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STRIDE HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 401k Plan overview

Plan NameSTRIDE HEALTHCARE MANAGEMENT, LLC 401(K) PLAN
Plan identification number 001

STRIDE HEALTHCARE MANAGEMENT, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

INTERVENTIONAL PARTNERS, PLLC DBA STRIDE HEALTHCARE, PLLC has sponsored the creation of one or more 401k plans.

Company Name:INTERVENTIONAL PARTNERS, PLLC DBA STRIDE HEALTHCARE, PLLC
Employer identification number (EIN):815443236
NAIC Classification:621391
NAIC Description:Offices of Podiatrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRIDE HEALTHCARE MANAGEMENT, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01AL WILSON2021-02-25

Financial Data on STRIDE HEALTHCARE MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2023 : STRIDE HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$8,007
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$8,007
Total income from all sources (including contributions)2023-01-01$2,354,166
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$564,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$522,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,443,805
Value of total assets at end of year2023-01-01$6,062,907
Value of total assets at beginning of year2023-01-01$4,273,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$42,700
Total interest from all sources2023-01-01$7,844
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,319,876
Participant contributions at end of year2023-01-01$120,233
Participant contributions at beginning of year2023-01-01$53,089
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$123,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$8,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$8,007
Other income not declared elsewhere2023-01-01$89,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,789,402
Value of net assets at end of year (total assets less liabilities)2023-01-01$6,054,900
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$4,265,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in pooled separate accounts at end of year2023-01-01$5,942,670
Value of interest in pooled separate accounts at beginning of year2023-01-01$4,220,412
Interest on participant loans2023-01-01$7,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$4
Net investment gain/loss from pooled separate accounts2023-01-01$813,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$522,064
Contract administrator fees2023-01-01$42,700
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01THE CJ CPA GROUP, PLLC
Accountancy firm EIN2023-01-01274461251

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