Plan5500

Atlanta Heart Associates — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Atlanta Heart Associates (EIN 58-1990255) is a plan sponsor located in Mcdonough, GA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
58-1990255
Location
Mcdonough, GA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Atlanta Heart Associates

  • 2 loaded plans hold $15.3M in reported assets.
  • The largest, Atlanta Heart Associates, P.C. Amended Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 356 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.3MSummed across loaded plans$15,311,232
Total reported assets$15.3M$15,311,232
Total reported participants356
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$15.3M total assets
Net assets$15.3MLiabilities—
Contributions & income
Employer contributions$200K
Participant contributionsNot reported
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$1.1K
Total expenses$1.1K
Net increase / (decrease)$3.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Atlanta Heart Associates, P.C. Amended Profit Sharing Plan
Participants per plan178Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Atlanta Heart Associates, P.C. Amended Profit Sharing Plan$15.3M
    Plan #001 · 220 participants · 2023
  2. 2
    Atlanta Heart Associates Welfare Benefits Plannot reported in the loaded dataset
    Plan #510 · 136 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Atlanta Heart Associates. Open one for its full reported snapshot.

  1. 2023
    Atlanta Heart Associates, P.C. Amended Profit Sharing Plan220 participants · 2Sch H
    View filing →
  2. 2023
    Atlanta Heart Associates Welfare Benefits Plan136 participants · 2Sch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Atlanta Heart Associates report on Form 5500?
Atlanta Heart Associates (EIN 58-1990255) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Atlanta Heart Associates?
The Employer Identification Number (EIN) reported for Atlanta Heart Associates is 58-1990255.
What is the latest Form 5500 filing year for Atlanta Heart Associates?
The latest loaded Form 5500 filing year for Atlanta Heart Associates is 2023.

Related Form 5500 pages