Heartwood Inc.
Plan context: Heartwood Inc. Retirement Savings Plan
EIN 91-1236464 • Seattle, WA • 12 filings • 1 plans
Current Snapshot
Latest Year
2011
2011 Participants
14
2011 Assets
$1,139,881
2011 Contributions
$23,309
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $23,309 | - |
| Heartwood Inc. Retirement Savings Plan | - | 0 | $0 | $23,309 | - |
| 2010 | 1 | 14 | $1,139,881 | $37,682 | $2,692iApproximate average salary by contribution assumption: employee only about $67,289 at 4% or $44,860 at 6%; with 50% employer match about $44,860 at 4% or $29,906 at 6%; with 100% employer match about $33,645 at 4% or $22,430 at 6%. |
| Heartwood Inc. Retirement Savings Plan | - | 14 | $1,139,881 | $37,682 | $2,692iApproximate average salary by contribution assumption: employee only about $67,289 at 4% or $44,860 at 6%; with 50% employer match about $44,860 at 4% or $29,906 at 6%; with 100% employer match about $33,645 at 4% or $22,430 at 6%. |
| 2009 | 1 | 16 | $1,060,057 | $44,900 | $2,806iApproximate average salary by contribution assumption: employee only about $70,156 at 4% or $46,771 at 6%; with 50% employer match about $46,771 at 4% or $31,181 at 6%; with 100% employer match about $35,078 at 4% or $23,385 at 6%. |
| Heartwood Inc. Retirement Savings Plan | - | 16 | $1,060,057 | $44,900 | $2,806iApproximate average salary by contribution assumption: employee only about $70,156 at 4% or $46,771 at 6%; with 50% employer match about $46,771 at 4% or $31,181 at 6%; with 100% employer match about $35,078 at 4% or $23,385 at 6%. |
| 2008 | 1 | 21 | $912,041 | $68,279 | $3,251iApproximate average salary by contribution assumption: employee only about $81,285 at 4% or $54,190 at 6%; with 50% employer match about $54,190 at 4% or $36,126 at 6%; with 100% employer match about $40,642 at 4% or $27,095 at 6%. |
| Heartwood Inc. Retirement Savings Plan | - | 21 | $912,041 | $68,279 | $3,251iApproximate average salary by contribution assumption: employee only about $81,285 at 4% or $54,190 at 6%; with 50% employer match about $54,190 at 4% or $36,126 at 6%; with 100% employer match about $40,642 at 4% or $27,095 at 6%. |
| 2007 | 1 | 20 | $1,368,819 | $74,797 | $3,740iApproximate average salary by contribution assumption: employee only about $93,496 at 4% or $62,331 at 6%; with 50% employer match about $62,331 at 4% or $41,554 at 6%; with 100% employer match about $46,748 at 4% or $31,165 at 6%. |
| Heartwood Inc. Retirement Savings Plan | - | 20 | $1,368,819 | $74,797 | $3,740iApproximate average salary by contribution assumption: employee only about $93,496 at 4% or $62,331 at 6%; with 50% employer match about $62,331 at 4% or $41,554 at 6%; with 100% employer match about $46,748 at 4% or $31,165 at 6%. |
| 2006 | 1 | 26 | $1,459,045 | $136,814 | $5,262iApproximate average salary by contribution assumption: employee only about $131,552 at 4% or $87,701 at 6%; with 50% employer match about $87,701 at 4% or $58,468 at 6%; with 100% employer match about $65,776 at 4% or $43,851 at 6%. |
| Heartwood Inc. Retirement Savings Plan | - | 26 | $1,459,045 | $136,814 | $5,262iApproximate average salary by contribution assumption: employee only about $131,552 at 4% or $87,701 at 6%; with 50% employer match about $87,701 at 4% or $58,468 at 6%; with 100% employer match about $65,776 at 4% or $43,851 at 6%. |
| 2005 | 1 | 24 | $1,126,777 | $105,835 | $4,410iApproximate average salary by contribution assumption: employee only about $110,245 at 4% or $73,497 at 6%; with 50% employer match about $73,497 at 4% or $48,998 at 6%; with 100% employer match about $55,122 at 4% or $36,748 at 6%. |
| Heartwood Inc. Retirement Savings Plan | - | 24 | $1,126,777 | $105,835 | $4,410iApproximate average salary by contribution assumption: employee only about $110,245 at 4% or $73,497 at 6%; with 50% employer match about $73,497 at 4% or $48,998 at 6%; with 100% employer match about $55,122 at 4% or $36,748 at 6%. |
| 2004 | 1 | 22 | $950,713 | $91,692 | $4,168iApproximate average salary by contribution assumption: employee only about $104,195 at 4% or $69,464 at 6%; with 50% employer match about $69,464 at 4% or $46,309 at 6%; with 100% employer match about $52,098 at 4% or $34,732 at 6%. |
| Heartwood Inc. Retirement Savings Plan | - | 22 | $950,713 | $91,692 | $4,168iApproximate average salary by contribution assumption: employee only about $104,195 at 4% or $69,464 at 6%; with 50% employer match about $69,464 at 4% or $46,309 at 6%; with 100% employer match about $52,098 at 4% or $34,732 at 6%. |
| 2003 | 1 | 22 | $763,080 | $59,732 | $2,715iApproximate average salary by contribution assumption: employee only about $67,877 at 4% or $45,252 at 6%; with 50% employer match about $45,252 at 4% or $30,168 at 6%; with 100% employer match about $33,939 at 4% or $22,626 at 6%. |
| Heartwood Inc. Retirement Savings Plan | - | 22 | $763,080 | $59,732 | $2,715iApproximate average salary by contribution assumption: employee only about $67,877 at 4% or $45,252 at 6%; with 50% employer match about $45,252 at 4% or $30,168 at 6%; with 100% employer match about $33,939 at 4% or $22,626 at 6%. |
| 2002 | 1 | 26 | $619,725 | $68,333 | $2,628iApproximate average salary by contribution assumption: employee only about $65,705 at 4% or $43,803 at 6%; with 50% employer match about $43,803 at 4% or $29,202 at 6%; with 100% employer match about $32,852 at 4% or $21,902 at 6%. |
| Heartwood Inc. Retirement Savings Plan | - | 26 | $619,725 | $68,333 | $2,628iApproximate average salary by contribution assumption: employee only about $65,705 at 4% or $43,803 at 6%; with 50% employer match about $43,803 at 4% or $29,202 at 6%; with 100% employer match about $32,852 at 4% or $21,902 at 6%. |
| 2001 | 1 | 20 | $0 | $0 | - |
| Heartwood Inc. Retirement Savings Plan | - | 20 | - | - | - |
| 2000 | 1 | 21 | $600,702 | $91,922 | $4,377iApproximate average salary by contribution assumption: employee only about $109,431 at 4% or $72,954 at 6%; with 50% employer match about $72,954 at 4% or $48,636 at 6%; with 100% employer match about $54,715 at 4% or $36,477 at 6%. |
| Heartwood Inc. Retirement Savings Plan | - | 21 | $600,702 | $91,922 | $4,377iApproximate average salary by contribution assumption: employee only about $109,431 at 4% or $72,954 at 6%; with 50% employer match about $72,954 at 4% or $48,636 at 6%; with 100% employer match about $54,715 at 4% or $36,477 at 6%. |