Heart And Vascular Associates Llc 401(k) Plan: Login, Facts & Contact Information

Heart And Vascular Associates Llc 401(k) Plan Facts

Plan name
HEART AND VASCULAR ASSOCIATES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HEART AND VASCULAR ASSOCIATES LLC
Participants
16 (17 active employees)
Plan assets
$790,019 at Dec 31, 2024
Average account balance
$35,910 across 22 accounts
Employer contributions
$41,537 in plan year 2024 (26% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Sep 24, 2018
✓ 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-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 25, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $160,579 went into the plan in contributions, $41,537 of it from the employer (26%).
  • $22,685 was paid out to participants.
  • Investment and other income added $73,176.

How the Heart And Vascular Associates Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201910$429,586$17,272$0
202014$616,201$17,988$4,370
202119$292,940$20,130$502,862
202220$434,837$28,530$10,493
202326$580,032$34,693$76,925
202416$790,019$41,537$22,685

Heart And Vascular Associates Llc 401(k) Contact Information

Phone
618-889-3386
Mailing address
1940 EAST WILCOX DRIVE 102, SIERRA VISTA AZ 85635
Plan sponsor
HEART AND VASCULAR ASSOCIATES LLC
Employer identification number (EIN)
82-5120744
Plan number
001

Questions about the Heart And Vascular Associates Llc 401(k)

Does Heart And Vascular Associates Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $41,537, 26% of all contributions.

Does the Heart And Vascular Associates Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Heart And Vascular Associates Llc 401(k) plan?

16 participants at the start of plan year 2024, 17 of them active employees.

What is the average 401(k) balance at Heart And Vascular Associates Llc?

About $35,910 per account: $790,019 in plan assets across 22 accounts with a balance at the end of plan year 2024.

Who manages the Heart And Vascular Associates Llc 401(k) accounts?

Guideline is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Heart And Vascular Associates Llc. How do I access my 401(k)?

Your account stays with Guideline after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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