Civic Intelligence

The Heart Group PC.

Plan context: The Heart Group PC. 401K Profit Sharing Plan and Trust

EIN 63-1159436 • Mobile, AL • 29 filings • 7 plans

6701 Airport BoulevardSuite A107Mobile, AL 36608
Current Snapshot

Latest Year

2024

2024 Participants

53

2024 Assets

$13,452,029

2024 Contributions

$540,063

Historical Graphs

Total Assets Over Time

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

$13,452,029$6,726,015$0199920132024YearValue
$13,452,029Latest year 2024

Participants Over Time

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

116580199920122024YearValue
53Latest 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
2024153$13,452,029$540,063$10,190iApproximate average salary by contribution assumption: employee only about $254,747 at 4% or $169,831 at 6%; with 50% employer match about $169,831 at 4% or $113,221 at 6%; with 100% employer match about $127,373 at 4% or $84,916 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-53$13,452,029$540,063$10,190iApproximate average salary by contribution assumption: employee only about $254,747 at 4% or $169,831 at 6%; with 50% employer match about $169,831 at 4% or $113,221 at 6%; with 100% employer match about $127,373 at 4% or $84,916 at 6%.
2023145$11,566,612$478,234$10,627iApproximate average salary by contribution assumption: employee only about $265,686 at 4% or $177,124 at 6%; with 50% employer match about $177,124 at 4% or $118,082 at 6%; with 100% employer match about $132,843 at 4% or $88,562 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-45$11,566,612$478,234$10,627iApproximate average salary by contribution assumption: employee only about $265,686 at 4% or $177,124 at 6%; with 50% employer match about $177,124 at 4% or $118,082 at 6%; with 100% employer match about $132,843 at 4% or $88,562 at 6%.
2022149$9,776,190$471,191$9,616iApproximate average salary by contribution assumption: employee only about $240,404 at 4% or $160,269 at 6%; with 50% employer match about $160,269 at 4% or $106,846 at 6%; with 100% employer match about $120,202 at 4% or $80,135 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-49$9,776,190$471,191$9,616iApproximate average salary by contribution assumption: employee only about $240,404 at 4% or $160,269 at 6%; with 50% employer match about $160,269 at 4% or $106,846 at 6%; with 100% employer match about $120,202 at 4% or $80,135 at 6%.
2021141$11,306,199$459,424$11,205iApproximate average salary by contribution assumption: employee only about $280,137 at 4% or $186,758 at 6%; with 50% employer match about $186,758 at 4% or $124,505 at 6%; with 100% employer match about $140,068 at 4% or $93,379 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-41$11,306,199$459,424$11,205iApproximate average salary by contribution assumption: employee only about $280,137 at 4% or $186,758 at 6%; with 50% employer match about $186,758 at 4% or $124,505 at 6%; with 100% employer match about $140,068 at 4% or $93,379 at 6%.
2020141$9,848,190$303,355$7,399iApproximate average salary by contribution assumption: employee only about $184,973 at 4% or $123,315 at 6%; with 50% employer match about $123,315 at 4% or $82,210 at 6%; with 100% employer match about $92,486 at 4% or $61,658 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-41$9,848,190$303,355$7,399iApproximate average salary by contribution assumption: employee only about $184,973 at 4% or $123,315 at 6%; with 50% employer match about $123,315 at 4% or $82,210 at 6%; with 100% employer match about $92,486 at 4% or $61,658 at 6%.
2019141$8,470,602$525,858$12,826iApproximate average salary by contribution assumption: employee only about $320,645 at 4% or $213,763 at 6%; with 50% employer match about $213,763 at 4% or $142,509 at 6%; with 100% employer match about $160,323 at 4% or $106,882 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-41$8,470,602$525,858$12,826iApproximate average salary by contribution assumption: employee only about $320,645 at 4% or $213,763 at 6%; with 50% employer match about $213,763 at 4% or $142,509 at 6%; with 100% employer match about $160,323 at 4% or $106,882 at 6%.
2018140$9,816,596$397,218$9,930iApproximate average salary by contribution assumption: employee only about $248,261 at 4% or $165,508 at 6%; with 50% employer match about $165,508 at 4% or $110,338 at 6%; with 100% employer match about $124,131 at 4% or $82,754 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-40$9,816,596$397,218$9,930iApproximate average salary by contribution assumption: employee only about $248,261 at 4% or $165,508 at 6%; with 50% employer match about $165,508 at 4% or $110,338 at 6%; with 100% employer match about $124,131 at 4% or $82,754 at 6%.
2017142$11,088,390$409,183$9,742iApproximate average salary by contribution assumption: employee only about $243,561 at 4% or $162,374 at 6%; with 50% employer match about $162,374 at 4% or $108,249 at 6%; with 100% employer match about $121,781 at 4% or $81,187 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-42$11,088,390$409,183$9,742iApproximate average salary by contribution assumption: employee only about $243,561 at 4% or $162,374 at 6%; with 50% employer match about $162,374 at 4% or $108,249 at 6%; with 100% employer match about $121,781 at 4% or $81,187 at 6%.
2016140$9,188,787$462,214$11,555iApproximate average salary by contribution assumption: employee only about $288,884 at 4% or $192,589 at 6%; with 50% employer match about $192,589 at 4% or $128,393 at 6%; with 100% employer match about $144,442 at 4% or $96,295 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-40$9,188,787$462,214$11,555iApproximate average salary by contribution assumption: employee only about $288,884 at 4% or $192,589 at 6%; with 50% employer match about $192,589 at 4% or $128,393 at 6%; with 100% employer match about $144,442 at 4% or $96,295 at 6%.
2015133$8,154,050$334,036$10,122iApproximate average salary by contribution assumption: employee only about $253,058 at 4% or $168,705 at 6%; with 50% employer match about $168,705 at 4% or $112,470 at 6%; with 100% employer match about $126,529 at 4% or $84,353 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-33$8,154,050$334,036$10,122iApproximate average salary by contribution assumption: employee only about $253,058 at 4% or $168,705 at 6%; with 50% employer match about $168,705 at 4% or $112,470 at 6%; with 100% employer match about $126,529 at 4% or $84,353 at 6%.
2014139$8,563,996$374,079$9,592iApproximate average salary by contribution assumption: employee only about $239,794 at 4% or $159,863 at 6%; with 50% employer match about $159,863 at 4% or $106,575 at 6%; with 100% employer match about $119,897 at 4% or $79,931 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-39$8,563,996$374,079$9,592iApproximate average salary by contribution assumption: employee only about $239,794 at 4% or $159,863 at 6%; with 50% employer match about $159,863 at 4% or $106,575 at 6%; with 100% employer match about $119,897 at 4% or $79,931 at 6%.
2013136$8,262,409$402,750$11,188iApproximate average salary by contribution assumption: employee only about $279,688 at 4% or $186,458 at 6%; with 50% employer match about $186,458 at 4% or $124,306 at 6%; with 100% employer match about $139,844 at 4% or $93,229 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-36$8,262,409$402,750$11,188iApproximate average salary by contribution assumption: employee only about $279,688 at 4% or $186,458 at 6%; with 50% employer match about $186,458 at 4% or $124,306 at 6%; with 100% employer match about $139,844 at 4% or $93,229 at 6%.
2012142$6,815,157$397,279$9,459iApproximate average salary by contribution assumption: employee only about $236,476 at 4% or $157,650 at 6%; with 50% employer match about $157,650 at 4% or $105,100 at 6%; with 100% employer match about $118,238 at 4% or $78,825 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-42$6,815,157$397,279$9,459iApproximate average salary by contribution assumption: employee only about $236,476 at 4% or $157,650 at 6%; with 50% employer match about $157,650 at 4% or $105,100 at 6%; with 100% employer match about $118,238 at 4% or $78,825 at 6%.
2011145$6,226,616$409,326$9,096iApproximate average salary by contribution assumption: employee only about $227,403 at 4% or $151,602 at 6%; with 50% employer match about $151,602 at 4% or $101,068 at 6%; with 100% employer match about $113,702 at 4% or $75,801 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-45$6,226,616$409,326$9,096iApproximate average salary by contribution assumption: employee only about $227,403 at 4% or $151,602 at 6%; with 50% employer match about $151,602 at 4% or $101,068 at 6%; with 100% employer match about $113,702 at 4% or $75,801 at 6%.
2010148$6,097,158$487,926$10,165iApproximate average salary by contribution assumption: employee only about $254,128 at 4% or $169,419 at 6%; with 50% employer match about $169,419 at 4% or $112,946 at 6%; with 100% employer match about $127,064 at 4% or $84,709 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-48$6,097,158$487,926$10,165iApproximate average salary by contribution assumption: employee only about $254,128 at 4% or $169,419 at 6%; with 50% employer match about $169,419 at 4% or $112,946 at 6%; with 100% employer match about $127,064 at 4% or $84,709 at 6%.
2009148$5,313,595$404,377$8,425iApproximate average salary by contribution assumption: employee only about $210,613 at 4% or $140,409 at 6%; with 50% employer match about $140,409 at 4% or $93,606 at 6%; with 100% employer match about $105,307 at 4% or $70,204 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-48$5,313,595$404,377$8,425iApproximate average salary by contribution assumption: employee only about $210,613 at 4% or $140,409 at 6%; with 50% employer match about $140,409 at 4% or $93,606 at 6%; with 100% employer match about $105,307 at 4% or $70,204 at 6%.
2008133$4,079,850$349,076$10,578iApproximate average salary by contribution assumption: employee only about $264,452 at 4% or $176,301 at 6%; with 50% employer match about $176,301 at 4% or $117,534 at 6%; with 100% employer match about $132,226 at 4% or $88,151 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-33$4,079,850$349,076$10,578iApproximate average salary by contribution assumption: employee only about $264,452 at 4% or $176,301 at 6%; with 50% employer match about $176,301 at 4% or $117,534 at 6%; with 100% employer match about $132,226 at 4% or $88,151 at 6%.
2007136$0$0-
The Heart Group PC. 401K Profit Sharing Plan and Trust-36---
2006141$5,215,713$602,794$14,702iApproximate average salary by contribution assumption: employee only about $367,557 at 4% or $245,038 at 6%; with 50% employer match about $245,038 at 4% or $163,359 at 6%; with 100% employer match about $183,779 at 4% or $122,519 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-41$5,215,713$602,794$14,702iApproximate average salary by contribution assumption: employee only about $367,557 at 4% or $245,038 at 6%; with 50% employer match about $245,038 at 4% or $163,359 at 6%; with 100% employer match about $183,779 at 4% or $122,519 at 6%.
20051116$9,581,240$769,674$6,635iApproximate average salary by contribution assumption: employee only about $165,878 at 4% or $110,585 at 6%; with 50% employer match about $110,585 at 4% or $73,724 at 6%; with 100% employer match about $82,939 at 4% or $55,293 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-116$9,581,240$769,674$6,635iApproximate average salary by contribution assumption: employee only about $165,878 at 4% or $110,585 at 6%; with 50% employer match about $110,585 at 4% or $73,724 at 6%; with 100% employer match about $82,939 at 4% or $55,293 at 6%.
2004188$10,232,056$974,524$11,074iApproximate average salary by contribution assumption: employee only about $276,853 at 4% or $184,569 at 6%; with 50% employer match about $184,569 at 4% or $123,046 at 6%; with 100% employer match about $138,427 at 4% or $92,284 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-88$10,232,056$974,524$11,074iApproximate average salary by contribution assumption: employee only about $276,853 at 4% or $184,569 at 6%; with 50% employer match about $184,569 at 4% or $123,046 at 6%; with 100% employer match about $138,427 at 4% or $92,284 at 6%.
2003176$8,305,079$817,258$10,753iApproximate average salary by contribution assumption: employee only about $268,835 at 4% or $179,223 at 6%; with 50% employer match about $179,223 at 4% or $119,482 at 6%; with 100% employer match about $134,417 at 4% or $89,612 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-76$8,305,079$817,258$10,753iApproximate average salary by contribution assumption: employee only about $268,835 at 4% or $179,223 at 6%; with 50% employer match about $179,223 at 4% or $119,482 at 6%; with 100% employer match about $134,417 at 4% or $89,612 at 6%.
2002171$6,404,583$816,801$11,504iApproximate average salary by contribution assumption: employee only about $287,606 at 4% or $191,737 at 6%; with 50% employer match about $191,737 at 4% or $127,825 at 6%; with 100% employer match about $143,803 at 4% or $95,869 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-71$6,404,583$816,801$11,504iApproximate average salary by contribution assumption: employee only about $287,606 at 4% or $191,737 at 6%; with 50% employer match about $191,737 at 4% or $127,825 at 6%; with 100% employer match about $143,803 at 4% or $95,869 at 6%.
2001272$0$0-
The Heart Group PC. Money Purchase Pension Plan & Trust-0---
The Heart Group PC. 401K Profit Sharing Plan and Trust-72---
2000264$6,655,326$587,336$9,177iApproximate average salary by contribution assumption: employee only about $229,428 at 4% or $152,952 at 6%; with 50% employer match about $152,952 at 4% or $101,968 at 6%; with 100% employer match about $114,714 at 4% or $76,476 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-64$5,370,829$329,772$5,153iApproximate average salary by contribution assumption: employee only about $128,817 at 4% or $85,878 at 6%; with 50% employer match about $85,878 at 4% or $57,252 at 6%; with 100% employer match about $64,409 at 4% or $42,939 at 6%.
The Heart Group PC. Money Purchase Pension Plan & Trust-62$1,284,497$257,564$4,154iApproximate average salary by contribution assumption: employee only about $103,856 at 4% or $69,238 at 6%; with 50% employer match about $69,238 at 4% or $46,158 at 6%; with 100% employer match about $51,928 at 4% or $34,619 at 6%.
1999253$6,302,490$590,444$11,140iApproximate average salary by contribution assumption: employee only about $278,511 at 4% or $185,674 at 6%; with 50% employer match about $185,674 at 4% or $123,783 at 6%; with 100% employer match about $139,256 at 4% or $92,837 at 6%.
The Heart Group PC. 401K Profit Sharing Plan and Trust-53$5,225,573$364,811$6,883iApproximate average salary by contribution assumption: employee only about $172,081 at 4% or $114,720 at 6%; with 50% employer match about $114,720 at 4% or $76,480 at 6%; with 100% employer match about $86,040 at 4% or $57,360 at 6%.
The Heart Group PC. Money Purchase Pension Plan & Trust-52$1,076,917$225,633$4,339iApproximate average salary by contribution assumption: employee only about $108,477 at 4% or $72,318 at 6%; with 50% employer match about $72,318 at 4% or $48,212 at 6%; with 100% employer match about $54,239 at 4% or $36,159 at 6%.