TARGETED SOLUTIONS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TARGETED SOLUTIONS GROUP MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2024 : TARGETED SOLUTIONS GROUP MEDICAL PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-01-01 | $101,404 |
| Total plan liabilities at beginning of year | 2024-01-01 | $160,641 |
| Total income from all sources | 2024-01-01 | $842,091 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $744,430 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $419,978 |
| Total plan assets at end of year | 2024-01-01 | $62,279 |
| Total plan assets at beginning of year | 2024-01-01 | $23,855 |
| Value of fidelity bond covering the plan | 2024-01-01 | $265,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $214,494 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $346,190 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $768 |
| Noncash contributions received | 2024-01-01 | $0 |
| Net income (gross income less expenses) | 2024-01-01 | $97,661 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $-39,125 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $-136,786 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $626,829 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $-21,738 |
| 2023 : TARGETED SOLUTIONS GROUP MEDICAL PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $160,641 |
| Total plan liabilities at beginning of year | 2023-12-31 | $192,494 |
| Total income from all sources | 2023-12-31 | $682,490 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $710,360 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $418,788 |
| Total plan assets at end of year | 2023-12-31 | $23,855 |
| Total plan assets at beginning of year | 2023-12-31 | $83,578 |
| Value of fidelity bond covering the plan | 2023-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $236,787 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $300,930 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $750 |
| Net income (gross income less expenses) | 2023-12-31 | $-27,870 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $-136,786 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $-108,916 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $444,953 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $-9,358 |
| 2022 : TARGETED SOLUTIONS GROUP MEDICAL PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $192,494 |
| Total plan liabilities at beginning of year | 2022-12-31 | $189,293 |
| Total income from all sources | 2022-12-31 | $44,497 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $-32,645 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $-53,735 |
| Total plan assets at end of year | 2022-12-31 | $83,578 |
| Total plan assets at beginning of year | 2022-12-31 | $3,235 |
| Value of fidelity bond covering the plan | 2022-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $13,725 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $20,580 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $9 |
| Net income (gross income less expenses) | 2022-12-31 | $77,142 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $-108,916 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $-186,058 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $30,763 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $510 |
| Total plan liabilities at end of year | 2022-11-30 | $189,293 |
| Total plan liabilities at beginning of year | 2022-11-30 | $0 |
| Total income from all sources | 2022-11-30 | $547,601 |
| Expenses. Total of all expenses incurred | 2022-11-30 | $733,659 |
| Benefits paid (including direct rollovers) | 2022-11-30 | $477,351 |
| Total plan assets at end of year | 2022-11-30 | $3,235 |
| Total plan assets at beginning of year | 2022-11-30 | $0 |
| Value of fidelity bond covering the plan | 2022-11-30 | $265,000 |
| Total contributions received or receivable from participants | 2022-11-30 | $187,460 |
| Expenses. Other expenses not covered elsewhere | 2022-11-30 | $250,014 |
| Contributions received from other sources (not participants or employers) | 2022-11-30 | $2,004 |
| Other income received | 2022-11-30 | $40 |
| Net income (gross income less expenses) | 2022-11-30 | $-186,058 |
| Net plan assets at end of year (total assets less liabilities) | 2022-11-30 | $-186,058 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2022-11-30 | $358,097 |
| Value of corrective distributions | 2022-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-11-30 | $6,294 |
| 2023: TARGETED SOLUTIONS GROUP MEDICAL PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: TARGETED SOLUTIONS GROUP MEDICAL PLAN 2022 form 5500 responses |
|---|
| 2022-12-01 | Type of plan entity | Single employer plan |
| 2022-12-01 | Submission has been amended | No |
| 2022-12-01 | This submission is the final filing | No |
| 2022-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-12-01 | Plan is a collectively bargained plan | No |
| 2022-12-01 | Plan funding arrangement – Insurance | Yes |
| 2022-12-01 | Plan funding arrangement – Trust | Yes |
| 2022-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-12-01 | Plan benefit arrangement - Trust | Yes |
| 2021: TARGETED SOLUTIONS GROUP MEDICAL PLAN 2021 form 5500 responses |
|---|
| 2021-12-01 | Type of plan entity | Single employer plan |
| 2021-12-01 | First time form 5500 has been submitted | Yes |
| 2021-12-01 | Submission has been amended | No |
| 2021-12-01 | This submission is the final filing | No |
| 2021-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-12-01 | Plan is a collectively bargained plan | No |
| 2021-12-01 | Plan funding arrangement – Insurance | Yes |
| 2021-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-12-01 | Plan benefit arrangement - Trust | Yes |
