Heart And Vascular Care, Inc. 401(K) Retirement Plan — Form 5500 plan (Heart And Vascular Care, 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, Heart And Vascular Care, Inc. 401(K) Retirement Plan is a benefit plan reported by Heart And Vascular Care, Inc. under EIN 20-8089449 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants149Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$48K2 Schedule C provider row(s)$47,991
Plan sponsor
Heart And Vascular Care, Inc.
EIN
20-8089449
Plan number
001
Plan type
2
Location
Cumming, GA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    149 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$6,044,220

Income & contributions

Employer contributions
$716,402
Participant contributions
$761,444
Total contributions
$1,513,198
Total income / additions
$2,751,221

Expenses & distributions

Benefits paid
$150,829
Administrative expenses
$47,992
Total expenses
$198,821
Net increase / (decrease)
$2,552,400
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 48%Participant 52%
Benefits paid ÷ total income5%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  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

Who sponsors the Heart And Vascular Care, Inc. 401(K) Retirement Plan?
Heart And Vascular Care, Inc. 401(K) Retirement Plan is reported as sponsored by Heart And Vascular Care, Inc. (EIN 20-8089449, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Heart And Vascular Care, Inc. 401(K) Retirement Plan?
The latest Form 5500 filing year loaded for Heart And Vascular Care, Inc. 401(K) Retirement Plan is 2023.
How many participants does Heart And Vascular Care, Inc. 401(K) Retirement Plan report?
Heart And Vascular Care, Inc. 401(K) Retirement Plan reports 149 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Heart And Vascular Care, Inc. 401(K) Retirement Plan?
Heart And Vascular Care, Inc. 401(K) Retirement Plan reports $0 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages