Original filing (PDF)20250710083227NAL0003927411001

AMARILLO HEART INSTITUTE

Name: AMARILLO HEART INSTITUTE — AMARILLO HEART INSTITUTE 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: AMARILLO HEART INSTITUTE

Form 5500-SF

FILING_RECEIVED

AMARILLO HEART INSTITUTE 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMARILLO HEART INSTITUTE.

Plan sponsor

Name

AMARILLO HEART INSTITUTE

EIN

88-3862154

Address

1660 POINT WEST PARKWAY · AMARILLO, TX · 79124

Phone

(806) 553-9444

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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