Pima Heart Physicians, P.c. 401(k) Plan: Login, Facts & Contact Information
Pima Heart Physicians, P.c. 401(k) Login
36 former Pima Heart Physicians, P.c. employees still have money in this plan.
We don't have a verified login link for this plan's recordkeeper (Wealth Management Partners). Beagle can locate your account.
Retirement plan providers can change. This information is from the plan's 2022 filing.
Pima Heart Physicians, P.c. 401(k) Plan Facts
Source: Form 5500 for plan year 2022 (Jan 1, 2022 – Dec 31, 2022), filed Nov 15, 2024. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2022
- $2.23 million went into the plan in contributions.
- $5.59 million was paid out to participants.
- Administrative expenses were $78,468, about $165 per account.
How the Pima Heart Physicians, P.c. 401(k) changed, 2017–2022
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2017 | 296 | $28.0 million | $1.46 million | $291,634 |
| 2018 | 324 | $27.2 million | $1.54 million | $2.21 million |
| 2019 | 366 | $34.1 million | $1.74 million | $1.94 million |
| 2020 | 430 | $41.8 million | $2.13 million | $3.26 million |
| 2021 | 528 | $49.4 million | $2.29 million | $2.21 million |
| 2022 | 566 | $37.4 million | — | $5.59 million |
Pima Heart Physicians, P.c. 401(k) Contact Information
Questions about the Pima Heart Physicians, P.c. 401(k)
Does Pima Heart Physicians, P.c contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500.
Does the Pima Heart Physicians, P.c 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Pima Heart Physicians, P.c 401(k) plan?
566 participants at the start of plan year 2022, 473 of them active employees, and 36 former employees who still had money in the plan.
What is the average 401(k) balance at Pima Heart Physicians, P.c?
About $78,453 per account: $37.4 million in plan assets across 477 accounts with a balance at the end of plan year 2022.
Who manages the Pima Heart Physicians, P.c 401(k) accounts?
WEALTH MANAGEMENT PARTNERS is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Pima Heart Physicians, P.c. How do I access my 401(k)?
Your account stays with WEALTH MANAGEMENT PARTNERS 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.