St. Louis Heart & Vascular 401k Plan — Form 5500 plan (St. Louis Heart & Vascular, 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, St. Louis Heart & Vascular 401k Plan is a benefit plan reported by St. Louis Heart & Vascular, P.C. under EIN 43-1637707 and plan number 002. The latest loaded filing year is 2023. The filing reports 124 participants and $18,956,776 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Louis Heart & Vascular, P.C.
EIN
43-1637707
Plan number
002
Plan type
2
Location
Bridgeton, MO
Latest filing year
2023
Participants
124
End-of-year plan assets
$18,956,776

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124H, C20241014143439NAL0013458819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,956,776
Total liabilities (EOY)
$145,701
Net assets (EOY)
$18,811,075
Net assets (BOY)
$15,619,344

Income & contributions

Employer contributions
$258,466
Participant contributions
$510,059
Total contributions
$768,525
Total income / additions
$3,733,296

Expenses & distributions

Benefits paid
$469,627
Administrative expenses
$64,943
Total expenses
$541,565
Net increase / (decrease)
$3,191,731

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner & SmiBROKERAGE$33,700$9892023
Benefit Plans PlusTHIRD PARTY ADMINISTRATO$14,291$02023
American FundsRECORDKEEPER$1,350$02023

Related Form 5500 pages