Original filing (PDF)20251013124052NAL0002837890001

CIVIC HEART COMMUNITY SERVICES

Name: CIVIC HEART COMMUNITY SERVICES — CIVIC HEART COMMUNITY SERVICES 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: CIVIC HEART COMMUNITY SERVICES

Form 5500-SF

FILING_RECEIVED

CIVIC HEART COMMUNITY SERVICES 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 CIVIC HEART COMMUNITY SERVICES.

Plan sponsor

Name

CIVIC HEART COMMUNITY SERVICES

EIN

76-0297531

Address

3131 EMANCIPATION AVENUE · SUITE 400 · HOUSTON, TX · 770043110

Phone

(713) 374-1200

Industry

Other Services (ex. Public Admin)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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

AMERICAN BROTHERHOOD FOR THE BLIND

TAX DEFERRED ANNUITY PLAN OF AMERICAN BROTHERHOOD FOR THE BLIND

$1.4M · 2 participants

SENIOR RESOURCE CONNECTION

SENIOR RESOURCE CONNECTION PENSION PLAN

$1.4M · 19 participants

MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES

403(B) THRIFT PLAN FOR EMPLOYEES OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES

$1.4M · 24 participants

MAINE LONG TERM CARE OMBUDSMAN PROGRAM

MAINE LONG TERM CARE OMBUDSMAN PROGRAM RETIREMENT SAVINGS PLAN & TRUST

$1.4M · 22 participants