Hearts South PC
Plan context: Hearts South P C 401K Plan
EIN 63-0980505 • Dothan, AL • 31 filings • 10 plans
Current Snapshot
Latest Year
2023
2023 Participants
37
2023 Assets
$5,759,654
2023 Contributions
$393,703
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 37 | $5,759,654 | $393,703 | $10,641iApproximate average salary by contribution assumption: employee only about $266,016 at 4% or $177,344 at 6%; with 50% employer match about $177,344 at 4% or $118,229 at 6%; with 100% employer match about $133,008 at 4% or $88,672 at 6%. |
| Hearts South P C 401K Plan | - | 37 | $5,759,654 | $393,703 | $10,641iApproximate average salary by contribution assumption: employee only about $266,016 at 4% or $177,344 at 6%; with 50% employer match about $177,344 at 4% or $118,229 at 6%; with 100% employer match about $133,008 at 4% or $88,672 at 6%. |
| 2022 | 1 | 35 | $4,727,699 | $281,434 | $8,041iApproximate average salary by contribution assumption: employee only about $201,024 at 4% or $134,016 at 6%; with 50% employer match about $134,016 at 4% or $89,344 at 6%; with 100% employer match about $100,512 at 4% or $67,008 at 6%. |
| Hearts South P C 401K Plan | - | 35 | $4,727,699 | $281,434 | $8,041iApproximate average salary by contribution assumption: employee only about $201,024 at 4% or $134,016 at 6%; with 50% employer match about $134,016 at 4% or $89,344 at 6%; with 100% employer match about $100,512 at 4% or $67,008 at 6%. |
| 2021 | 1 | 37 | $5,226,527 | $110,523 | $2,987iApproximate average salary by contribution assumption: employee only about $74,678 at 4% or $49,785 at 6%; with 50% employer match about $49,785 at 4% or $33,190 at 6%; with 100% employer match about $37,339 at 4% or $24,893 at 6%. |
| Hearts South P C 401K Plan | - | 37 | $5,226,527 | $110,523 | $2,987iApproximate average salary by contribution assumption: employee only about $74,678 at 4% or $49,785 at 6%; with 50% employer match about $49,785 at 4% or $33,190 at 6%; with 100% employer match about $37,339 at 4% or $24,893 at 6%. |
| 2020 | 1 | 36 | $4,722,826 | $396,130 | $11,004iApproximate average salary by contribution assumption: employee only about $275,090 at 4% or $183,394 at 6%; with 50% employer match about $183,394 at 4% or $122,262 at 6%; with 100% employer match about $137,545 at 4% or $91,697 at 6%. |
| Hearts South P C 401K Plan | - | 36 | $4,722,826 | $396,130 | $11,004iApproximate average salary by contribution assumption: employee only about $275,090 at 4% or $183,394 at 6%; with 50% employer match about $183,394 at 4% or $122,262 at 6%; with 100% employer match about $137,545 at 4% or $91,697 at 6%. |
| 2019 | 1 | 38 | $4,787,567 | $241,743 | $6,362iApproximate average salary by contribution assumption: employee only about $159,041 at 4% or $106,028 at 6%; with 50% employer match about $106,028 at 4% or $70,685 at 6%; with 100% employer match about $79,521 at 4% or $53,014 at 6%. |
| Hearts South P C 401K Plan | - | 38 | $4,787,567 | $241,743 | $6,362iApproximate average salary by contribution assumption: employee only about $159,041 at 4% or $106,028 at 6%; with 50% employer match about $106,028 at 4% or $70,685 at 6%; with 100% employer match about $79,521 at 4% or $53,014 at 6%. |
| 2018 | 1 | 34 | $3,925,547 | $243,165 | $7,152iApproximate average salary by contribution assumption: employee only about $178,798 at 4% or $119,199 at 6%; with 50% employer match about $119,199 at 4% or $79,466 at 6%; with 100% employer match about $89,399 at 4% or $59,599 at 6%. |
| Hearts South P C 401K Plan | - | 34 | $3,925,547 | $243,165 | $7,152iApproximate average salary by contribution assumption: employee only about $178,798 at 4% or $119,199 at 6%; with 50% employer match about $119,199 at 4% or $79,466 at 6%; with 100% employer match about $89,399 at 4% or $59,599 at 6%. |
| 2017 | 1 | 33 | $3,945,870 | $209,582 | $6,351iApproximate average salary by contribution assumption: employee only about $158,774 at 4% or $105,849 at 6%; with 50% employer match about $105,849 at 4% or $70,566 at 6%; with 100% employer match about $79,387 at 4% or $52,925 at 6%. |
| Hearts South P C 401K Plan | - | 33 | $3,945,870 | $209,582 | $6,351iApproximate average salary by contribution assumption: employee only about $158,774 at 4% or $105,849 at 6%; with 50% employer match about $105,849 at 4% or $70,566 at 6%; with 100% employer match about $79,387 at 4% or $52,925 at 6%. |
| 2016 | 1 | 32 | $3,455,459 | $211,944 | $6,623iApproximate average salary by contribution assumption: employee only about $165,581 at 4% or $110,388 at 6%; with 50% employer match about $110,388 at 4% or $73,592 at 6%; with 100% employer match about $82,791 at 4% or $55,194 at 6%. |
| Hearts South P C 401K Plan | - | 32 | $3,455,459 | $211,944 | $6,623iApproximate average salary by contribution assumption: employee only about $165,581 at 4% or $110,388 at 6%; with 50% employer match about $110,388 at 4% or $73,592 at 6%; with 100% employer match about $82,791 at 4% or $55,194 at 6%. |
| 2015 | 1 | 29 | $3,115,372 | $206,116 | $7,107iApproximate average salary by contribution assumption: employee only about $177,686 at 4% or $118,457 at 6%; with 50% employer match about $118,457 at 4% or $78,972 at 6%; with 100% employer match about $88,843 at 4% or $59,229 at 6%. |
| Hearts South P C 401K Plan | - | 29 | $3,115,372 | $206,116 | $7,107iApproximate average salary by contribution assumption: employee only about $177,686 at 4% or $118,457 at 6%; with 50% employer match about $118,457 at 4% or $78,972 at 6%; with 100% employer match about $88,843 at 4% or $59,229 at 6%. |
| 2014 | 1 | 30 | $3,051,059 | $218,457 | $7,282iApproximate average salary by contribution assumption: employee only about $182,048 at 4% or $121,365 at 6%; with 50% employer match about $121,365 at 4% or $80,910 at 6%; with 100% employer match about $91,024 at 4% or $60,683 at 6%. |
| Hearts South P C 401K Plan | - | 30 | $3,051,059 | $218,457 | $7,282iApproximate average salary by contribution assumption: employee only about $182,048 at 4% or $121,365 at 6%; with 50% employer match about $121,365 at 4% or $80,910 at 6%; with 100% employer match about $91,024 at 4% or $60,683 at 6%. |
| 2013 | 1 | 33 | $2,751,954 | $247,041 | $7,486iApproximate average salary by contribution assumption: employee only about $187,152 at 4% or $124,768 at 6%; with 50% employer match about $124,768 at 4% or $83,179 at 6%; with 100% employer match about $93,576 at 4% or $62,384 at 6%. |
| Hearts South P C 401K Plan | - | 33 | $2,751,954 | $247,041 | $7,486iApproximate average salary by contribution assumption: employee only about $187,152 at 4% or $124,768 at 6%; with 50% employer match about $124,768 at 4% or $83,179 at 6%; with 100% employer match about $93,576 at 4% or $62,384 at 6%. |
| 2012 | 1 | 27 | $2,217,218 | $238,966 | $8,851iApproximate average salary by contribution assumption: employee only about $221,265 at 4% or $147,510 at 6%; with 50% employer match about $147,510 at 4% or $98,340 at 6%; with 100% employer match about $110,632 at 4% or $73,755 at 6%. |
| Hearts South P C 401K Plan | - | 27 | $2,217,218 | $238,966 | $8,851iApproximate average salary by contribution assumption: employee only about $221,265 at 4% or $147,510 at 6%; with 50% employer match about $147,510 at 4% or $98,340 at 6%; with 100% employer match about $110,632 at 4% or $73,755 at 6%. |
| 2011 | 1 | 24 | $1,761,909 | $194,218 | $8,092iApproximate average salary by contribution assumption: employee only about $202,310 at 4% or $134,874 at 6%; with 50% employer match about $134,874 at 4% or $89,916 at 6%; with 100% employer match about $101,155 at 4% or $67,437 at 6%. |
| Hearts South P C 401K Plan | - | 24 | $1,761,909 | $194,218 | $8,092iApproximate average salary by contribution assumption: employee only about $202,310 at 4% or $134,874 at 6%; with 50% employer match about $134,874 at 4% or $89,916 at 6%; with 100% employer match about $101,155 at 4% or $67,437 at 6%. |
| 2010 | 1 | 21 | $1,638,963 | $137,485 | $6,547iApproximate average salary by contribution assumption: employee only about $163,673 at 4% or $109,115 at 6%; with 50% employer match about $109,115 at 4% or $72,743 at 6%; with 100% employer match about $81,836 at 4% or $54,558 at 6%. |
| Hearts South P C 401K Plan | - | 21 | $1,638,963 | $137,485 | $6,547iApproximate average salary by contribution assumption: employee only about $163,673 at 4% or $109,115 at 6%; with 50% employer match about $109,115 at 4% or $72,743 at 6%; with 100% employer match about $81,836 at 4% or $54,558 at 6%. |
| 2009 | 1 | 19 | $1,320,032 | $121,486 | $6,394iApproximate average salary by contribution assumption: employee only about $159,850 at 4% or $106,567 at 6%; with 50% employer match about $106,567 at 4% or $71,044 at 6%; with 100% employer match about $79,925 at 4% or $53,283 at 6%. |
| Hearts South P C 401K Plan | - | 19 | $1,320,032 | $121,486 | $6,394iApproximate average salary by contribution assumption: employee only about $159,850 at 4% or $106,567 at 6%; with 50% employer match about $106,567 at 4% or $71,044 at 6%; with 100% employer match about $79,925 at 4% or $53,283 at 6%. |
| 2008 | 1 | 15 | $929,431 | $37,742 | $2,516iApproximate average salary by contribution assumption: employee only about $62,903 at 4% or $41,936 at 6%; with 50% employer match about $41,936 at 4% or $27,957 at 6%; with 100% employer match about $31,452 at 4% or $20,968 at 6%. |
| Hearts South P C 401K Plan | - | 15 | $929,431 | $37,742 | $2,516iApproximate average salary by contribution assumption: employee only about $62,903 at 4% or $41,936 at 6%; with 50% employer match about $41,936 at 4% or $27,957 at 6%; with 100% employer match about $31,452 at 4% or $20,968 at 6%. |
| 2007 | 1 | 15 | $1,350,356 | $108,770 | $7,251iApproximate average salary by contribution assumption: employee only about $181,283 at 4% or $120,856 at 6%; with 50% employer match about $120,856 at 4% or $80,570 at 6%; with 100% employer match about $90,642 at 4% or $60,428 at 6%. |
| Hearts South P C 401K Plan | - | 15 | $1,350,356 | $108,770 | $7,251iApproximate average salary by contribution assumption: employee only about $181,283 at 4% or $120,856 at 6%; with 50% employer match about $120,856 at 4% or $80,570 at 6%; with 100% employer match about $90,642 at 4% or $60,428 at 6%. |
| 2006 | 1 | 11 | $1,221,268 | $96,843 | $8,804iApproximate average salary by contribution assumption: employee only about $220,098 at 4% or $146,732 at 6%; with 50% employer match about $146,732 at 4% or $97,821 at 6%; with 100% employer match about $110,049 at 4% or $73,366 at 6%. |
| Hearts South P C 401K Plan | - | 11 | $1,221,268 | $96,843 | $8,804iApproximate average salary by contribution assumption: employee only about $220,098 at 4% or $146,732 at 6%; with 50% employer match about $146,732 at 4% or $97,821 at 6%; with 100% employer match about $110,049 at 4% or $73,366 at 6%. |
| 2005 | 1 | 11 | $1,076,928 | $94,851 | $8,623iApproximate average salary by contribution assumption: employee only about $215,570 at 4% or $143,714 at 6%; with 50% employer match about $143,714 at 4% or $95,809 at 6%; with 100% employer match about $107,785 at 4% or $71,857 at 6%. |
| Hearts South P C 401K Plan | - | 11 | $1,076,928 | $94,851 | $8,623iApproximate average salary by contribution assumption: employee only about $215,570 at 4% or $143,714 at 6%; with 50% employer match about $143,714 at 4% or $95,809 at 6%; with 100% employer match about $107,785 at 4% or $71,857 at 6%. |
| 2004 | 1 | 10 | $1,153,758 | $83,210 | $8,321iApproximate average salary by contribution assumption: employee only about $208,025 at 4% or $138,683 at 6%; with 50% employer match about $138,683 at 4% or $92,456 at 6%; with 100% employer match about $104,013 at 4% or $69,342 at 6%. |
| Hearts South P C 401K Plan | - | 10 | $1,153,758 | $83,210 | $8,321iApproximate average salary by contribution assumption: employee only about $208,025 at 4% or $138,683 at 6%; with 50% employer match about $138,683 at 4% or $92,456 at 6%; with 100% employer match about $104,013 at 4% or $69,342 at 6%. |
| 2003 | 3 | 12 | $1,673,795 | $215,288 | $17,941iApproximate average salary by contribution assumption: employee only about $448,517 at 4% or $299,011 at 6%; with 50% employer match about $299,011 at 4% or $199,341 at 6%; with 100% employer match about $224,258 at 4% or $149,506 at 6%. |
| Hearts South P C 401K Plan | - | 12 | $1,673,795 | $215,288 | $17,941iApproximate average salary by contribution assumption: employee only about $448,517 at 4% or $299,011 at 6%; with 50% employer match about $299,011 at 4% or $199,341 at 6%; with 100% employer match about $224,258 at 4% or $149,506 at 6%. |
| Hearts South PC Money Purchase Pension Plan | - | 0 | - | - | - |
| Hearts South PC Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 2 | 19 | $96,969 | $28,829 | $1,517iApproximate average salary by contribution assumption: employee only about $37,933 at 4% or $25,289 at 6%; with 50% employer match about $25,289 at 4% or $16,859 at 6%; with 100% employer match about $18,966 at 4% or $12,644 at 6%. |
| Hearts South PC Money Purchase Pension Plan | - | 16 | $96,969 | $28,829 | $1,802iApproximate average salary by contribution assumption: employee only about $45,045 at 4% or $30,030 at 6%; with 50% employer match about $30,030 at 4% or $20,020 at 6%; with 100% employer match about $22,523 at 4% or $15,015 at 6%. |
| Hearts South P C 401K Plan | - | 19 | - | - | - |
| 2001 | 2 | 17 | $0 | $0 | - |
| Hearts South PC Money Purchase Pension Plan | - | 17 | - | - | - |
| Hearts South P C 401K Plan | - | 17 | - | - | - |
| 2000 | 2 | 4 | $22,194 | $22,194 | $5,549iApproximate average salary by contribution assumption: employee only about $138,713 at 4% or $92,475 at 6%; with 50% employer match about $92,475 at 4% or $61,650 at 6%; with 100% employer match about $69,356 at 4% or $46,238 at 6%. |
| Hearts South PC Money Purchase Pension Plan | - | 0 | $22,194 | $22,194 | - |
| HEARTS SOUTH, P.C. CAFETERIA PLAN | - | 4 | - | - | - |
| 1999 | 2 | 14 | $939,943 | $137,289 | $9,806iApproximate average salary by contribution assumption: employee only about $245,159 at 4% or $163,439 at 6%; with 50% employer match about $163,439 at 4% or $108,960 at 6%; with 100% employer match about $122,579 at 4% or $81,720 at 6%. |
| Hearts South P C 401K Plan | - | 14 | $920,801 | $118,147 | $8,439iApproximate average salary by contribution assumption: employee only about $210,977 at 4% or $140,651 at 6%; with 50% employer match about $140,651 at 4% or $93,767 at 6%; with 100% employer match about $105,488 at 4% or $70,326 at 6%. |
| Hearts South PC Money Purchase Pension Plan | - | 13 | $19,142 | $19,142 | $1,472iApproximate average salary by contribution assumption: employee only about $36,812 at 4% or $24,541 at 6%; with 50% employer match about $24,541 at 4% or $16,361 at 6%; with 100% employer match about $18,406 at 4% or $12,271 at 6%. |