Original filing (PDF)20250506155026NAL0013726576001

HEART ASSOCIATES SURGERY, A MEDICAL GROUP

Name: HEART ASSOCIATES SURGERY, A MEDICAL GROUP — HEART ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HEART ASSOCIATES SURGERY, A MEDICAL GROUP

Form 5500-SF

FILING_RECEIVED

HEART ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEART ASSOCIATES SURGERY, A MEDICAL GROUP.

Plan sponsor

Name

HEART ASSOCIATES SURGERY, A MEDICAL GROUP

EIN

91-2017093

Address

911 OAK PARK BLVD. · SUITE 102 · PISMO BEACH, CA · 93449

Phone

(805) 556-6001

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator