How big is Hearts South, P.C.'s plan?

Hearts South, P.C.'s plan reported $5.8M in assets and 21 participants for 2023.

Original filing (PDF)20240801151941NAL0013572147003

Hearts South, P.C.

Name: Hearts South, P.C. — Hearts South, P.C. 401(k) Plan, Form 5500 (2023)
Creator: Hearts South, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hearts South, P.C. 401(k) Plan

401(k) retirement plan · Hearts South, P.C.'s Hearts South, P.C. 401(k) Plan held $5.8M in plan assets for 21 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan identifiers

Hearts South, P.C.'s EIN is 63-0980505.

EIN 63-0980505

Plan number 001

Plan year 2023

ACK ID 20240801151941NAL0013572147003

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Hearts South, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Hearts South, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEARTS SOUTH, P.C..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

HEARTS SOUTH, P.C.

EIN

all filings

Address

1118 ROSS CLARK CIRLE, STE 403 · DOTHAN, AL · 36301

Phone

(334) 793-5672

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator