THE HEART CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE HEART CENTER PC SAFE HARBOR 401K PLAN
| Measure | Date | Value |
|---|
| 2025: THE HEART CENTER PC SAFE HARBOR 401K PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-09-30 | 5 |
| Total number of particpants at end of year | 2025-09-30 | 5 |
| Number of Participants With Account Balances | 2025-09-30 | 5 |
| 2024: THE HEART CENTER PC SAFE HARBOR 401K PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-06-10 | 5 |
| Total number of particpants at end of year | 2024-06-10 | 5 |
| Number of Participants With Account Balances | 2024-06-10 | 5 |
| 2022: THE HEART CENTER PC SAFE HARBOR 401K PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-25 | 6 |
| Total number of particpants at end of year | 2022-07-25 | 6 |
| Number of Participants With Account Balances | 2022-07-25 | 5 |
| 2016: THE HEART CENTER PC SAFE HARBOR 401K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 4 |
| Number of participants with account balances | 2016-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: THE HEART CENTER PC SAFE HARBOR 401K PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: THE HEART CENTER PC SAFE HARBOR 401K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 4 |
| Number of participants with account balances | 2014-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: THE HEART CENTER PC SAFE HARBOR 401K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 6 |
| Number of participants with account balances | 2013-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: THE HEART CENTER PC SAFE HARBOR 401K PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 5 |
| Number of participants with account balances | 2012-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: THE HEART CENTER PC SAFE HARBOR 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 3 |
| Number of participants with account balances | 2011-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: THE HEART CENTER PC SAFE HARBOR 401K PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 3 |
| Number of participants with account balances | 2010-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : THE HEART CENTER PC SAFE HARBOR 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-30 | 498 |
| Net assets as of the end of the plan year | 2025-09-30 | 842971 |
| Total assets as of the beginning of the plan year | 2025-09-30 | 739391 |
| Value of plan covered by a fidelity bond | 2025-09-30 | 74000 |
| Participant contributions to plan in this plan year | 2025-09-30 | 31625 |
| Other income to plan in this plan year | 2025-09-30 | 60998 |
| Plan net income in this plan year | 2025-09-30 | 103580 |
| Net assets as of the end of the plan year | 2025-09-30 | 842971 |
| Net assets as of the beginning of the plan year | 2025-09-30 | 739391 |
| Employer contributions to plan in this plan year | 2025-09-30 | 11455 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-30 | 498 |
| 2024 : THE HEART CENTER PC SAFE HARBOR 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-10 | 9 |
| Net assets as of the end of the plan year | 2024-06-10 | 739391 |
| Total assets as of the beginning of the plan year | 2024-06-10 | 633655 |
| Value of plan covered by a fidelity bond | 2024-06-10 | 70000 |
| Participant contributions to plan in this plan year | 2024-06-10 | 32212 |
| Other income to plan in this plan year | 2024-06-10 | 62164 |
| Plan net income in this plan year | 2024-06-10 | 105736 |
| Net assets as of the end of the plan year | 2024-06-10 | 739391 |
| Net assets as of the beginning of the plan year | 2024-06-10 | 633655 |
| Employer contributions to plan in this plan year | 2024-06-10 | 11369 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-10 | 9 |
| 2022 : THE HEART CENTER PC SAFE HARBOR 401K PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-25 | 7 |
| Net assets as of the end of the plan year | 2022-07-25 | 675528 |
| Total assets as of the beginning of the plan year | 2022-07-25 | 564223 |
| Value of plan covered by a fidelity bond | 2022-07-25 | 70000 |
| Participant contributions to plan in this plan year | 2022-07-25 | 39689 |
| Other income to plan in this plan year | 2022-07-25 | 58038 |
| Plan net income in this plan year | 2022-07-25 | 111305 |
| Net assets as of the end of the plan year | 2022-07-25 | 675528 |
| Net assets as of the beginning of the plan year | 2022-07-25 | 564223 |
| Employer contributions to plan in this plan year | 2022-07-25 | 13585 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-25 | 7 |
| 2016 : THE HEART CENTER PC SAFE HARBOR 401K PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $53,237 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $270,833 |
| Total plan assets at beginning of year | 2016-12-31 | $217,596 |
| Value of fidelity bond covering the plan | 2016-12-31 | $27,100 |
| Total contributions received or receivable from participants | 2016-12-31 | $28,159 |
| Other income received | 2016-12-31 | $15,025 |
| Net income (gross income less expenses) | 2016-12-31 | $53,237 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $270,833 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $217,596 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $10,053 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : THE HEART CENTER PC SAFE HARBOR 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $23,462 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $217,596 |
| Total plan assets at beginning of year | 2015-12-31 | $194,134 |
| Value of fidelity bond covering the plan | 2015-12-31 | $21,219 |
| Total contributions received or receivable from participants | 2015-12-31 | $20,760 |
| Other income received | 2015-12-31 | $-3,937 |
| Net income (gross income less expenses) | 2015-12-31 | $23,462 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $217,596 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $194,134 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $6,639 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : THE HEART CENTER PC SAFE HARBOR 401K PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $38,173 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $56,229 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $56,079 |
| Total plan assets at end of year | 2014-12-31 | $194,134 |
| Total plan assets at beginning of year | 2014-12-31 | $212,190 |
| Value of fidelity bond covering the plan | 2014-12-31 | $21,219 |
| Total contributions received or receivable from participants | 2014-12-31 | $19,614 |
| Other income received | 2014-12-31 | $12,283 |
| Net income (gross income less expenses) | 2014-12-31 | $-18,056 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $194,134 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $212,190 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $6,276 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $150 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : THE HEART CENTER PC SAFE HARBOR 401K PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $52,180 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,692 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,617 |
| Total plan assets at end of year | 2013-12-31 | $212,190 |
| Total plan assets at beginning of year | 2013-12-31 | $161,702 |
| Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $20,195 |
| Other income received | 2013-12-31 | $25,511 |
| Net income (gross income less expenses) | 2013-12-31 | $50,488 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $212,190 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $161,702 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $6,474 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $75 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : THE HEART CENTER PC SAFE HARBOR 401K PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $49,251 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $161,702 |
| Total plan assets at beginning of year | 2012-12-31 | $112,451 |
| Value of fidelity bond covering the plan | 2012-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $23,795 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $9,869 |
| Other income received | 2012-12-31 | $7,592 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $49,251 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $161,702 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $112,451 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $7,995 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : THE HEART CENTER PC SAFE HARBOR 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $26,134 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $10 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $112,451 |
| Total plan assets at beginning of year | 2011-12-31 | $86,327 |
| Value of fidelity bond covering the plan | 2011-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $17,100 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $2,554 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $26,124 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $112,451 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $86,327 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $6,480 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $10 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : THE HEART CENTER PC SAFE HARBOR 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $16,939 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $18,367 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $18,367 |
| Total plan assets at end of year | 2010-12-31 | $86,327 |
| Total plan assets at beginning of year | 2010-12-31 | $87,755 |
| Value of fidelity bond covering the plan | 2010-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $19,892 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $-9,944 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $-1,428 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $86,327 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $87,755 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $6,991 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2016: THE HEART CENTER PC SAFE HARBOR 401K PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE HEART CENTER PC SAFE HARBOR 401K PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE HEART CENTER PC SAFE HARBOR 401K PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE HEART CENTER PC SAFE HARBOR 401K PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE HEART CENTER PC SAFE HARBOR 401K PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE HEART CENTER PC SAFE HARBOR 401K PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: THE HEART CENTER PC SAFE HARBOR 401K PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
