HERITAGE MEDICAL PARTNERS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HERITAGE MEDICAL PARTNERS EMPLOYEES' SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2024 : HERITAGE MEDICAL PARTNERS EMPLOYEES' SAVINGS PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-02 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-02 | 300 |
| Net assets as of the end of the plan year | 2024-10-02 | 64816 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 56977 |
| Participant contributions to plan in this plan year | 2024-10-02 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-02 | 0 |
| Other contributions to plan in this plan year | 2024-10-02 | 0 |
| Other income to plan in this plan year | 2024-10-02 | 8139 |
| Plan net income in this plan year | 2024-10-02 | 7839 |
| Net assets as of the end of the plan year | 2024-10-02 | 64816 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 56977 |
| Employer contributions to plan in this plan year | 2024-10-02 | 0 |
| Fees paid to broker by Benefit Provider | 2024-10-02 | 235 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 300 |
| 2014 : HERITAGE MEDICAL PARTNERS EMPLOYEES' SAVINGS PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $23,755 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $2,453 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $2,453 |
| Total plan assets at end of year | 2014-12-31 | $550,411 |
| Total plan assets at beginning of year | 2014-12-31 | $529,109 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $840 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $22,915 |
| Net income (gross income less expenses) | 2014-12-31 | $21,302 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $550,411 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $529,109 |
| Assets. Value of participant loans | 2014-12-31 | $85,689 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2010 : HERITAGE MEDICAL PARTNERS EMPLOYEES' SAVINGS PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $89,631 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $160 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $680,582 |
| Total plan assets at beginning of year | 2010-12-31 | $591,111 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $3,319 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $160 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $86,312 |
| Net income (gross income less expenses) | 2010-12-31 | $89,471 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $680,582 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $591,111 |
| Assets. Value of participant loans | 2010-12-31 | $1,024 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| 2009 : HERITAGE MEDICAL PARTNERS EMPLOYEES' SAVINGS PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2008 : HERITAGE MEDICAL PARTNERS EMPLOYEES' SAVINGS PLAN 2008 401k financial data |
|---|
| Total income from all sources | 2008-12-31 | $-252,957 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $115,031 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $114,823 |
| Total plan assets at end of year | 2008-12-31 | $502,551 |
| Total plan assets at beginning of year | 2008-12-31 | $870,539 |
| Value of fidelity bond covering the plan | 2008-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2008-12-31 | $41,670 |
| Expenses. Other expenses not covered elsewhere | 2008-12-31 | $208 |
| Contributions received from other sources (not participants or employers) | 2008-12-31 | $0 |
| Other income received | 2008-12-31 | $-294,627 |
| Net income (gross income less expenses) | 2008-12-31 | $-367,988 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $502,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $870,539 |
| Assets. Value of participant loans | 2008-12-31 | $18,089 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2008-12-31 | $0 |
| Value of corrective distributions | 2008-12-31 | $0 |
| 2014: HERITAGE MEDICAL PARTNERS EMPLOYEES' SAVINGS PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: HERITAGE MEDICAL PARTNERS EMPLOYEES' SAVINGS PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: HERITAGE MEDICAL PARTNERS EMPLOYEES' SAVINGS PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
