· 2022–2024 · DOL EFAST2

TEXAS HEART & VASCULAR CARE PLLC — TEXAS HEART & VASCULAR CARE PLLC RETIREMENT, Form 5500 (2022)

Original filing (PDF)20231016123941NAL0037776273001

TEXAS HEART & VASCULAR CARE PLLC

Form 5500-SF

FILING_RECEIVED

TEXAS HEART & VASCULAR CARE PLLC RETIREMENT

401(k) retirement plan

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

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

54

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 TEXAS HEART & VASCULAR CARE PLLC.

Plan sponsor

Name

TEXAS HEART & VASCULAR CARE PLLC

EIN

85-1859837all filings

Address

1608 FAIR OAKS DR. · WESTLAKE, TX · 76262

Phone

(405) 816-5207

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

2023-10-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

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

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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