2023 Form 5500 filing — Heidi A. Heras, M.D., P.C. 401k Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240821130201NAL0003921425001) for Heidi A. Heras, M.D., P.C. 401k Profit Sharing Plan, reported by Heidi A. Heras, M.D., P.C. under EIN 87-0627216 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240821130201NAL0003921425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heidi A. Heras, M.D., P.C.
- EIN
- 87-0627216
- Plan number
- 001
- Location
- American Fork, UT
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,559,948
- Net assets (EOY)
- $1,559,948
- Employer contributions
- $3,098
- Participant contributions
- $5,800
- Total income / additions
- $155,532
- Benefits paid
- $3,319
- Total expenses
- $3,319
- Net increase / (decrease)
- $152,213
- Schedule source
- Schedule I