6%; with 100% employer match about $161,156 at 4% or $107,437 at 6%.
Wake Heart Associates, P.A. Profit Sharing Plan and Trust-134$20,813,809$1,727,594$12,892iApproximate average salary by contribution assumption: employee only about $322,312 at 4% or $214,875 at 6%; with 50% employer match about $214,875 at 4% or $143,250 at 6%; with 100% employer match about $161,156 at 4% or $107,437 at 6%.
20091124$19,017,326$1,645,110$13,267iApproximate average salary by contribution assumption: employee only about $331,675 at 4% or $221,117 at 6%; with 50% employer match about $221,117 at 4% or $147,411 at 6%; with 100% employer match about $165,838 at 4% or $110,558 at 6%.
Wake Heart Associates, P.A. Profit Sharing Plan and Trust-124$19,017,326$1,645,110$13,267iApproximate average salary by contribution assumption: employee only about $331,675 at 4% or $221,117 at 6%; with 50% employer match about $221,117 at 4% or $147,411 at 6%; with 100% employer match about $165,838 at 4% or $110,558 at 6%.
2008199$14,217,283$1,442,254$14,568iApproximate average salary by contribution assumption: employee only about $364,206 at 4% or $242,804 at 6%; with 50% employer match about $242,804 at 4% or $161,869 at 6%; with 100% employer match about $182,103 at 4% or $121,402 at 6%.
Wake Heart Associates, P.A. Profit Sharing Plan and Trust-99$14,217,283$1,442,254$14,568iApproximate average salary by contribution assumption: employee only about $364,206 at 4% or $242,804 at 6%; with 50% employer match about $242,804 at 4% or $161,869 at 6%; with 100% employer match about $182,103 at 4% or $121,402 at 6%.
2007195$0$0-
Wake Heart Associates, P.A. Profit Sharing Plan and Trust-95---
2006180$15,654,060$1,307,687$16,346iApproximate average salary by contribution assumption: employee only about $408,652 at 4% or $272,435 at 6%; with 50% employer match about $272,435 at 4% or $181,623 at 6%; with 100% employer match about $204,326 at 4% or $136,217 at 6%.
Wake Heart Associates, P.A. Profit Sharing Plan and Trust-80$15,654,060$1,307,687$16,346iApproximate average salary by contribution assumption: employee only about $408,652 at 4% or $272,435 at 6%; with 50% employer match about $272,435 at 4% or $181,623 at 6%; with 100% employer match about $204,326 at 4% or $136,217 at 6%.
2005176$15,712,681$1,159,697$15,259iApproximate average salary by contribution assumption: employee only about $381,479 at 4% or $254,320 at 6%; with 50% employer match about $254,320 at 4% or $169,546 at 6%; with 100% employer match about $190,740 at 4% or $127,160 at 6%.
Wake Heart Associates, P.A. Profit Sharing Plan and Trust-76$15,712,681$1,159,697$15,259iApproximate average salary by contribution assumption: employee only about $381,479 at 4% or $254,320 at 6%; with 50% employer match about $254,320 at 4% or $169,546 at 6%; with 100% employer match about $190,740 at 4% or $127,160 at 6%.
2004169$13,885,314$1,087,319$15,758iApproximate average salary by contribution assumption: employee only about $393,956 at 4% or $262,637 at 6%; with 50% employer match about $262,637 at 4% or $175,092 at 6%; with 100% employer match about $196,978 at 4% or $131,319 at 6%.
Wake Heart Associates, P.A. Profit Sharing Plan and Trust-69$13,885,314$1,087,319$15,758iApproximate average salary by contribution assumption: employee only about $393,956 at 4% or $262,637 at 6%; with 50% employer match about $262,637 at 4% or $175,092 at 6%; with 100% employer match about $196,978 at 4% or $131,319 at 6%.
2003167$11,790,398$995,356$14,856iApproximate average salary by contribution assumption: employee only about $371,401 at 4% or $247,601 at 6%; with 50% employer match about $247,601 at 4% or $165,067 at 6%; with 100% employer match about $185,701 at 4% or $123,800 at 6%.
Wake Heart Associates, P.A. Profit Sharing Plan and Trust-67$11,790,398$995,356$14,856iApproximate average salary by contribution assumption: employee only about $371,401 at 4% or $247,601 at 6%; with 50% employer match about $247,601 at 4% or $165,067 at 6%; with 100% employer match about $185,701 at 4% or $123,800 at 6%.
2002254$9,523,135$898,811$16,645iApproximate average salary by contribution assumption: employee only about $416,116 at 4% or $277,411 at 6%; with 50% employer match about $277,411 at 4% or $184,941 at 6%; with 100% employer match about $208,058 at 4% or $138,705 at 6%.
Wake Heart Associates, P.A. Profit Sharing Plan and Trust-54$9,523,135$898,811$16,645iApproximate average salary by contribution assumption: employee only about $416,116 at 4% or $277,411 at 6%; with 50% employer match about $277,411 at 4% or $184,941 at 6%; with 100% employer match about $208,058 at 4% or $138,705 at 6%.
Wake Heart Associates, P.A. Money Purchase Pension Plan and Trust-0---
2001245$9,374,587$740,712$16,460iApproximate average salary by contribution assumption: employee only about $411,507 at 4% or $274,338 at 6%; with 50% employer match about $274,338 at 4% or $182,892 at 6%; with 100% employer match about $205,753 at 4% or $137,169 at 6%.
Wake Heart Associates, P.A. Profit Sharing Plan and Trust-45$7,653,067$445,419$9,898iApproximate average salary by contribution assumption: employee only about $247,455 at 4% or $164,970 at 6%; with 50% employer match about $164,970 at 4% or $109,980 at 6%; with 100% employer match about $123,728 at 4% or $82,485 at 6%.
Wake Heart Associates, P.A. Money Purchase Pension Plan and Trust-45$1,721,520$295,293$6,562iApproximate average salary by contribution assumption: employee only about $164,052 at 4% or $109,368 at 6%; with 50% employer match about $109,368 at 4% or $72,912 at 6%; with 100% employer match about $82,026 at 4% or $54,684 at 6%.
2000235$9,326,494$487,900$13,940iApproximate average salary by contribution assumption: employee only about $348,500 at 4% or $232,333 at 6%; with 50% employer match about $232,333 at 4% or $154,889 at 6%; with 100% employer match about $174,250 at 4% or $116,167 at 6%.
Wake Heart Associates, P.A. Profit Sharing Plan and Trust-35$7,824,679$258,711$7,392iApproximate average salary by contribution assumption: employee only about $184,794 at 4% or $123,196 at 6%; with 50% employer match about $123,196 at 4% or $82,130 at 6%; with 100% employer match about $92,397 at 4% or $61,598 at 6%.
Wake Heart Associates, P.A. Money Purchase Pension Plan and Trust-35$1,501,815$229,189$6,548iApproximate average salary by contribution assumption: employee only about $163,706 at 4% or $109,138 at 6%; with 50% employer match about $109,138 at 4% or $72,758 at 6%; with 100% employer match about $81,853 at 4% or $54,569 at 6%.
1999235$8,903,569$500,059$14,287iApproximate average salary by contribution assumption: employee only about $357,185 at 4% or $238,123 at 6%; with 50% employer match about $238,123 at 4% or $158,749 at 6%; with 100% employer match about $178,593 at 4% or $119,062 at 6%.
Wake Heart Associates, P.A. Profit Sharing Plan and Trust-35$7,715,175$282,554$8,073iApproximate average salary by contribution assumption: employee only about $201,824 at 4% or $134,550 at 6%; with 50% employer match about $134,550 at 4% or $89,700 at 6%; with 100% employer match about $100,912 at 4% or $67,275 at 6%.
Wake Heart Associates, P.A. Money Purchase Pension Plan and Trust-35$1,188,394$217,505$6,214iApproximate average salary by contribution assumption: employee only about $155,361 at 4% or $103,574 at 6%; with 50% employer match about $103,574 at 4% or $69,049 at 6%; with 100% employer match about $77,680 at 4% or $51,787 at 6%.