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PARTNERS IN HEALTH LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NamePARTNERS IN HEALTH LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

PARTNERS IN HEALTH LLC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

PARTNERS IN HEALTH LLC has sponsored the creation of one or more 401k plans.

Company Name:PARTNERS IN HEALTH LLC
Employer identification number (EIN):461781480
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about PARTNERS IN HEALTH LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1783296

More information about PARTNERS IN HEALTH LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTNERS IN HEALTH LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PATSY MITCHELL2024-06-13
0012022-01-01PATSY MITCHELL2023-06-19
0012021-01-01PATSY MITCHELL2022-09-27
0012020-01-01PATSY MITCHELL2021-07-30
0012019-01-01PATSY MITCHELL2020-07-19
0012018-01-01PATSY MITCHELL2019-06-26
0012017-01-01PATSY MITCHELL2018-07-08
0012016-01-01PATSY MITCHELL2017-05-09
0012015-01-01PATSY MITCHELL2016-08-30
0012014-01-01PATSY MITCHELL2015-06-06

Plan Statistics for PARTNERS IN HEALTH LLC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for PARTNERS IN HEALTH LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: PARTNERS IN HEALTH LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-234
Total number of particpants at end of year2025-07-235
Number of Participants With Account Balances2025-07-235
2024: PARTNERS IN HEALTH LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-136
Total number of particpants at end of year2024-06-134
Number of Participants With Account Balances2024-06-134

Financial Data on PARTNERS IN HEALTH LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : PARTNERS IN HEALTH LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-230
Total liabilities as of the end of the plan year2025-07-230
Total liabilities as of the beginning of the plan year2025-07-230
Total expenses incurred by plan in this plan year2025-07-238858
Net assets as of the end of the plan year2025-07-231941371
Total assets as of the beginning of the plan year2025-07-231421998
Value of plan covered by a fidelity bond2025-07-23200000
Participant contributions to plan in this plan year2025-07-2367410
Other expenses paid from plan in this plan year2025-07-230
Other contributions to plan in this plan year2025-07-230
Other income to plan in this plan year2025-07-23449774
Plan net income in this plan year2025-07-23519373
Net assets as of the end of the plan year2025-07-231941371
Net assets as of the beginning of the plan year2025-07-231421998
Employer contributions to plan in this plan year2025-07-2311047
Fees paid to broker by Benefit Provider2025-07-239689
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-238858
2024 : PARTNERS IN HEALTH LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-130
Total liabilities as of the end of the plan year2024-06-130
Total liabilities as of the beginning of the plan year2024-06-130
Total expenses incurred by plan in this plan year2024-06-138469
Net assets as of the end of the plan year2024-06-131421998
Total assets as of the beginning of the plan year2024-06-131086455
Value of plan covered by a fidelity bond2024-06-13150000
Participant contributions to plan in this plan year2024-06-1363775
Other expenses paid from plan in this plan year2024-06-130
Other contributions to plan in this plan year2024-06-130
Other income to plan in this plan year2024-06-13270118
Plan net income in this plan year2024-06-13335543
Net assets as of the end of the plan year2024-06-131421998
Net assets as of the beginning of the plan year2024-06-131086455
Employer contributions to plan in this plan year2024-06-1310119
Fees paid to broker by Benefit Provider2024-06-13679
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-136497

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