2023 Form 5500 filing — Heart Institute Of East Texas P. A. Employees Retirement 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 20241004151235NAL0005789907001) for Heart Institute Of East Texas P. A. Employees Retirement Plan, reported by Heart Institute Of East Texas, P.A. under EIN 75-1893084 and plan number 002. It reports 66 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241004151235NAL0005789907001
Filing year
2023
Form type
2
Plan sponsor
Heart Institute Of East Texas, P.A.
EIN
75-1893084
Plan number
002
Location
Lufkin, TX
Participants
66
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,786,253
Net assets (EOY)
$11,786,253
Employer contributions
$529,189
Participant contributions
$339,592
Total income / additions
$2,303,991
Benefits paid
$58,147
Administrative expenses
$37,454
Total expenses
$95,601
Net increase / (decrease)
$2,208,390
Schedule source
Schedule I

Related Form 5500 pages