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DIRECT URGENT CARE, INC. 401(K) PLAN 401k Plan overview

Plan NameDIRECT URGENT CARE, INC. 401(K) PLAN
Plan identification number 002

DIRECT URGENT CARE, INC. 401(K) 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.
  • 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

DIRECT URGENT CARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:DIRECT URGENT CARE, INC.
Employer identification number (EIN):454298417
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIRECT URGENT CARE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01KIMBERLY NAEGELE
0022023-01-01
0022023-01-01KIMBERLY NAEGELE
0022022-09-01
0022022-09-01KIMBERLY NAEGELE

Financial Data on DIRECT URGENT CARE, INC. 401(K) PLAN

Measure Date Value
2023 : DIRECT URGENT CARE, INC. 401(K) PLAN 2023 401k financial data
Total income from all sources2023-12-31$0
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$2,775,371
Total plan assets at beginning of year2023-12-31$2,775,371
Net income (gross income less expenses)2023-12-31$0
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,775,371
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,775,371
Assets. Value of employer securities2023-12-31$2,775,371
2022 : DIRECT URGENT CARE, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$2,775,371
Total income from all sources2022-12-31$0
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$2,775,371
Total plan assets at beginning of year2022-12-31$0
Net income (gross income less expenses)2022-12-31$0
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,775,371
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$0
Assets. Value of employer securities2022-12-31$2,775,371

Form 5500 Responses for DIRECT URGENT CARE, INC. 401(K) PLAN

2023: DIRECT URGENT CARE, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DIRECT URGENT CARE, INC. 401(K) PLAN 2022 form 5500 responses
2022-09-01Type of plan entitySingle employer plan
2022-09-01First time form 5500 has been submittedYes
2022-09-01Submission has been amendedNo
2022-09-01This submission is the final filingNo
2022-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-09-01Plan is a collectively bargained planNo
2022-09-01Plan funding arrangement – TrustYes
2022-09-01Plan benefit arrangement - TrustYes

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