LOUIS E. ZUNIGA PTPC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : HEALTH MASTERS 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-18 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-18 | 231796 |
| Net assets as of the end of the plan year | 2025-07-18 | 3003578 |
| Total assets as of the beginning of the plan year | 2025-07-18 | 2818056 |
| Value of plan covered by a fidelity bond | 2025-07-18 | 290000 |
| Participant contributions to plan in this plan year | 2025-07-18 | 94887 |
| Value of participant loans at end of plan year | 2025-07-18 | 0 |
| Other contributions to plan in this plan year | 2025-07-18 | 0 |
| Other income to plan in this plan year | 2025-07-18 | 276411 |
| Plan net income in this plan year | 2025-07-18 | 185522 |
| Net assets as of the end of the plan year | 2025-07-18 | 3003578 |
| Net assets as of the beginning of the plan year | 2025-07-18 | 2818056 |
| Value of contributions failed to transmitted timely | 2025-07-18 | 0 |
| Employer contributions to plan in this plan year | 2025-07-18 | 46020 |
| Fees paid to broker by Benefit Provider | 2025-07-18 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-18 | 12728 |
| 2024 : HEALTH MASTERS 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-18 | 313306 |
| Net assets as of the end of the plan year | 2024-09-18 | 2818056 |
| Total assets as of the beginning of the plan year | 2024-09-18 | 2421175 |
| Value of plan covered by a fidelity bond | 2024-09-18 | 242118 |
| Participant contributions to plan in this plan year | 2024-09-18 | 91943 |
| Other contributions to plan in this plan year | 2024-09-18 | 200280 |
| Other income to plan in this plan year | 2024-09-18 | 368778 |
| Plan net income in this plan year | 2024-09-18 | 396881 |
| Net assets as of the end of the plan year | 2024-09-18 | 2818056 |
| Net assets as of the beginning of the plan year | 2024-09-18 | 2421175 |
| Employer contributions to plan in this plan year | 2024-09-18 | 49186 |
| Fees paid to broker by Benefit Provider | 2024-09-18 | 12725 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-18 | 668 |
| 2022 : HEALTH MASTERS 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-06 | 137878 |
| Net assets as of the end of the plan year | 2022-10-06 | 2753231 |
| Total assets as of the beginning of the plan year | 2022-10-06 | 2427776 |
| Value of plan covered by a fidelity bond | 2022-10-06 | 250000 |
| Participant contributions to plan in this plan year | 2022-10-06 | 111433 |
| Other contributions to plan in this plan year | 2022-10-06 | 0 |
| Other income to plan in this plan year | 2022-10-06 | 286161 |
| Plan net income in this plan year | 2022-10-06 | 325455 |
| Net assets as of the end of the plan year | 2022-10-06 | 2753231 |
| Net assets as of the beginning of the plan year | 2022-10-06 | 2427776 |
| Employer contributions to plan in this plan year | 2022-10-06 | 65739 |
| Fees paid to broker by Benefit Provider | 2022-10-06 | 13655 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-06 | 460 |
| 2011 : HEALTH MASTERS 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $31,282 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $11,547 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $11,547 |
| Total plan assets at end of year | 2011-12-31 | $575,067 |
| Total plan assets at beginning of year | 2011-12-31 | $555,332 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $44,867 |
| Other income received | 2011-12-31 | $-27,825 |
| Net income (gross income less expenses) | 2011-12-31 | $19,735 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $575,067 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $555,332 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $14,240 |
| 2010 : HEALTH MASTERS 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $122,151 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $8,142 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $8,142 |
| Total plan assets at end of year | 2010-12-31 | $555,332 |
| Total plan assets at beginning of year | 2010-12-31 | $441,323 |
| Total contributions received or receivable from participants | 2010-12-31 | $44,321 |
| Other income received | 2010-12-31 | $61,752 |
| Net income (gross income less expenses) | 2010-12-31 | $114,009 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $555,332 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $441,323 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $16,078 |
| 2011: HEALTH MASTERS 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: HEALTH MASTERS 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single 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 MASTERS 401(K) 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 |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
