HEALTH BY DESIGN MEDICAL GROUP has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2021 : HEALTH BY DESIGN 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 | $1,052,166 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $740,318 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $701,888 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $505,342 |
| Value of total assets at end of year | 2021-12-31 | $5,073,808 |
| Value of total assets at beginning of year | 2021-12-31 | $4,761,960 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $38,430 |
| Total interest from all sources | 2021-12-31 | $2,525 |
| 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 | $500,000 |
| 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 | $498,642 |
| Participant contributions at end of year | 2021-12-31 | $68,939 |
| Participant contributions at beginning of year | 2021-12-31 | $49,404 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $6,700 |
| 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 | $311,848 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,073,808 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,761,960 |
| 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 | $20,601 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,712,556 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $5,004,869 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2021-12-31 | $2,525 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $20,344 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $544,299 |
| 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 | $681,544 |
| Contract administrator fees | 2021-12-31 | $17,829 |
| 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 | Disclaimer |
| Accountancy firm name | 2021-12-31 | ADKF, P.C. |
| Accountancy firm EIN | 2021-12-31 | 742606559 |
| 2020 : HEALTH BY DESIGN 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,106,239 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $135,643 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $103,625 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $1,627 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $481,260 |
| Value of total assets at end of year | 2020-12-31 | $4,761,960 |
| Value of total assets at beginning of year | 2020-12-31 | $3,791,364 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $30,391 |
| Total interest from all sources | 2020-12-31 | $2,679 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $481,260 |
| Participant contributions at end of year | 2020-12-31 | $49,404 |
| Participant contributions at beginning of year | 2020-12-31 | $73,788 |
| Total non interest bearing cash at end of year | 2020-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $970,596 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,761,960 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,791,364 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $16,536 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,712,556 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,717,576 |
| Interest on participant loans | 2020-12-31 | $2,679 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $622,300 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $103,625 |
| Contract administrator fees | 2020-12-31 | $13,855 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | ADKF, P.C. |
| Accountancy firm EIN | 2020-12-31 | 742606559 |
| 2019 : HEALTH BY DESIGN 401(K) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,098,730 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $284,885 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $241,556 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $24,251 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $540,376 |
| Value of total assets at end of year | 2019-12-31 | $3,791,364 |
| Value of total assets at beginning of year | 2019-12-31 | $2,977,519 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $19,078 |
| Total interest from all sources | 2019-12-31 | $4,918 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $297,752 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $464,310 |
| Participant contributions at end of year | 2019-12-31 | $73,788 |
| Participant contributions at beginning of year | 2019-12-31 | $134,330 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $76,066 |
| Total non interest bearing cash at end of year | 2019-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $1,183 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $813,845 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,791,364 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,977,519 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $9,697 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,717,576 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,842,006 |
| Interest on participant loans | 2019-12-31 | $4,918 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $553,436 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $241,556 |
| Contract administrator fees | 2019-12-31 | $9,381 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | AKIN, DOHERTY, KLEIN & FEUGE, P.C. |
| Accountancy firm EIN | 2019-12-31 | 742606559 |
| 2018 : HEALTH BY DESIGN 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $177,297 |
| Total of all expenses incurred | 2018-12-31 | $478,095 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $475,552 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $363,144 |
| Value of total assets at end of year | 2018-12-31 | $2,977,519 |
| Value of total assets at beginning of year | 2018-12-31 | $3,278,317 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,543 |
| Total interest from all sources | 2018-12-31 | $8,106 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $1,777 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $300,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $355,527 |
| Participant contributions at end of year | 2018-12-31 | $134,330 |
| Participant contributions at beginning of year | 2018-12-31 | $94,599 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $7,617 |
| Administrative expenses (other) incurred | 2018-12-31 | $766 |
| Total non interest bearing cash at end of year | 2018-12-31 | $1,183 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $102 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-300,798 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,977,519 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,278,317 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,842,006 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,183,616 |
| Interest on participant loans | 2018-12-31 | $4,658 |
| Interest earned on other investments | 2018-12-31 | $3,448 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-193,953 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $475,552 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | AKIN, DOHERTY, KLEIN & FEUGE, P.C. |
| Accountancy firm EIN | 2018-12-31 | 742606559 |
