ACCESS HEALTH SERVICES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ACCESS HEALTH SERVICES LLC 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for ACCESS HEALTH SERVICES LLC 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : ACCESS HEALTH SERVICES LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-11 | 126460 |
| Net assets as of the end of the plan year | 2025-07-11 | 2983962 |
| Total assets as of the beginning of the plan year | 2025-07-11 | 2248265 |
| Value of plan covered by a fidelity bond | 2025-07-11 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-11 | 515907 |
| Other contributions to plan in this plan year | 2025-07-11 | 4646 |
| Other income to plan in this plan year | 2025-07-11 | 341604 |
| Plan net income in this plan year | 2025-07-11 | 735697 |
| Net assets as of the end of the plan year | 2025-07-11 | 2983962 |
| Net assets as of the beginning of the plan year | 2025-07-11 | 2248265 |
| Fees paid to broker by Benefit Provider | 2025-07-11 | 3415 |
| 2024 : ACCESS HEALTH SERVICES LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-08-09 | 645 |
| Total expenses incurred by plan in this plan year | 2024-08-09 | 140321 |
| Net assets as of the end of the plan year | 2024-08-09 | 2248265 |
| Total assets as of the beginning of the plan year | 2024-08-09 | 1252664 |
| Value of plan covered by a fidelity bond | 2024-08-09 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-09 | 449345 |
| Other contributions to plan in this plan year | 2024-08-09 | 394260 |
| Other income to plan in this plan year | 2024-08-09 | 292962 |
| Plan net income in this plan year | 2024-08-09 | 996246 |
| Net assets as of the end of the plan year | 2024-08-09 | 2248265 |
| Net assets as of the beginning of the plan year | 2024-08-09 | 1252019 |
| Fees paid to broker by Benefit Provider | 2024-08-09 | 12277 |
| 2022 : ACCESS HEALTH SERVICES LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $645 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $698 |
| Total income from all sources (including contributions) | 2022-12-31 | $220,334 |
| Total of all expenses incurred | 2022-12-31 | $83,446 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $58,596 |
| Value of total corrective distributions | 2022-12-31 | $809 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $416,311 |
| Value of total assets at end of year | 2022-12-31 | $1,252,664 |
| Value of total assets at beginning of year | 2022-12-31 | $1,115,829 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $24,041 |
| Total interest from all sources | 2022-12-31 | $2,203 |
| 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 | $500,000 |
| 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 | $361,289 |
| Participant contributions at end of year | 2022-12-31 | $45,798 |
| Participant contributions at beginning of year | 2022-12-31 | $33,560 |
| Participant contributions at end of year | 2022-12-31 | $537 |
| Participant contributions at beginning of year | 2022-12-31 | $12,164 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $55,022 |
| 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 | $136,888 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,252,019 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,115,131 |
| 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 | $10,911 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,206,329 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,070,105 |
| Interest on participant loans | 2022-12-31 | $2,203 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-198,180 |
| 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 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $58,596 |
| Contract administrator fees | 2022-12-31 | $13,130 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $645 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $698 |
| 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 | PIERCE FIRM, PLLC |
| Accountancy firm EIN | 2022-12-31 | 474595624 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $645 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $698 |
| Total income from all sources (including contributions) | 2022-01-01 | $220,334 |
| Total of all expenses incurred | 2022-01-01 | $83,446 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $58,596 |
| Value of total corrective distributions | 2022-01-01 | $809 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $416,311 |
| Value of total assets at end of year | 2022-01-01 | $1,252,664 |
| Value of total assets at beginning of year | 2022-01-01 | $1,115,829 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $24,041 |
| Total interest from all sources | 2022-01-01 | $2,203 |
| 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 | $500,000 |
| 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 | $361,289 |
| Participant contributions at end of year | 2022-01-01 | $45,798 |
| Participant contributions at beginning of year | 2022-01-01 | $33,560 |
| Participant contributions at end of year | 2022-01-01 | $537 |
| Participant contributions at beginning of year | 2022-01-01 | $12,164 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $55,022 |
| 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 | $136,888 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,252,019 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,115,131 |
| 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 | $10,911 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,206,329 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $1,070,105 |
| Interest on participant loans | 2022-01-01 | $2,203 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-198,180 |
| 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 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $58,596 |
| Contract administrator fees | 2022-01-01 | $13,130 |
| Liabilities. Value of benefit claims payable at end of year | 2022-01-01 | $645 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-01-01 | $698 |
| 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 | PIERCE FIRM, PLLC |
| Accountancy firm EIN | 2022-01-01 | 474595624 |
| 2021 : ACCESS HEALTH SERVICES LLC 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $698 |
| 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 | $581,417 |
| Total of all expenses incurred | 2021-12-31 | $207,932 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $188,506 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $451,768 |
| Value of total assets at end of year | 2021-12-31 | $1,115,829 |
| Value of total assets at beginning of year | 2021-12-31 | $741,646 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $19,426 |
| Total interest from all sources | 2021-12-31 | $1,663 |
| 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 | $100,000 |
| 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 | $324,122 |
| Participant contributions at end of year | 2021-12-31 | $33,560 |
| Participant contributions at beginning of year | 2021-12-31 | $34,403 |
| Participant contributions at end of year | 2021-12-31 | $12,164 |
| Participant contributions at beginning of year | 2021-12-31 | $153 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $127,646 |
| 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 | $373,485 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,115,131 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $741,646 |
| 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 | $8,738 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,070,105 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $707,090 |
| Interest on participant loans | 2021-12-31 | $1,663 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $127,986 |
| 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 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $188,506 |
| Contract administrator fees | 2021-12-31 | $10,688 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $698 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
| 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 | RASCO WINTER THOMAS GROUP |
| Accountancy firm EIN | 2021-12-31 | 710448488 |
