How big is Heart MD, LLC's plan?

Heart MD, LLC's plan reported $306K in assets and 6 participants for 2024.

Original filing (PDF)20250902120848NAL0014234513001

Heart MD, LLC

Name: Heart MD, LLC — Heart MD Cash Balance Plan, Form 5500 (2024)
Creator: Heart MD, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heart MD Cash Balance Plan

Defined-benefit pension plan · Heart MD, LLC's Heart MD Cash Balance Plan held $306K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$306K

Net assets (EOY)

$306K

Plan identifiers

Heart MD, LLC's EIN is 45-2086082.

EIN 45-2086082

Plan number 002

Plan year 2024

ACK ID 20250902120848NAL0014234513001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heart MD, LLC's plan includes a defined-benefit pension formula, a cash-balance formula, life insurance.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

HEART MD, LLC

EIN

all filings

Address

404 CORDER ROAD, SUITE 400 · WARNER ROBINS, GA · 31088

Phone

(478) 257-5533

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

Welfare benefit codes

4B · Life insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Service providers (Schedule C)

Small plans don't disclose service providers

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