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THE HEART CENTER 401K PLAN 401k Plan overview

Plan NameTHE HEART CENTER 401K PLAN
Plan identification number 002

THE HEART CENTER 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

THE HEART CENTER OF NORTHERN ANNE has sponsored the creation of one or more 401k plans.

Company Name:THE HEART CENTER OF NORTHERN ANNE
Employer identification number (EIN):521459235
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEART CENTER 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01MARC OKUN2020-10-14
0022018-01-01MARC OKUN2019-09-20
0022017-01-01MARC OKUN2018-09-24
0022016-01-01MARC OKUN2017-07-14
0022015-01-01MARC OKUN2016-09-30
0022014-01-01MARC OKUN2015-09-01
0022013-01-01MARC OKUN2014-10-10
0022012-01-01MARC OKUN2013-09-13
0022011-01-01MARC OKUN2012-06-01
0022010-01-01MARC OKUN2011-07-28

Financial Data on THE HEART CENTER 401K PLAN

Measure Date Value
2025 : THE HEART CENTER 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-14421715
Net assets as of the end of the plan year2025-05-1418584599
Total assets as of the beginning of the plan year2025-05-1415528651
Value of plan covered by a fidelity bond2025-05-14500000
Participant contributions to plan in this plan year2025-05-14139535
Value of participant loans at end of plan year2025-05-142202
Other income to plan in this plan year2025-05-143284821
Plan net income in this plan year2025-05-143055948
Net assets as of the end of the plan year2025-05-1418584599
Net assets as of the beginning of the plan year2025-05-1415528651
Employer contributions to plan in this plan year2025-05-1453307
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1433711
2024 : THE HEART CENTER 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-02152552
Net assets as of the end of the plan year2024-10-0215528651
Total assets as of the beginning of the plan year2024-10-0212572220
Value of plan covered by a fidelity bond2024-10-02500000
Participant contributions to plan in this plan year2024-10-02147808
Value of participant loans at end of plan year2024-10-0213099
Other contributions to plan in this plan year2024-10-0235267
Other income to plan in this plan year2024-10-022815908
Plan net income in this plan year2024-10-022956431
Net assets as of the end of the plan year2024-10-0215528651
Net assets as of the beginning of the plan year2024-10-0212572220
Employer contributions to plan in this plan year2024-10-02110000
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0228830
2022 : THE HEART CENTER 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-22294649
Net assets as of the end of the plan year2022-07-2215749156
Total assets as of the beginning of the plan year2022-07-2213148930
Value of plan covered by a fidelity bond2022-07-22500000
Participant contributions to plan in this plan year2022-07-22171521
Value of participant loans at end of plan year2022-07-224453
Other income to plan in this plan year2022-07-222613354
Plan net income in this plan year2022-07-222600226
Net assets as of the end of the plan year2022-07-2215749156
Net assets as of the beginning of the plan year2022-07-2213148930
Employer contributions to plan in this plan year2022-07-22110000
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2239162

Potentially related plans

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