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TAX DEFERRED ANNUITY PLAN OF HEARTLINE INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF HEARTLINE INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF HEARTLINE INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

HEARTLINE, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEARTLINE, INC.
Employer identification number (EIN):730800311
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF HEARTLINE INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01DOUG GIBSON2017-02-08
0012015-01-01MATT CORDRAY2016-05-26 KELLY NUTTER2016-05-26
0012014-01-01MATT CORDRAY2015-04-13 KELLY NUTTER2015-04-13
0012013-01-01MATT CORDRAY2014-05-16 KELLY NUTTER2014-05-16
0012012-01-01MATT CORDRAY2013-07-29 HEARTLINE, INC.2013-07-29
0012011-01-01MATT CORDRAY2012-07-30 MATT CORDRAY2012-07-30
0012010-01-01KELLY NUTTER2011-10-24 KELLY NUTTER2011-10-24

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF HEARTLINE INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF HEARTLINE INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF HEARTLINE INC. 2025 401k membership
Total number of particpants at beginning of year2025-06-12102
Total number of particpants at end of year2025-06-12119
Number of Participants With Account Balances2025-06-12107

Financial Data on TAX DEFERRED ANNUITY PLAN OF HEARTLINE INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF HEARTLINE INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-120
Total liabilities as of the end of the plan year2025-06-120
Total liabilities as of the beginning of the plan year2025-06-120
Total expenses incurred by plan in this plan year2025-06-1210797
Net assets as of the end of the plan year2025-06-12176126
Total assets as of the beginning of the plan year2025-06-120
Value of plan covered by a fidelity bond2025-06-1210000
Participant contributions to plan in this plan year2025-06-1266314
Value of participant loans at end of plan year2025-06-121217
Other expenses paid from plan in this plan year2025-06-120
Other contributions to plan in this plan year2025-06-1263901
Other income to plan in this plan year2025-06-12-605
Plan net income in this plan year2025-06-12176126
Net assets as of the end of the plan year2025-06-12176126
Net assets as of the beginning of the plan year2025-06-120
Employer contributions to plan in this plan year2025-06-1257313
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-123238

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