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HEALTH CARE SOLUTIONS 401(K) PLAN 401k Plan overview

Plan NameHEALTH CARE SOLUTIONS 401(K) PLAN
Plan identification number 001

HEALTH CARE SOLUTIONS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DR. STEFAN SCHAEFER has sponsored the creation of one or more 401k plans.

Company Name:DR. STEFAN SCHAEFER
Employer identification number (EIN):460473458
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH CARE SOLUTIONS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01FIDUCIARY ASSISTANCE2024-06-24
0012022-01-01ABHINAV SINGH2023-10-10
0012021-01-01STEFAN SCHAEFER2022-06-27 KATE SCHAEFER2022-06-27
0012020-01-01STEFAN SCHAEFER2021-05-19 KATE SCHAEFER2021-05-19
0012019-01-01STEFAN SCHAEFER2020-06-25 KATE SCHAEFER2020-06-25
0012018-01-01STEFAN SCHAEFER2019-06-17 STEFAN SCHAEFER2019-06-17
0012017-01-01STEFAN SCHAEFER2018-07-31 STEFAN SCHAEFER2018-06-27
0012017-01-01STEFAN SCHAEFER2019-07-15 KATE SCHAEFER2019-07-22
0012016-01-01STEFAN SCHAEFER2017-09-21 KATHRYN SCHAEFER2017-06-28
0012015-01-01
0012014-01-01DR. STEFAN SCHAEFER2015-06-08
0012013-01-01DR. STEFAN SCHAEFER2014-07-03 DR. STEFAN SCHAEFER2014-07-03
0012012-01-01DR. STEFAN SCHAEFER2013-06-03 DR. STEFAN SCHAEFER2013-06-03
0012011-01-01DR. STEFAN SCHAEFER2012-03-22 DR. STEFAN SCHAEFER2012-03-22
0012010-01-01DR. STEFAN SCHAEFER2011-06-22 DR. STEFAN SCHAEFER2011-06-22

Plan Statistics for HEALTH CARE SOLUTIONS 401(K) PLAN

401k plan membership statisitcs for HEALTH CARE SOLUTIONS 401(K) PLAN

Measure Date Value
2025: HEALTH CARE SOLUTIONS 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-2719
Total number of particpants at end of year2025-06-2721
Number of Participants With Account Balances2025-06-2720
2024: HEALTH CARE SOLUTIONS 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2416
Total number of particpants at end of year2024-06-2419
Number of Participants With Account Balances2024-06-2417
2022: HEALTH CARE SOLUTIONS 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-2713
Total number of particpants at end of year2022-06-2716
Number of Participants With Account Balances2022-06-274

Financial Data on HEALTH CARE SOLUTIONS 401(K) PLAN

Measure Date Value
2025 : HEALTH CARE SOLUTIONS 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-270
Total liabilities as of the end of the plan year2025-06-270
Total liabilities as of the beginning of the plan year2025-06-270
Total expenses incurred by plan in this plan year2025-06-2716940
Net assets as of the end of the plan year2025-06-27437946
Total assets as of the beginning of the plan year2025-06-27322168
Value of plan covered by a fidelity bond2025-06-2743795
Participant contributions to plan in this plan year2025-06-2760804
Value of participant loans at end of plan year2025-06-270
Other expenses paid from plan in this plan year2025-06-270
Other contributions to plan in this plan year2025-06-270
Other income to plan in this plan year2025-06-2755093
Plan net income in this plan year2025-06-27115778
Net assets as of the end of the plan year2025-06-27437946
Net assets as of the beginning of the plan year2025-06-27322168
Employer contributions to plan in this plan year2025-06-2716821
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-271445
2024 : HEALTH CARE SOLUTIONS 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-240
Total liabilities as of the end of the plan year2024-06-240
Total liabilities as of the beginning of the plan year2024-06-240
Total expenses incurred by plan in this plan year2024-06-243027
Net assets as of the end of the plan year2024-06-24322168
Total assets as of the beginning of the plan year2024-06-24119529
Value of plan covered by a fidelity bond2024-06-2432217
Participant contributions to plan in this plan year2024-06-24137845
Value of participant loans at end of plan year2024-06-240
Other expenses paid from plan in this plan year2024-06-240
Other contributions to plan in this plan year2024-06-240
Other income to plan in this plan year2024-06-2430423
Plan net income in this plan year2024-06-24202639
Net assets as of the end of the plan year2024-06-24322168
Net assets as of the beginning of the plan year2024-06-24119529
Employer contributions to plan in this plan year2024-06-2437398
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-24483
2022 : HEALTH CARE SOLUTIONS 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-2770
Net assets as of the end of the plan year2022-06-27662316
Total assets as of the beginning of the plan year2022-06-27539983
Value of plan covered by a fidelity bond2022-06-2735000
Participant contributions to plan in this plan year2022-06-2758961
Other income to plan in this plan year2022-06-2763442
Plan net income in this plan year2022-06-27122333
Net assets as of the end of the plan year2022-06-27662316
Net assets as of the beginning of the plan year2022-06-27539983
Employer contributions to plan in this plan year2022-06-270
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2770

Potentially related plans

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