CAPRI MEDICAL GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF CAPRI MEDICAL GROUP
| Measure | Date | Value |
|---|
| 2024 : EMPLOYEE HEALTH PLAN OF CAPRI MEDICAL GROUP 2024 401k financial data |
|---|
| Total income from all sources | 2024-04-30 | $28,141 |
| Expenses. Total of all expenses incurred | 2024-04-30 | $20,038 |
| Benefits paid (including direct rollovers) | 2024-04-30 | $5,782 |
| Total plan assets at end of year | 2024-04-30 | $20,261 |
| Total plan assets at beginning of year | 2024-04-30 | $12,158 |
| Value of fidelity bond covering the plan | 2024-04-30 | $3,000 |
| Expenses. Other expenses not covered elsewhere | 2024-04-30 | $14,256 |
| Net income (gross income less expenses) | 2024-04-30 | $8,103 |
| Net plan assets at end of year (total assets less liabilities) | 2024-04-30 | $20,261 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-04-30 | $12,158 |
| Total contributions received or receivable from employer(s) | 2024-04-30 | $28,141 |
| 2023 : EMPLOYEE HEALTH PLAN OF CAPRI MEDICAL GROUP 2023 401k financial data |
|---|
| Total income from all sources | 2023-04-30 | $19,415 |
| Expenses. Total of all expenses incurred | 2023-04-30 | $14,818 |
| Benefits paid (including direct rollovers) | 2023-04-30 | $4,900 |
| Total plan assets at end of year | 2023-04-30 | $12,158 |
| Total plan assets at beginning of year | 2023-04-30 | $7,561 |
| Value of fidelity bond covering the plan | 2023-04-30 | $2,000 |
| Expenses. Other expenses not covered elsewhere | 2023-04-30 | $9,918 |
| Net income (gross income less expenses) | 2023-04-30 | $4,597 |
| Net plan assets at end of year (total assets less liabilities) | 2023-04-30 | $12,158 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-04-30 | $7,561 |
| Total contributions received or receivable from employer(s) | 2023-04-30 | $19,415 |
| 2022 : EMPLOYEE HEALTH PLAN OF CAPRI MEDICAL GROUP 2022 401k financial data |
|---|
| Total income from all sources | 2022-04-30 | $21,234 |
| Expenses. Total of all expenses incurred | 2022-04-30 | $14,627 |
| Benefits paid (including direct rollovers) | 2022-04-30 | $3,766 |
| Total plan assets at end of year | 2022-04-30 | $7,561 |
| Total plan assets at beginning of year | 2022-04-30 | $954 |
| Value of fidelity bond covering the plan | 2022-04-30 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2022-04-30 | $10,861 |
| Net income (gross income less expenses) | 2022-04-30 | $6,607 |
| Net plan assets at end of year (total assets less liabilities) | 2022-04-30 | $7,561 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-04-30 | $954 |
| Total contributions received or receivable from employer(s) | 2022-04-30 | $21,234 |
| 2021 : EMPLOYEE HEALTH PLAN OF CAPRI MEDICAL GROUP 2021 401k financial data |
|---|
| Total income from all sources | 2021-04-30 | $1,874 |
| Expenses. Total of all expenses incurred | 2021-04-30 | $920 |
| Total plan assets at end of year | 2021-04-30 | $954 |
| Value of fidelity bond covering the plan | 2021-04-30 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2021-04-30 | $920 |
| Net income (gross income less expenses) | 2021-04-30 | $954 |
| Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $954 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2021-04-30 | $1,874 |
| 2023: EMPLOYEE HEALTH PLAN OF CAPRI MEDICAL GROUP 2023 form 5500 responses |
|---|
| 2023-05-01 | Type of plan entity | Single employer plan |
| 2023-05-01 | Submission has been amended | No |
| 2023-05-01 | This submission is the final filing | No |
| 2023-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-05-01 | Plan is a collectively bargained plan | No |
| 2023-05-01 | Plan funding arrangement – Insurance | Yes |
| 2023-05-01 | Plan funding arrangement – Trust | Yes |
| 2023-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-05-01 | Plan benefit arrangement - Trust | Yes |
| 2022: EMPLOYEE HEALTH PLAN OF CAPRI MEDICAL GROUP 2022 form 5500 responses |
|---|
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | Submission has been amended | No |
| 2022-05-01 | This submission is the final filing | No |
| 2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-05-01 | Plan is a collectively bargained plan | No |
| 2022-05-01 | Plan funding arrangement – Insurance | Yes |
| 2022-05-01 | Plan funding arrangement – Trust | Yes |
| 2022-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-05-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EMPLOYEE HEALTH PLAN OF CAPRI MEDICAL GROUP 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Submission has been amended | No |
| 2021-05-01 | This submission is the final filing | No |
| 2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-05-01 | Plan is a collectively bargained plan | No |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan funding arrangement – Trust | Yes |
| 2021-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-05-01 | Plan benefit arrangement - Trust | Yes |
| 2021-04-01 | Type of plan entity | Single employer plan |
| 2021-04-01 | First time form 5500 has been submitted | Yes |
| 2021-04-01 | Submission has been amended | No |
| 2021-04-01 | This submission is the final filing | No |
| 2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-04-01 | Plan is a collectively bargained plan | No |
| 2021-04-01 | Plan funding arrangement – Insurance | Yes |
| 2021-04-01 | Plan funding arrangement – Trust | Yes |
| 2021-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-04-01 | Plan benefit arrangement - Trust | Yes |
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