Halifax Heart Center PC.
Plan context: Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust
EIN 73-1658201 • South Boston, VA • 23 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
19
2025 Assets
$5,269,957
2025 Contributions
$244,058
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 19 | $5,269,957 | $244,058 | $12,845iApproximate average salary by contribution assumption: employee only about $321,129 at 4% or $214,086 at 6%; with 50% employer match about $214,086 at 4% or $142,724 at 6%; with 100% employer match about $160,564 at 4% or $107,043 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 19 | $5,269,957 | $244,058 | $12,845iApproximate average salary by contribution assumption: employee only about $321,129 at 4% or $214,086 at 6%; with 50% employer match about $214,086 at 4% or $142,724 at 6%; with 100% employer match about $160,564 at 4% or $107,043 at 6%. |
| 2024 | 1 | 19 | $8,859,450 | $285,295 | $15,016iApproximate average salary by contribution assumption: employee only about $375,388 at 4% or $250,259 at 6%; with 50% employer match about $250,259 at 4% or $166,839 at 6%; with 100% employer match about $187,694 at 4% or $125,129 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 19 | $8,859,450 | $285,295 | $15,016iApproximate average salary by contribution assumption: employee only about $375,388 at 4% or $250,259 at 6%; with 50% employer match about $250,259 at 4% or $166,839 at 6%; with 100% employer match about $187,694 at 4% or $125,129 at 6%. |
| 2023 | 1 | 23 | $9,927,993 | $290,221 | $12,618iApproximate average salary by contribution assumption: employee only about $315,458 at 4% or $210,305 at 6%; with 50% employer match about $210,305 at 4% or $140,203 at 6%; with 100% employer match about $157,729 at 4% or $105,153 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 23 | $9,927,993 | $290,221 | $12,618iApproximate average salary by contribution assumption: employee only about $315,458 at 4% or $210,305 at 6%; with 50% employer match about $210,305 at 4% or $140,203 at 6%; with 100% employer match about $157,729 at 4% or $105,153 at 6%. |
| 2022 | 1 | 25 | $8,365,164 | $276,533 | $11,061iApproximate average salary by contribution assumption: employee only about $276,533 at 4% or $184,355 at 6%; with 50% employer match about $184,355 at 4% or $122,904 at 6%; with 100% employer match about $138,267 at 4% or $92,178 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 25 | $8,365,164 | $276,533 | $11,061iApproximate average salary by contribution assumption: employee only about $276,533 at 4% or $184,355 at 6%; with 50% employer match about $184,355 at 4% or $122,904 at 6%; with 100% employer match about $138,267 at 4% or $92,178 at 6%. |
| 2021 | 1 | 21 | $9,683,069 | $271,677 | $12,937iApproximate average salary by contribution assumption: employee only about $323,425 at 4% or $215,617 at 6%; with 50% employer match about $215,617 at 4% or $143,744 at 6%; with 100% employer match about $161,713 at 4% or $107,808 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 21 | $9,683,069 | $271,677 | $12,937iApproximate average salary by contribution assumption: employee only about $323,425 at 4% or $215,617 at 6%; with 50% employer match about $215,617 at 4% or $143,744 at 6%; with 100% employer match about $161,713 at 4% or $107,808 at 6%. |
| 2020 | 1 | 27 | $8,904,280 | $320,205 | $11,859iApproximate average salary by contribution assumption: employee only about $296,486 at 4% or $197,657 at 6%; with 50% employer match about $197,657 at 4% or $131,772 at 6%; with 100% employer match about $148,243 at 4% or $98,829 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 27 | $8,904,280 | $320,205 | $11,859iApproximate average salary by contribution assumption: employee only about $296,486 at 4% or $197,657 at 6%; with 50% employer match about $197,657 at 4% or $131,772 at 6%; with 100% employer match about $148,243 at 4% or $98,829 at 6%. |
| 2019 | 1 | 28 | $7,865,563 | $325,268 | $11,617iApproximate average salary by contribution assumption: employee only about $290,418 at 4% or $193,612 at 6%; with 50% employer match about $193,612 at 4% or $129,075 at 6%; with 100% employer match about $145,209 at 4% or $96,806 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 28 | $7,865,563 | $325,268 | $11,617iApproximate average salary by contribution assumption: employee only about $290,418 at 4% or $193,612 at 6%; with 50% employer match about $193,612 at 4% or $129,075 at 6%; with 100% employer match about $145,209 at 4% or $96,806 at 6%. |
| 2018 | 1 | 27 | $6,357,268 | $340,129 | $12,597iApproximate average salary by contribution assumption: employee only about $314,934 at 4% or $209,956 at 6%; with 50% employer match about $209,956 at 4% or $139,971 at 6%; with 100% employer match about $157,467 at 4% or $104,978 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 27 | $6,357,268 | $340,129 | $12,597iApproximate average salary by contribution assumption: employee only about $314,934 at 4% or $209,956 at 6%; with 50% employer match about $209,956 at 4% or $139,971 at 6%; with 100% employer match about $157,467 at 4% or $104,978 at 6%. |
| 2017 | 1 | 25 | $6,507,730 | $327,136 | $13,085iApproximate average salary by contribution assumption: employee only about $327,136 at 4% or $218,091 at 6%; with 50% employer match about $218,091 at 4% or $145,394 at 6%; with 100% employer match about $163,568 at 4% or $109,045 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 25 | $6,507,730 | $327,136 | $13,085iApproximate average salary by contribution assumption: employee only about $327,136 at 4% or $218,091 at 6%; with 50% employer match about $218,091 at 4% or $145,394 at 6%; with 100% employer match about $163,568 at 4% or $109,045 at 6%. |
| 2016 | 1 | 24 | $5,270,677 | $310,149 | $12,923iApproximate average salary by contribution assumption: employee only about $323,072 at 4% or $215,381 at 6%; with 50% employer match about $215,381 at 4% or $143,588 at 6%; with 100% employer match about $161,536 at 4% or $107,691 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 24 | $5,270,677 | $310,149 | $12,923iApproximate average salary by contribution assumption: employee only about $323,072 at 4% or $215,381 at 6%; with 50% employer match about $215,381 at 4% or $143,588 at 6%; with 100% employer match about $161,536 at 4% or $107,691 at 6%. |
| 2015 | 1 | 20 | $4,587,561 | $409,973 | $20,499iApproximate average salary by contribution assumption: employee only about $512,466 at 4% or $341,644 at 6%; with 50% employer match about $341,644 at 4% or $227,763 at 6%; with 100% employer match about $256,233 at 4% or $170,822 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 20 | $4,587,561 | $409,973 | $20,499iApproximate average salary by contribution assumption: employee only about $512,466 at 4% or $341,644 at 6%; with 50% employer match about $341,644 at 4% or $227,763 at 6%; with 100% employer match about $256,233 at 4% or $170,822 at 6%. |
| 2014 | 1 | 19 | $4,231,615 | $324,925 | $17,101iApproximate average salary by contribution assumption: employee only about $427,533 at 4% or $285,022 at 6%; with 50% employer match about $285,022 at 4% or $190,015 at 6%; with 100% employer match about $213,766 at 4% or $142,511 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 19 | $4,231,615 | $324,925 | $17,101iApproximate average salary by contribution assumption: employee only about $427,533 at 4% or $285,022 at 6%; with 50% employer match about $285,022 at 4% or $190,015 at 6%; with 100% employer match about $213,766 at 4% or $142,511 at 6%. |
| 2013 | 1 | 15 | $3,703,887 | $208,720 | $13,915iApproximate average salary by contribution assumption: employee only about $347,867 at 4% or $231,911 at 6%; with 50% employer match about $231,911 at 4% or $154,607 at 6%; with 100% employer match about $173,933 at 4% or $115,956 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 15 | $3,703,887 | $208,720 | $13,915iApproximate average salary by contribution assumption: employee only about $347,867 at 4% or $231,911 at 6%; with 50% employer match about $231,911 at 4% or $154,607 at 6%; with 100% employer match about $173,933 at 4% or $115,956 at 6%. |
| 2012 | 1 | 15 | $2,958,135 | $214,353 | $14,290iApproximate average salary by contribution assumption: employee only about $357,255 at 4% or $238,170 at 6%; with 50% employer match about $238,170 at 4% or $158,780 at 6%; with 100% employer match about $178,628 at 4% or $119,085 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 15 | $2,958,135 | $214,353 | $14,290iApproximate average salary by contribution assumption: employee only about $357,255 at 4% or $238,170 at 6%; with 50% employer match about $238,170 at 4% or $158,780 at 6%; with 100% employer match about $178,628 at 4% or $119,085 at 6%. |
| 2011 | 1 | 13 | $2,440,754 | $142,907 | $10,993iApproximate average salary by contribution assumption: employee only about $274,821 at 4% or $183,214 at 6%; with 50% employer match about $183,214 at 4% or $122,143 at 6%; with 100% employer match about $137,411 at 4% or $91,607 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 13 | $2,440,754 | $142,907 | $10,993iApproximate average salary by contribution assumption: employee only about $274,821 at 4% or $183,214 at 6%; with 50% employer match about $183,214 at 4% or $122,143 at 6%; with 100% employer match about $137,411 at 4% or $91,607 at 6%. |
| 2010 | 1 | 14 | $2,452,344 | $163,649 | $11,689iApproximate average salary by contribution assumption: employee only about $292,230 at 4% or $194,820 at 6%; with 50% employer match about $194,820 at 4% or $129,880 at 6%; with 100% employer match about $146,115 at 4% or $97,410 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 14 | $2,452,344 | $163,649 | $11,689iApproximate average salary by contribution assumption: employee only about $292,230 at 4% or $194,820 at 6%; with 50% employer match about $194,820 at 4% or $129,880 at 6%; with 100% employer match about $146,115 at 4% or $97,410 at 6%. |
| 2009 | 1 | 14 | $2,046,274 | $171,597 | $12,257iApproximate average salary by contribution assumption: employee only about $306,423 at 4% or $204,282 at 6%; with 50% employer match about $204,282 at 4% or $136,188 at 6%; with 100% employer match about $153,212 at 4% or $102,141 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 14 | $2,046,274 | $171,597 | $12,257iApproximate average salary by contribution assumption: employee only about $306,423 at 4% or $204,282 at 6%; with 50% employer match about $204,282 at 4% or $136,188 at 6%; with 100% employer match about $153,212 at 4% or $102,141 at 6%. |
| 2008 | 1 | 13 | $1,518,612 | $193,186 | $14,860iApproximate average salary by contribution assumption: employee only about $371,512 at 4% or $247,674 at 6%; with 50% employer match about $247,674 at 4% or $165,116 at 6%; with 100% employer match about $185,756 at 4% or $123,837 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 13 | $1,518,612 | $193,186 | $14,860iApproximate average salary by contribution assumption: employee only about $371,512 at 4% or $247,674 at 6%; with 50% employer match about $247,674 at 4% or $165,116 at 6%; with 100% employer match about $185,756 at 4% or $123,837 at 6%. |
| 2007 | 1 | 11 | $1,933,488 | $100,943 | $9,177iApproximate average salary by contribution assumption: employee only about $229,416 at 4% or $152,944 at 6%; with 50% employer match about $152,944 at 4% or $101,963 at 6%; with 100% employer match about $114,708 at 4% or $76,472 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 11 | $1,933,488 | $100,943 | $9,177iApproximate average salary by contribution assumption: employee only about $229,416 at 4% or $152,944 at 6%; with 50% employer match about $152,944 at 4% or $101,963 at 6%; with 100% employer match about $114,708 at 4% or $76,472 at 6%. |
| 2006 | 1 | 10 | $1,706,306 | $115,178 | $11,518iApproximate average salary by contribution assumption: employee only about $287,945 at 4% or $191,963 at 6%; with 50% employer match about $191,963 at 4% or $127,976 at 6%; with 100% employer match about $143,973 at 4% or $95,982 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 10 | $1,706,306 | $115,178 | $11,518iApproximate average salary by contribution assumption: employee only about $287,945 at 4% or $191,963 at 6%; with 50% employer match about $191,963 at 4% or $127,976 at 6%; with 100% employer match about $143,973 at 4% or $95,982 at 6%. |
| 2005 | 1 | 10 | $1,414,936 | $132,241 | $13,224iApproximate average salary by contribution assumption: employee only about $330,603 at 4% or $220,402 at 6%; with 50% employer match about $220,402 at 4% or $146,934 at 6%; with 100% employer match about $165,301 at 4% or $110,201 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 10 | $1,414,936 | $132,241 | $13,224iApproximate average salary by contribution assumption: employee only about $330,603 at 4% or $220,402 at 6%; with 50% employer match about $220,402 at 4% or $146,934 at 6%; with 100% employer match about $165,301 at 4% or $110,201 at 6%. |
| 2004 | 1 | 10 | $1,202,099 | $143,130 | $14,313iApproximate average salary by contribution assumption: employee only about $357,825 at 4% or $238,550 at 6%; with 50% employer match about $238,550 at 4% or $159,033 at 6%; with 100% employer match about $178,913 at 4% or $119,275 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 10 | $1,202,099 | $143,130 | $14,313iApproximate average salary by contribution assumption: employee only about $357,825 at 4% or $238,550 at 6%; with 50% employer match about $238,550 at 4% or $159,033 at 6%; with 100% employer match about $178,913 at 4% or $119,275 at 6%. |
| 2003 | 1 | 8 | $916,543 | $866,229 | $108,279iApproximate average salary by contribution assumption: employee only about $2,706,966 at 4% or $1,804,644 at 6%; with 50% employer match about $1,804,644 at 4% or $1,203,096 at 6%; with 100% employer match about $1,353,483 at 4% or $902,322 at 6%. |
| Halifax Heart Center PC. 401(K) Profit Sharing Plan and Trust | - | 8 | $916,543 | $866,229 | $108,279iApproximate average salary by contribution assumption: employee only about $2,706,966 at 4% or $1,804,644 at 6%; with 50% employer match about $1,804,644 at 4% or $1,203,096 at 6%; with 100% employer match about $1,353,483 at 4% or $902,322 at 6%. |