2023 Form 5500 filing — Heart And Vascular Care, Inc. 401(K) 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 20241014103915NAL0027049857001) for Heart And Vascular Care, Inc. 401(K) Retirement Plan, reported by Heart And Vascular Care, Inc. under EIN 20-8089449 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants149
Provider compensation$48K2 Schedule C row(s)$47,991
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014103915NAL0027049857001
Plan sponsor
Heart And Vascular Care, Inc.
EIN
20-8089449
Plan number
001
Location
Cumming, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$2.8M
Total expenses$198.8K
Benefits paid / distributions$150.8K
Contributions
Employer$716.4K
Participant$761.4K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$716,402
Participant contributions
$761,444
Total income / additions
$2,751,221
Benefits paid
$150,829
Administrative expenses
$47,992
Total expenses
$198,821
Net increase / (decrease)
$2,552,400
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $26.5K · Indirect $0
  2. 2
    Adp, Inc.$21.5K
    RECORD KEEPER · Direct $21.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014103915NAL0027049857001 cover?
It is the 2023 Form 5500 filing for Heart And Vascular Care, Inc. 401(K) Retirement Plan, reported by Heart And Vascular Care, Inc. (EIN 20-8089449).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages