Heidi A. Heras, M.D., P.C. 401k Profit Sharing Plan — Form 5500 plan (Heidi A. Heras, M.D., P.C.)
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, Heidi A. Heras, M.D., P.C. 401k Profit Sharing Plan is a benefit plan reported by Heidi A. Heras, M.D., P.C. under EIN 87-0627216 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,559,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heidi A. Heras, M.D., P.C.
- EIN
- 87-0627216
- Plan number
- 001
- Plan type
- 2
- Location
- American Fork, UT
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,559,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240821130201NAL0003921425001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,559,948
- Net assets (EOY)
- $1,559,948
- Net assets (BOY)
- $1,407,735
Income & contributions
- Employer contributions
- $3,098
- Participant contributions
- $5,800
- Total income / additions
- $155,532
Expenses & distributions
- Benefits paid
- $3,319
- Total expenses
- $3,319
- Net increase / (decrease)
- $152,213
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.