Civic Intelligence

Hearts & Minds Strategies LLC

Plan context: Hearts Minds Strategies LLC 401 K Profit Sharing Plan Trust

EIN 80-0196382 • Reston, VA • 15 filings • 3 plans

12355 Sunrise Valley Dr Ste 34Reston, VA 20191-3467
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$12,223,032

2024 Contributions

$702,197

Historical Graphs

Total Assets Over Time

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

$12,223,032$6,111,516$0201020172024YearValue
$12,223,032Latest year 2024

Participants Over Time

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

53270201020172024YearValue
36Latest 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
2024136$12,223,032$702,197$19,505iApproximate average salary by contribution assumption: employee only about $487,637 at 4% or $325,091 at 6%; with 50% employer match about $325,091 at 4% or $216,727 at 6%; with 100% employer match about $243,818 at 4% or $162,546 at 6%.
Hearts Minds Strategies LLC 401 K Profit Sharing Plan Trust-36$12,223,032$702,197$19,505iApproximate average salary by contribution assumption: employee only about $487,637 at 4% or $325,091 at 6%; with 50% employer match about $325,091 at 4% or $216,727 at 6%; with 100% employer match about $243,818 at 4% or $162,546 at 6%.
2023139$10,823,318$750,179$19,235iApproximate average salary by contribution assumption: employee only about $480,884 at 4% or $320,589 at 6%; with 50% employer match about $320,589 at 4% or $213,726 at 6%; with 100% employer match about $240,442 at 4% or $160,295 at 6%.
Hearts Minds Strategies LLC 401 K Profit Sharing Plan Trust-39$10,823,318$750,179$19,235iApproximate average salary by contribution assumption: employee only about $480,884 at 4% or $320,589 at 6%; with 50% employer match about $320,589 at 4% or $213,726 at 6%; with 100% employer match about $240,442 at 4% or $160,295 at 6%.
2022148$9,043,665$1,147,743$23,911iApproximate average salary by contribution assumption: employee only about $597,783 at 4% or $398,522 at 6%; with 50% employer match about $398,522 at 4% or $265,681 at 6%; with 100% employer match about $298,891 at 4% or $199,261 at 6%.
Hearts Minds Strategies LLC 401 K Profit Sharing Plan Trust-48$9,043,665$1,147,743$23,911iApproximate average salary by contribution assumption: employee only about $597,783 at 4% or $398,522 at 6%; with 50% employer match about $398,522 at 4% or $265,681 at 6%; with 100% employer match about $298,891 at 4% or $199,261 at 6%.
2021151$9,970,460$756,257$14,829iApproximate average salary by contribution assumption: employee only about $370,714 at 4% or $247,143 at 6%; with 50% employer match about $247,143 at 4% or $164,762 at 6%; with 100% employer match about $185,357 at 4% or $123,571 at 6%.
Hearts Minds Strategies LLC 401 K Profit Sharing Plan Trust-51$9,970,460$756,257$14,829iApproximate average salary by contribution assumption: employee only about $370,714 at 4% or $247,143 at 6%; with 50% employer match about $247,143 at 4% or $164,762 at 6%; with 100% employer match about $185,357 at 4% or $123,571 at 6%.
2020144$8,192,552$633,580$14,400iApproximate average salary by contribution assumption: employee only about $359,989 at 4% or $239,992 at 6%; with 50% employer match about $239,992 at 4% or $159,995 at 6%; with 100% employer match about $179,994 at 4% or $119,996 at 6%.
Hearts Minds Strategies LLC 401 K Profit Sharing Plan Trust-44$8,192,552$633,580$14,400iApproximate average salary by contribution assumption: employee only about $359,989 at 4% or $239,992 at 6%; with 50% employer match about $239,992 at 4% or $159,995 at 6%; with 100% employer match about $179,994 at 4% or $119,996 at 6%.
2019153$6,794,067$758,698$14,315iApproximate average salary by contribution assumption: employee only about $357,876 at 4% or $238,584 at 6%; with 50% employer match about $238,584 at 4% or $159,056 at 6%; with 100% employer match about $178,938 at 4% or $119,292 at 6%.
Hearts Minds Strategies LLC 401 K Profit Sharing Plan Trust-53$6,794,067$758,698$14,315iApproximate average salary by contribution assumption: employee only about $357,876 at 4% or $238,584 at 6%; with 50% employer match about $238,584 at 4% or $159,056 at 6%; with 100% employer match about $178,938 at 4% or $119,292 at 6%.
2018148$4,939,228$1,187,040$24,730iApproximate average salary by contribution assumption: employee only about $618,250 at 4% or $412,167 at 6%; with 50% employer match about $412,167 at 4% or $274,778 at 6%; with 100% employer match about $309,125 at 4% or $206,083 at 6%.
Hearts Minds Strategies LLC 401 K Profit Sharing Plan Trust-48$4,939,228$1,187,040$24,730iApproximate average salary by contribution assumption: employee only about $618,250 at 4% or $412,167 at 6%; with 50% employer match about $412,167 at 4% or $274,778 at 6%; with 100% employer match about $309,125 at 4% or $206,083 at 6%.
2017146$4,410,555$628,054$13,653iApproximate average salary by contribution assumption: employee only about $341,334 at 4% or $227,556 at 6%; with 50% employer match about $227,556 at 4% or $151,704 at 6%; with 100% employer match about $170,667 at 4% or $113,778 at 6%.
Hearts Minds Strategies LLC 401 K Profit Sharing Plan Trust-46$4,410,555$628,054$13,653iApproximate average salary by contribution assumption: employee only about $341,334 at 4% or $227,556 at 6%; with 50% employer match about $227,556 at 4% or $151,704 at 6%; with 100% employer match about $170,667 at 4% or $113,778 at 6%.
2016137$3,213,380$590,141$15,950iApproximate average salary by contribution assumption: employee only about $398,744 at 4% or $265,829 at 6%; with 50% employer match about $265,829 at 4% or $177,220 at 6%; with 100% employer match about $199,372 at 4% or $132,915 at 6%.
Hearts Minds Strategies LLC 401 K Profit Sharing Plan Trust-37$3,213,380$590,141$15,950iApproximate average salary by contribution assumption: employee only about $398,744 at 4% or $265,829 at 6%; with 50% employer match about $265,829 at 4% or $177,220 at 6%; with 100% employer match about $199,372 at 4% or $132,915 at 6%.
2015135$2,437,111$595,073$17,002iApproximate average salary by contribution assumption: employee only about $425,052 at 4% or $283,368 at 6%; with 50% employer match about $283,368 at 4% or $188,912 at 6%; with 100% employer match about $212,526 at 4% or $141,684 at 6%.
Hearts Minds Strategies LLC 401 K Profit Sharing Plan Trust-35$2,437,111$595,073$17,002iApproximate average salary by contribution assumption: employee only about $425,052 at 4% or $283,368 at 6%; with 50% employer match about $283,368 at 4% or $188,912 at 6%; with 100% employer match about $212,526 at 4% or $141,684 at 6%.
2014129$1,868,798$395,561$13,640iApproximate average salary by contribution assumption: employee only about $341,001 at 4% or $227,334 at 6%; with 50% employer match about $227,334 at 4% or $151,556 at 6%; with 100% employer match about $170,500 at 4% or $113,667 at 6%.
Hearts Minds Strategies LLC 401 K Profit Sharing Plan Trust-29$1,868,798$395,561$13,640iApproximate average salary by contribution assumption: employee only about $341,001 at 4% or $227,334 at 6%; with 50% employer match about $227,334 at 4% or $151,556 at 6%; with 100% employer match about $170,500 at 4% or $113,667 at 6%.
2013130$1,381,623$347,522$11,584iApproximate average salary by contribution assumption: employee only about $289,602 at 4% or $193,068 at 6%; with 50% employer match about $193,068 at 4% or $128,712 at 6%; with 100% employer match about $144,801 at 4% or $96,534 at 6%.
Hearts Minds Strategies LLC 401 K Profit Sharing Plan Trust-30$1,381,623$347,522$11,584iApproximate average salary by contribution assumption: employee only about $289,602 at 4% or $193,068 at 6%; with 50% employer match about $193,068 at 4% or $128,712 at 6%; with 100% employer match about $144,801 at 4% or $96,534 at 6%.
2012122$854,936$273,784$12,445iApproximate average salary by contribution assumption: employee only about $311,118 at 4% or $207,412 at 6%; with 50% employer match about $207,412 at 4% or $138,275 at 6%; with 100% employer match about $155,559 at 4% or $103,706 at 6%.
Hearts Minds Strategies LLC 401 K Profit Sharing Plan Trust-22$854,936$273,784$12,445iApproximate average salary by contribution assumption: employee only about $311,118 at 4% or $207,412 at 6%; with 50% employer match about $207,412 at 4% or $138,275 at 6%; with 100% employer match about $155,559 at 4% or $103,706 at 6%.
2011118$507,383$195,361$10,853iApproximate average salary by contribution assumption: employee only about $271,335 at 4% or $180,890 at 6%; with 50% employer match about $180,890 at 4% or $120,593 at 6%; with 100% employer match about $135,667 at 4% or $90,445 at 6%.
Hearts Minds Strategies LLC 401 K Profit Sharing Plan Trust-18$507,383$195,361$10,853iApproximate average salary by contribution assumption: employee only about $271,335 at 4% or $180,890 at 6%; with 50% employer match about $180,890 at 4% or $120,593 at 6%; with 100% employer match about $135,667 at 4% or $90,445 at 6%.
2010112$326,930$320,273$26,689iApproximate average salary by contribution assumption: employee only about $667,235 at 4% or $444,824 at 6%; with 50% employer match about $444,824 at 4% or $296,549 at 6%; with 100% employer match about $333,618 at 4% or $222,412 at 6%.
Hearts Minds Strategies LLC 401 K Profit Sharing Plan Trust-12$326,930$320,273$26,689iApproximate average salary by contribution assumption: employee only about $667,235 at 4% or $444,824 at 6%; with 50% employer match about $444,824 at 4% or $296,549 at 6%; with 100% employer match about $333,618 at 4% or $222,412 at 6%.