401k Plan data: NEW HOPE FAMILY MEDICINE PROFIT SHARING PLAN plan

NEW HOPE FAMILY MEDICINE PROFIT SHARING PLAN 401k Plan overview

Plan Name	NEW HOPE FAMILY MEDICINE PROFIT SHARING PLAN
Plan identification number	002

NEW HOPE FAMILY MEDICINE PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

NEW HOPE FAMILY MEDICINE, P.A. has sponsored the creation of one or more 401k plans.

Company Name: NEW HOPE FAMILY MEDICINE, P.A.

Employer identification number (EIN): 561905589

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW HOPE FAMILY MEDICINE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 BARBARA PARLIER 2024-12-27
002 2020-01-01 BARBARA PARLIER 2021-07-14
002 2020-01-01 BARBARA PARLIER 2021-10-29
002 2016-01-01 BARBARA PARLIER 2017-04-13
002 2015-01-01 BARBARA PARLIER 2016-09-19
002 2014-01-01 BARBARA PARLIER 2015-10-07
002 2013-01-01 BARBARA PARLIER 2014-10-08
002 2012-01-01 BARBARA PARLIER 2013-07-11
002 2011-01-01 BARBARA PARLIER 2012-09-11
002 2010-01-01 BARBARA PARLIER 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	BARBARA PARLIER	2024-12-27
002	2020-01-01	BARBARA PARLIER	2021-07-14
002	2020-01-01	BARBARA PARLIER	2021-10-29
002	2016-01-01	BARBARA PARLIER	2017-04-13
002	2015-01-01	BARBARA PARLIER	2016-09-19
002	2014-01-01	BARBARA PARLIER	2015-10-07
002	2013-01-01	BARBARA PARLIER	2014-10-08
002	2012-01-01	BARBARA PARLIER	2013-07-11
002	2011-01-01	BARBARA PARLIER	2012-09-11
002	2010-01-01	BARBARA PARLIER	2011-10-13

Financial Data on NEW HOPE FAMILY MEDICINE PROFIT SHARING PLAN

Measure	Date	Value
2025 : NEW HOPE FAMILY MEDICINE PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-17	0
Net assets as of the end of the plan year	2025-06-17	1953753
Total assets as of the beginning of the plan year	2025-06-17	1714383
Value of plan covered by a fidelity bond	2025-06-17	172000
Participant contributions to plan in this plan year	2025-06-17	61861
Other income to plan in this plan year	2025-06-17	165831
Plan net income in this plan year	2025-06-17	239370
Net assets as of the end of the plan year	2025-06-17	1953753
Net assets as of the beginning of the plan year	2025-06-17	1714383
Employer contributions to plan in this plan year	2025-06-17	11678

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Company Name:	NEW HOPE FAMILY MEDICINE, P.A.
Employer identification number (EIN):	561905589
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)