Original filing (PDF)20250828071855NAL0010167617001

LEXINGTON HEART SPECIALISTS, P.S.C.

Name: LEXINGTON HEART SPECIALISTS, P.S.C. — LEXINGTON HEART SPECIALISTS, PSC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LEXINGTON HEART SPECIALISTS, P.S.C.

Form 5500-SF

FILING_RECEIVED

LEXINGTON HEART SPECIALISTS, PSC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 LEXINGTON HEART SPECIALISTS, P.S.C..

Plan sponsor

Name

LEXINGTON HEART SPECIALISTS, P.S.C.

EIN

42-1631354

Address

1760 NICHOLASVILLE ROAD, SUITE 402 · LEXINGTON, KY · 40503

Phone

(859) 278-0383

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

LEXINGTON HEART SPECIALISTS, P.S.C.

EIN

42-1631354

City

LEXINGTON, KY

Phone

(859) 278-0383

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

2A · Age/service weighted or new comparability

2D · Offset of another plan

2J · 401(k) feature

2G · Total participant-directed accounts

2S · Automatic enrollment

2E · Profit-sharing

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

JAMES C.S. HAHN, M.D., INC.

JAMES C.S. HAHN, M.D., INC. PROFIT SHARING PLAN

$1.7M · 6 participants

FRANK P. CAMMISA, MD, PC

FRANK P. CAMMISA, MD, PC 401(K) PLAN

$1.7M · 49 participants

WAKE EAR, NOSE AND THROAT SPECIALISTS, PLLC

WAKE ENT 401(K) PLAN

$1.7M · 6 participants

HEALTHCARE MANAGEMENT CONSULTANTS, LLC

HEALTHCARE MANAGEMENT CONSULTANTS, LLC, 401K PLAN

$1.7M · 41 participants

JOSEPH PATANE, M,D.

JOSEPH PATANE, M.D., PROFIT SHARING PLAN