PRACTICE MANAGEMENT SYSTEMS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLEVITY, INC. RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2025 : ALLEVITY, INC. RETIREMENT SAVINGS PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-10 | 811 |
| Net assets as of the end of the plan year | 2025-10-10 | 85439 |
| Total assets as of the beginning of the plan year | 2025-10-10 | 81502 |
| Value of plan covered by a fidelity bond | 2025-10-10 | 8150 |
| Participant contributions to plan in this plan year | 2025-10-10 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-10 | 0 |
| Other contributions to plan in this plan year | 2025-10-10 | 0 |
| Other income to plan in this plan year | 2025-10-10 | 4748 |
| Plan net income in this plan year | 2025-10-10 | 3937 |
| Net assets as of the end of the plan year | 2025-10-10 | 85439 |
| Net assets as of the beginning of the plan year | 2025-10-10 | 81502 |
| Employer contributions to plan in this plan year | 2025-10-10 | 0 |
| Fees paid to broker by Benefit Provider | 2025-10-10 | 194 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-10 | 811 |
| 2024 : ALLEVITY, INC. RETIREMENT SAVINGS PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-23 | 757 |
| Net assets as of the end of the plan year | 2024-08-23 | 81502 |
| Total assets as of the beginning of the plan year | 2024-08-23 | 72337 |
| Value of plan covered by a fidelity bond | 2024-08-23 | 500000 |
| Other income to plan in this plan year | 2024-08-23 | 9922 |
| Plan net income in this plan year | 2024-08-23 | 9165 |
| Net assets as of the end of the plan year | 2024-08-23 | 81502 |
| Net assets as of the beginning of the plan year | 2024-08-23 | 72337 |
| Fees paid to broker by Benefit Provider | 2024-08-23 | 180 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-23 | 757 |
| 2022 : ALLEVITY, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-08-05 | 5553 |
| Net assets as of the end of the plan year | 2022-08-05 | 134052 |
| Total assets as of the beginning of the plan year | 2022-08-05 | 128590 |
| Value of plan covered by a fidelity bond | 2022-08-05 | 500000 |
| Other income to plan in this plan year | 2022-08-05 | 11015 |
| Plan net income in this plan year | 2022-08-05 | 5462 |
| Net assets as of the end of the plan year | 2022-08-05 | 134052 |
| Net assets as of the beginning of the plan year | 2022-08-05 | 128590 |
| Fees paid to broker by Benefit Provider | 2022-08-05 | 309 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-05 | 1345 |
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