Logo

PHOENIX HEART, PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePHOENIX HEART, PLLC 401(K) PROFIT SHARING PLAN
Plan identification number 002

PHOENIX HEART, PLLC 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.
  • 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.
  • 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.
  • 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

PHOENIX HEART, PLLC has sponsored the creation of one or more 401k plans.

Company Name:PHOENIX HEART, PLLC
Employer identification number (EIN):860770482
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX HEART, PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA2015-09-08

Plan Statistics for PHOENIX HEART, PLLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PHOENIX HEART, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: PHOENIX HEART, PLLC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-14136
Total number of particpants at end of year2025-10-14138
Number of Participants With Account Balances2025-10-14122
2024: PHOENIX HEART, PLLC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1585
Total number of particpants at end of year2024-10-1587
Number of Participants With Account Balances2024-10-1570
2022: PHOENIX HEART, PLLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-11112
Total number of particpants at end of year2022-10-11116
Number of Participants With Account Balances2022-10-11116

Financial Data on PHOENIX HEART, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : PHOENIX HEART, PLLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-141032535
Net assets as of the end of the plan year2025-10-145274486
Total assets as of the beginning of the plan year2025-10-145229817
Value of plan covered by a fidelity bond2025-10-14500000
Participant contributions to plan in this plan year2025-10-14283716
Value of participant loans at end of plan year2025-10-1435622
Other income to plan in this plan year2025-10-14656088
Plan net income in this plan year2025-10-1444669
Net assets as of the end of the plan year2025-10-145274486
Net assets as of the beginning of the plan year2025-10-145229817
Employer contributions to plan in this plan year2025-10-14137400
Fees paid to broker by Benefit Provider2025-10-1419359
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1445966
2024 : PHOENIX HEART, PLLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-15363970
Net assets as of the end of the plan year2024-10-155229817
Total assets as of the beginning of the plan year2024-10-154272211
Value of plan covered by a fidelity bond2024-10-15450000
Participant contributions to plan in this plan year2024-10-15419166
Value of participant loans at end of plan year2024-10-1528337
Other income to plan in this plan year2024-10-15690354
Plan net income in this plan year2024-10-15957606
Net assets as of the end of the plan year2024-10-155229817
Net assets as of the beginning of the plan year2024-10-154272211
Employer contributions to plan in this plan year2024-10-15212056
Fees paid to broker by Benefit Provider2024-10-158797
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1543955
2022 : PHOENIX HEART, PLLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-110
Total liabilities as of the end of the plan year2022-10-110
Total liabilities as of the beginning of the plan year2022-10-110
Total expenses incurred by plan in this plan year2022-10-11319043
Net assets as of the end of the plan year2022-10-114540956
Total assets as of the beginning of the plan year2022-10-113658526
Value of plan covered by a fidelity bond2022-10-11165000
Participant contributions to plan in this plan year2022-10-11319159
Value of participant loans at end of plan year2022-10-1124349
Other expenses paid from plan in this plan year2022-10-110
Other contributions to plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-11395944
Plan net income in this plan year2022-10-11882430
Net assets as of the end of the plan year2022-10-114540956
Net assets as of the beginning of the plan year2022-10-113658526
Employer contributions to plan in this plan year2022-10-11486370
Fees paid to broker by Benefit Provider2022-10-11275
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-1125988

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup