How big is Phoenix Heart, PLLC's plan?

Phoenix Heart, PLLC's plan reported $3.4M in assets and 50 participants for 2024.

Original filing (PDF)20251014180652NAL0007092530001

Phoenix Heart, PLLC

Name: Phoenix Heart, PLLC — Phoenix Heart, PLLC Cash, Form 5500 (2024)
Creator: Phoenix Heart, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Heart, PLLC Cash Balance Plan

Defined-benefit pension plan · Phoenix Heart, PLLC's Phoenix Heart, PLLC Cash Balance Plan held $3.4M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Phoenix Heart, PLLC's EIN is 86-0770482.

EIN 86-0770482

Plan number 003

Plan year 2024

ACK ID 20251014180652NAL0007092530001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix Heart, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Heart, PLLC's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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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

Knocking points off