HEALTH FIDELITY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SPIN-OFF TERMINATION PLAN FOR HEALTH FIDELITY, INC.
401k plan membership statisitcs for SPIN-OFF TERMINATION PLAN FOR HEALTH FIDELITY, INC.
Measure | Date | Value |
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2022 : SPIN-OFF TERMINATION PLAN FOR HEALTH FIDELITY, INC. 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-06-30 | $-550,571 |
Total of all expenses incurred | 2022-06-30 | $8,100,148 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $8,094,357 |
Value of total assets at end of year | 2022-06-30 | $0 |
Value of total assets at beginning of year | 2022-06-30 | $8,650,719 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $5,791 |
Total interest from all sources | 2022-06-30 | $90 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-06-30 | $0 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Participant contributions at end of year | 2022-06-30 | $0 |
Participant contributions at beginning of year | 2022-06-30 | $12,119 |
Other income not declared elsewhere | 2022-06-30 | $135 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $-8,650,719 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $8,650,719 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Value of interest in pooled separate accounts at end of year | 2022-06-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-06-30 | $8,594,839 |
Interest on participant loans | 2022-06-30 | $90 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $43,761 |
Net investment gain/loss from pooled separate accounts | 2022-06-30 | $-550,796 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $8,094,357 |
Contract administrator fees | 2022-06-30 | $5,791 |
Did the plan have assets held for investment | 2022-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2022-06-30 | 431947695 |
2021 : SPIN-OFF TERMINATION PLAN FOR HEALTH FIDELITY, INC. 2021 401k financial data |
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Total transfer of assets to this plan | 2021-12-31 | $8,385,790 |
Total income from all sources (including contributions) | 2021-12-31 | $265,749 |
Total of all expenses incurred | 2021-12-31 | $820 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $59,500 |
Value of total assets at end of year | 2021-12-31 | $8,650,719 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $820 |
Total interest from all sources | 2021-12-31 | $22 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $45,786 |
Participant contributions at end of year | 2021-12-31 | $12,119 |
Other income not declared elsewhere | 2021-12-31 | $21 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $264,929 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,650,719 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $8,594,839 |
Interest on participant loans | 2021-12-31 | $22 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $43,761 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $206,206 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $13,714 |
Contract administrator fees | 2021-12-31 | $820 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2021-12-31 | 431947695 |