How big is Phoenix Cardiac Surgery, P.C.'s plan?

Phoenix Cardiac Surgery, P.C.'s plan reported $12.1M in assets and 14 participants for 2025.

Original filing (PDF)20260416161204NAL0012508403001

Phoenix Cardiac Surgery, P.C.

Name: Phoenix Cardiac Surgery, P.C. — Phoenix Cardiac, Form 5500 (2025)
Creator: Phoenix Cardiac Surgery, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Cardiac Surgery, P.C. 401(k) Plan and Trust

401(k) retirement plan · Phoenix Cardiac Surgery, P.C.'s Phoenix Cardiac Surgery, P.C. 401(k) Plan and Trust held $12.1M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.1M

Net assets (EOY)

$12.1M

Plan identifiers

Phoenix Cardiac Surgery, P.C.'s EIN is 86-0976831.

EIN 86-0976831

Plan number 001

Plan year 2025

ACK ID 20260416161204NAL0012508403001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Phoenix Cardiac Surgery, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Phoenix Cardiac Surgery, P.C.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score