UPPER VALLEY FAMILY MEDICINE, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UPPER VALLEY FAMILY MEDICINE 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : UPPER VALLEY FAMILY MEDICINE 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-14 | 3191410 |
| Net assets as of the end of the plan year | 2025-10-14 | 0 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 3160299 |
| Participant contributions to plan in this plan year | 2025-10-14 | 38563 |
| Other expenses paid from plan in this plan year | 2025-10-14 | 0 |
| Other income to plan in this plan year | 2025-10-14 | -26192 |
| Plan net income in this plan year | 2025-10-14 | -3160299 |
| Net assets as of the end of the plan year | 2025-10-14 | 0 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 3160299 |
| Employer contributions to plan in this plan year | 2025-10-14 | 18740 |
| Fees paid to broker by Benefit Provider | 2025-10-14 | 1868 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 0 |
| 2024 : UPPER VALLEY FAMILY MEDICINE 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-17 | 47786 |
| Net assets as of the end of the plan year | 2024-06-17 | 2871784 |
| Total assets as of the beginning of the plan year | 2024-06-17 | 2323468 |
| Participant contributions to plan in this plan year | 2024-06-17 | 165987 |
| Other expenses paid from plan in this plan year | 2024-06-17 | 0 |
| Other income to plan in this plan year | 2024-06-17 | 376542 |
| Plan net income in this plan year | 2024-06-17 | 548316 |
| Net assets as of the end of the plan year | 2024-06-17 | 2871784 |
| Net assets as of the beginning of the plan year | 2024-06-17 | 2323468 |
| Employer contributions to plan in this plan year | 2024-06-17 | 53573 |
| Fees paid to broker by Benefit Provider | 2024-06-17 | 658 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-17 | 0 |
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