Original filing (PDF)20251015065831NAL0003944785001

HEART AND VASCULAR CLINIC INC.

Name: HEART AND VASCULAR CLINIC INC. — HEART AND VASCULAR CLINIC INC. PENSION PLAN, Form 5500 (2024)
Creator: HEART AND VASCULAR CLINIC INC.

Form 5500-SF

FILING_RECEIVED

HEART AND VASCULAR CLINIC INC. PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEART AND VASCULAR CLINIC INC..

Plan sponsor

Name

HEART AND VASCULAR CLINIC INC.

EIN

20-1501118

Address

1353 EAST MARKET STREET · WARREN, OH · 44483

Phone

(330) 399-3222

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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