401k Plan data: PATIENTPOP INC. RETIREMENT TRUST plan

PATIENTPOP INC. RETIREMENT TRUST 401k Plan overview

Plan Name	PATIENTPOP INC. RETIREMENT TRUST
Plan identification number	001

PATIENTPOP INC. RETIREMENT TRUST Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

PATIENTPOP INC. has sponsored the creation of one or more 401k plans.

Company Name: PATIENTPOP INC.

Employer identification number (EIN): 465328697

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATIENTPOP INC. RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ALEXIS KAVAZANJIAN
001 2016-01-01 JOSH SCURI 2017-07-31
001 2015-08-01 JOSH SCURI 2016-10-11

Plan Statistics for PATIENTPOP INC. RETIREMENT TRUST

401k plan membership statisitcs for PATIENTPOP INC. RETIREMENT TRUST

Measure Date Value
2023: PATIENTPOP INC. RETIREMENT TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 537
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: PATIENTPOP INC. RETIREMENT TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 712
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 268
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 269
Total of all active and inactive participants 2022-01-01 537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 537
Number of participants with account balances 2022-01-01 506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PATIENTPOP INC. RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 445
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 442
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 270
Total of all active and inactive participants 2021-01-01 712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 712
Number of participants with account balances 2021-01-01 662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PATIENTPOP INC. RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 602
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 343
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 102
Total of all active and inactive participants 2020-01-01 445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 445
Number of participants with account balances 2020-01-01 393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PATIENTPOP INC. RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 485
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 512
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 90
Total of all active and inactive participants 2019-01-01 602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 602
Number of participants with account balances 2019-01-01 311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PATIENTPOP INC. RETIREMENT TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 345
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 432
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 53
Total of all active and inactive participants 2018-01-01 485
Total participants 2018-01-01 485
Number of participants with account balances 2018-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PATIENTPOP INC. RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 304
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 33
Total of all active and inactive participants 2017-01-01 337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 337
Number of participants with account balances 2017-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2023: PATIENTPOP INC. RETIREMENT TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	537
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: PATIENTPOP INC. RETIREMENT TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	712
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	268
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	269
Total of all active and inactive participants	2022-01-01	537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	537
Number of participants with account balances	2022-01-01	506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PATIENTPOP INC. RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	445
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	442
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	270
Total of all active and inactive participants	2021-01-01	712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	712
Number of participants with account balances	2021-01-01	662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PATIENTPOP INC. RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	602
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	343
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	102
Total of all active and inactive participants	2020-01-01	445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	445
Number of participants with account balances	2020-01-01	393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PATIENTPOP INC. RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	485
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	512
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	90
Total of all active and inactive participants	2019-01-01	602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	602
Number of participants with account balances	2019-01-01	311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PATIENTPOP INC. RETIREMENT TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	345
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	432
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	53
Total of all active and inactive participants	2018-01-01	485
Total participants	2018-01-01	485
Number of participants with account balances	2018-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PATIENTPOP INC. RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	304
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	33
Total of all active and inactive participants	2017-01-01	337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	337
Number of participants with account balances	2017-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on PATIENTPOP INC. RETIREMENT TRUST

Measure	Date	Value
2023 : PATIENTPOP INC. RETIREMENT TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-02-28	$0
Total transfer of assets from this plan	2023-02-28	$6,657,657
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-02-28	$0
Total income from all sources (including contributions)	2023-02-28	$450,812
Total loss/gain on sale of assets	2023-02-28	$0
Total of all expenses incurred	2023-02-28	$599,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-02-28	$597,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-02-28	$189,828
Value of total assets at end of year	2023-02-28	$0
Value of total assets at beginning of year	2023-02-28	$6,806,379
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-02-28	$2,220
Total interest from all sources	2023-02-28	$108
Total dividends received (eg from common stock, registered investment company shares)	2023-02-28	$144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-02-28	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-02-28	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-02-28	$144
Was this plan covered by a fidelity bond	2023-02-28	Yes
Value of fidelity bond cover	2023-02-28	$500,000
If this is an individual account plan, was there a blackout period	2023-02-28	No
Were there any nonexempt tranactions with any party-in-interest	2023-02-28	No
Contributions received from participants	2023-02-28	$189,828
Participant contributions at beginning of year	2023-02-28	$48,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-02-28	No
Value of net income/loss	2023-02-28	$-148,722
Value of net assets at end of year (total assets less liabilities)	2023-02-28	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-02-28	$6,806,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-02-28	No
Were any leases to which the plan was party in default or uncollectible	2023-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-02-28	$6,752,644
Interest on participant loans	2023-02-28	$88
Income. Interest from loans (other than to participants)	2023-02-28	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-02-28	$5,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-02-28	$5,514
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-02-28	$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-02-28	$260,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-02-28	No
Was there a failure to transmit to the plan any participant contributions	2023-02-28	No
Has the plan failed to provide any benefit when due under the plan	2023-02-28	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-02-28	$597,314
Contract administrator fees	2023-02-28	$2,220
Did the plan have assets held for investment	2023-02-28	No
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	2023-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2023-02-28	Unqualified
Accountancy firm name	2023-02-28	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2023-02-28	750786316
2022 : PATIENTPOP INC. RETIREMENT TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	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	$768,984
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,456,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,440,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,116,992
Value of total assets at end of year	2022-12-31	$6,806,379
Value of total assets at beginning of year	2022-12-31	$7,493,982
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$16,560
Total interest from all sources	2022-12-31	$2,742
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$138,818
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	$138,818
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$2,107,051
Participant contributions at end of year	2022-12-31	$48,221
Participant contributions at beginning of year	2022-12-31	$43,068
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$9,941
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	$-687,603
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,806,379
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,493,982
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	$6,752,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,387,350
Interest on participant loans	2022-12-31	$2,631
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$5,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$63,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$63,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$111
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,489,568
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	$1,440,027
Contract administrator fees	2022-12-31	$16,560
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	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2022-12-31	750786316
2021 : PATIENTPOP INC. RETIREMENT TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	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	$52,269
Total income from all sources (including contributions)	2021-12-31	$3,110,189
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$775,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$792,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,135,526
Value of total assets at end of year	2021-12-31	$7,493,982
Value of total assets at beginning of year	2021-12-31	$5,211,901
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$-16,751
Total interest from all sources	2021-12-31	$2,045
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$116,085
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	$116,085
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,921,117
Participant contributions at end of year	2021-12-31	$43,068
Participant contributions at beginning of year	2021-12-31	$12,354
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$819
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$214,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$52,269
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	$2,334,350
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,493,982
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,159,632
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	$7,387,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,143,999
Interest on participant loans	2021-12-31	$2,039
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$63,564
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$54,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$54,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$856,533
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	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$792,590
Contract administrator fees	2021-12-31	$-16,751
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	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2021-12-31	750786316
2020 : PATIENTPOP INC. RETIREMENT TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$52,269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,189,169
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,391,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,348,234
Value of total corrective distributions	2020-12-31	$1,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,345,064
Value of total assets at end of year	2020-12-31	$5,211,901
Value of total assets at beginning of year	2020-12-31	$3,361,991
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$41,920
Total interest from all sources	2020-12-31	$931
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$82,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$82,100
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,826,040
Participant contributions at end of year	2020-12-31	$12,354
Participant contributions at beginning of year	2020-12-31	$8,462
Participant contributions at end of year	2020-12-31	$819
Participant contributions at beginning of year	2020-12-31	$70,454
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$519,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$52,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,797,641
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,159,632
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,361,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,143,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,266,381
Interest on participant loans	2020-12-31	$810
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$54,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$16,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$16,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$121
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$761,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,348,234
Contract administrator fees	2020-12-31	$41,920
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2020-12-31	750786316
2019 : PATIENTPOP INC. RETIREMENT TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,244,213
Total income from all sources (including contributions)	2019-12-31	$2,244,213
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$457,059
Total of all expenses incurred	2019-12-31	$457,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$439,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$439,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,707,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,707,467
Value of total assets at end of year	2019-12-31	$3,361,991
Value of total assets at end of year	2019-12-31	$3,361,991
Value of total assets at beginning of year	2019-12-31	$1,574,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$17,531
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$17,531
Total interest from all sources	2019-12-31	$470
Total interest from all sources	2019-12-31	$470
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$64,445
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$64,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$64,445
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$64,445
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,565,462
Contributions received from participants	2019-12-31	$1,565,462
Participant contributions at end of year	2019-12-31	$8,462
Participant contributions at end of year	2019-12-31	$8,462
Participant contributions at beginning of year	2019-12-31	$4,350
Participant contributions at beginning of year	2019-12-31	$4,350
Participant contributions at end of year	2019-12-31	$70,454
Participant contributions at end of year	2019-12-31	$70,454
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$142,005
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$142,005
Administrative expenses (other) incurred	2019-12-31	$17,223
Administrative expenses (other) incurred	2019-12-31	$17,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,787,154
Value of net income/loss	2019-12-31	$1,787,154
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,361,991
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,361,991
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,574,837
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,574,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,266,381
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,266,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,556,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,556,809
Interest on participant loans	2019-12-31	$445
Interest on participant loans	2019-12-31	$445
Income. Interest from loans (other than to participants)	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$16,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$16,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$13,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$13,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$13,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$13,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$25
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$471,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$471,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$439,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$439,528
Contract administrator fees	2019-12-31	$308
Contract administrator fees	2019-12-31	$308
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WEAVER AND TIDWELL, LLP
Accountancy firm name	2019-12-31	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2019-12-31	750786316
Accountancy firm EIN	2019-12-31	750786316
2018 : PATIENTPOP INC. RETIREMENT TRUST 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$777,174
Total of all expenses incurred	2018-12-31	$119,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$96,347
Value of total corrective distributions	2018-12-31	$12,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$910,329
Value of total assets at end of year	2018-12-31	$1,574,837
Value of total assets at beginning of year	2018-12-31	$916,995
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,894
Total interest from all sources	2018-12-31	$1,694
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$35,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$35,041
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$873,306
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$37,023
Assets. Loans (other than to participants) at end of year	2018-12-31	$4,350
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$16,813
Other income not declared elsewhere	2018-12-31	$144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$657,842
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,574,837
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$916,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,556,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$900,174
Interest on participant loans	2018-12-31	$539
Interest earned on other investments	2018-12-31	$1,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$13,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-170,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$96,347
Contract administrator fees	2018-12-31	$10,894
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2018-12-31	750786316
2017 : PATIENTPOP INC. RETIREMENT TRUST 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$613,868
Total of all expenses incurred	2017-12-31	$20,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$15,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$509,869
Value of total assets at end of year	2017-12-31	$916,995
Value of total assets at beginning of year	2017-12-31	$323,919
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,322
Total interest from all sources	2017-12-31	$187
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$15,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$15,306
Administrative expenses professional fees incurred	2017-12-31	$5,322
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$100,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$441,103
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$68,766
Assets. Loans (other than to participants) at end of year	2017-12-31	$16,813
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$1,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$593,076
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$916,995
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$323,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$900,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$322,620
Interest on participant loans	2017-12-31	$11
Interest earned on other investments	2017-12-31	$176
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$88,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$15,470
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KLING & PATHAK LLP
Accountancy firm EIN	2017-12-31	200266439

Form 5500 Responses for PATIENTPOP INC. RETIREMENT TRUST

2023: PATIENTPOP INC. RETIREMENT TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PATIENTPOP INC. RETIREMENT TRUST 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: PATIENTPOP INC. RETIREMENT TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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: PATIENTPOP INC. RETIREMENT TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
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
2019: PATIENTPOP INC. RETIREMENT TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PATIENTPOP INC. RETIREMENT TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PATIENTPOP INC. RETIREMENT TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PATIENTPOP INC.
Employer identification number (EIN):	465328697
NAIC Classification:	541600