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HEART AND SOUL, INC. — HEART AND SOUL, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251011130455NAL0020120898001
HEART AND SOUL, INC.
Form 5500-SF
FILING_RECEIVED
HEART AND SOUL, INC. PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HEART AND SOUL, INC.
.
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Plan sponsor
Name
HEART AND SOUL, INC.
EIN
62-1533232
Address
C/O BLANKENSHIP CPA GROUP, PLLC · 215 WARD CIRCLE · BRENTWOOD, TN · 37027
Phone
(615) 373-3771
Industry
Arts, Entertainment, Recreation
see 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
2025-10-11
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2H · Partial participant-directed accounts
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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Helping the score
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