Healthcare Trust Of America, Inc. 401(k) Plan (terminated 2023): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2023. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Healthcare Trust Of America, Inc. 401(k) Plan Facts (plan year 2023)

Plan name
HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HEALTHCARE TRUST OF AMERICA, INC.
Participants
128
Former employees with a balance
0
Recordkeeper
Admin. Group, Llc Dba Tag Resources
Plan year
Jan 1, 2023 – Aug 16, 2023
Plan established
Jan 1, 2012
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Aug 16, 2023), filed Jul 18, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $10,287 went into the plan in contributions.
  • $2.57 million was paid out to participants.
  • Investment and other income added $201,964.

How the Healthcare Trust Of America, Inc. 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018331$4.67 million$439,544$533,749
2019330$6.82 million$465,021$711,848
2020371$9.70 million$544,509$614,851
2021402$12.1 million$691,962$1.18 million
2022369$2.38 million$506,913$8.72 million
2023 (final)128$0$0$2.57 million

Healthcare Trust Of America, Inc. 401(k) Contact Information

Phone
480-998-3478
Mailing address
16435 N SCOTTSDALE RD, SUITE 320, SCOTTSDALE AZ 85254
Plan sponsor
HEALTHCARE TRUST OF AMERICA, INC.
Plan administrator
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Employer identification number (EIN)
20-4738467
Plan number
001

Questions about the Healthcare Trust Of America, Inc. 401(k)

Is the Healthcare Trust Of America, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2023.

Does Healthcare Trust Of America, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Healthcare Trust Of America, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Healthcare Trust Of America, Inc 401(k) plan?

128 participants at the start of plan year 2023.

Who manages the Healthcare Trust Of America, Inc 401(k) accounts?

ADMIN. GROUP, LLC DBA TAG RESOURCES is the plan's recordkeeper, which is where participants log in to see their balance.

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