MEDICAID DONE RIGHT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MEDICAID DONE RIGHT, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : MEDICAID DONE RIGHT, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-08 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-08 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-08 | 153505 |
| Net assets as of the end of the plan year | 2025-04-08 | 701035 |
| Total assets as of the beginning of the plan year | 2025-04-08 | 493315 |
| Value of plan covered by a fidelity bond | 2025-04-08 | 80000 |
| Participant contributions to plan in this plan year | 2025-04-08 | 208898 |
| Value of participant loans at end of plan year | 2025-04-08 | 54313 |
| Other expenses paid from plan in this plan year | 2025-04-08 | 0 |
| Other contributions to plan in this plan year | 2025-04-08 | 44101 |
| Other income to plan in this plan year | 2025-04-08 | 75463 |
| Plan net income in this plan year | 2025-04-08 | 207720 |
| Net assets as of the end of the plan year | 2025-04-08 | 701035 |
| Net assets as of the beginning of the plan year | 2025-04-08 | 493315 |
| Employer contributions to plan in this plan year | 2025-04-08 | 32763 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-08 | 7058 |
| 2024 : MEDICAID DONE RIGHT, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-03 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-03 | 79713 |
| Net assets as of the end of the plan year | 2024-07-03 | 493315 |
| Total assets as of the beginning of the plan year | 2024-07-03 | 341182 |
| Value of plan covered by a fidelity bond | 2024-07-03 | 20000 |
| Participant contributions to plan in this plan year | 2024-07-03 | 143620 |
| Value of participant loans at end of plan year | 2024-07-03 | 22291 |
| Other expenses paid from plan in this plan year | 2024-07-03 | 0 |
| Other contributions to plan in this plan year | 2024-07-03 | 0 |
| Other income to plan in this plan year | 2024-07-03 | 62119 |
| Plan net income in this plan year | 2024-07-03 | 152133 |
| Net assets as of the end of the plan year | 2024-07-03 | 493315 |
| Net assets as of the beginning of the plan year | 2024-07-03 | 341182 |
| Employer contributions to plan in this plan year | 2024-07-03 | 26107 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-03 | 3473 |
| 2022 : MEDICAID DONE RIGHT, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $0 |
| Total transfer of assets from this plan | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $60,849 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $154,066 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $144,419 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $8,636 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $118,629 |
| Value of total assets at end of year | 2022-12-31 | $341,182 |
| Value of total assets at beginning of year | 2022-12-31 | $434,399 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,011 |
| Total interest from all sources | 2022-12-31 | $1,055 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $14,802 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $14,802 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $44,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $115,805 |
| Participant contributions at end of year | 2022-12-31 | $23,470 |
| Participant contributions at beginning of year | 2022-12-31 | $20,876 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,824 |
| Administrative expenses (other) incurred | 2022-12-31 | $1,011 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-93,217 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $341,182 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $434,399 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $316,443 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $413,063 |
| Interest on participant loans | 2022-12-31 | $1,055 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,269 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $460 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-73,647 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $10 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $144,419 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | PDR CPAS + ADVISORS |
| Accountancy firm EIN | 2022-12-31 | 591687531 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $0 |
| Total transfer of assets from this plan | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $60,849 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $154,066 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $144,419 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $8,636 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $118,629 |
| Value of total assets at end of year | 2022-01-01 | $341,182 |
| Value of total assets at beginning of year | 2022-01-01 | $434,399 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $1,011 |
| Total interest from all sources | 2022-01-01 | $1,055 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $14,802 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $14,802 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $44,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $115,805 |
| Participant contributions at end of year | 2022-01-01 | $23,470 |
| Participant contributions at beginning of year | 2022-01-01 | $20,876 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $2,824 |
| Administrative expenses (other) incurred | 2022-01-01 | $1,011 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-93,217 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $341,182 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $434,399 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $316,443 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $413,063 |
| Interest on participant loans | 2022-01-01 | $1,055 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $1,269 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $460 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-73,647 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $10 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $144,419 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | PDR CPAS + ADVISORS |
| Accountancy firm EIN | 2022-01-01 | 591687531 |
| 2021 : MEDICAID DONE RIGHT, LLC 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $187,100 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $88,014 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $84,557 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $140,934 |
| Value of total assets at end of year | 2021-12-31 | $434,399 |
| Value of total assets at beginning of year | 2021-12-31 | $335,313 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,457 |
| Total interest from all sources | 2021-12-31 | $826 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $28,521 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $28,521 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $34,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $140,934 |
| Participant contributions at end of year | 2021-12-31 | $20,876 |
| Participant contributions at beginning of year | 2021-12-31 | $11,103 |
| Administrative expenses (other) incurred | 2021-12-31 | $3,457 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $99,086 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $434,399 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $335,313 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $413,063 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $319,257 |
| Interest on participant loans | 2021-12-31 | $826 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $460 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $4,953 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $16,801 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $18 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $84,557 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | CBIZ |
| Accountancy firm EIN | 2021-12-31 | 341846498 |
