How big is Jefferson Heart, P. A.'s plan?

Jefferson Heart, P. A.'s plan reported $237K in assets and 2 participants for 2024.

Original filing (PDF)20250801202121NAL0016599810001

Jefferson Heart, P. A.

Name: Jefferson Heart, P. A. — Jefferson Heart, P. A., Form 5500 (2024)
Creator: Jefferson Heart, P. A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jefferson Heart, P. A. Profit Sharing Plan

401(k) retirement plan · Jefferson Heart, P. A.'s Jefferson Heart, P. A. Profit Sharing Plan held $237K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$237K

Net assets (EOY)

$237K

Plan identifiers

Jefferson Heart, P. A.'s EIN is 71-0825751.

EIN 71-0825751

Plan number 001

Plan year 2024

ACK ID 20250801202121NAL0016599810001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jefferson Heart, P. A.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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