Texas Heart Medical Group 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Texas Heart Medical Group
  • Sponsor EIN: 843475904
  • Sponsor Address: 6770 BERTNER AVENUE, MC 3-273, HOUSTON, TX, 77030
  • Plan Type: 401(k)
  • Total Participants: 68
  • Total Assets: $6.3M

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.
202468$6.3M$0$0
202370$6.3M$152,660$434,384
202268$9.6M$113,752$320,506

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