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| Plan Name | HEALTH PLANNING & DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | HEALTH PLANNING & DEVELOPMENT, LLC |
| Employer identification number (EIN): | 264441882 |
| NAIC Classification: | 541600 |
Additional information about HEALTH PLANNING & DEVELOPMENT, LLC
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 2009-03-10 |
| Company Identification Number: | 58565590 |
| Legal Registered Office Address: |
805 SW BROADWAY SUITE 900 PORTLAND United States of America (USA) 97205 |
More information about HEALTH PLANNING & DEVELOPMENT, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | LOUGIE ANDERSON | 2017-08-29 | ||
| 001 | 2015-01-01 | LOUGIE ANDERSON | 2016-07-06 |
| Measure | Date | Value |
|---|---|---|
| 2025: HEALTH PLANNING & DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-01-27 | 7 |
| Total number of particpants at end of year | 2025-01-27 | 0 |
| Number of Participants With Account Balances | 2025-01-27 | 0 |
| 2024: HEALTH PLANNING & DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-15 | 7 |
| Total number of particpants at end of year | 2024-07-15 | 7 |
| Number of Participants With Account Balances | 2024-07-15 | 7 |
| Measure | Date | Value |
|---|---|---|
| 2025 : HEALTH PLANNING & DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-01-27 | 0 |
| Total expenses incurred by plan in this plan year | 2025-01-27 | 1489368 |
| Net assets as of the end of the plan year | 2025-01-27 | 0 |
| Total assets as of the beginning of the plan year | 2025-01-27 | 1350982 |
| Participant contributions to plan in this plan year | 2025-01-27 | 24580 |
| Other income to plan in this plan year | 2025-01-27 | 98780 |
| Plan net income in this plan year | 2025-01-27 | -1350982 |
| Net assets as of the end of the plan year | 2025-01-27 | 0 |
| Net assets as of the beginning of the plan year | 2025-01-27 | 1350982 |
| Employer contributions to plan in this plan year | 2025-01-27 | 15026 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-27 | 6035 |
| 2024 : HEALTH PLANNING & DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-15 | 35399 |
| Net assets as of the end of the plan year | 2024-07-15 | 1350982 |
| Total assets as of the beginning of the plan year | 2024-07-15 | 1026117 |
| Value of plan covered by a fidelity bond | 2024-07-15 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-15 | 61563 |
| Other expenses paid from plan in this plan year | 2024-07-15 | 0 |
| Other contributions to plan in this plan year | 2024-07-15 | 0 |
| Other income to plan in this plan year | 2024-07-15 | 134542 |
| Plan net income in this plan year | 2024-07-15 | 324865 |
| Net assets as of the end of the plan year | 2024-07-15 | 1350982 |
| Net assets as of the beginning of the plan year | 2024-07-15 | 1026117 |
| Employer contributions to plan in this plan year | 2024-07-15 | 164159 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-15 | 10546 |