Civic Intelligence

The Heart Group PLLC

Plan context: The Heart Group PLLC 401K Plan with Cross Tested Allocation Formula

EIN 62-1722092 • 13 filings • 5 plans

Current Snapshot

Latest Year

2008

2008 Participants

139

2008 Assets

$10,295,543

2008 Contributions

$347

Historical Graphs

Total Assets Over Time

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

$10,387,422$5,193,711$0200220052007YearValue
$10,295,543Latest year 2007

Participants Over Time

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

4042020200020042007YearValue
139Latest year 2007

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
200810$0$0-
The Heart Group PLLC 401K Plan with Cross Tested Allocation Formula-0---
20071139$10,295,543$347$2iApproximate average salary by contribution assumption: employee only about $62 at 4% or $42 at 6%; with 50% employer match about $42 at 4% or $28 at 6%; with 100% employer match about $31 at 4% or $21 at 6%.
The Heart Group PLLC 401K Plan with Cross Tested Allocation Formula-139$10,295,543$347$2iApproximate average salary by contribution assumption: employee only about $62 at 4% or $42 at 6%; with 50% employer match about $42 at 4% or $28 at 6%; with 100% employer match about $31 at 4% or $21 at 6%.
20061148$10,387,422$1,658,801$11,208iApproximate average salary by contribution assumption: employee only about $280,203 at 4% or $186,802 at 6%; with 50% employer match about $186,802 at 4% or $124,535 at 6%; with 100% employer match about $140,101 at 4% or $93,401 at 6%.
The Heart Group PLLC 401K Plan with Cross Tested Allocation Formula-148$10,387,422$1,658,801$11,208iApproximate average salary by contribution assumption: employee only about $280,203 at 4% or $186,802 at 6%; with 50% employer match about $186,802 at 4% or $124,535 at 6%; with 100% employer match about $140,101 at 4% or $93,401 at 6%.
20051159$8,483,276$1,260,858$7,930iApproximate average salary by contribution assumption: employee only about $198,248 at 4% or $132,165 at 6%; with 50% employer match about $132,165 at 4% or $88,110 at 6%; with 100% employer match about $99,124 at 4% or $66,083 at 6%.
The Heart Group PLLC 401K Plan with Cross Tested Allocation Formula-159$8,483,276$1,260,858$7,930iApproximate average salary by contribution assumption: employee only about $198,248 at 4% or $132,165 at 6%; with 50% employer match about $132,165 at 4% or $88,110 at 6%; with 100% employer match about $99,124 at 4% or $66,083 at 6%.
20042404$7,132,369$1,121,607$2,776iApproximate average salary by contribution assumption: employee only about $69,406 at 4% or $46,271 at 6%; with 50% employer match about $46,271 at 4% or $30,847 at 6%; with 100% employer match about $34,703 at 4% or $23,135 at 6%.
The Heart Group PLLC 401K Plan with Cross Tested Allocation Formula-157$7,132,369$1,121,607$7,144iApproximate average salary by contribution assumption: employee only about $178,600 at 4% or $119,067 at 6%; with 50% employer match about $119,067 at 4% or $79,378 at 6%; with 100% employer match about $89,300 at 4% or $59,533 at 6%.
THE HEART GROUP WELFARE BENEFIT PLAN-404---
20033337$5,564,294$978,114$2,902iApproximate average salary by contribution assumption: employee only about $72,560 at 4% or $48,374 at 6%; with 50% employer match about $48,374 at 4% or $32,249 at 6%; with 100% employer match about $36,280 at 4% or $24,187 at 6%.
The Heart Group PLLC 401K Plan with Cross Tested Allocation Formula-139$5,564,294$978,114$7,037iApproximate average salary by contribution assumption: employee only about $175,920 at 4% or $117,280 at 6%; with 50% employer match about $117,280 at 4% or $78,187 at 6%; with 100% employer match about $87,960 at 4% or $58,640 at 6%.
THE HEART GROUP WELFARE BENEFIT PLAN-337---
THE HEART GROUP SECTION 125 PLAN-30---
20022327$3,883,246$990,902$3,030iApproximate average salary by contribution assumption: employee only about $75,757 at 4% or $50,505 at 6%; with 50% employer match about $50,505 at 4% or $33,670 at 6%; with 100% employer match about $37,879 at 4% or $25,252 at 6%.
The Heart Group PLLC 401K Plan with Cross Tested Allocation Formula-141$3,883,246$990,902$7,028iApproximate average salary by contribution assumption: employee only about $175,692 at 4% or $117,128 at 6%; with 50% employer match about $117,128 at 4% or $78,085 at 6%; with 100% employer match about $87,846 at 4% or $58,564 at 6%.
THE HEART GROUP, PLLC WELFARE BENEFIT PLAN-327---
20011130$0$0-
The Heart Group PLLC 401K Plan with Cross Tested Allocation Formula-130---
20001100$0$0-
The Heart Group PLLC 401K Plan with Cross Tested Allocation Formula-100---