Civic Intelligence

New Heart Inc.

Plan context: New Heart Inc. Employees Savings Trust

EIN 85-0253067 • Albuquerque, NM • 9 filings • 2 plans

601 Lomas Blvd NEAlbuquerque, NM 87102
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$105,138

2024 Contributions

$26,964

Historical Graphs

Total Assets Over Time

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

$105,138$52,569$0200020222024YearValue
$105,138Latest year 2024

Participants Over Time

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

1680199920212024YearValue
8Latest 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
202418$105,138$26,964$3,371iApproximate average salary by contribution assumption: employee only about $84,263 at 4% or $56,175 at 6%; with 50% employer match about $56,175 at 4% or $37,450 at 6%; with 100% employer match about $42,131 at 4% or $28,088 at 6%.
New Heart Inc. Employees Savings Trust-8$105,138$26,964$3,371iApproximate average salary by contribution assumption: employee only about $84,263 at 4% or $56,175 at 6%; with 50% employer match about $56,175 at 4% or $37,450 at 6%; with 100% employer match about $42,131 at 4% or $28,088 at 6%.
202318$72,592$24,767$3,096iApproximate average salary by contribution assumption: employee only about $77,397 at 4% or $51,598 at 6%; with 50% employer match about $51,598 at 4% or $34,399 at 6%; with 100% employer match about $38,698 at 4% or $25,799 at 6%.
New Heart Inc. Employees Savings Trust-8$72,592$24,767$3,096iApproximate average salary by contribution assumption: employee only about $77,397 at 4% or $51,598 at 6%; with 50% employer match about $51,598 at 4% or $34,399 at 6%; with 100% employer match about $38,698 at 4% or $25,799 at 6%.
202217$38,611$22,856$3,265iApproximate average salary by contribution assumption: employee only about $81,629 at 4% or $54,419 at 6%; with 50% employer match about $54,419 at 4% or $36,279 at 6%; with 100% employer match about $40,814 at 4% or $27,210 at 6%.
New Heart Inc. Employees Savings Trust-7$38,611$22,856$3,265iApproximate average salary by contribution assumption: employee only about $81,629 at 4% or $54,419 at 6%; with 50% employer match about $54,419 at 4% or $36,279 at 6%; with 100% employer match about $40,814 at 4% or $27,210 at 6%.
202118$23,160$23,525$2,941iApproximate average salary by contribution assumption: employee only about $73,516 at 4% or $49,010 at 6%; with 50% employer match about $49,010 at 4% or $32,674 at 6%; with 100% employer match about $36,758 at 4% or $24,505 at 6%.
New Heart Inc. Employees Savings Trust-8$23,160$23,525$2,941iApproximate average salary by contribution assumption: employee only about $73,516 at 4% or $49,010 at 6%; with 50% employer match about $49,010 at 4% or $32,674 at 6%; with 100% employer match about $36,758 at 4% or $24,505 at 6%.
200310$0$11,235-
New Heart Inc. Employees Savings Trust-0-$11,235-
2002111$0$0-
New Heart Inc. Employees Savings Trust-11---
2001111$0$0-
New Heart Inc. Employees Savings Trust-11---
2000113$49,591$50,890$3,915iApproximate average salary by contribution assumption: employee only about $97,865 at 4% or $65,244 at 6%; with 50% employer match about $65,244 at 4% or $43,496 at 6%; with 100% employer match about $48,933 at 4% or $32,622 at 6%.
New Heart Inc. Employees Savings Trust-13$49,591$50,890$3,915iApproximate average salary by contribution assumption: employee only about $97,865 at 4% or $65,244 at 6%; with 50% employer match about $65,244 at 4% or $43,496 at 6%; with 100% employer match about $48,933 at 4% or $32,622 at 6%.
1999116$0$0-
New Heart Inc. Employees Savings Trust-16---