Atlanta Heart Specialists, LLC 401(K) Plan — Form 5500 plan (Atlanta Heart Specialists, LLC)

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, Atlanta Heart Specialists, LLC 401(K) Plan is a benefit plan reported by Atlanta Heart Specialists, LLC under EIN 58-2563008 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $17,841,013 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atlanta Heart Specialists, LLC
EIN
58-2563008
Plan number
001
Plan type
2
Location
East Tucker, GA
Latest filing year
2023
Participants
189
End-of-year plan assets
$17,841,013

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20241011144124NAL0022059265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,841,013
Total liabilities (EOY)
$0
Net assets (EOY)
$17,841,013
Net assets (BOY)
$15,013,019

Income & contributions

Employer contributions
$354,353
Participant contributions
$592,047
Total contributions
$946,400
Total income / additions
$3,141,707

Expenses & distributions

Benefits paid
$246,793
Administrative expenses
$66,920
Total expenses
$313,713
Net increase / (decrease)
$2,827,994

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kinwell LLCINVESTMENT ADVISOR$62,647not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAN$0$5,4292023

Related Form 5500 pages