401k Plan data: HEALTH CONCEPTS 401(K) PLAN plan

HEALTH CONCEPTS 401(K) PLAN 401k Plan overview

Plan Name	HEALTH CONCEPTS 401(K) PLAN
Plan identification number	001

HEALTH CONCEPTS 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RLB MD PC HEALTH CONCEPTS has sponsored the creation of one or more 401k plans.

Company Name: RLB MD PC HEALTH CONCEPTS

Employer identification number (EIN): 582673041

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH CONCEPTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 RICHARD BEASLEY 2024-07-22
001 2022-01-01 RICHARD BEASLEY 2023-10-05
001 2021-01-01 RICHARD BEASLEY 2022-10-05
001 2021-01-01 RICHARD BEASLEY 2022-10-05
001 2020-01-01 RICHARD BEASLEY 2021-09-17
001 2019-01-01 RICHARD BEASLEY 2020-09-29
001 2018-01-01
001 2017-01-01 RICHARD BEASLEY 2018-10-03
001 2016-01-01 RICHARD BEASLEY 2017-10-11
001 2015-01-01 RICHARD BEASLEY 2017-09-28
001 2013-01-01 RICHARD BEASLEY 2016-07-20
001 2012-01-01 RICHARD BEASLEY 2013-07-26
001 2011-01-01 RICHARD BEASLEY 2012-10-12
001 2010-01-01 RICHARD BEASLEY
001 2009-01-01 RICHARD BEASLEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	RICHARD BEASLEY	2024-07-22
001	2022-01-01	RICHARD BEASLEY	2023-10-05
001	2021-01-01	RICHARD BEASLEY	2022-10-05
001	2021-01-01	RICHARD BEASLEY	2022-10-05
001	2020-01-01	RICHARD BEASLEY	2021-09-17
001	2019-01-01	RICHARD BEASLEY	2020-09-29
001	2018-01-01
001	2017-01-01	RICHARD BEASLEY	2018-10-03
001	2016-01-01	RICHARD BEASLEY	2017-10-11
001	2015-01-01	RICHARD BEASLEY	2017-09-28
001	2013-01-01	RICHARD BEASLEY	2016-07-20
001	2012-01-01	RICHARD BEASLEY	2013-07-26
001	2011-01-01	RICHARD BEASLEY	2012-10-12
001	2010-01-01	RICHARD BEASLEY
001	2009-01-01	RICHARD BEASLEY

Plan Statistics for HEALTH CONCEPTS 401(K) PLAN

401k plan membership statisitcs for HEALTH CONCEPTS 401(K) PLAN

Measure Date Value
2024: HEALTH CONCEPTS 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-22 31
Total number of particpants at end of year 2024-07-22 30
Number of Participants With Account Balances 2024-07-22 30
2022: HEALTH CONCEPTS 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-10-05 35
Total number of particpants at end of year 2022-10-05 34
Number of Participants With Account Balances 2022-10-05 34
2010: HEALTH CONCEPTS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 33
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 7
Total of all active and inactive participants 2010-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 40
Number of participants with account balances 2010-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: HEALTH CONCEPTS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 20
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2024: HEALTH CONCEPTS 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-22	31
Total number of particpants at end of year	2024-07-22	30
Number of Participants With Account Balances	2024-07-22	30
2022: HEALTH CONCEPTS 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-10-05	35
Total number of particpants at end of year	2022-10-05	34
Number of Participants With Account Balances	2022-10-05	34
2010: HEALTH CONCEPTS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	33
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	7
Total of all active and inactive participants	2010-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	40
Number of participants with account balances	2010-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: HEALTH CONCEPTS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on HEALTH CONCEPTS 401(K) PLAN

Measure	Date	Value
2024 : HEALTH CONCEPTS 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-22	233356
Net assets as of the end of the plan year	2024-07-22	2097250
Total assets as of the beginning of the plan year	2024-07-22	1937572
Value of plan covered by a fidelity bond	2024-07-22	300000
Participant contributions to plan in this plan year	2024-07-22	69076
Other income to plan in this plan year	2024-07-22	245888
Plan net income in this plan year	2024-07-22	159678
Net assets as of the end of the plan year	2024-07-22	2097250
Net assets as of the beginning of the plan year	2024-07-22	1937572
Employer contributions to plan in this plan year	2024-07-22	78070
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-22	13285
2022 : HEALTH CONCEPTS 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-10-05	410688
Net assets as of the end of the plan year	2022-10-05	2479154
Total assets as of the beginning of the plan year	2022-10-05	2439415
Value of plan covered by a fidelity bond	2022-10-05	300000
Participant contributions to plan in this plan year	2022-10-05	60202
Other income to plan in this plan year	2022-10-05	314762
Plan net income in this plan year	2022-10-05	39739
Net assets as of the end of the plan year	2022-10-05	2479154
Net assets as of the beginning of the plan year	2022-10-05	2439415
Employer contributions to plan in this plan year	2022-10-05	75463
Fees paid to broker by Benefit Provider	2022-10-05	184
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-05	17712
2010 : HEALTH CONCEPTS 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$173,433
Expenses. Total of all expenses incurred	2010-12-31	$4,525
Benefits paid (including direct rollovers)	2010-12-31	$4,525
Total plan assets at end of year	2010-12-31	$523,552
Total plan assets at beginning of year	2010-12-31	$354,644
Total contributions received or receivable from participants	2010-12-31	$54,160
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$60,422
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$168,908
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$523,552
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$354,644
Total contributions received or receivable from employer(s)	2010-12-31	$58,851
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : HEALTH CONCEPTS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
2008 : HEALTH CONCEPTS 401(K) PLAN 2008 401k financial data
Transfers to/from the plan	2008-12-31	$0
Total plan liabilities at end of year	2008-12-31	$0
Total plan liabilities at beginning of year	2008-12-31	$0
Total income from all sources	2008-12-31	$-22,290
Expenses. Total of all expenses incurred	2008-12-31	$0
Benefits paid (including direct rollovers)	2008-12-31	$0
Total plan assets at end of year	2008-12-31	$232,699
Total plan assets at beginning of year	2008-12-31	$254,989
Total contributions received or receivable from participants	2008-12-31	$36,978
Expenses. Other expenses not covered elsewhere	2008-12-31	$0
Contributions received from other sources (not participants or employers)	2008-12-31	$0
Other income received	2008-12-31	$-100,909
Noncash contributions received	2008-12-31	$0
Net income (gross income less expenses)	2008-12-31	$-22,290
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$232,699
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$254,989
Total contributions received or receivable from employer(s)	2008-12-31	$41,641
Value of certain deemed distributions of participant loans	2008-12-31	$0
Value of corrective distributions	2008-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$0

Form 5500 Responses for HEALTH CONCEPTS 401(K) PLAN

2010: HEALTH CONCEPTS 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HEALTH CONCEPTS 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple 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
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-025799
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-025799
Policy instance	1

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Company Name:	RLB MD PC HEALTH CONCEPTS
Employer identification number (EIN):	582673041
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)