A & W HEALTHCARE MANAGEMENT LL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan A & W HEALTHCARE MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for A & W HEALTHCARE MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2023: A & W HEALTHCARE MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 29 |
| Number of participants with account balances | 2023-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: A & W HEALTHCARE MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 26 |
| Number of participants with account balances | 2022-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: A & W HEALTHCARE MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 31 |
| Number of participants with account balances | 2021-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: A & W HEALTHCARE MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 12 |
| Total of all active and inactive participants | 2020-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 25 |
| Number of participants with account balances | 2020-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2024 : A & W HEALTHCARE MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Transfers to/from the plan | 2024-01-01 | $0 |
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $210,374 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $5,313 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $1,146 |
| Total plan assets at end of year | 2024-01-01 | $659,572 |
| Total plan assets at beginning of year | 2024-01-01 | $454,511 |
| Value of fidelity bond covering the plan | 2024-01-01 | $45,451 |
| Total contributions received or receivable from participants | 2024-01-01 | $92,350 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $95,755 |
| Net income (gross income less expenses) | 2024-01-01 | $205,061 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $659,572 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $454,511 |
| Assets. Value of participant loans | 2024-01-01 | $1,753 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $22,269 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $4,167 |
| 2023 : A & W HEALTHCARE MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $191,582 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $6,106 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $2,869 |
| Total plan assets at end of year | 2023-12-31 | $454,511 |
| Total plan assets at beginning of year | 2023-12-31 | $269,035 |
| Value of fidelity bond covering the plan | 2023-12-31 | $26,904 |
| Total contributions received or receivable from participants | 2023-12-31 | $84,238 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $88,219 |
| Net income (gross income less expenses) | 2023-12-31 | $185,476 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $454,511 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $269,035 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $19,125 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $3,237 |
| 2022 : A & W HEALTHCARE MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $30,884 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $3,647 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,582 |
| Total plan assets at end of year | 2022-12-31 | $269,035 |
| Total plan assets at beginning of year | 2022-12-31 | $241,798 |
| Value of fidelity bond covering the plan | 2022-12-31 | $24,180 |
| Total contributions received or receivable from participants | 2022-12-31 | $70,870 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-55,580 |
| Net income (gross income less expenses) | 2022-12-31 | $27,237 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $269,035 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $241,798 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $15,594 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,065 |
| 2021 : A & W HEALTHCARE MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $130,400 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $12,087 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $9,367 |
| Total plan assets at end of year | 2021-12-31 | $241,798 |
| Total plan assets at beginning of year | 2021-12-31 | $123,485 |
| Value of fidelity bond covering the plan | 2021-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $85,304 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $29,503 |
| Net income (gross income less expenses) | 2021-12-31 | $118,313 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $241,798 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $123,485 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $15,593 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,720 |
| 2020 : A & W HEALTHCARE MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $133,497 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $10,012 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $7,005 |
| Total plan assets at end of year | 2020-12-31 | $123,485 |
| Total plan assets at beginning of year | 2020-12-31 | $0 |
| Value of fidelity bond covering the plan | 2020-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $85,802 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $7,679 |
| Other income received | 2020-12-31 | $17,479 |
| Net income (gross income less expenses) | 2020-12-31 | $123,485 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $123,485 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $22,537 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $3,007 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
| 2023: A & W HEALTHCARE MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: A & W HEALTHCARE MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: A & W HEALTHCARE MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: A & W HEALTHCARE MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | First time form 5500 has been submitted | Yes |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
