TREASURE VALLEY FAMILY MEDICINE, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TREASURE VALLEY FAMILY MEDICINE 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : TREASURE VALLEY FAMILY MEDICINE 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-09 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-09 | 46919 |
| Net assets as of the end of the plan year | 2025-06-09 | 1100195 |
| Total assets as of the beginning of the plan year | 2025-06-09 | 867011 |
| Value of plan covered by a fidelity bond | 2025-06-09 | 110020 |
| Participant contributions to plan in this plan year | 2025-06-09 | 80075 |
| Value of participant loans at end of plan year | 2025-06-09 | 59233 |
| Other expenses paid from plan in this plan year | 2025-06-09 | 0 |
| Other contributions to plan in this plan year | 2025-06-09 | 0 |
| Other income to plan in this plan year | 2025-06-09 | 158373 |
| Plan net income in this plan year | 2025-06-09 | 233184 |
| Net assets as of the end of the plan year | 2025-06-09 | 1100195 |
| Net assets as of the beginning of the plan year | 2025-06-09 | 867011 |
| Employer contributions to plan in this plan year | 2025-06-09 | 41655 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-09 | 5753 |
| 2024 : TREASURE VALLEY FAMILY MEDICINE 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-09 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-09 | 4812 |
| Net assets as of the end of the plan year | 2024-05-09 | 867011 |
| Total assets as of the beginning of the plan year | 2024-05-09 | 651990 |
| Value of plan covered by a fidelity bond | 2024-05-09 | 86702 |
| Participant contributions to plan in this plan year | 2024-05-09 | 75062 |
| Value of participant loans at end of plan year | 2024-05-09 | 31717 |
| Other expenses paid from plan in this plan year | 2024-05-09 | 0 |
| Other contributions to plan in this plan year | 2024-05-09 | 0 |
| Other income to plan in this plan year | 2024-05-09 | 104757 |
| Plan net income in this plan year | 2024-05-09 | 215021 |
| Net assets as of the end of the plan year | 2024-05-09 | 867011 |
| Net assets as of the beginning of the plan year | 2024-05-09 | 651990 |
| Employer contributions to plan in this plan year | 2024-05-09 | 40014 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-09 | 4439 |
| 2022 : TREASURE VALLEY FAMILY MEDICINE 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-31 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-31 | 8591 |
| Net assets as of the end of the plan year | 2022-07-31 | 614304 |
| Total assets as of the beginning of the plan year | 2022-07-31 | 451907 |
| Value of plan covered by a fidelity bond | 2022-07-31 | 61431 |
| Participant contributions to plan in this plan year | 2022-07-31 | 67985 |
| Value of participant loans at end of plan year | 2022-07-31 | 30254 |
| Other expenses paid from plan in this plan year | 2022-07-31 | 0 |
| Other contributions to plan in this plan year | 2022-07-31 | 0 |
| Other income to plan in this plan year | 2022-07-31 | 57830 |
| Plan net income in this plan year | 2022-07-31 | 162397 |
| Net assets as of the end of the plan year | 2022-07-31 | 614304 |
| Net assets as of the beginning of the plan year | 2022-07-31 | 451907 |
| Employer contributions to plan in this plan year | 2022-07-31 | 45173 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-31 | 3101 |
| 2018 : TREASURE VALLEY FAMILY MEDICINE 401(K) PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $32,899 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $18,028 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $16,200 |
| Total plan assets at end of year | 2018-12-31 | $135,819 |
| Total plan assets at beginning of year | 2018-12-31 | $120,948 |
| Value of fidelity bond covering the plan | 2018-12-31 | $15,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $36,655 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-13,658 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $14,871 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $135,819 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $120,948 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $11,463 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $9,902 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,828 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : TREASURE VALLEY FAMILY MEDICINE 401(K) PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $68,761 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $67,710 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $65,580 |
| Total plan assets at end of year | 2017-12-31 | $120,948 |
| Total plan assets at beginning of year | 2017-12-31 | $119,897 |
| Value of fidelity bond covering the plan | 2017-12-31 | $15,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $40,852 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $15,045 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $1,051 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $120,948 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $119,897 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $12,864 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,130 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : TREASURE VALLEY FAMILY MEDICINE 401(K) PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $71,436 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $6,872 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $2,741 |
| Total plan assets at end of year | 2016-12-31 | $119,897 |
| Total plan assets at beginning of year | 2016-12-31 | $55,333 |
| Value of fidelity bond covering the plan | 2016-12-31 | $15,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $40,698 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $17,195 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $64,564 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $119,897 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $55,333 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $13,543 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $2,883 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,248 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : TREASURE VALLEY FAMILY MEDICINE 401(K) PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $55,576 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $243 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $55,333 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Total contributions received or receivable from participants | 2015-12-31 | $30,755 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $1,722 |
| Other income received | 2015-12-31 | $-2,611 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $55,333 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $55,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $24,762 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $25,710 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $243 |
| 2018: TREASURE VALLEY FAMILY MEDICINE 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: TREASURE VALLEY FAMILY MEDICINE 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: TREASURE VALLEY FAMILY MEDICINE 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: TREASURE VALLEY FAMILY MEDICINE 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
