ROBERT ERICKSON D.O. & JENNIFER ERICKSON D.O. LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INSPIRED HEALTH GROUP 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : INSPIRED HEALTH GROUP 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-12 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-12 | 60211 |
| Net assets as of the end of the plan year | 2025-09-12 | 2086573 |
| Total assets as of the beginning of the plan year | 2025-09-12 | 1554619 |
| Value of plan covered by a fidelity bond | 2025-09-12 | 100000 |
| Participant contributions to plan in this plan year | 2025-09-12 | 267027 |
| Other expenses paid from plan in this plan year | 2025-09-12 | 0 |
| Other contributions to plan in this plan year | 2025-09-12 | 0 |
| Other income to plan in this plan year | 2025-09-12 | 221636 |
| Plan net income in this plan year | 2025-09-12 | 531954 |
| Net assets as of the end of the plan year | 2025-09-12 | 2086573 |
| Net assets as of the beginning of the plan year | 2025-09-12 | 1554619 |
| Employer contributions to plan in this plan year | 2025-09-12 | 103502 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-12 | 21648 |
| 2024 : INSPIRED HEALTH GROUP 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-02 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-02 | 31131 |
| Net assets as of the end of the plan year | 2024-10-02 | 1554619 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 1053595 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 100000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 217334 |
| Other expenses paid from plan in this plan year | 2024-10-02 | 0 |
| Other contributions to plan in this plan year | 2024-10-02 | 23266 |
| Other income to plan in this plan year | 2024-10-02 | 209216 |
| Plan net income in this plan year | 2024-10-02 | 501024 |
| Net assets as of the end of the plan year | 2024-10-02 | 1554619 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 1053595 |
| Employer contributions to plan in this plan year | 2024-10-02 | 82339 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 15017 |
| 2022 : INSPIRED HEALTH GROUP 401(K) PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-09-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-29 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-29 | 12442 |
| Net assets as of the end of the plan year | 2022-09-29 | 975216 |
| Total assets as of the beginning of the plan year | 2022-09-29 | 636580 |
| Value of plan covered by a fidelity bond | 2022-09-29 | 100000 |
| Participant contributions to plan in this plan year | 2022-09-29 | 178670 |
| Other expenses paid from plan in this plan year | 2022-09-29 | 0 |
| Other contributions to plan in this plan year | 2022-09-29 | 0 |
| Other income to plan in this plan year | 2022-09-29 | 111778 |
| Plan net income in this plan year | 2022-09-29 | 338636 |
| Net assets as of the end of the plan year | 2022-09-29 | 975216 |
| Net assets as of the beginning of the plan year | 2022-09-29 | 636580 |
| Value of contributions failed to transmitted timely | 2022-09-29 | 6690 |
| Employer contributions to plan in this plan year | 2022-09-29 | 60630 |
| Fees paid to broker by Benefit Provider | 2022-09-29 | 9149 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-29 | 9850 |
