Civic Intelligence

Pacific Heart Institute

Plan context: Pacific Heart Institute 401(K) Ps Plan

EIN 95-4197006 • Santa Monica, CA • 30 filings • 4 plans

2001 Santa Monica BoulavardSuite 280 WSanta Monica, CA 90404
Current Snapshot

Latest Year

2024

2024 Participants

34

2024 Assets

$23,941,927

2024 Contributions

$932,500

Historical Graphs

Total Assets Over Time

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

$23,941,927$11,970,964$0199920122024YearValue
$23,941,927Latest year 2024

Participants Over Time

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

44220199920122024YearValue
34Latest 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
2024134$23,941,927$932,500$27,426iApproximate average salary by contribution assumption: employee only about $685,662 at 4% or $457,108 at 6%; with 50% employer match about $457,108 at 4% or $304,739 at 6%; with 100% employer match about $342,831 at 4% or $228,554 at 6%.
Pacific Heart Institute 401(K) Ps Plan-34$23,941,927$932,500$27,426iApproximate average salary by contribution assumption: employee only about $685,662 at 4% or $457,108 at 6%; with 50% employer match about $457,108 at 4% or $304,739 at 6%; with 100% employer match about $342,831 at 4% or $228,554 at 6%.
2023132$19,796,510$908,000$28,375iApproximate average salary by contribution assumption: employee only about $709,375 at 4% or $472,917 at 6%; with 50% employer match about $472,917 at 4% or $315,278 at 6%; with 100% employer match about $354,688 at 4% or $236,458 at 6%.
Pacific Heart Institute 401(K) Ps Plan-32$19,796,510$908,000$28,375iApproximate average salary by contribution assumption: employee only about $709,375 at 4% or $472,917 at 6%; with 50% employer match about $472,917 at 4% or $315,278 at 6%; with 100% employer match about $354,688 at 4% or $236,458 at 6%.
2022131$15,946,218$824,189$26,587iApproximate average salary by contribution assumption: employee only about $664,669 at 4% or $443,112 at 6%; with 50% employer match about $443,112 at 4% or $295,408 at 6%; with 100% employer match about $332,334 at 4% or $221,556 at 6%.
Pacific Heart Institute 401(K) Ps Plan-31$15,946,218$824,189$26,587iApproximate average salary by contribution assumption: employee only about $664,669 at 4% or $443,112 at 6%; with 50% employer match about $443,112 at 4% or $295,408 at 6%; with 100% employer match about $332,334 at 4% or $221,556 at 6%.
2021132$18,378,584$808,000$25,250iApproximate average salary by contribution assumption: employee only about $631,250 at 4% or $420,833 at 6%; with 50% employer match about $420,833 at 4% or $280,556 at 6%; with 100% employer match about $315,625 at 4% or $210,417 at 6%.
Pacific Heart Institute 401(K) Ps Plan-32$18,378,584$808,000$25,250iApproximate average salary by contribution assumption: employee only about $631,250 at 4% or $420,833 at 6%; with 50% employer match about $420,833 at 4% or $280,556 at 6%; with 100% employer match about $315,625 at 4% or $210,417 at 6%.
2020129$15,474,960$738,350$25,460iApproximate average salary by contribution assumption: employee only about $636,509 at 4% or $424,339 at 6%; with 50% employer match about $424,339 at 4% or $282,893 at 6%; with 100% employer match about $318,254 at 4% or $212,170 at 6%.
Pacific Heart Institute 401(K) Ps Plan-29$15,474,960$738,350$25,460iApproximate average salary by contribution assumption: employee only about $636,509 at 4% or $424,339 at 6%; with 50% employer match about $424,339 at 4% or $282,893 at 6%; with 100% employer match about $318,254 at 4% or $212,170 at 6%.
2019131$14,318,186$417,308$13,462iApproximate average salary by contribution assumption: employee only about $336,539 at 4% or $224,359 at 6%; with 50% employer match about $224,359 at 4% or $149,573 at 6%; with 100% employer match about $168,269 at 4% or $112,180 at 6%.
Pacific Heart Institute 401(K) Ps Plan-31$14,318,186$417,308$13,462iApproximate average salary by contribution assumption: employee only about $336,539 at 4% or $224,359 at 6%; with 50% employer match about $224,359 at 4% or $149,573 at 6%; with 100% employer match about $168,269 at 4% or $112,180 at 6%.
2018111$11,316,932$358,100$32,555iApproximate average salary by contribution assumption: employee only about $813,864 at 4% or $542,576 at 6%; with 50% employer match about $542,576 at 4% or $361,717 at 6%; with 100% employer match about $406,932 at 4% or $271,288 at 6%.
Pacific Heart Institute 401(K) Ps Plan-11$11,316,932$358,100$32,555iApproximate average salary by contribution assumption: employee only about $813,864 at 4% or $542,576 at 6%; with 50% employer match about $542,576 at 4% or $361,717 at 6%; with 100% employer match about $406,932 at 4% or $271,288 at 6%.
2017210$11,944,020$878,881$87,888iApproximate average salary by contribution assumption: employee only about $2,197,203 at 4% or $1,464,802 at 6%; with 50% employer match about $1,464,802 at 4% or $976,534 at 6%; with 100% employer match about $1,098,601 at 4% or $732,401 at 6%.
Pacific Heart Institute 401(K) Ps Plan-10$11,944,020$335,100$33,510iApproximate average salary by contribution assumption: employee only about $837,750 at 4% or $558,500 at 6%; with 50% employer match about $558,500 at 4% or $372,333 at 6%; with 100% employer match about $418,875 at 4% or $279,250 at 6%.
PACIFIC HEART INSTITUTE CASH BALANCE PLAN-0$0$543,781-
201629$14,963,402$1,937,247$215,250iApproximate average salary by contribution assumption: employee only about $5,381,242 at 4% or $3,587,494 at 6%; with 50% employer match about $3,587,494 at 4% or $2,391,663 at 6%; with 100% employer match about $2,690,621 at 4% or $1,793,747 at 6%.
Pacific Heart Institute 401(K) Ps Plan-9$9,753,626$335,100$37,233iApproximate average salary by contribution assumption: employee only about $930,833 at 4% or $620,556 at 6%; with 50% employer match about $620,556 at 4% or $413,704 at 6%; with 100% employer match about $465,417 at 4% or $310,278 at 6%.
PACIFIC HEART INSTITUTE CASH BALANCE PLAN-9$5,209,776$1,602,147$178,016iApproximate average salary by contribution assumption: employee only about $4,450,408 at 4% or $2,966,939 at 6%; with 50% employer match about $2,966,939 at 4% or $1,977,959 at 6%; with 100% employer match about $2,225,204 at 4% or $1,483,469 at 6%.
201529$12,316,275$1,335,000$148,333iApproximate average salary by contribution assumption: employee only about $3,708,333 at 4% or $2,472,222 at 6%; with 50% employer match about $2,472,222 at 4% or $1,648,148 at 6%; with 100% employer match about $1,854,167 at 4% or $1,236,111 at 6%.
Pacific Heart Institute 401(K) Ps Plan-9$8,908,449$416,000$46,222iApproximate average salary by contribution assumption: employee only about $1,155,556 at 4% or $770,370 at 6%; with 50% employer match about $770,370 at 4% or $513,580 at 6%; with 100% employer match about $577,778 at 4% or $385,185 at 6%.
PACIFIC HEART INSTITUTE CASH BALANCE PLAN-9$3,407,826$919,000$102,111iApproximate average salary by contribution assumption: employee only about $2,552,778 at 4% or $1,701,852 at 6%; with 50% employer match about $1,701,852 at 4% or $1,134,568 at 6%; with 100% employer match about $1,276,389 at 4% or $850,926 at 6%.
2014210$11,964,182$2,761,893$276,189iApproximate average salary by contribution assumption: employee only about $6,904,733 at 4% or $4,603,155 at 6%; with 50% employer match about $4,603,155 at 4% or $3,068,770 at 6%; with 100% employer match about $3,452,366 at 4% or $2,301,578 at 6%.
Pacific Heart Institute 401(K) Ps Plan-10$9,737,902$499,340$49,934iApproximate average salary by contribution assumption: employee only about $1,248,350 at 4% or $832,233 at 6%; with 50% employer match about $832,233 at 4% or $554,822 at 6%; with 100% employer match about $624,175 at 4% or $416,117 at 6%.
PACIFIC HEART INSTITUTE CASH BALANCE PLAN-9$2,226,280$2,262,553$251,395iApproximate average salary by contribution assumption: employee only about $6,284,869 at 4% or $4,189,913 at 6%; with 50% employer match about $4,189,913 at 4% or $2,793,275 at 6%; with 100% employer match about $3,142,435 at 4% or $2,094,956 at 6%.
2013138$8,785,414$361,744$9,520iApproximate average salary by contribution assumption: employee only about $237,989 at 4% or $158,660 at 6%; with 50% employer match about $158,660 at 4% or $105,773 at 6%; with 100% employer match about $118,995 at 4% or $79,330 at 6%.
Pacific Heart Institute 401(K) Ps Plan-38$8,785,414$361,744$9,520iApproximate average salary by contribution assumption: employee only about $237,989 at 4% or $158,660 at 6%; with 50% employer match about $158,660 at 4% or $105,773 at 6%; with 100% employer match about $118,995 at 4% or $79,330 at 6%.
2012137$6,907,950$512,220$13,844iApproximate average salary by contribution assumption: employee only about $346,095 at 4% or $230,730 at 6%; with 50% employer match about $230,730 at 4% or $153,820 at 6%; with 100% employer match about $173,047 at 4% or $115,365 at 6%.
Pacific Heart Institute 401(K) Ps Plan-37$6,907,950$512,220$13,844iApproximate average salary by contribution assumption: employee only about $346,095 at 4% or $230,730 at 6%; with 50% employer match about $230,730 at 4% or $153,820 at 6%; with 100% employer match about $173,047 at 4% or $115,365 at 6%.
2011140$6,347,137$506,554$12,664iApproximate average salary by contribution assumption: employee only about $316,596 at 4% or $211,064 at 6%; with 50% employer match about $211,064 at 4% or $140,709 at 6%; with 100% employer match about $158,298 at 4% or $105,532 at 6%.
Pacific Heart Institute 401(K) Ps Plan-40$6,347,137$506,554$12,664iApproximate average salary by contribution assumption: employee only about $316,596 at 4% or $211,064 at 6%; with 50% employer match about $211,064 at 4% or $140,709 at 6%; with 100% employer match about $158,298 at 4% or $105,532 at 6%.
2010137$7,293,009$471,737$12,750iApproximate average salary by contribution assumption: employee only about $318,741 at 4% or $212,494 at 6%; with 50% employer match about $212,494 at 4% or $141,663 at 6%; with 100% employer match about $159,371 at 4% or $106,247 at 6%.
Pacific Heart Institute 401(K) Ps Plan-37$7,293,009$471,737$12,750iApproximate average salary by contribution assumption: employee only about $318,741 at 4% or $212,494 at 6%; with 50% employer match about $212,494 at 4% or $141,663 at 6%; with 100% employer match about $159,371 at 4% or $106,247 at 6%.
2009144$5,941,113$555,751$12,631iApproximate average salary by contribution assumption: employee only about $315,768 at 4% or $210,512 at 6%; with 50% employer match about $210,512 at 4% or $140,341 at 6%; with 100% employer match about $157,884 at 4% or $105,256 at 6%.
Pacific Heart Institute 401(K) Ps Plan-44$5,941,113$555,751$12,631iApproximate average salary by contribution assumption: employee only about $315,768 at 4% or $210,512 at 6%; with 50% employer match about $210,512 at 4% or $140,341 at 6%; with 100% employer match about $157,884 at 4% or $105,256 at 6%.
2008138$4,209,386$525,125$13,819iApproximate average salary by contribution assumption: employee only about $345,477 at 4% or $230,318 at 6%; with 50% employer match about $230,318 at 4% or $153,545 at 6%; with 100% employer match about $172,738 at 4% or $115,159 at 6%.
Pacific Heart Institute 401(K) Ps Plan-38$4,209,386$525,125$13,819iApproximate average salary by contribution assumption: employee only about $345,477 at 4% or $230,318 at 6%; with 50% employer match about $230,318 at 4% or $153,545 at 6%; with 100% employer match about $172,738 at 4% or $115,159 at 6%.
2007140$5,893,792$534,518$13,363iApproximate average salary by contribution assumption: employee only about $334,074 at 4% or $222,716 at 6%; with 50% employer match about $222,716 at 4% or $148,477 at 6%; with 100% employer match about $167,037 at 4% or $111,358 at 6%.
Pacific Heart Institute 401(K) Ps Plan-40$5,893,792$534,518$13,363iApproximate average salary by contribution assumption: employee only about $334,074 at 4% or $222,716 at 6%; with 50% employer match about $222,716 at 4% or $148,477 at 6%; with 100% employer match about $167,037 at 4% or $111,358 at 6%.
2006137$4,854,343$538,641$14,558iApproximate average salary by contribution assumption: employee only about $363,947 at 4% or $242,631 at 6%; with 50% employer match about $242,631 at 4% or $161,754 at 6%; with 100% employer match about $181,973 at 4% or $121,316 at 6%.
Pacific Heart Institute 401(K) Ps Plan-37$4,854,343$538,641$14,558iApproximate average salary by contribution assumption: employee only about $363,947 at 4% or $242,631 at 6%; with 50% employer match about $242,631 at 4% or $161,754 at 6%; with 100% employer match about $181,973 at 4% or $121,316 at 6%.
2005136$3,853,932$193,416$5,373iApproximate average salary by contribution assumption: employee only about $134,317 at 4% or $89,544 at 6%; with 50% employer match about $89,544 at 4% or $59,696 at 6%; with 100% employer match about $67,158 at 4% or $44,772 at 6%.
Pacific Heart Institute 401(K) Ps Plan-36$3,853,932$193,416$5,373iApproximate average salary by contribution assumption: employee only about $134,317 at 4% or $89,544 at 6%; with 50% employer match about $89,544 at 4% or $59,696 at 6%; with 100% employer match about $67,158 at 4% or $44,772 at 6%.
2004136$3,403,533$352,039$9,779iApproximate average salary by contribution assumption: employee only about $244,472 at 4% or $162,981 at 6%; with 50% employer match about $162,981 at 4% or $108,654 at 6%; with 100% employer match about $122,236 at 4% or $81,491 at 6%.
Pacific Heart Institute 401(K) Ps Plan-36$3,403,533$352,039$9,779iApproximate average salary by contribution assumption: employee only about $244,472 at 4% or $162,981 at 6%; with 50% employer match about $162,981 at 4% or $108,654 at 6%; with 100% employer match about $122,236 at 4% or $81,491 at 6%.
2003134$2,840,404$357,427$10,513iApproximate average salary by contribution assumption: employee only about $262,814 at 4% or $175,209 at 6%; with 50% employer match about $175,209 at 4% or $116,806 at 6%; with 100% employer match about $131,407 at 4% or $87,605 at 6%.
Pacific Heart Institute 401(K) Ps Plan-34$2,840,404$357,427$10,513iApproximate average salary by contribution assumption: employee only about $262,814 at 4% or $175,209 at 6%; with 50% employer match about $175,209 at 4% or $116,806 at 6%; with 100% employer match about $131,407 at 4% or $87,605 at 6%.
2002131$0$0-
Pacific Heart Institute 401(K) Ps Plan-31---
2001126$2,031,080$241,072$9,272iApproximate average salary by contribution assumption: employee only about $231,800 at 4% or $154,533 at 6%; with 50% employer match about $154,533 at 4% or $103,022 at 6%; with 100% employer match about $115,900 at 4% or $77,267 at 6%.
Pacific Heart Institute 401(K) Ps Plan-26$2,031,080$241,072$9,272iApproximate average salary by contribution assumption: employee only about $231,800 at 4% or $154,533 at 6%; with 50% employer match about $154,533 at 4% or $103,022 at 6%; with 100% employer match about $115,900 at 4% or $77,267 at 6%.
2000124$2,126,916$244,520$10,188iApproximate average salary by contribution assumption: employee only about $254,708 at 4% or $169,806 at 6%; with 50% employer match about $169,806 at 4% or $113,204 at 6%; with 100% employer match about $127,354 at 4% or $84,903 at 6%.
Pacific Heart Institute 401(K) Ps Plan-24$2,126,916$244,520$10,188iApproximate average salary by contribution assumption: employee only about $254,708 at 4% or $169,806 at 6%; with 50% employer match about $169,806 at 4% or $113,204 at 6%; with 100% employer match about $127,354 at 4% or $84,903 at 6%.
1999132$2,347,864$240,894$7,528iApproximate average salary by contribution assumption: employee only about $188,198 at 4% or $125,466 at 6%; with 50% employer match about $125,466 at 4% or $83,644 at 6%; with 100% employer match about $94,099 at 4% or $62,733 at 6%.
Pacific Heart Institute 401(K) Ps Plan-32$2,347,864$240,894$7,528iApproximate average salary by contribution assumption: employee only about $188,198 at 4% or $125,466 at 6%; with 50% employer match about $125,466 at 4% or $83,644 at 6%; with 100% employer match about $94,099 at 4% or $62,733 at 6%.