Heart Institute Of East Texas, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Heart Institute Of East Texas, P.A.
  • Sponsor EIN: 751893084
  • Sponsor Address: 310 GASLIGHT BLVD, LUFKIN, TX, 75904
  • Plan Type: 401(k)
  • Total Participants: 63
  • Total Assets: $14.1M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202463$14.1M$565,406$409,632
202356$11.8M$529,189$339,592
202252$9.6M$478,886$328,059

Similar Plans