Civic Intelligence

Heart and Soul Inc.

Plan context: Heart and Soul Inc. Profit Sharing Plan and Trust

EIN 62-1533232 • Brentwood, TN • 26 filings • 2 plans

C/O Blankenship Cpa Group, Pllc215 Ward CircleBrentwood, TN 37027
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,793,421

2024 Contributions

$66

Historical Graphs

Total Assets Over Time

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

$1,793,421$896,711$0199920132024YearValue
$1,793,421Latest year 2024

Participants Over Time

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

420199920112024YearValue
3Latest 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
202413$1,793,421$0-
Heart and Soul Inc. Profit Sharing Plan and Trust-3$1,793,421--
202313$1,604,469$0-
Heart and Soul Inc. Profit Sharing Plan and Trust-3$1,604,469--
202210$1,440,505$0-
Heart and Soul Inc. Profit Sharing Plan and Trust-0$1,440,505--
202113$1,537,087$0-
Heart and Soul Inc. Profit Sharing Plan and Trust-3$1,537,087--
202013$1,332,314$0-
Heart and Soul Inc. Profit Sharing Plan and Trust-3$1,332,314--
201913$1,234,320$0-
Heart and Soul Inc. Profit Sharing Plan and Trust-3$1,234,320--
201813$1,017,976$0-
Heart and Soul Inc. Profit Sharing Plan and Trust-3$1,017,976--
201713$1,096,625$0-
Heart and Soul Inc. Profit Sharing Plan and Trust-3$1,096,625--
201613$934,027$0-
Heart and Soul Inc. Profit Sharing Plan and Trust-3$934,027--
201513$847,779$0-
Heart and Soul Inc. Profit Sharing Plan and Trust-3$847,779--
201413$851,801$0-
Heart and Soul Inc. Profit Sharing Plan and Trust-3$851,801--
201313$791,361$0-
Heart and Soul Inc. Profit Sharing Plan and Trust-3$791,361--
201213$642,081$0-
Heart and Soul Inc. Profit Sharing Plan and Trust-3$642,081--
201113$564,775$66$22iApproximate average salary by contribution assumption: employee only about $550 at 4% or $367 at 6%; with 50% employer match about $367 at 4% or $244 at 6%; with 100% employer match about $275 at 4% or $183 at 6%.
Heart and Soul Inc. Profit Sharing Plan and Trust-3$564,775$66$22iApproximate average salary by contribution assumption: employee only about $550 at 4% or $367 at 6%; with 50% employer match about $367 at 4% or $244 at 6%; with 100% employer match about $275 at 4% or $183 at 6%.
201013$590,628$0-
Heart and Soul Inc. Profit Sharing Plan and Trust-3$590,628--
200913$770,695$0-
Heart and Soul Inc. Profit Sharing Plan and Trust-3$770,695--
200813$0$0-
Heart and Soul Inc. Profit Sharing Plan and Trust-3---
200714$0$0-
Heart and Soul Inc. Profit Sharing Plan and Trust-4---
200614$848,492$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Heart and Soul Inc. Profit Sharing Plan and Trust-4$848,492$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200514$720,164$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Heart and Soul Inc. Profit Sharing Plan and Trust-4$720,164$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200413$840,655$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Heart and Soul Inc. Profit Sharing Plan and Trust-3$840,655$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200314$712,127$94,000$23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%.
Heart and Soul Inc. Profit Sharing Plan and Trust-4$712,127$94,000$23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%.
200214$475,099$95,630$23,908iApproximate average salary by contribution assumption: employee only about $597,688 at 4% or $398,458 at 6%; with 50% employer match about $398,458 at 4% or $265,639 at 6%; with 100% employer match about $298,844 at 4% or $199,229 at 6%.
Heart and Soul Inc. Profit Sharing Plan and Trust-4$475,099$95,630$23,908iApproximate average salary by contribution assumption: employee only about $597,688 at 4% or $398,458 at 6%; with 50% employer match about $398,458 at 4% or $265,639 at 6%; with 100% employer match about $298,844 at 4% or $199,229 at 6%.
200114$472,913$93,084$23,271iApproximate average salary by contribution assumption: employee only about $581,775 at 4% or $387,850 at 6%; with 50% employer match about $387,850 at 4% or $258,567 at 6%; with 100% employer match about $290,888 at 4% or $193,925 at 6%.
Heart and Soul Inc. Profit Sharing Plan and Trust-4$472,913$93,084$23,271iApproximate average salary by contribution assumption: employee only about $581,775 at 4% or $387,850 at 6%; with 50% employer match about $387,850 at 4% or $258,567 at 6%; with 100% employer match about $290,888 at 4% or $193,925 at 6%.
200014$448,418$96,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Heart and Soul Inc. Profit Sharing Plan and Trust-4$448,418$96,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
199914$419,805$96,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Heart and Soul Inc. Profit Sharing Plan and Trust-4$419,805$96,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.