Civic Intelligence

Heart Rate Inc.

Plan context: Heart Rate Inc. 401(K) Savings Plan

EIN 95-3323137 • Santa Ana, CA • 21 filings • 5 plans

1411 E. Wilshire Ave.Santa Ana, CA 92705
Current Snapshot

Latest Year

2023

2023 Participants

30

2023 Assets

$2,791,550

2023 Contributions

$90,206

Historical Graphs

Total Assets Over Time

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

$2,791,550$1,395,775$0200120142023YearValue
$2,791,550Latest year 2023

Participants Over Time

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

49250200120122023YearValue
30Latest year 2023

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
2023130$2,791,550$90,206$3,007iApproximate average salary by contribution assumption: employee only about $75,172 at 4% or $50,114 at 6%; with 50% employer match about $50,114 at 4% or $33,410 at 6%; with 100% employer match about $37,586 at 4% or $25,057 at 6%.
Heart Rate Inc. 401(K) Savings Plan-30$2,791,550$90,206$3,007iApproximate average salary by contribution assumption: employee only about $75,172 at 4% or $50,114 at 6%; with 50% employer match about $50,114 at 4% or $33,410 at 6%; with 100% employer match about $37,586 at 4% or $25,057 at 6%.
2021133$1,948,192$157,035$4,759iApproximate average salary by contribution assumption: employee only about $118,966 at 4% or $79,311 at 6%; with 50% employer match about $79,311 at 4% or $52,874 at 6%; with 100% employer match about $59,483 at 4% or $39,655 at 6%.
Heart Rate Inc. 401(K) Savings Plan-33$1,948,192$157,035$4,759iApproximate average salary by contribution assumption: employee only about $118,966 at 4% or $79,311 at 6%; with 50% employer match about $79,311 at 4% or $52,874 at 6%; with 100% employer match about $59,483 at 4% or $39,655 at 6%.
2020144$2,253,598$179,054$4,069iApproximate average salary by contribution assumption: employee only about $101,735 at 4% or $67,823 at 6%; with 50% employer match about $67,823 at 4% or $45,216 at 6%; with 100% employer match about $50,868 at 4% or $33,912 at 6%.
Heart Rate Inc. 401(K) Savings Plan-44$2,253,598$179,054$4,069iApproximate average salary by contribution assumption: employee only about $101,735 at 4% or $67,823 at 6%; with 50% employer match about $67,823 at 4% or $45,216 at 6%; with 100% employer match about $50,868 at 4% or $33,912 at 6%.
2019148$1,746,390$293,487$6,114iApproximate average salary by contribution assumption: employee only about $152,858 at 4% or $101,905 at 6%; with 50% employer match about $101,905 at 4% or $67,937 at 6%; with 100% employer match about $76,429 at 4% or $50,953 at 6%.
Heart Rate Inc. 401(K) Savings Plan-48$1,746,390$293,487$6,114iApproximate average salary by contribution assumption: employee only about $152,858 at 4% or $101,905 at 6%; with 50% employer match about $101,905 at 4% or $67,937 at 6%; with 100% employer match about $76,429 at 4% or $50,953 at 6%.
2018149$1,357,883$291,452$5,948iApproximate average salary by contribution assumption: employee only about $148,700 at 4% or $99,133 at 6%; with 50% employer match about $99,133 at 4% or $66,089 at 6%; with 100% employer match about $74,350 at 4% or $49,567 at 6%.
Heart Rate Inc. 401(K) Savings Plan-49$1,357,883$291,452$5,948iApproximate average salary by contribution assumption: employee only about $148,700 at 4% or $99,133 at 6%; with 50% employer match about $99,133 at 4% or $66,089 at 6%; with 100% employer match about $74,350 at 4% or $49,567 at 6%.
2017133$1,018,533$267,697$8,112iApproximate average salary by contribution assumption: employee only about $202,801 at 4% or $135,201 at 6%; with 50% employer match about $135,201 at 4% or $90,134 at 6%; with 100% employer match about $101,400 at 4% or $67,600 at 6%.
Heart Rate Inc. 401(K) Savings Plan-33$1,018,533$267,697$8,112iApproximate average salary by contribution assumption: employee only about $202,801 at 4% or $135,201 at 6%; with 50% employer match about $135,201 at 4% or $90,134 at 6%; with 100% employer match about $101,400 at 4% or $67,600 at 6%.
2016132$727,383$151,574$4,737iApproximate average salary by contribution assumption: employee only about $118,417 at 4% or $78,945 at 6%; with 50% employer match about $78,945 at 4% or $52,630 at 6%; with 100% employer match about $59,209 at 4% or $39,472 at 6%.
Heart Rate Inc. 401(K) Savings Plan-32$727,383$151,574$4,737iApproximate average salary by contribution assumption: employee only about $118,417 at 4% or $78,945 at 6%; with 50% employer match about $78,945 at 4% or $52,630 at 6%; with 100% employer match about $59,209 at 4% or $39,472 at 6%.
2015130$511,790$78,951$2,632iApproximate average salary by contribution assumption: employee only about $65,793 at 4% or $43,862 at 6%; with 50% employer match about $43,862 at 4% or $29,241 at 6%; with 100% employer match about $32,896 at 4% or $21,931 at 6%.
Heart Rate Inc. 401(K) Savings Plan-30$511,790$78,951$2,632iApproximate average salary by contribution assumption: employee only about $65,793 at 4% or $43,862 at 6%; with 50% employer match about $43,862 at 4% or $29,241 at 6%; with 100% employer match about $32,896 at 4% or $21,931 at 6%.
2014113$399,418$18,649$1,435iApproximate average salary by contribution assumption: employee only about $35,863 at 4% or $23,909 at 6%; with 50% employer match about $23,909 at 4% or $15,939 at 6%; with 100% employer match about $17,932 at 4% or $11,954 at 6%.
Heart Rate Inc. 401(K) Savings Plan-13$399,418$18,649$1,435iApproximate average salary by contribution assumption: employee only about $35,863 at 4% or $23,909 at 6%; with 50% employer match about $23,909 at 4% or $15,939 at 6%; with 100% employer match about $17,932 at 4% or $11,954 at 6%.
2013113$386,066$17,581$1,352iApproximate average salary by contribution assumption: employee only about $33,810 at 4% or $22,540 at 6%; with 50% employer match about $22,540 at 4% or $15,026 at 6%; with 100% employer match about $16,905 at 4% or $11,270 at 6%.
Heart Rate Inc. 401(K) Savings Plan-13$386,066$17,581$1,352iApproximate average salary by contribution assumption: employee only about $33,810 at 4% or $22,540 at 6%; with 50% employer match about $22,540 at 4% or $15,026 at 6%; with 100% employer match about $16,905 at 4% or $11,270 at 6%.
2012113$336,297$18,479$1,421iApproximate average salary by contribution assumption: employee only about $35,537 at 4% or $23,691 at 6%; with 50% employer match about $23,691 at 4% or $15,794 at 6%; with 100% employer match about $17,768 at 4% or $11,846 at 6%.
Heart Rate Inc. 401(K) Savings Plan-13$336,297$18,479$1,421iApproximate average salary by contribution assumption: employee only about $35,537 at 4% or $23,691 at 6%; with 50% employer match about $23,691 at 4% or $15,794 at 6%; with 100% employer match about $17,768 at 4% or $11,846 at 6%.
2011113$283,368$18,635$1,433iApproximate average salary by contribution assumption: employee only about $35,837 at 4% or $23,891 at 6%; with 50% employer match about $23,891 at 4% or $15,927 at 6%; with 100% employer match about $17,918 at 4% or $11,946 at 6%.
Heart Rate Inc. 401(K) Savings Plan-13$283,368$18,635$1,433iApproximate average salary by contribution assumption: employee only about $35,837 at 4% or $23,891 at 6%; with 50% employer match about $23,891 at 4% or $15,927 at 6%; with 100% employer match about $17,918 at 4% or $11,946 at 6%.
2010113$223,679$21,181$1,629iApproximate average salary by contribution assumption: employee only about $40,733 at 4% or $27,155 at 6%; with 50% employer match about $27,155 at 4% or $18,103 at 6%; with 100% employer match about $20,366 at 4% or $13,578 at 6%.
Heart Rate Inc. 401(K) Savings Plan-13$223,679$21,181$1,629iApproximate average salary by contribution assumption: employee only about $40,733 at 4% or $27,155 at 6%; with 50% employer match about $27,155 at 4% or $18,103 at 6%; with 100% employer match about $20,366 at 4% or $13,578 at 6%.
2009113$215,541$19,444$1,496iApproximate average salary by contribution assumption: employee only about $37,392 at 4% or $24,928 at 6%; with 50% employer match about $24,928 at 4% or $16,619 at 6%; with 100% employer match about $18,696 at 4% or $12,464 at 6%.
Heart Rate Inc. 401(K) Savings Plan-13$215,541$19,444$1,496iApproximate average salary by contribution assumption: employee only about $37,392 at 4% or $24,928 at 6%; with 50% employer match about $24,928 at 4% or $16,619 at 6%; with 100% employer match about $18,696 at 4% or $12,464 at 6%.
2007118$0$0-
Heart Rate Inc. 401(K) Savings Plan-18---
200619$0$0-
Heart Rate Inc. 401(K) Savings Plan-9---
2005110$126,452$21,291$2,129iApproximate average salary by contribution assumption: employee only about $53,228 at 4% or $35,485 at 6%; with 50% employer match about $35,485 at 4% or $23,657 at 6%; with 100% employer match about $26,614 at 4% or $17,743 at 6%.
Heart Rate Inc. 401(K) Savings Plan-10$126,452$21,291$2,129iApproximate average salary by contribution assumption: employee only about $53,228 at 4% or $35,485 at 6%; with 50% employer match about $35,485 at 4% or $23,657 at 6%; with 100% employer match about $26,614 at 4% or $17,743 at 6%.
2004110$108,501$21,069$2,107iApproximate average salary by contribution assumption: employee only about $52,673 at 4% or $35,115 at 6%; with 50% employer match about $35,115 at 4% or $23,410 at 6%; with 100% employer match about $26,336 at 4% or $17,558 at 6%.
Heart Rate Inc. 401(K) Savings Plan-10$108,501$21,069$2,107iApproximate average salary by contribution assumption: employee only about $52,673 at 4% or $35,115 at 6%; with 50% employer match about $35,115 at 4% or $23,410 at 6%; with 100% employer match about $26,336 at 4% or $17,558 at 6%.
2003115$0$0-
Heart Rate Inc. 401(K) Savings Plan-15---
2002115$60,900$28,915$1,928iApproximate average salary by contribution assumption: employee only about $48,192 at 4% or $32,128 at 6%; with 50% employer match about $32,128 at 4% or $21,419 at 6%; with 100% employer match about $24,096 at 4% or $16,064 at 6%.
Heart Rate Inc. 401(K) Savings Plan-15$60,900$28,915$1,928iApproximate average salary by contribution assumption: employee only about $48,192 at 4% or $32,128 at 6%; with 50% employer match about $32,128 at 4% or $21,419 at 6%; with 100% employer match about $24,096 at 4% or $16,064 at 6%.
2001117$11,126$12,364$727iApproximate average salary by contribution assumption: employee only about $18,182 at 4% or $12,122 at 6%; with 50% employer match about $12,122 at 4% or $8,081 at 6%; with 100% employer match about $9,091 at 4% or $6,061 at 6%.
Heart Rate Inc. 401(K) Savings Plan-17$11,126$12,364$727iApproximate average salary by contribution assumption: employee only about $18,182 at 4% or $12,122 at 6%; with 50% employer match about $12,122 at 4% or $8,081 at 6%; with 100% employer match about $9,091 at 4% or $6,061 at 6%.