Civic Intelligence

Phoenix Heart PLLC

Plan context: Phoenix Heart PLLC 401(K) Profit Sharing Plan

EIN 86-0770482 • Glendale, AZ • 19 filings • 5 plans

5859 W. Talavi Blvd., Suite 100Glendale, AZ 85306
Current Snapshot

Latest Year

2024

2024 Participants

122

2024 Assets

$8,655,683

2024 Contributions

$421,116

Historical Graphs

Total Assets Over Time

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

$8,655,683$4,327,842$0201420192024YearValue
$8,655,683Latest year 2024

Participants Over Time

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

122610201420192024YearValue
122Latest 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
20242122$8,655,683$421,116$3,452iApproximate average salary by contribution assumption: employee only about $86,294 at 4% or $57,530 at 6%; with 50% employer match about $57,530 at 4% or $38,353 at 6%; with 100% employer match about $43,147 at 4% or $28,765 at 6%.
Phoenix Heart PLLC 401(K) Profit Sharing Plan-122$5,274,486$421,116$3,452iApproximate average salary by contribution assumption: employee only about $86,294 at 4% or $57,530 at 6%; with 50% employer match about $57,530 at 4% or $38,353 at 6%; with 100% employer match about $43,147 at 4% or $28,765 at 6%.
PHOENIX HEART, PLLC CASH BALANCE PLAN-95$3,381,197$0-
2023296$8,288,313$1,123,617$11,704iApproximate average salary by contribution assumption: employee only about $292,609 at 4% or $195,072 at 6%; with 50% employer match about $195,072 at 4% or $130,048 at 6%; with 100% employer match about $146,304 at 4% or $97,536 at 6%.
Phoenix Heart PLLC 401(K) Profit Sharing Plan-70$5,229,817$631,222$9,017iApproximate average salary by contribution assumption: employee only about $225,436 at 4% or $150,291 at 6%; with 50% employer match about $150,291 at 4% or $100,194 at 6%; with 100% employer match about $112,718 at 4% or $75,145 at 6%.
PHOENIX HEART, PLLC CASH BALANCE PLAN-96$3,058,496$492,395$5,129iApproximate average salary by contribution assumption: employee only about $128,228 at 4% or $85,485 at 6%; with 50% employer match about $85,485 at 4% or $56,990 at 6%; with 100% employer match about $64,114 at 4% or $42,743 at 6%.
20222119$6,692,785$1,059,128$8,900iApproximate average salary by contribution assumption: employee only about $222,506 at 4% or $148,337 at 6%; with 50% employer match about $148,337 at 4% or $98,892 at 6%; with 100% employer match about $111,253 at 4% or $74,169 at 6%.
Phoenix Heart PLLC 401(K) Profit Sharing Plan-119$4,272,211$744,378$6,255iApproximate average salary by contribution assumption: employee only about $156,382 at 4% or $104,255 at 6%; with 50% employer match about $104,255 at 4% or $69,503 at 6%; with 100% employer match about $78,191 at 4% or $52,127 at 6%.
PHOENIX HEART, P.L.L.C. CASH BALANCE PLAN-97$2,420,574$314,750$3,245iApproximate average salary by contribution assumption: employee only about $81,121 at 4% or $54,081 at 6%; with 50% employer match about $54,081 at 4% or $36,054 at 6%; with 100% employer match about $40,561 at 4% or $27,040 at 6%.
20212116$6,844,891$1,395,129$12,027iApproximate average salary by contribution assumption: employee only about $300,674 at 4% or $200,450 at 6%; with 50% employer match about $200,450 at 4% or $133,633 at 6%; with 100% employer match about $150,337 at 4% or $100,225 at 6%.
Phoenix Heart PLLC 401(K) Profit Sharing Plan-116$4,540,956$805,529$6,944iApproximate average salary by contribution assumption: employee only about $173,605 at 4% or $115,737 at 6%; with 50% employer match about $115,737 at 4% or $77,158 at 6%; with 100% employer match about $86,803 at 4% or $57,868 at 6%.
PHOENIX HEART, P.L.L.C. CASH BALANCE PLAN-91$2,303,935$589,600$6,479iApproximate average salary by contribution assumption: employee only about $161,978 at 4% or $107,985 at 6%; with 50% employer match about $107,985 at 4% or $71,990 at 6%; with 100% employer match about $80,989 at 4% or $53,993 at 6%.
20202112$5,297,638$1,388,516$12,397iApproximate average salary by contribution assumption: employee only about $309,937 at 4% or $206,624 at 6%; with 50% employer match about $206,624 at 4% or $137,750 at 6%; with 100% employer match about $154,968 at 4% or $103,312 at 6%.
Phoenix Heart PLLC 401(K) Profit Sharing Plan-112$3,658,526$797,616$7,122iApproximate average salary by contribution assumption: employee only about $178,039 at 4% or $118,693 at 6%; with 50% employer match about $118,693 at 4% or $79,129 at 6%; with 100% employer match about $89,020 at 4% or $59,346 at 6%.
PHOENIX HEART, P.L.L.C. CASH BALANCE PLAN-85$1,639,112$590,900$6,952iApproximate average salary by contribution assumption: employee only about $173,794 at 4% or $115,863 at 6%; with 50% employer match about $115,863 at 4% or $77,242 at 6%; with 100% employer match about $86,897 at 4% or $57,931 at 6%.
2019297$3,934,761$1,136,468$11,716iApproximate average salary by contribution assumption: employee only about $292,904 at 4% or $195,269 at 6%; with 50% employer match about $195,269 at 4% or $130,180 at 6%; with 100% employer match about $146,452 at 4% or $97,635 at 6%.
Phoenix Heart PLLC 401(K) Profit Sharing Plan-97$3,005,972$616,468$6,355iApproximate average salary by contribution assumption: employee only about $158,884 at 4% or $105,922 at 6%; with 50% employer match about $105,922 at 4% or $70,615 at 6%; with 100% employer match about $79,442 at 4% or $52,961 at 6%.
PHOENIX HEART, P.L.L.C. CASH BALANCE PLAN-75$928,789$520,000$6,933iApproximate average salary by contribution assumption: employee only about $173,333 at 4% or $115,556 at 6%; with 50% employer match about $115,556 at 4% or $77,037 at 6%; with 100% employer match about $86,667 at 4% or $57,778 at 6%.
2018286$2,468,746$1,012,888$11,778iApproximate average salary by contribution assumption: employee only about $294,444 at 4% or $196,296 at 6%; with 50% employer match about $196,296 at 4% or $130,864 at 6%; with 100% employer match about $147,222 at 4% or $98,148 at 6%.
Phoenix Heart PLLC 401(K) Profit Sharing Plan-86$2,088,595$628,788$7,311iApproximate average salary by contribution assumption: employee only about $182,787 at 4% or $121,858 at 6%; with 50% employer match about $121,858 at 4% or $81,239 at 6%; with 100% employer match about $91,394 at 4% or $60,929 at 6%.
PHOENIX HEART, P.L.L.C. CASH BALANCE PLAN-67$380,151$384,100$5,733iApproximate average salary by contribution assumption: employee only about $143,321 at 4% or $95,547 at 6%; with 50% employer match about $95,547 at 4% or $63,698 at 6%; with 100% employer match about $71,660 at 4% or $47,774 at 6%.
2017140$1,603,679$678,689$16,967iApproximate average salary by contribution assumption: employee only about $424,181 at 4% or $282,787 at 6%; with 50% employer match about $282,787 at 4% or $188,525 at 6%; with 100% employer match about $212,090 at 4% or $141,394 at 6%.
Phoenix Heart PLLC 401(K) Profit Sharing Plan-40$1,603,679$678,689$16,967iApproximate average salary by contribution assumption: employee only about $424,181 at 4% or $282,787 at 6%; with 50% employer match about $282,787 at 4% or $188,525 at 6%; with 100% employer match about $212,090 at 4% or $141,394 at 6%.
2016137$865,402$333,397$9,011iApproximate average salary by contribution assumption: employee only about $225,268 at 4% or $150,179 at 6%; with 50% employer match about $150,179 at 4% or $100,119 at 6%; with 100% employer match about $112,634 at 4% or $75,089 at 6%.
Phoenix Heart PLLC 401(K) Profit Sharing Plan-37$865,402$333,397$9,011iApproximate average salary by contribution assumption: employee only about $225,268 at 4% or $150,179 at 6%; with 50% employer match about $150,179 at 4% or $100,119 at 6%; with 100% employer match about $112,634 at 4% or $75,089 at 6%.
2015131$567,493$378,600$12,213iApproximate average salary by contribution assumption: employee only about $305,323 at 4% or $203,548 at 6%; with 50% employer match about $203,548 at 4% or $135,699 at 6%; with 100% employer match about $152,661 at 4% or $101,774 at 6%.
Phoenix Heart PLLC 401(K) Profit Sharing Plan-31$567,493$378,600$12,213iApproximate average salary by contribution assumption: employee only about $305,323 at 4% or $203,548 at 6%; with 50% employer match about $203,548 at 4% or $135,699 at 6%; with 100% employer match about $152,661 at 4% or $101,774 at 6%.
2014126$215,154$213,332$8,205iApproximate average salary by contribution assumption: employee only about $205,127 at 4% or $136,751 at 6%; with 50% employer match about $136,751 at 4% or $91,168 at 6%; with 100% employer match about $102,563 at 4% or $68,376 at 6%.
Phoenix Heart PLLC 401(K) Profit Sharing Plan-26$215,154$213,332$8,205iApproximate average salary by contribution assumption: employee only about $205,127 at 4% or $136,751 at 6%; with 50% employer match about $136,751 at 4% or $91,168 at 6%; with 100% employer match about $102,563 at 4% or $68,376 at 6%.
200210$0$16,843-
Phoenix Heart PLLC 401(K) Profit Sharing Plan-0-$16,843-