Heart Enterprises, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Heart Enterprises, INC.
  • Sponsor EIN: 461037280
  • Sponsor Address: 6650 GUNPARK DRIVE SUITE 200, BOULDER, CO, 80301
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $2.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$2.8M$26,834$52,244
20239$1.7M$21,343$53,164
20229$1.5M$0$45,032
201910$543,332$15,373$30,750
201810$413,180$11,025$19,950

Similar Plans