Civic Intelligence

The Heart Group Pa

Plan context: Heart Group, Pa Safe Harbor 401(K) Profit Sharing Plan

EIN 59-3556178 • Daytona Beach, FL • 30 filings • 9 plans

311 N. Clyde Morris Blvd.Suite 310Daytona Beach, FL 32114
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$2,964,823

2023 Contributions

$62,474

Historical Graphs

Total Assets Over Time

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

$3,496,429$1,748,215$0199920122022YearValue
$2,964,823Latest year 2022

Participants Over Time

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

530199920122022YearValue
3Latest 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$0-
Heart Group, Pa Safe Harbor 401(K) Profit Sharing Plan-0---
202213$2,964,823$62,474$20,825iApproximate average salary by contribution assumption: employee only about $520,617 at 4% or $347,078 at 6%; with 50% employer match about $347,078 at 4% or $231,385 at 6%; with 100% employer match about $260,308 at 4% or $173,539 at 6%.
Heart Group, Pa Safe Harbor 401(K) Profit Sharing Plan-3$2,964,823$62,474$20,825iApproximate average salary by contribution assumption: employee only about $520,617 at 4% or $347,078 at 6%; with 50% employer match about $347,078 at 4% or $231,385 at 6%; with 100% employer match about $260,308 at 4% or $173,539 at 6%.
202113$3,496,429$58,025$19,342iApproximate average salary by contribution assumption: employee only about $483,542 at 4% or $322,361 at 6%; with 50% employer match about $322,361 at 4% or $214,907 at 6%; with 100% employer match about $241,771 at 4% or $161,181 at 6%.
Heart Group, Pa Safe Harbor 401(K) Profit Sharing Plan-3$3,496,429$58,025$19,342iApproximate average salary by contribution assumption: employee only about $483,542 at 4% or $322,361 at 6%; with 50% employer match about $322,361 at 4% or $214,907 at 6%; with 100% employer match about $241,771 at 4% or $161,181 at 6%.
202013$3,138,822$306,538$102,179iApproximate average salary by contribution assumption: employee only about $2,554,483 at 4% or $1,702,989 at 6%; with 50% employer match about $1,702,989 at 4% or $1,135,326 at 6%; with 100% employer match about $1,277,242 at 4% or $851,494 at 6%.
Heart Group, Pa Safe Harbor 401(K) Profit Sharing Plan-3$3,138,822$306,538$102,179iApproximate average salary by contribution assumption: employee only about $2,554,483 at 4% or $1,702,989 at 6%; with 50% employer match about $1,702,989 at 4% or $1,135,326 at 6%; with 100% employer match about $1,277,242 at 4% or $851,494 at 6%.
201913$2,713,827$58,275$19,425iApproximate average salary by contribution assumption: employee only about $485,625 at 4% or $323,750 at 6%; with 50% employer match about $323,750 at 4% or $215,833 at 6%; with 100% employer match about $242,813 at 4% or $161,875 at 6%.
Heart Group, Pa Safe Harbor 401(K) Profit Sharing Plan-3$2,713,827$58,275$19,425iApproximate average salary by contribution assumption: employee only about $485,625 at 4% or $323,750 at 6%; with 50% employer match about $323,750 at 4% or $215,833 at 6%; with 100% employer match about $242,813 at 4% or $161,875 at 6%.
201813$2,250,613$58,047$19,349iApproximate average salary by contribution assumption: employee only about $483,725 at 4% or $322,483 at 6%; with 50% employer match about $322,483 at 4% or $214,989 at 6%; with 100% employer match about $241,863 at 4% or $161,242 at 6%.
Heart Group, Pa Safe Harbor 401(K) Profit Sharing Plan-3$2,250,613$58,047$19,349iApproximate average salary by contribution assumption: employee only about $483,725 at 4% or $322,483 at 6%; with 50% employer match about $322,483 at 4% or $214,989 at 6%; with 100% employer match about $241,863 at 4% or $161,242 at 6%.
201713$2,339,808$108,793$36,264iApproximate average salary by contribution assumption: employee only about $906,608 at 4% or $604,406 at 6%; with 50% employer match about $604,406 at 4% or $402,937 at 6%; with 100% employer match about $453,304 at 4% or $302,203 at 6%.
Heart Group, Pa Safe Harbor 401(K) Profit Sharing Plan-3$2,339,808$108,793$36,264iApproximate average salary by contribution assumption: employee only about $906,608 at 4% or $604,406 at 6%; with 50% employer match about $604,406 at 4% or $402,937 at 6%; with 100% employer match about $453,304 at 4% or $302,203 at 6%.
201613$1,896,168$129,130$43,043iApproximate average salary by contribution assumption: employee only about $1,076,083 at 4% or $717,389 at 6%; with 50% employer match about $717,389 at 4% or $478,259 at 6%; with 100% employer match about $538,042 at 4% or $358,694 at 6%.
Heart Group, Pa Safe Harbor 401(K) Profit Sharing Plan-3$1,896,168$129,130$43,043iApproximate average salary by contribution assumption: employee only about $1,076,083 at 4% or $717,389 at 6%; with 50% employer match about $717,389 at 4% or $478,259 at 6%; with 100% employer match about $538,042 at 4% or $358,694 at 6%.
201513$1,621,811$117,801$39,267iApproximate average salary by contribution assumption: employee only about $981,675 at 4% or $654,450 at 6%; with 50% employer match about $654,450 at 4% or $436,300 at 6%; with 100% employer match about $490,838 at 4% or $327,225 at 6%.
Heart Group, Pa Safe Harbor 401(K) Profit Sharing Plan-3$1,621,811$117,801$39,267iApproximate average salary by contribution assumption: employee only about $981,675 at 4% or $654,450 at 6%; with 50% employer match about $654,450 at 4% or $436,300 at 6%; with 100% employer match about $490,838 at 4% or $327,225 at 6%.
201413$1,512,965$121,877$40,626iApproximate average salary by contribution assumption: employee only about $1,015,642 at 4% or $677,094 at 6%; with 50% employer match about $677,094 at 4% or $451,396 at 6%; with 100% employer match about $507,821 at 4% or $338,547 at 6%.
Heart Group, Pa Safe Harbor 401(K) Profit Sharing Plan-3$1,512,965$121,877$40,626iApproximate average salary by contribution assumption: employee only about $1,015,642 at 4% or $677,094 at 6%; with 50% employer match about $677,094 at 4% or $451,396 at 6%; with 100% employer match about $507,821 at 4% or $338,547 at 6%.
201313$1,312,967$114,374$38,125iApproximate average salary by contribution assumption: employee only about $953,117 at 4% or $635,411 at 6%; with 50% employer match about $635,411 at 4% or $423,607 at 6%; with 100% employer match about $476,558 at 4% or $317,706 at 6%.
Heart Group, Pa Safe Harbor 401(K) Profit Sharing Plan-3$1,312,967$114,374$38,125iApproximate average salary by contribution assumption: employee only about $953,117 at 4% or $635,411 at 6%; with 50% employer match about $635,411 at 4% or $423,607 at 6%; with 100% employer match about $476,558 at 4% or $317,706 at 6%.
201213$1,055,775$95,598$31,866iApproximate average salary by contribution assumption: employee only about $796,650 at 4% or $531,100 at 6%; with 50% employer match about $531,100 at 4% or $354,067 at 6%; with 100% employer match about $398,325 at 4% or $265,550 at 6%.
Heart Group, Pa Safe Harbor 401(K) Profit Sharing Plan-3$1,055,775$95,598$31,866iApproximate average salary by contribution assumption: employee only about $796,650 at 4% or $531,100 at 6%; with 50% employer match about $531,100 at 4% or $354,067 at 6%; with 100% employer match about $398,325 at 4% or $265,550 at 6%.
201114$928,194$91,856$22,964iApproximate average salary by contribution assumption: employee only about $574,100 at 4% or $382,733 at 6%; with 50% employer match about $382,733 at 4% or $255,156 at 6%; with 100% employer match about $287,050 at 4% or $191,367 at 6%.
Heart Group, Pa Safe Harbor 401(K) Profit Sharing Plan-4$928,194$91,856$22,964iApproximate average salary by contribution assumption: employee only about $574,100 at 4% or $382,733 at 6%; with 50% employer match about $382,733 at 4% or $255,156 at 6%; with 100% employer match about $287,050 at 4% or $191,367 at 6%.
201014$879,602$86,796$21,699iApproximate average salary by contribution assumption: employee only about $542,475 at 4% or $361,650 at 6%; with 50% employer match about $361,650 at 4% or $241,100 at 6%; with 100% employer match about $271,238 at 4% or $180,825 at 6%.
Heart Group, Pa Safe Harbor 401(K) Profit Sharing Plan-4$879,602$86,796$21,699iApproximate average salary by contribution assumption: employee only about $542,475 at 4% or $361,650 at 6%; with 50% employer match about $361,650 at 4% or $241,100 at 6%; with 100% employer match about $271,238 at 4% or $180,825 at 6%.
200914$745,482$84,178$21,045iApproximate average salary by contribution assumption: employee only about $526,113 at 4% or $350,742 at 6%; with 50% employer match about $350,742 at 4% or $233,828 at 6%; with 100% employer match about $263,056 at 4% or $175,371 at 6%.
Heart Group, Pa Safe Harbor 401(K) Profit Sharing Plan-4$745,482$84,178$21,045iApproximate average salary by contribution assumption: employee only about $526,113 at 4% or $350,742 at 6%; with 50% employer match about $350,742 at 4% or $233,828 at 6%; with 100% employer match about $263,056 at 4% or $175,371 at 6%.
200810$622,207$80,238-
Heart Group, Pa Safe Harbor 401(K) Profit Sharing Plan-0$622,207$80,238-
200715$0$0-
The Heart Group Pa Profit Sharing Keogh-5---
200625$1,167,066$628,125$125,625iApproximate average salary by contribution assumption: employee only about $3,140,625 at 4% or $2,093,750 at 6%; with 50% employer match about $2,093,750 at 4% or $1,395,833 at 6%; with 100% employer match about $1,570,313 at 4% or $1,046,875 at 6%.
Heart Group, Pa Safe Harbor 401(K) Profit Sharing Plan-4$583,625$551,592$137,898iApproximate average salary by contribution assumption: employee only about $3,447,450 at 4% or $2,298,300 at 6%; with 50% employer match about $2,298,300 at 4% or $1,532,200 at 6%; with 100% employer match about $1,723,725 at 4% or $1,149,150 at 6%.
The Heart Group Pa Profit Sharing Keogh-5$583,441$76,533$15,307iApproximate average salary by contribution assumption: employee only about $382,665 at 4% or $255,110 at 6%; with 50% employer match about $255,110 at 4% or $170,073 at 6%; with 100% employer match about $191,333 at 4% or $127,555 at 6%.
200510$0$76,858-
The Heart Group Pa Profit Sharing Keogh-0-$76,858-
200413$345,987$64,627$21,542iApproximate average salary by contribution assumption: employee only about $538,558 at 4% or $359,039 at 6%; with 50% employer match about $359,039 at 4% or $239,359 at 6%; with 100% employer match about $269,279 at 4% or $179,519 at 6%.
The Heart Group Pa Profit Sharing Keogh-3$345,987$64,627$21,542iApproximate average salary by contribution assumption: employee only about $538,558 at 4% or $359,039 at 6%; with 50% employer match about $359,039 at 4% or $239,359 at 6%; with 100% employer match about $269,279 at 4% or $179,519 at 6%.
200323$253,727$61,081$20,360iApproximate average salary by contribution assumption: employee only about $509,008 at 4% or $339,339 at 6%; with 50% employer match about $339,339 at 4% or $226,226 at 6%; with 100% employer match about $254,504 at 4% or $169,669 at 6%.
The Heart Group Pa Profit Sharing Keogh-3$253,727$61,081$20,360iApproximate average salary by contribution assumption: employee only about $509,008 at 4% or $339,339 at 6%; with 50% employer match about $339,339 at 4% or $226,226 at 6%; with 100% employer match about $254,504 at 4% or $169,669 at 6%.
The Heart Group Pa Money Purchase Keogh-0---
200224$177,590$60,122$15,031iApproximate average salary by contribution assumption: employee only about $375,763 at 4% or $250,508 at 6%; with 50% employer match about $250,508 at 4% or $167,006 at 6%; with 100% employer match about $187,881 at 4% or $125,254 at 6%.
The Heart Group Pa Profit Sharing Keogh-4$101,847$30,061$7,515iApproximate average salary by contribution assumption: employee only about $187,881 at 4% or $125,254 at 6%; with 50% employer match about $125,254 at 4% or $83,503 at 6%; with 100% employer match about $93,941 at 4% or $62,627 at 6%.
The Heart Group Pa Money Purchase Keogh-4$75,743$30,061$7,515iApproximate average salary by contribution assumption: employee only about $187,881 at 4% or $125,254 at 6%; with 50% employer match about $125,254 at 4% or $83,503 at 6%; with 100% employer match about $93,941 at 4% or $62,627 at 6%.
200123$0$0-
The Heart Group Pa Profit Sharing Keogh-3---
The Heart Group Pa Money Purchase Keogh-3---
200022$77,923$42,500$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
The Heart Group Pa Profit Sharing Keogh-2$47,009$25,500$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
The Heart Group Pa Money Purchase Keogh-2$30,914$17,000$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
199912$19,327$19,327$9,664iApproximate average salary by contribution assumption: employee only about $241,588 at 4% or $161,058 at 6%; with 50% employer match about $161,058 at 4% or $107,372 at 6%; with 100% employer match about $120,794 at 4% or $80,529 at 6%.
The Heart Group Pa Profit Sharing Keogh-2$19,327$19,327$9,664iApproximate average salary by contribution assumption: employee only about $241,588 at 4% or $161,058 at 6%; with 50% employer match about $161,058 at 4% or $107,372 at 6%; with 100% employer match about $120,794 at 4% or $80,529 at 6%.