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HEALTH DONE WRIGHT INC. 401(K) PLAN 401k Plan overview

Plan NameHEALTH DONE WRIGHT INC. 401(K) PLAN
Plan identification number 001

HEALTH DONE WRIGHT INC. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

HEALTH DONE WRIGHT INC. has sponsored the creation of one or more 401k plans.

Company Name:HEALTH DONE WRIGHT INC.
Employer identification number (EIN):844086946
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 DONE WRIGHT INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01ANGELA WRIGHT
0012022-07-01
0012022-07-01ANGELA WRIGHT
0012021-07-01
0012021-07-01ANGELA WRIGHT
0012020-07-01
0012019-12-24

Financial Data on HEALTH DONE WRIGHT INC. 401(K) PLAN

Measure Date Value
2023 : HEALTH DONE WRIGHT INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-06-30$0
Total plan liabilities at beginning of year2023-06-30$0
Total income from all sources2023-06-30$-18,955
Expenses. Total of all expenses incurred2023-06-30$40
Benefits paid (including direct rollovers)2023-06-30$0
Total plan assets at end of year2023-06-30$673,363
Total plan assets at beginning of year2023-06-30$692,358
Value of fidelity bond covering the plan2023-06-30$39,000
Total contributions received or receivable from participants2023-06-30$0
Expenses. Other expenses not covered elsewhere2023-06-30$40
Contributions received from other sources (not participants or employers)2023-06-30$0
Other income received2023-06-30$-18,955
Noncash contributions received2023-06-30$0
Net income (gross income less expenses)2023-06-30$-18,995
Net plan assets at end of year (total assets less liabilities)2023-06-30$673,363
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$692,358
Assets. Value of participant loans2023-06-30$43,457
Assets. Value of employer securities2023-06-30$254,795
Total contributions received or receivable from employer(s)2023-06-30$0
Value of certain deemed distributions of participant loans2023-06-30$0
Value of corrective distributions2023-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$0
2022 : HEALTH DONE WRIGHT INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-06-30$0
Total plan liabilities at beginning of year2022-06-30$0
Total income from all sources2022-06-30$43,691
Expenses. Total of all expenses incurred2022-06-30$4,764
Benefits paid (including direct rollovers)2022-06-30$0
Total plan assets at end of year2022-06-30$692,358
Total plan assets at beginning of year2022-06-30$653,431
Value of fidelity bond covering the plan2022-06-30$39,000
Total contributions received or receivable from participants2022-06-30$0
Expenses. Other expenses not covered elsewhere2022-06-30$4,764
Contributions received from other sources (not participants or employers)2022-06-30$0
Other income received2022-06-30$43,691
Noncash contributions received2022-06-30$0
Net income (gross income less expenses)2022-06-30$38,927
Net plan assets at end of year (total assets less liabilities)2022-06-30$692,358
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$653,431
Assets. Value of employer securities2022-06-30$295,792
Total contributions received or receivable from employer(s)2022-06-30$0
Value of certain deemed distributions of participant loans2022-06-30$0
Value of corrective distributions2022-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$0
2021 : HEALTH DONE WRIGHT INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-06-30$0
Total plan liabilities at end of year2021-06-30$0
Total plan liabilities at beginning of year2021-06-30$0
Total income from all sources2021-06-30$-132,829
Expenses. Total of all expenses incurred2021-06-30$40
Benefits paid (including direct rollovers)2021-06-30$0
Total plan assets at end of year2021-06-30$653,431
Total plan assets at beginning of year2021-06-30$786,300
Value of fidelity bond covering the plan2021-06-30$39,000
Total contributions received or receivable from participants2021-06-30$0
Expenses. Other expenses not covered elsewhere2021-06-30$40
Contributions received from other sources (not participants or employers)2021-06-30$0
Other income received2021-06-30$-132,829
Noncash contributions received2021-06-30$0
Net income (gross income less expenses)2021-06-30$-132,869
Net plan assets at end of year (total assets less liabilities)2021-06-30$653,431
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$786,300
Assets. Value of employer securities2021-06-30$222,105
Total contributions received or receivable from employer(s)2021-06-30$0
Value of certain deemed distributions of participant loans2021-06-30$0
Value of corrective distributions2021-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$0
2020 : HEALTH DONE WRIGHT INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-06-30$0
Total plan liabilities at end of year2020-06-30$0
Total plan liabilities at beginning of year2020-06-30$0
Total income from all sources2020-06-30$786,330
Expenses. Total of all expenses incurred2020-06-30$30
Benefits paid (including direct rollovers)2020-06-30$0
Total plan assets at end of year2020-06-30$786,300
Total plan assets at beginning of year2020-06-30$0
Value of fidelity bond covering the plan2020-06-30$39,000
Total contributions received or receivable from participants2020-06-30$0
Expenses. Other expenses not covered elsewhere2020-06-30$30
Contributions received from other sources (not participants or employers)2020-06-30$781,701
Other income received2020-06-30$4,629
Noncash contributions received2020-06-30$0
Net income (gross income less expenses)2020-06-30$786,300
Net plan assets at end of year (total assets less liabilities)2020-06-30$786,300
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$0
Assets. Value of employer securities2020-06-30$394,629
Total contributions received or receivable from employer(s)2020-06-30$0
Value of certain deemed distributions of participant loans2020-06-30$0
Value of corrective distributions2020-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$0

Form 5500 Responses for HEALTH DONE WRIGHT INC. 401(K) PLAN

2022: HEALTH DONE WRIGHT INC. 401(K) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: HEALTH DONE WRIGHT INC. 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: HEALTH DONE WRIGHT INC. 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: HEALTH DONE WRIGHT INC. 401(K) PLAN 2019 form 5500 responses
2019-12-24Type of plan entitySingle employer plan
2019-12-24First time form 5500 has been submittedYes
2019-12-24Submission has been amendedNo
2019-12-24This submission is the final filingNo
2019-12-24This return/report is a short plan year return/report (less than 12 months)Yes
2019-12-24Plan is a collectively bargained planNo
2019-12-24Plan funding arrangement – TrustYes
2019-12-24Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number145444
Policy instance 1

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