Southern Heart Clinic, Inc

Form 5500

SOUTHERN HEART CLINIC, INC.

11100 Warner Avenue, Suite 162, Fountain Valley, Ca 92708 (714) 343-7575 EIN:03-0600422 Plan Admin:Paul T. Truong, M.D.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSOUTHERN HEART CLINIC, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$696,025 / $936,025	2022	SOUTHERN HEART CLINIC, INC. CASH BALANCE PENSION PLAN - Plan #002	6 / 6	$696,025 / $936,025
2022	Plan NameSOUTHERN HEART CLINIC, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 16 Assets BOY/EOY$115,648 / $151,605	2022	SOUTHERN HEART CLINIC, INC. 401(K) PROFIT SHARING PLAN - Plan #001	15 / 16	$115,648 / $151,605
2021	Plan NameSOUTHERN HEART CLINIC, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$362,261 / $696,025	2021	SOUTHERN HEART CLINIC, INC. CASH BALANCE PENSION PLAN - Plan #002	6 / 6	$362,261 / $696,025
2021	Plan NameSOUTHERN HEART CLINIC, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$70,625 / $115,648	2021	SOUTHERN HEART CLINIC, INC. 401(K) PROFIT SHARING PLAN - Plan #001	13 / 14	$70,625 / $115,648
2020	Plan NameSOUTHERN HEART CLINIC, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY4 / 6 Assets BOY/EOY$170,280 / $362,261	2020	SOUTHERN HEART CLINIC, INC. CASH BALANCE PENSION PLAN - Plan #002	4 / 6	$170,280 / $362,261
2020	Plan NameSOUTHERN HEART CLINIC, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$29,720 / $70,625	2020	SOUTHERN HEART CLINIC, INC. 401(K) PROFIT SHARING PLAN - Plan #001	13 / 13	$29,720 / $70,625
2019	Plan NameSOUTHERN HEART CLINIC, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY0 / 4 Assets BOY/EOY$0 / $170,280	2019	SOUTHERN HEART CLINIC, INC. CASH BALANCE PENSION PLAN - Plan #002	0 / 4	$0 / $170,280
2019	Plan NameSOUTHERN HEART CLINIC, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$0 / $29,720	2019	SOUTHERN HEART CLINIC, INC. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 10	$0 / $29,720