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PERSONALMDS, LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NamePERSONALMDS, LLC 401K PROFIT SHARING PLAN
Plan identification number 001

PERSONALMDS, LLC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PERSONALMDS, LLC has sponsored the creation of one or more 401k plans.

Company Name:PERSONALMDS, LLC
Employer identification number (EIN):331165901
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONALMDS, LLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JEFFREY BASS, M.D.2015-09-08
0012013-01-01JEFFREY BASS, M.D.2014-06-28
0012012-01-01JEFFREY BASS, M.D.2013-10-08
0012011-01-01PERSONALMDS LLC2012-05-24
0012010-01-01PERSONALMDS LLC2011-05-05

Financial Data on PERSONALMDS, LLC 401K PROFIT SHARING PLAN

Measure Date Value
2025 : PERSONALMDS, LLC 401K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-011702
Net assets as of the end of the plan year2025-10-015361551
Total assets as of the beginning of the plan year2025-10-014517189
Value of plan covered by a fidelity bond2025-10-01500000
Participant contributions to plan in this plan year2025-10-01215006
Value of participant loans at end of plan year2025-10-0126836
Other income to plan in this plan year2025-10-01492056
Plan net income in this plan year2025-10-01844362
Net assets as of the end of the plan year2025-10-015361551
Net assets as of the beginning of the plan year2025-10-014517189
Employer contributions to plan in this plan year2025-10-01139002
2024 : PERSONALMDS, LLC 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-2755733
Net assets as of the end of the plan year2024-09-274517189
Total assets as of the beginning of the plan year2024-09-273581256
Value of plan covered by a fidelity bond2024-09-27460000
Participant contributions to plan in this plan year2024-09-27207136
Value of participant loans at end of plan year2024-09-2712640
Other income to plan in this plan year2024-09-27639238
Plan net income in this plan year2024-09-27935933
Net assets as of the end of the plan year2024-09-274517189
Net assets as of the beginning of the plan year2024-09-273581256
Employer contributions to plan in this plan year2024-09-27145292
2022 : PERSONALMDS, LLC 401K PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-030
Net assets as of the end of the plan year2022-10-034004877
Total assets as of the beginning of the plan year2022-10-033261808
Value of plan covered by a fidelity bond2022-10-03400000
Participant contributions to plan in this plan year2022-10-03171061
Value of participant loans at end of plan year2022-10-036712
Other income to plan in this plan year2022-10-03436056
Plan net income in this plan year2022-10-03743069
Net assets as of the end of the plan year2022-10-034004877
Net assets as of the beginning of the plan year2022-10-033261808
Employer contributions to plan in this plan year2022-10-03135952

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