Civic Intelligence

Heartline Inc.

Plan context: Tax Deferred Annuity Plan of Heartline Inc.

EIN 73-0800311 • Oklahoma City, OK • 9 filings • 3 plans

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2401 NW 23rd Street, Suite 78Oklahoma City, OK 73107
Current Snapshot

Latest Year

2024

2024 Participants

107

2024 Assets

$176,126

2024 Contributions

$187,528

Historical Graphs

Total Assets Over Time

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

$176,126$88,063$0200920132024YearValue
$176,126Latest year 2024

Participants Over Time

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

107540200920132024YearValue
107Latest 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
20241107$176,126$187,528$1,753iApproximate average salary by contribution assumption: employee only about $43,815 at 4% or $29,210 at 6%; with 50% employer match about $29,210 at 4% or $19,473 at 6%; with 100% employer match about $21,907 at 4% or $14,605 at 6%.
Tax Deferred Annuity Plan of Heartline Inc.-107$176,126$187,528$1,753iApproximate average salary by contribution assumption: employee only about $43,815 at 4% or $29,210 at 6%; with 50% employer match about $29,210 at 4% or $19,473 at 6%; with 100% employer match about $21,907 at 4% or $14,605 at 6%.
201610$0$1,300-
Tax Deferred Annuity Plan of Heartline Inc.-0$0$1,300-
201515$36,166$2,321$464iApproximate average salary by contribution assumption: employee only about $11,605 at 4% or $7,737 at 6%; with 50% employer match about $7,737 at 4% or $5,158 at 6%; with 100% employer match about $5,803 at 4% or $3,868 at 6%.
Tax Deferred Annuity Plan of Heartline Inc.-5$36,166$2,321$464iApproximate average salary by contribution assumption: employee only about $11,605 at 4% or $7,737 at 6%; with 50% employer match about $7,737 at 4% or $5,158 at 6%; with 100% employer match about $5,803 at 4% or $3,868 at 6%.
201416$34,293$1,440$240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%.
Tax Deferred Annuity Plan of Heartline Inc.-6$34,293$1,440$240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%.
201316$30,734$1,440$240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%.
Tax Deferred Annuity Plan of Heartline Inc.-6$30,734$1,440$240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%.
201216$24,884$1,440$240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%.
Tax Deferred Annuity Plan of Heartline Inc.-6$24,884$1,440$240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%.
201116$21,418$1,655$276iApproximate average salary by contribution assumption: employee only about $6,896 at 4% or $4,597 at 6%; with 50% employer match about $4,597 at 4% or $3,065 at 6%; with 100% employer match about $3,448 at 4% or $2,299 at 6%.
Tax Deferred Annuity Plan of Heartline Inc.-6$21,418$1,655$276iApproximate average salary by contribution assumption: employee only about $6,896 at 4% or $4,597 at 6%; with 50% employer match about $4,597 at 4% or $3,065 at 6%; with 100% employer match about $3,448 at 4% or $2,299 at 6%.
201016$20,921$2,410$402iApproximate average salary by contribution assumption: employee only about $10,042 at 4% or $6,694 at 6%; with 50% employer match about $6,694 at 4% or $4,463 at 6%; with 100% employer match about $5,021 at 4% or $3,347 at 6%.
Tax Deferred Annuity Plan of Heartline Inc.-6$20,921$2,410$402iApproximate average salary by contribution assumption: employee only about $10,042 at 4% or $6,694 at 6%; with 50% employer match about $6,694 at 4% or $4,463 at 6%; with 100% employer match about $5,021 at 4% or $3,347 at 6%.
200917$16,984$4,555$651iApproximate average salary by contribution assumption: employee only about $16,268 at 4% or $10,845 at 6%; with 50% employer match about $10,845 at 4% or $7,230 at 6%; with 100% employer match about $8,134 at 4% or $5,423 at 6%.
Tax Deferred Annuity Plan of Heartline Inc.-7$16,984$4,555$651iApproximate average salary by contribution assumption: employee only about $16,268 at 4% or $10,845 at 6%; with 50% employer match about $10,845 at 4% or $7,230 at 6%; with 100% employer match about $8,134 at 4% or $5,423 at 6%.