How many benefit plans does Hea Clinic, P.A. report on Form 5500?

Hea Clinic, P.A. (EIN 76-0512625) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Hea Clinic, P.A.?

The Employer Identification Number (EIN) reported for Hea Clinic, P.A. is 76-0512625.

What is the latest Form 5500 filing year for Hea Clinic, P.A.?

The latest loaded Form 5500 filing year for Hea Clinic, P.A. is 2023.

Hea Clinic, P.A. — 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, Hea Clinic, P.A. (EIN 76-0512625) is a plan sponsor located in Houston, TX 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: 76-0512625
Location: Houston, TX
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $61,696,243
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $61,696,243

Contributions & income

Employer contributions: $2,594,795
Participant contributions: $2,216,294
Total income / additions: $13,420,582

Expenses & distributions

Benefits paid / distributions: $7,162,754
Total expenses: $7,263,205
Net increase / (decrease): $6,157,377

Coverage

Total reported participants: 1,263
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Hea Clinic, P.A. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Hea Clinic, P.A. 401(K) Plan	001	704	$61,696,243	2023
Hea Clinic Pa Dba Houston Eye Associates Erisa Health & Welfare Plan	501	559	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Hea Clinic, P.A.
Year	Plan	Participants	Schedules	Filing
2023	Hea Clinic Pa Dba Houston Eye Associates Erisa Health & Welfare Plan	559	—	20240603104831NAL0038412962001
2023	Hea Clinic, P.A. 401(K) Plan	704	H, C	20241015135320NAL0014763251001