How big is Heartbase, Inc.'s plan?

Heartbase, Inc.'s plan reported $1.3M in assets and 15 participants for 2024.

Original filing (PDF)20250627123020NAL0014159792001

Heartbase, Inc.

Name: Heartbase, Inc. — Heartbase, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Heartbase, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heartbase, Inc. 401(k) Plan

401(k) retirement plan · Heartbase, Inc.'s Heartbase, Inc. 401(k) Plan held $1.3M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

John Ansay signed Heartbase, Inc.'s 2024 Form 5500 as plan administrator.

John Ansay — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heartbase, Inc.'s EIN is 36-4238275.

EIN 36-4238275

Plan number 001

Plan year 2024

ACK ID 20250627123020NAL0014159792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heartbase, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heartbase, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEARTBASE, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off