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EHR INTEGRATION SERVICES, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEHR INTEGRATION SERVICES, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 004

EHR INTEGRATION SERVICES, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

EHR INTEGRATION SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:EHR INTEGRATION SERVICES, LLC
Employer identification number (EIN):205368952
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Additional information about EHR INTEGRATION SERVICES, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2007-01-10
Company Identification Number: 3460029
Legal Registered Office Address: 28 LIBERTY STREET
New York
NEW YORK
United States of America (USA)
10005

More information about EHR INTEGRATION SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EHR INTEGRATION SERVICES, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01CRAIG E. LUCE2024-06-07 CRAIG E. LUCE2024-06-07
0042022-01-01CRAIG LUCE2023-04-16 CRAIG LUCE2023-04-16
0042021-01-01CRAIG LUCE2022-05-09 CRAIG LUCE2022-05-09
0042020-01-01CRAIG LUCE2021-09-07 CRAIG LUCE2021-09-07
0042019-01-01CRAIG LUCE2020-05-19 CRAIG LUCE2020-05-19
0042018-01-01CRAIG LUCE2019-07-10 CRAIG LUCE2019-07-10
0042017-01-01CRAIG LUCE2018-05-16 CRAIG LUCE2018-05-16
0042016-01-01CRAIG LUCE2017-06-29 CRAIG LUCE2017-06-29
0042015-01-01CRAIG LUCE2016-07-05 CRAIG LUCE2016-07-05
0042014-01-01CRAIG LUCE2015-08-13 CRAIG LUCE2015-08-13
0042013-01-01CRAIG LUCE2014-07-10 CRAIG LUCE2014-07-10
0042012-01-01CRAIG LUCE2013-06-21 CRAIG LUCE2013-06-21

Financial Data on EHR INTEGRATION SERVICES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : EHR INTEGRATION SERVICES, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-090
Total liabilities as of the end of the plan year2025-07-090
Total liabilities as of the beginning of the plan year2025-07-090
Total expenses incurred by plan in this plan year2025-07-09474489
Net assets as of the end of the plan year2025-07-0910253899
Total assets as of the beginning of the plan year2025-07-098176172
Value of plan covered by a fidelity bond2025-07-09450000
Participant contributions to plan in this plan year2025-07-09370385
Value of participant loans at end of plan year2025-07-0925973
Other expenses paid from plan in this plan year2025-07-090
Other contributions to plan in this plan year2025-07-090
Other income to plan in this plan year2025-07-091526473
Plan net income in this plan year2025-07-092077727
Net assets as of the end of the plan year2025-07-0910253899
Net assets as of the beginning of the plan year2025-07-098176172
Employer contributions to plan in this plan year2025-07-09655358
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-090
2024 : EHR INTEGRATION SERVICES, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-070
Total liabilities as of the end of the plan year2024-06-070
Total liabilities as of the beginning of the plan year2024-06-070
Total expenses incurred by plan in this plan year2024-06-07107009
Net assets as of the end of the plan year2024-06-078176172
Total assets as of the beginning of the plan year2024-06-075854045
Value of plan covered by a fidelity bond2024-06-07450000
Participant contributions to plan in this plan year2024-06-07412256
Value of participant loans at end of plan year2024-06-0765821
Other expenses paid from plan in this plan year2024-06-070
Other contributions to plan in this plan year2024-06-0784596
Other income to plan in this plan year2024-06-071279361
Plan net income in this plan year2024-06-072322127
Net assets as of the end of the plan year2024-06-078176172
Net assets as of the beginning of the plan year2024-06-075854045
Employer contributions to plan in this plan year2024-06-07652923
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-070

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