401k Plan data: MEDICAID DONE RIGHT, LLC 401(K) PLAN plan

MEDICAID DONE RIGHT, LLC 401(K) PLAN 401k Plan overview

Plan Name	MEDICAID DONE RIGHT, LLC 401(K) PLAN
Plan identification number	001

MEDICAID DONE RIGHT, LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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

MEDICAID DONE RIGHT has sponsored the creation of one or more 401k plans.

Company Name: MEDICAID DONE RIGHT

Employer identification number (EIN): 454299265

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about MEDICAID DONE RIGHT

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2012-01-18

Company Identification Number: L12000008688

Legal Registered Office Address: C/O MACFARLANE FERGUSON & MCMULLEN

CLEARWATER

33756

More information about MEDICAID DONE RIGHT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAID DONE RIGHT, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2018-01-01 JOHN ANDERSON 2019-05-29
001 2017-01-01 JOHN ANDERSON 2018-09-27
001 2016-01-01 JOHN ANDERSON 2017-05-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2018-01-01	JOHN ANDERSON	2019-05-29
001	2017-01-01	JOHN ANDERSON	2018-09-27
001	2016-01-01	JOHN ANDERSON	2017-05-26

Plan Statistics for MEDICAID DONE RIGHT, LLC 401(K) PLAN

401k plan membership statisitcs for MEDICAID DONE RIGHT, LLC 401(K) PLAN

Measure Date Value
2022: MEDICAID DONE RIGHT, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 133
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 140
Number of participants with account balances 2022-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MEDICAID DONE RIGHT, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 125
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 131
Number of participants with account balances 2021-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MEDICAID DONE RIGHT, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 118
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 121
Number of participants with account balances 2020-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3

Measure	Date	Value
2022: MEDICAID DONE RIGHT, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	133
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	140
Number of participants with account balances	2022-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MEDICAID DONE RIGHT, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	125
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	131
Number of participants with account balances	2021-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MEDICAID DONE RIGHT, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	118
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	121
Number of participants with account balances	2020-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3

Financial Data on MEDICAID DONE RIGHT, LLC 401(K) PLAN

Measure	Date	Value
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
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

Form 5500 Responses for MEDICAID DONE RIGHT, LLC 401(K) PLAN

2022: MEDICAID DONE RIGHT, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MEDICAID DONE RIGHT, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MEDICAID DONE RIGHT, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	First time form 5500 has been submitted	Yes
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MEDICAID DONE RIGHT
Employer identification number (EIN):	454299265
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2012-01-18
Company Identification Number:	L12000008688
Legal Registered Office Address:	C/O MACFARLANE FERGUSON & MCMULLEN CLEARWATER 33756