ACCESS HEALTH SERVICES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ACCESS HEALTH SERVICES LLC 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for ACCESS HEALTH SERVICES LLC 401 K PROFIT SHARING PLAN TRUST
Measure | Date | Value |
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2022 : ACCESS HEALTH SERVICES LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $645 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $698 |
Total income from all sources (including contributions) | 2022-12-31 | $220,334 |
Total of all expenses incurred | 2022-12-31 | $83,446 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $58,596 |
Value of total corrective distributions | 2022-12-31 | $809 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $416,311 |
Value of total assets at end of year | 2022-12-31 | $1,252,664 |
Value of total assets at beginning of year | 2022-12-31 | $1,115,829 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $24,041 |
Total interest from all sources | 2022-12-31 | $2,203 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
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 | $361,289 |
Participant contributions at end of year | 2022-12-31 | $45,798 |
Participant contributions at beginning of year | 2022-12-31 | $33,560 |
Participant contributions at end of year | 2022-12-31 | $537 |
Participant contributions at beginning of year | 2022-12-31 | $12,164 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $55,022 |
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 | $136,888 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,252,019 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,115,131 |
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 |
Investment advisory and management fees | 2022-12-31 | $10,911 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,206,329 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,070,105 |
Interest on participant loans | 2022-12-31 | $2,203 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-198,180 |
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 | $58,596 |
Contract administrator fees | 2022-12-31 | $13,130 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $645 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $698 |
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 | PIERCE FIRM, PLLC |
Accountancy firm EIN | 2022-12-31 | 474595624 |
2021 : ACCESS HEALTH SERVICES LLC 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $698 |
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 | $581,417 |
Total of all expenses incurred | 2021-12-31 | $207,932 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $188,506 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $451,768 |
Value of total assets at end of year | 2021-12-31 | $1,115,829 |
Value of total assets at beginning of year | 2021-12-31 | $741,646 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $19,426 |
Total interest from all sources | 2021-12-31 | $1,663 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $100,000 |
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 | $324,122 |
Participant contributions at end of year | 2021-12-31 | $33,560 |
Participant contributions at beginning of year | 2021-12-31 | $34,403 |
Participant contributions at end of year | 2021-12-31 | $12,164 |
Participant contributions at beginning of year | 2021-12-31 | $153 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $127,646 |
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 | $373,485 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,115,131 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $741,646 |
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 |
Investment advisory and management fees | 2021-12-31 | $8,738 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,070,105 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $707,090 |
Interest on participant loans | 2021-12-31 | $1,663 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $127,986 |
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 | $188,506 |
Contract administrator fees | 2021-12-31 | $10,688 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $698 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
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 | RASCO WINTER THOMAS GROUP |
Accountancy firm EIN | 2021-12-31 | 710448488 |