Original filing (PDF)20231012112130NAL0031712017002

HEART & VASCULAR PARTNERS

Name: HEART & VASCULAR PARTNERS — HEART & VASCULAR/SPECIALTY MEDCARE 401(K) PLAN, Form 5500 (2022)
Creator: HEART & VASCULAR PARTNERS

Form 5500-SF

FILING_RECEIVED

HEART & VASCULAR/SPECIALTY MEDCARE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

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 HEART & VASCULAR PARTNERS.

Plan sponsor

Name

HEART & VASCULAR PARTNERS

EIN

76-0564528

Address

755 NORTH 11TH STREET, SUITE P2200 · BEAUMONT, TX · 77702

Phone

(409) 923-5171

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-12

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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