MED INVESTORS DEVELOPMENT, LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : ONE TO ONE HEALTH 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,760,375 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $508,949 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $461,575 |
| Value of total corrective distributions | 2023-12-31 | $1,133 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,219,312 |
| Value of total assets at end of year | 2023-12-31 | $3,949,498 |
| Value of total assets at beginning of year | 2023-12-31 | $2,698,072 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $46,241 |
| Total interest from all sources | 2023-12-31 | $4,249 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $385,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $609,735 |
| Participant contributions at end of year | 2023-12-31 | $92,728 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $313,162 |
| Total non interest bearing cash at end of year | 2023-12-31 | $45,690 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $40,597 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,251,426 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $3,949,498 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,698,072 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $15,845 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $3,811,080 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $2,657,475 |
| Interest on participant loans | 2023-12-31 | $4,249 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $536,814 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $296,415 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $461,575 |
| Contract administrator fees | 2023-12-31 | $16,441 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | HENDERSON, HUTCHERSON & MCCULLOUGH |
| Accountancy firm EIN | 2023-12-31 | 621114363 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,760,375 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $508,949 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $461,575 |
| Value of total corrective distributions | 2023-01-01 | $1,133 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,219,312 |
| Value of total assets at end of year | 2023-01-01 | $3,949,498 |
| Value of total assets at beginning of year | 2023-01-01 | $2,698,072 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $46,241 |
| Total interest from all sources | 2023-01-01 | $4,249 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $385,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $609,735 |
| Participant contributions at end of year | 2023-01-01 | $92,728 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $313,162 |
| Total non interest bearing cash at end of year | 2023-01-01 | $45,690 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $40,597 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,251,426 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $3,949,498 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $2,698,072 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $15,845 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $3,811,080 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $2,657,475 |
| Interest on participant loans | 2023-01-01 | $4,249 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $536,814 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $296,415 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $461,575 |
| Contract administrator fees | 2023-01-01 | $16,441 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | HENDERSON, HUTCHERSON & MCCULLOUGH |
| Accountancy firm EIN | 2023-01-01 | 621114363 |
| 2022 : ONE TO ONE HEALTH 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $550,779 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $256,821 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $231,463 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $996,999 |
| Value of total assets at end of year | 2022-12-31 | $2,698,072 |
| Value of total assets at beginning of year | 2022-12-31 | $2,404,114 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $25,358 |
| Total interest from all sources | 2022-12-31 | $1,763 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $385,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $540,693 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $180,823 |
| Total non interest bearing cash at end of year | 2022-12-31 | $40,597 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $15,979 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $293,958 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,698,072 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,404,114 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $13,042 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,657,475 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,388,135 |
| Interest on participant loans | 2022-12-31 | $1,763 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-447,983 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $275,483 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $231,463 |
| Contract administrator fees | 2022-12-31 | $12,316 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | HENDERSON, HUTCHERSON & MCCULLOUGH |
| Accountancy firm EIN | 2022-12-31 | 621114363 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $550,779 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $256,821 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $231,463 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $996,999 |
| Value of total assets at end of year | 2022-01-01 | $2,698,072 |
| Value of total assets at beginning of year | 2022-01-01 | $2,404,114 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $25,358 |
| Total interest from all sources | 2022-01-01 | $1,763 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $385,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $540,693 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $180,823 |
| Total non interest bearing cash at end of year | 2022-01-01 | $40,597 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $15,979 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $293,958 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,698,072 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $2,404,114 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $13,042 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $2,657,475 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $2,388,135 |
| Interest on participant loans | 2022-01-01 | $1,763 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-447,983 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $275,483 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $231,463 |
| Contract administrator fees | 2022-01-01 | $12,316 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | HENDERSON, HUTCHERSON & MCCULLOUGH |
| Accountancy firm EIN | 2022-01-01 | 621114363 |
| 2021 : ONE TO ONE HEALTH 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $822,502 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $78,682 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $54,952 |
| Value of total corrective distributions | 2021-12-31 | $1,637 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $565,885 |
| Value of total assets at end of year | 2021-12-31 | $2,404,114 |
| Value of total assets at beginning of year | 2021-12-31 | $1,660,294 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $22,093 |
| Total interest from all sources | 2021-12-31 | $2,248 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $385,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $374,760 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $4,292 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $21,570 |
| Total non interest bearing cash at end of year | 2021-12-31 | $15,979 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $19,956 |
| 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 | $743,820 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,404,114 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,660,294 |
| 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 |
| Investment advisory and management fees | 2021-12-31 | $980 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,388,135 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,624,766 |
| Interest on participant loans | 2021-12-31 | $2,248 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $254,369 |
| 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 | Yes |
| 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 | $169,555 |
| Employer contributions (assets) at end of year | 2021-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $11,280 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $54,952 |
| Contract administrator fees | 2021-12-31 | $21,113 |
| 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 | CRAINE, THOMPSON & JONES, P.C. |
| Accountancy firm EIN | 2021-12-31 | 621099059 |
