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OCCUDIGM HEALTH INVESTMENT TRUST 401k Plan overview

Plan NameOCCUDIGM HEALTH INVESTMENT TRUST
Plan identification number 001

OCCUDIGM HEALTH INVESTMENT TRUST 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

OCCUDIGM HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:OCCUDIGM HEALTH, INC.
Employer identification number (EIN):271127086
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OCCUDIGM HEALTH INVESTMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-10-01MATTHEW HUGHES2024-12-02
0012022-10-01MATTHEW HUGHES2024-03-12
0012021-10-01MATTHEW A. HUGHES2023-02-19
0012020-10-01MATTHEW A. HUGHES2022-06-01
0012019-10-01
0012018-10-01MATTHEW HUGHES2020-01-21 MATTHEW HUGHES2020-01-21
0012017-10-01MATTHEW HUGHES2019-04-22 MATTHEW HUGHES2019-04-22
0012016-10-01MATTHEW HUGHES2018-07-02 MATTHEW HUGHES2018-07-02
0012015-10-01MATTHEW HUGHES2017-07-17
0012014-10-01

Plan Statistics for OCCUDIGM HEALTH INVESTMENT TRUST

401k plan membership statisitcs for OCCUDIGM HEALTH INVESTMENT TRUST

Measure Date Value
2024: OCCUDIGM HEALTH INVESTMENT TRUST 2024 401k membership
Total number of particpants at beginning of year2024-12-0225
Total number of particpants at end of year2024-12-0225
Number of Participants With Account Balances2024-12-0225
2023: OCCUDIGM HEALTH INVESTMENT TRUST 2023 401k membership
Total number of particpants at beginning of year2023-02-2032
Total number of particpants at end of year2023-02-2037
Number of Participants With Account Balances2023-02-2037

Financial Data on OCCUDIGM HEALTH INVESTMENT TRUST

Measure Date Value
2024 : OCCUDIGM HEALTH INVESTMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-12-021780
Net assets as of the end of the plan year2024-12-02903562
Total assets as of the beginning of the plan year2024-12-02631623
Value of plan covered by a fidelity bond2024-12-02300000
Participant contributions to plan in this plan year2024-12-0267040
Other income to plan in this plan year2024-12-02164996
Plan net income in this plan year2024-12-02271939
Net assets as of the end of the plan year2024-12-02903562
Net assets as of the beginning of the plan year2024-12-02631623
Employer contributions to plan in this plan year2024-12-0241683
Expensese paid to adminstrative service provicers from plan in this plan year2024-12-021780
2023 : OCCUDIGM HEALTH INVESTMENT TRUST 2023 401k financial data
Total liabilities as of the beginning of the plan year2023-02-200
Total expenses incurred by plan in this plan year2023-02-2076780
Net assets as of the end of the plan year2023-02-20473647
Total assets as of the beginning of the plan year2023-02-20560844
Value of plan covered by a fidelity bond2023-02-20300000
Participant contributions to plan in this plan year2023-02-2058379
Other income to plan in this plan year2023-02-20-111293
Plan net income in this plan year2023-02-20-87197
Net assets as of the end of the plan year2023-02-20473647
Net assets as of the beginning of the plan year2023-02-20560844
Employer contributions to plan in this plan year2023-02-2042497
Expensese paid to adminstrative service provicers from plan in this plan year2023-02-202261

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