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THE HEART CENTER, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE HEART CENTER, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE HEART CENTER, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

THE HEART CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE HEART CENTER, INC.
Employer identification number (EIN):205728576
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about THE HEART CENTER, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1988-05-24
Company Identification Number: M82376
Legal Registered Office Address: 117 SOUTH GADSDEN ST.

TALLAHASSEE

32301

More information about THE HEART CENTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEART CENTER, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01THOMAS W. VON DOHLEN MD2023-08-08 THOMAS W. VON DOHLEN MD2023-08-08
0012021-01-01DONA RENE VON DOHLEN2022-07-11 DONA RENE VON DOHLEN2022-07-11
0012020-01-01THOMAS VON DOHLEN MD2021-07-19 THOMAS VON DOHLEN MD2021-07-19
0012019-01-01DONA RENE VON DOHLEN2020-07-22 DONA RENE VON DOHLEN2020-07-22
0012018-01-01DONA VON DOHLEN2019-05-23 DONA VON DOHLEN2019-05-23
0012017-01-01DONA VON DOHLEN2018-05-09 DONA VON DOHLEN2018-05-09
0012016-01-01THOMAS W. VON DOHLEN MD2017-05-31 THOMAS W. VON DOHLEN MD2017-05-31
0012015-01-01DONA VON DOHLEN2016-08-22 DONA VON DOHLEN2016-08-22
0012014-01-01DONA VON DOHLEN2015-04-20 DONA VON DOHLEN2015-04-20
0012013-01-01DONA VON DOHLEN2014-05-07 DONA VON DOHLEN2014-05-07
0012012-01-01DONA VON DOHLEN2013-03-31
0012011-01-01DONA VON DOHLEN2012-05-15
0012010-01-01DONA VON DOHLEN2011-03-15 DONA VON DOHLEN2011-03-15

Financial Data on THE HEART CENTER, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : THE HEART CENTER, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-14223914
Net assets as of the end of the plan year2025-10-143642301
Total assets as of the beginning of the plan year2025-10-143458093
Value of plan covered by a fidelity bond2025-10-14100000
Participant contributions to plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-1495685
Other income to plan in this plan year2025-10-14312437
Plan net income in this plan year2025-10-14184208
Net assets as of the end of the plan year2025-10-143642301
Net assets as of the beginning of the plan year2025-10-143458093
Employer contributions to plan in this plan year2025-10-140
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1421957
2024 : THE HEART CENTER, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-05-210
Total expenses incurred by plan in this plan year2024-05-2120989
Net assets as of the end of the plan year2024-05-213458093
Total assets as of the beginning of the plan year2024-05-213229781
Value of plan covered by a fidelity bond2024-05-21100000
Participant contributions to plan in this plan year2024-05-217824
Other income to plan in this plan year2024-05-21238724
Plan net income in this plan year2024-05-21228312
Net assets as of the end of the plan year2024-05-213458093
Net assets as of the beginning of the plan year2024-05-213229781
Employer contributions to plan in this plan year2024-05-212753
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2120989

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