Heartflow, Inc. 401(K) Plan — Form 5500 plan (Heartflow, Inc.)
Plain-English plan 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, Heartflow, Inc. 401(K) Plan is a benefit plan reported by Heartflow, Inc. under EIN 26-0506743 and plan number 001. The latest loaded filing year is 2023. The filing reports 570 participants and $29,334,968 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heartflow, Inc.
- EIN
- 26-0506743
- Plan number
- 001
- Plan type
- 2
- Location
- Mountain View, CA
- Latest filing year
- 2023
- Participants
- 570
- End-of-year plan assets
- $29,334,968
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 570 | H, C | 20241009151438NAL0009341923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,334,968
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,334,968
- Net assets (BOY)
- $23,782,974
Income & contributions
- Employer contributions
- $922,672
- Participant contributions
- $5,533,923
- Total contributions
- $7,820,257
- Total income / additions
- $11,449,024
Expenses & distributions
- Benefits paid
- $5,744,239
- Administrative expenses
- $123,666
- Total expenses
- $5,897,030
- Net increase / (decrease)
- $5,551,994
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $53,028 | $0 | 2023 |
| Global Retirement Partne | INVESTMENT ADVISORY | $31,205 | $13,425 | 2023 |
| United 401k Plans In | CONTRACT ADMINISTRATOR | $7,665 | $21,537 | 2023 |
| The Vanguard Group | RECORDKEEPER | $18,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heartflow, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Mountain View, CA
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partne — Schedule C compensation
- United 401k Plans In — Schedule C compensation
- The Vanguard Group — Schedule C compensation