Jonathan Heistein, M.D., P.A.

Form 5500

JONATHAN HEISTEIN, M.D., P.A.

800 8th Ave., Ste. 400, Fort Worth, Tx 76104 (817) 820-0000 EIN:26-2879821 Plan Admin:Jonathan Heistein

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameJONATHAN HEISTEIN, M.D., P.A. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,433,658 / $1,582,224	2023	JONATHAN HEISTEIN, M.D., P.A. 401(K) PLAN - Plan #001	8 / 8	$1,433,658 / $1,582,224
2023	Plan NameJONATHAN HEISTEIN, M.D., P.A. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,164,485 / $1,480,485	2023	JONATHAN HEISTEIN, M.D., P.A. CASH BALANCE PENSION PLAN - Plan #002	10 / 10	$1,164,485 / $1,480,485
2022	Plan NameJONATHAN HEISTEIN, M.D., P.A. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,489,695 / $1,433,658	2022	JONATHAN HEISTEIN, M.D., P.A. 401(K) PLAN - Plan #001	8 / 8	$1,489,695 / $1,433,658
2022	Plan NameJONATHAN HEISTEIN, M.D., P.A. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,274,961 / $1,164,485	2022	JONATHAN HEISTEIN, M.D., P.A. CASH BALANCE PENSION PLAN - Plan #002	10 / 10	$1,274,961 / $1,164,485
2021	Plan NameJONATHAN HEISTEIN, M.D., P.A. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,294,082 / $1,489,695	2021	JONATHAN HEISTEIN, M.D., P.A. 401(K) PLAN - Plan #001	7 / 7	$1,294,082 / $1,489,695
2021	Plan NameJONATHAN HEISTEIN MD PA CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,115,387 / $1,274,961	2021	JONATHAN HEISTEIN MD PA CASH BALANCE PLAN - Plan #002	9 / 9	$1,115,387 / $1,274,961
2020	Plan NameJONATHAN HEISTEIN, M.D., P.A. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$1,106,553 / $1,294,082	2020	JONATHAN HEISTEIN, M.D., P.A. 401(K) PLAN - Plan #001	8 / 7	$1,106,553 / $1,294,082
2020	Plan NameJONATHAN HEISTEIN MD PA CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$903,143 / $1,115,387	2020	JONATHAN HEISTEIN MD PA CASH BALANCE PLAN - Plan #002	9 / 9	$903,143 / $1,115,387
2019	Plan NameJONATHAN HEISTEIN, M.D., P.A. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$893,502 / $1,106,553	2019	JONATHAN HEISTEIN, M.D., P.A. 401(K) PLAN - Plan #001	7 / 8	$893,502 / $1,106,553
2019	Plan NameJONATHAN HEISTEIN MD PA CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 9 Assets BOY/EOY$638,281 / $903,143	2019	JONATHAN HEISTEIN MD PA CASH BALANCE PLAN - Plan #002	8 / 9	$638,281 / $903,143