Civic Intelligence

Heartworks Co.

Plan context: Heartworks Co. Profit Sharing Plan

EIN 74-2242978 • San Marcos, TX • 35 filings • 3 plans

218 North Lbj DriveSan Marcos, TX 78666-5622
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$96,138

2021 Contributions

$2,668

Historical Graphs

Total Assets Over Time

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

$1,949,517$974,759$0199920132020YearValue
$96,138Latest year 2020

Participants Over Time

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

1470199920102020YearValue
1Latest year 2020

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
202110$0$0-
Heartworks Co. Profit Sharing Plan-0$0$0-
202011$96,138$0-
Heartworks Co. Profit Sharing Plan-1$96,138$0-
2019110$695,160$0-
Heartworks Co. Profit Sharing Plan-10$695,160$0-
2018110$703,636$0-
Heartworks Co. Profit Sharing Plan-10$703,636$0-
2017110$698,083$0-
Heartworks Co. Profit Sharing Plan-10$698,083$0-
2016110$695,755$0-
Heartworks Co. Profit Sharing Plan-10$695,755--
2015110$694,467$0-
Heartworks Co. Profit Sharing Plan-10$694,467$0-
201419$1,319,992$0-
Heartworks Co. Profit Sharing Plan-9$1,319,992$0-
201315$1,704,873$0-
Heartworks Co. Profit Sharing Plan-5$1,704,873--
201216$1,702,522$0-
Heartworks Co. Profit Sharing Plan-6$1,702,522--
201118$1,938,081$2,668$334iApproximate average salary by contribution assumption: employee only about $8,338 at 4% or $5,558 at 6%; with 50% employer match about $5,558 at 4% or $3,706 at 6%; with 100% employer match about $4,169 at 4% or $2,779 at 6%.
Heartworks Co. Profit Sharing Plan-8$1,938,081$2,668$334iApproximate average salary by contribution assumption: employee only about $8,338 at 4% or $5,558 at 6%; with 50% employer match about $5,558 at 4% or $3,706 at 6%; with 100% employer match about $4,169 at 4% or $2,779 at 6%.
2010110$1,932,537$0-
Heartworks Co. Profit Sharing Plan-10$1,932,537--
2009110$1,949,517$0-
Heartworks Co. Profit Sharing Plan-10$1,949,517--
200717$0$0-
Heartworks Co. Profit Sharing Plan-7---
200619$0$0-
Heartworks Co. Profit Sharing Plan-9---
2005312$0$0-
Heartworks Co. Master Trust-0---
Heartworks Co. Profit Sharing Plan-12---
HEARTWORKS CO. MONEY PURCHASE PENSION PLAN-0---
2004313$0$0-
Heartworks Co. Master Trust-0---
Heartworks Co. Profit Sharing Plan-13---
HEARTWORKS CO. MONEY PURCHASE PENSION PLAN-13---
2003313$0$0-
Heartworks Co. Profit Sharing Plan-13---
HEARTWORKS CO. MONEY PURCHASE PENSION PLAN-13---
Heartworks Co. Master Trust-0---
2002314$1,283,680$0-
Heartworks Co. Master Trust-0$1,283,680--
HEARTWORKS CO. MONEY PURCHASE PENSION PLAN-13---
Heartworks Co. Profit Sharing Plan-14---
2001314$1,114,401$0-
Heartworks Co. Master Trust-0$1,114,401--
HEARTWORKS CO. MONEY PURCHASE PENSION PLAN-14---
Heartworks Co. Profit Sharing Plan-14---
2000311$0$0-
HEARTWORKS CO. MONEY PURCHASE PENSION PLAN-11---
Heartworks Co. Profit Sharing Plan-11---
Heartworks Co. Master Trust-0---
1999210$1,235,288$54,440$5,444iApproximate average salary by contribution assumption: employee only about $136,100 at 4% or $90,733 at 6%; with 50% employer match about $90,733 at 4% or $60,489 at 6%; with 100% employer match about $68,050 at 4% or $45,367 at 6%.
Heartworks Co. Master Trust-0$762,362--
Heartworks Co. Profit Sharing Plan-10$472,926$54,440$5,444iApproximate average salary by contribution assumption: employee only about $136,100 at 4% or $90,733 at 6%; with 50% employer match about $90,733 at 4% or $60,489 at 6%; with 100% employer match about $68,050 at 4% or $45,367 at 6%.
Heartworks Co. | EIN 74-2242978 | 2021 Form 5500 Company Profile