· 2022–2024 · DOL EFAST2

HEAL 360 PRIMARY CARE PLLC — HEAL 360 PRIMARY CARE PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)

Original filing (PDF)20241009081707NAL0009033747001

HEAL 360 PRIMARY CARE PLLC

Form 5500-SF

FILING_RECEIVED

HEAL 360 PRIMARY CARE PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

8

Accounts w/ balance

8

Plan assets (EOY)

$86K

Net assets (EOY)

$86K

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

61

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEAL 360 PRIMARY CARE PLLC.

Plan sponsor

Name

HEAL 360 PRIMARY CARE PLLC

EIN

81-1287992all filings

Address

1313 BRAVURA DR. · PLANO, TX · 75074

Phone

(972) 900-6009

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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