THE HEART SPECIALISTS GROUP LLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

THE HEART SPECIALISTS GROUP LLC DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	THE HEART SPECIALISTS GROUP LLC
Employer identification number (EIN):	205724065
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	MADHU SALVAJI	2019-09-23	MADHU SALVAJI	2019-09-23
001	2017-01-01	MADHU SALVAJI	2018-09-30	MADHU SALVAJI	2018-09-30
001	2016-01-01	MADHU SALVAJI	2017-09-21	MADHU SALVAJI	2017-09-21
001	2015-01-01	MADHU SALVAJI	2016-09-27	MADHU SALVAJI	2016-09-27
001	2014-01-01	MADHU SALVAJI	2015-10-02	MADHU SALVAJI	2015-10-02
001	2013-01-01	MADHU SALVAJI	2014-10-10	MADHU SALVAJI	2014-10-10
001	2012-01-01	MADHU SALVAJI	2013-09-19	MADHU SALVAJI	2013-09-19
001	2011-01-01	MADHU SALVAJI	2012-10-09	MADHU SALVAJI	2012-10-09
001	2010-01-01	MADHU SALVAJI	2011-10-14	MADHU SALVAJI	2011-10-14

Plan Statistics for THE HEART SPECIALISTS GROUP LLC DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2022: THE HEART SPECIALISTS GROUP LLC DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,631,021
Acturial value of plan assets	2022-12-31	2,631,021
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	1,872,233
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	1,872,233
Total participant count	2022-12-31	5
Total funding target for all participants	2022-12-31	1,872,233
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	61,324
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	61,324
Present value of excess contributions	2022-12-31	112,201
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	118,664
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	76,765
Total employer contributions	2022-12-31	50,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	46,857
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	49,951
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	46,857
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: THE HEART SPECIALISTS GROUP LLC DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,013,609
Acturial value of plan assets	2021-12-31	2,013,609
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,604,640
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	1,604,640
Total participant count	2021-12-31	6
Total funding target for all participants	2021-12-31	1,604,640
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	46,916
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	46,916
Present value of excess contributions	2021-12-31	68,526
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	72,596
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	61,324
Total employer contributions	2021-12-31	120,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	112,201
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	102,854
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	112,201
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE HEART SPECIALISTS GROUP LLC DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,403,404
Acturial value of plan assets	2020-12-31	1,403,404
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,375,760
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	1,375,760
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	1,375,760
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	65,288
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	65,288
Present value of excess contributions	2020-12-31	6,002
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	6,351
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	24,816
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	46,916
Total employer contributions	2020-12-31	200,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	186,144
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	93,806
Net shortfall amortization installment of oustanding balance	2020-12-31	124,817
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	104,488
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	104,488
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	186,144
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE HEART SPECIALISTS GROUP LLC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,161,969
Acturial value of plan assets	2019-12-31	1,161,969
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,240,754
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	1,240,754
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	1,240,754
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	59,423
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	59,423
Present value of excess contributions	2019-12-31	144,302
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	152,989
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	65,288
Total employer contributions	2019-12-31	135,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	123,786
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	94,374
Net shortfall amortization installment of oustanding balance	2019-12-31	144,073
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	117,784
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	117,784
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	123,786
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE HEART SPECIALISTS GROUP LLC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,180,175
Acturial value of plan assets	2018-12-31	1,180,175
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	951,640
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	953,474
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	953,474
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	64,116
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	64,116
Present value of excess contributions	2018-12-31	180,427
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	191,668
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	59,423
Total employer contributions	2018-12-31	159,418
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	144,302
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	606
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	144,302
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE HEART SPECIALISTS GROUP LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,144,899
Acturial value of plan assets	2017-12-31	1,144,899
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	761,993
Number of active participants	2017-12-31	12
Total funding liabilities for active participants	2017-12-31	761,993
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	761,993
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	61,063
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	61,063
Present value of excess contributions	2017-12-31	35,970
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	38,283
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	64,116
Total employer contributions	2017-12-31	200,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	180,427
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	180,427
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE HEART SPECIALISTS GROUP LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,018,066
Acturial value of plan assets	2016-12-31	1,018,066
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	683,796
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	683,796
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	683,796
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	58,155
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	58,155
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	61,063
Total employer contributions	2016-12-31	40,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	35,970
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	35,970
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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• THE HEART CENTER, LLC CASH BALANCE PLAN [EIN = 743048237]
• THE HEART HEALTH CENTER PROFIT SHARING PLAN [EIN = 431775307]
• THE HEART DOCTOR, P.A. 401(K) PLAN [EIN = 752739331]
• THE HEART CENTER CARDIOLOGY, P.C. PROFIT SHARING SAVINGS PLAN [EIN = 631080763]
• THE HEARTHSIDE, A NURSING AND REHABILITATION CENTER WELFARE PLAN [EIN = 203916040]
• THE HEART CENTER PC SAFE HARBOR 401K PLAN [EIN = 660563169]
• THE HEART CENTER CAFETERIA PLAN [EIN = 264830493]
• THE HEART MATTERS FOSTER FAMIL 401 K PROFIT SHARING PLAN TRUST [EIN = 464463807]
• THE HEART FAILURE SPECIALISTS PENSION PLAN [EIN = 043702624]
• THE HEART CENTER 401K PLAN [EIN = 841313220]
• THE HEART CLINIC, P.C. 401(K) PROFIT SHARING PLAN [EIN = 581267754]
• THE HEART AND VASCULAR TEAM 401(K) PROFIT SHARING [EIN = 621803129]
• THE HEART GROUP'S GROUP HEALTH PLAN [EIN = 351776713]
• THE HEART GROUP, P.A. 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 222504772]
• THE HEART GROUP, LTD. WELFARE BENEFIT PLAN [EIN = 231929850]
• THE HEART CENTER OF SOUTHERN CALIFORNIA, INC. DEFINED BENEFIT PENSION PLAN [EIN = 710933904]
• THE HEART GROUP EMPLOYEE 401(K) PROFIT SHARING PLAN [EIN = 203144511]
• THE HEART DOCTOR, P.A. DEFINED BENEFIT PENSION PLAN [EIN = 752739331]
• THE HEART CENTER, P.C. PROFIT SHARING PLAN [EIN = 631173013]
• THE HEART CENTER OF EASTERN CAROLINA, PLLC PROFIT SHARING PLAN [EIN = 561901121]
• THE HEART CLINIC, APMC 401(K) PLAN [EIN = 721391028]
• THE HEART AND VASCULAR CENTER OF SARASOTA, INC. PENSION PLAN [EIN = 753072541]
• THE HEART CENTER 401(K) PLAN [EIN = 823963017]
• THE HEART CLINIC PC DEFINED BENEFIT PENSION PLAN [EIN = 831647742]
• THE HEART CLINIC PC PROFIT SHARING PLAN [EIN = 831647742]
• THE HEART 401(K) PLAN [EIN = 843150326]
• THE HEART CENTER, PLLC CASH BALANCE PLAN [EIN = 823963017]
• THE HEART MATTERS FOSTER FAMILY AGENCY DEFINED BENEFIT PENSION PLAN [EIN = 464463807]
• THE HEART OF THE MATTER FAMILY COUNSELING 401(K) PLAN [EIN = 833159563]
• THE HEART CENTER OF MEMPHIS CASH BALANCE PLAN [EIN = 200647900]

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