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HEART RHYTHM SOCIETY, INC. RETIREMENT PLAN 401k Plan overview

Plan NameHEART RHYTHM SOCIETY, INC. RETIREMENT PLAN
Plan identification number 001

HEART RHYTHM SOCIETY, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HEART RHYTHM SOCIETY, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEART RHYTHM SOCIETY, INC.
Employer identification number (EIN):042694458
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEART RHYTHM SOCIETY, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01KATINA DAVIS2024-06-20
0012021-10-01KATINA DAVIS2023-06-26 KATINA DAVIS2023-06-26
0012020-10-01KATINA DAVIS2022-06-30 KATINA DAVIS2022-06-30
0012019-10-01CANDICE MARTIN2021-03-10 CANDICE MARTIN2021-03-10
0012018-10-01CANDICE MARTIN2020-01-23 CANDICE MARTIN2020-01-23
0012017-10-01TAMIKA HOOD2019-07-01 TYRENE HARALSON2019-06-28
0012016-10-01JASON PENG2018-02-01 JASON PENG2018-02-01
0012015-10-01JIASHENG PENG2017-04-13 JIASHENG PENG2017-04-13
0012014-10-01CHISTOPHER BUSKY2016-04-04 CHISTOPHER BUSKY2016-04-04
0012013-10-01CHRISTOPHER BUSKY2015-01-28 CHRISTOPHER BUSKY2015-01-28
0012012-10-01LISA VIENNA2014-01-13 LISA VIENNA2014-01-13
0012011-10-01LISA VIENNA2013-03-11 LISA VIENNA2013-03-11
0012011-01-01LISA VIENNA LISA VIENNA2012-04-03
0012010-01-01LISA VIENNA2011-08-15 LISA VIENNA2011-08-15

Financial Data on HEART RHYTHM SOCIETY, INC. RETIREMENT PLAN

Measure Date Value
2025 : HEART RHYTHM SOCIETY, INC. RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-165021
Total liabilities as of the end of the plan year2025-07-160
Total liabilities as of the beginning of the plan year2025-07-160
Total expenses incurred by plan in this plan year2025-07-16327798
Net assets as of the end of the plan year2025-07-169063908
Total assets as of the beginning of the plan year2025-07-166528448
Value of plan covered by a fidelity bond2025-07-16500000
Participant contributions to plan in this plan year2025-07-16612393
Value of participant loans at end of plan year2025-07-1685143
Other expenses paid from plan in this plan year2025-07-160
Other contributions to plan in this plan year2025-07-16167036
Other income to plan in this plan year2025-07-161802938
Plan net income in this plan year2025-07-162530439
Net assets as of the end of the plan year2025-07-169063908
Net assets as of the beginning of the plan year2025-07-166528448
Value of contributions failed to transmitted timely2025-07-164674
Employer contributions to plan in this plan year2025-07-16275870
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1641635
2023 : HEART RHYTHM SOCIETY, INC. RETIREMENT PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-06-260
Total liabilities as of the end of the plan year2023-06-260
Total liabilities as of the beginning of the plan year2023-06-260
Total expenses incurred by plan in this plan year2023-06-26830174
Net assets as of the end of the plan year2023-06-265082159
Total assets as of the beginning of the plan year2023-06-266200006
Value of plan covered by a fidelity bond2023-06-26500000
Participant contributions to plan in this plan year2023-06-26494318
Value of participant loans at end of plan year2023-06-262627
Other expenses paid from plan in this plan year2023-06-260
Other contributions to plan in this plan year2023-06-26163358
Other income to plan in this plan year2023-06-26-1210871
Plan net income in this plan year2023-06-26-1117847
Net assets as of the end of the plan year2023-06-265082159
Net assets as of the beginning of the plan year2023-06-266200006
Value of contributions failed to transmitted timely2023-06-264674
Employer contributions to plan in this plan year2023-06-26265522
Expensese paid to adminstrative service provicers from plan in this plan year2023-06-2633624
2011 : HEART RHYTHM SOCIETY, INC. RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-09-30$0
Total plan liabilities at end of year2011-09-30$0
Total plan liabilities at beginning of year2011-09-30$0
Total income from all sources2011-09-30$260,797
Expenses. Total of all expenses incurred2011-09-30$48,439
Benefits paid (including direct rollovers)2011-09-30$48,439
Total plan assets at end of year2011-09-30$1,300,521
Total plan assets at beginning of year2011-09-30$1,088,163
Value of fidelity bond covering the plan2011-09-30$500,000
Total contributions received or receivable from participants2011-09-30$242,693
Expenses. Other expenses not covered elsewhere2011-09-30$0
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$-140,703
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$212,358
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,300,521
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,088,163
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-09-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-09-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-09-30$0
Total contributions received or receivable from employer(s)2011-09-30$158,807
Value of certain deemed distributions of participant loans2011-09-30$0
Value of corrective distributions2011-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0

Form 5500 Responses for HEART RHYTHM SOCIETY, INC. RETIREMENT PLAN

2011: HEART RHYTHM SOCIETY, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2

Potentially related plans

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