How big is Heritage Internal Medicine PC's plan?

Heritage Internal Medicine PC's plan reported $3.0M in assets and 16 participants for 2024.

Original filing (PDF)20251015013008NAL0001867107006

Heritage Internal Medicine PC

Name: Heritage Internal Medicine PC — Heritage Internal, Form 5500 (2024)
Creator: Heritage Internal Medicine PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Internal Medicine PC Profit Sharing Plan

401(k) retirement plan · Heritage Internal Medicine PC's Heritage Internal Medicine PC Profit Sharing Plan held $3.0M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Heritage Internal Medicine PC's EIN is 84-1450509.

EIN 84-1450509

Plan number 001

Plan year 2024

ACK ID 20251015013008NAL0001867107006

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage Internal Medicine PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Internal Medicine PC'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 HERITAGE INTERNAL MEDICINE PC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score