Original filing (PDF)20250527124444NAL0006035441001

POLARIS HEART & VASCULAR, PLLC

Name: POLARIS HEART & VASCULAR, PLLC — POLARIS HEART & VASCULAR CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: POLARIS HEART & VASCULAR, PLLC

Form 5500-SF

FILING_RECEIVED

POLARIS HEART & VASCULAR CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POLARIS HEART & VASCULAR, PLLC.

Plan sponsor

Name

POLARIS HEART & VASCULAR, PLLC

EIN

46-3499806

Address

1101 S. ARLINGTON RIDGE ROAD · APT 1105 · ARLINGTON, VA · 22202

Phone

(703) 967-2660

Industry

Offices of Physicians· Health Care & Social Assistancesee all

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

2025-05-27

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

1I · Frozen plan — no new benefit accrual

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

Related plans

Similar-size Offices of Physicians plans

MCNALLY SPINAL CARE, LLC

MCNALLY SPINAL CARE 401(K) PROFIT SHARING PLAN

$1.0M · 12 participants

NATIONAL CARDIOVASCULAR ASSOCIATES, LLC D/B/A PEAK HEART & VASCULAR

PEAK HEART & VASCULAR 401(K) PROFIT SHARING PLAN

$1.0M · 80 participants

EDWIN B. FULLER, M.D., INC.

EDWIN B. FULLER, M.D., INC. EMPLOYEE WELFARE BENEFIT PLAN

$1.0M · 1 participants

KIRKLAND FAMILY MEDICAL CENTER, PA

KIRKLAND FAMILY MEDICAL CENTER, PA RETIREMENT TRUST

$1.0M · 11 participants

THOMAS K. TASAKI, M.D., INC.