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THE HEART RHYTHM INSTITUTE RETIREMENT PLAN 401k Plan overview

Plan NameTHE HEART RHYTHM INSTITUTE RETIREMENT PLAN
Plan identification number 001

THE HEART RHYTHM INSTITUTE RETIREMENT 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.
  • 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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 RHYTHM INSTITUTE OF OKLAHOMA has sponsored the creation of one or more 401k plans.

Company Name:THE HEART RHYTHM INSTITUTE OF OKLAHOMA
Employer identification number (EIN):680628860
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 RHYTHM INSTITUTE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES COMAN2024-02-07 JAMES COMAN2024-02-07
0012022-01-01JAMES COMAN2024-02-07 JAMES COMAN2024-02-07
0012021-01-01JAMES COMAN2022-07-05
0012020-01-01JAMES COMAN2021-07-28 JAMES COMAN2021-07-28
0012019-01-01J THOMAS2020-09-03 J THOMAS2020-09-03
0012018-01-01J THOMAS2019-07-17 J THOMAS2019-07-17
0012017-01-01J THOMAS2018-05-23 J THOMAS2018-05-23
0012016-01-01J THOMAS2017-07-11 J THOMAS2017-07-11
0012015-01-01J THOMAS2016-07-08 J THOMAS2016-07-08
0012014-01-01J THOMAS2015-06-10 J THOMAS2015-06-10
0012013-01-01J THOMAS2014-07-18 J THOMAS2014-07-18
0012012-01-01J THOMAS2013-02-11 J THOMAS2013-02-11
0012011-01-01JRYAN THOMAS2012-06-13 JRYAN THOMAS2012-06-13
0012010-01-01J THOMAS2011-07-06 J THOMAS2011-07-06

Financial Data on THE HEART RHYTHM INSTITUTE RETIREMENT PLAN

Measure Date Value
2024 : THE HEART RHYTHM INSTITUTE RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-02-070
Total liabilities as of the end of the plan year2024-02-070
Total liabilities as of the beginning of the plan year2024-02-070
Total expenses incurred by plan in this plan year2024-02-07412461
Net assets as of the end of the plan year2024-02-070
Total assets as of the beginning of the plan year2024-02-07403857
Other expenses paid from plan in this plan year2024-02-070
Other contributions to plan in this plan year2024-02-070
Other income to plan in this plan year2024-02-078604
Plan net income in this plan year2024-02-07-403857
Net assets as of the end of the plan year2024-02-070
Net assets as of the beginning of the plan year2024-02-07403857
Fees paid to broker by Benefit Provider2024-02-07616
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-07200
2022 : THE HEART RHYTHM INSTITUTE RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-050
Total liabilities as of the end of the plan year2022-07-050
Total liabilities as of the beginning of the plan year2022-07-050
Total expenses incurred by plan in this plan year2022-07-05803087
Net assets as of the end of the plan year2022-07-051279073
Total assets as of the beginning of the plan year2022-07-051811683
Participant contributions to plan in this plan year2022-07-0519011
Value of participant loans at end of plan year2022-07-0519401
Other expenses paid from plan in this plan year2022-07-050
Other contributions to plan in this plan year2022-07-050
Other income to plan in this plan year2022-07-05232455
Plan net income in this plan year2022-07-05-532610
Net assets as of the end of the plan year2022-07-051279073
Net assets as of the beginning of the plan year2022-07-051811683
Value of contributions failed to transmitted timely2022-07-055457
Employer contributions to plan in this plan year2022-07-0519011
Fees paid to broker by Benefit Provider2022-07-058460
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-05340

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