Original filing (PDF)20241015104042NAL0055619490001

MARK A. HEARD M.D.

Name: MARK A. HEARD M.D. — MARK A. HEARD, M.D. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MARK A. HEARD M.D.

Form 5500-SF

FILING_RECEIVED

MARK A. HEARD, M.D. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARK A. HEARD M.D..

Plan sponsor

Name

MARK A. HEARD M.D.

EIN

74-2363954

Address

197 PEARL VALLEY DR · KERENS, TX · 751446215

Phone

(361) 894-3084

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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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