· 2022–2024 · DOL EFAST2

Beats Cardiology, PLLC — Beats Cardiology,401(k), Form 5500 (2025)

Original filing (PDF)20260427210238NAL0005112499001

Beats Cardiology, PLLC

Form 5500-SF

FILING_RECEIVED

Beats Cardiology,401(k) Plan

401(k) retirement plan · Beats Cardiology, PLLC's Beats Cardiology,401(k) Plan held $153K in plan assets for 5 participants in 2025.

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$153K

Net assets (EOY)

$153K

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

76

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 BEATS CARDIOLOGY, PLLC.

Plan sponsor

Name

BEATS CARDIOLOGY, PLLC

EIN

87-3263971all filings

Address

7713 SAN JACINTO PL. · SUITE 200 · PLANO, TX · 75024

Phone

(214) 929-8569

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Related plans

Similar-size Offices of Physicians plans

Santos Anesthesia Inc.

Santos Anesthesia Inc. 401(k)

$153K · 1 participants

Tony S. McClung, M.D. P.A.

Tony S. McClung, M.D., P.A., Profit Sharing Plan

$153K · 1 participants

California Surgical Medical Clinics Inc.

California Surgical Medical Clinics 401(k) Plan

$153K · 6 participants

J&G Medical 401(k) Plan

$153K · 3 participants

Koniver Wellness

Koniver Wellness 401(k) Plan

$152K · 8 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.