Heart Institute Of East Texas P. A. Employees Retirement Plan — Form 5500 plan (Heart Institute Of East Texas, P.A.)
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 Institute Of East Texas P. A. Employees Retirement Plan is a benefit plan reported by Heart Institute Of East Texas, P.A. under EIN 75-1893084 and plan number 002. The latest loaded filing year is 2023. The filing reports 66 participants and $11,786,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heart Institute Of East Texas, P.A.
- EIN
- 75-1893084
- Plan number
- 002
- Plan type
- 2
- Location
- Lufkin, TX
- Latest filing year
- 2023
- Participants
- 66
- End-of-year plan assets
- $11,786,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 66 | I | 20241004151235NAL0005789907001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,786,253
- Net assets (EOY)
- $11,786,253
- Net assets (BOY)
- $9,577,863
Income & contributions
- Employer contributions
- $529,189
- Participant contributions
- $339,592
- Total income / additions
- $2,303,991
Expenses & distributions
- Benefits paid
- $58,147
- Administrative expenses
- $37,454
- Total expenses
- $95,601
- Net increase / (decrease)
- $2,208,390
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.