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HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameHEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN
Plan identification number 002

HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HEART INSTITUTE OF EAST TEXAS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:HEART INSTITUTE OF EAST TEXAS, P.A.
Employer identification number (EIN):751893084
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about HEART INSTITUTE OF EAST TEXAS, P.A.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1983-06-27
Company Identification Number: 0080915203
Legal Registered Office Address: 310 GASLIGHT BLVD

LUFKIN
United States of America (USA)
75904

More information about HEART INSTITUTE OF EAST TEXAS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01FELIPE HERNANDEZ
0022016-01-01FELIPE HERNANDEZ
0022015-01-01
0022014-01-01SHERRY SIMMONS2015-09-13
0022013-01-01UYEN PHUNG2014-09-17
0022009-01-01RAVINDER BACHIREDDY OR J.S. CHANDRA
0022009-01-01RAVINDER R. BACHIREDDY

Plan Statistics for HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022: HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0168
Total number of active participants reported on line 7a of the Form 55002022-01-0152
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0166
Number of participants with account balances2022-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0177
Total number of active participants reported on line 7a of the Form 55002021-01-0148
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0168
Number of participants with account balances2021-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0179
Total number of active participants reported on line 7a of the Form 55002020-01-0152
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0177
Number of participants with account balances2020-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0185
Total number of active participants reported on line 7a of the Form 55002019-01-0160
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0179
Number of participants with account balances2019-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0156
Total number of active participants reported on line 7a of the Form 55002018-01-0164
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0185
Number of participants with account balances2018-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0153
Total number of active participants reported on line 7a of the Form 55002017-01-0141
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0156
Number of participants with account balances2017-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0172
Total number of active participants reported on line 7a of the Form 55002016-01-0141
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0153
Number of participants with account balances2016-01-0148
2009: HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0150
Total number of active participants reported on line 7a of the Form 55002009-01-0145
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0150
Number of participants with account balances2009-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022 : HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total income from all sources2022-12-31$-771,351
Expenses. Total of all expenses incurred2022-12-31$592,688
Benefits paid (including direct rollovers)2022-12-31$555,187
Total plan assets at end of year2022-12-31$9,577,863
Total plan assets at beginning of year2022-12-31$10,941,902
Value of fidelity bond covering the plan2022-12-31$80,000
Total contributions received or receivable from participants2022-12-31$328,059
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,578,296
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,364,039
Net plan assets at end of year (total assets less liabilities)2022-12-31$9,577,863
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$10,941,902
Assets. Value of participant loans2022-12-31$21,308
Total contributions received or receivable from employer(s)2022-12-31$478,886
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$37,501
2021 : HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total income from all sources2021-12-31$2,028,428
Expenses. Total of all expenses incurred2021-12-31$1,095,478
Benefits paid (including direct rollovers)2021-12-31$1,078,086
Total plan assets at end of year2021-12-31$10,941,902
Total plan assets at beginning of year2021-12-31$10,008,952
Value of fidelity bond covering the plan2021-12-31$80,000
Total contributions received or receivable from participants2021-12-31$299,414
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,210,124
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$932,950
Net plan assets at end of year (total assets less liabilities)2021-12-31$10,941,902
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$10,008,952
Assets. Value of participant loans2021-12-31$40,303
Assets. Value of employer securities2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$518,890
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$17,392
2020 : HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,999,620
Expenses. Total of all expenses incurred2020-12-31$61,359
Benefits paid (including direct rollovers)2020-12-31$60,178
Total plan assets at end of year2020-12-31$10,008,952
Total plan assets at beginning of year2020-12-31$8,070,691
Value of fidelity bond covering the plan2020-12-31$80,000
Total contributions received or receivable from participants2020-12-31$272,796
Expenses. Other expenses not covered elsewhere2020-12-31$1,181
Contributions received from other sources (not participants or employers)2020-12-31$4,009
Other income received2020-12-31$1,303,069
Net income (gross income less expenses)2020-12-31$1,938,261
Net plan assets at end of year (total assets less liabilities)2020-12-31$10,008,952
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,070,691
Assets. Value of participant loans2020-12-31$49,365
Total contributions received or receivable from employer(s)2020-12-31$419,746
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,936,264
Expenses. Total of all expenses incurred2019-12-31$62,663
Benefits paid (including direct rollovers)2019-12-31$61,794
Total plan assets at end of year2019-12-31$8,070,692
Total plan assets at beginning of year2019-12-31$6,197,091
Value of fidelity bond covering the plan2019-12-31$80,000
Total contributions received or receivable from participants2019-12-31$304,839
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,298,159
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,873,601
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,070,692
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,197,091
Assets. Value of participant loans2019-12-31$46,274
Total contributions received or receivable from employer(s)2019-12-31$333,266
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$869
2018 : HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$831,563
Expenses. Total of all expenses incurred2018-12-31$1,085,046
Benefits paid (including direct rollovers)2018-12-31$1,083,809
Total plan assets at end of year2018-12-31$6,197,091
Total plan assets at beginning of year2018-12-31$6,450,574
Value of fidelity bond covering the plan2018-12-31$80,000
Total contributions received or receivable from participants2018-12-31$279,407
Expenses. Other expenses not covered elsewhere2018-12-31$1,237
Contributions received from other sources (not participants or employers)2018-12-31$176,425
Other income received2018-12-31$-360,578
Net income (gross income less expenses)2018-12-31$-253,483
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,197,091
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,450,574
Assets. Value of participant loans2018-12-31$49,133
Total contributions received or receivable from employer(s)2018-12-31$736,309
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,380,584
Expenses. Total of all expenses incurred2017-12-31$25,235
Benefits paid (including direct rollovers)2017-12-31$23,835
Total plan assets at end of year2017-12-31$6,450,574
Total plan assets at beginning of year2017-12-31$5,095,225
Value of fidelity bond covering the plan2017-12-31$80,000
Total contributions received or receivable from participants2017-12-31$232,496
Expenses. Other expenses not covered elsewhere2017-12-31$1,400
Other income received2017-12-31$833,299
Net income (gross income less expenses)2017-12-31$1,355,349
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,450,574
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,095,225
Assets. Value of participant loans2017-12-31$59,143
Total contributions received or receivable from employer(s)2017-12-31$314,789
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$706,260
Expenses. Total of all expenses incurred2016-12-31$30,797
Benefits paid (including direct rollovers)2016-12-31$30,503
Total plan assets at end of year2016-12-31$5,095,225
Total plan assets at beginning of year2016-12-31$4,419,762
Value of fidelity bond covering the plan2016-12-31$80,000
Total contributions received or receivable from participants2016-12-31$198,883
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$75,498
Other income received2016-12-31$311,313
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$675,463
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,095,225
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,419,762
Assets. Value of participant loans2016-12-31$23,293
Total contributions received or receivable from employer(s)2016-12-31$120,566
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$294
2009 : HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN

2022: HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2009: HEART INSTITUTE OF EAST TEXAS, P.A. EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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