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PERSONALIZED FAMILY MEDICINE INC 401(K) 401k Plan overview

Plan NamePERSONALIZED FAMILY MEDICINE INC 401(K)
Plan identification number 001

PERSONALIZED FAMILY MEDICINE INC 401(K) Benefits

401k Plan TypeDefined 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.
  • 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

PERSONALIZED FAMILY MEDICINE INC has sponsored the creation of one or more 401k plans.

Company Name:PERSONALIZED FAMILY MEDICINE INC
Employer identification number (EIN):800965442
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONALIZED FAMILY MEDICINE INC 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN HEIDRICK2024-07-15
0012022-01-01JOHN HEIDRICK2023-07-30
0012021-01-01JOHN HEIDRICK2022-08-21
0012020-01-01JOHN HEIDRICK2021-07-28
0012019-01-01JOHN HEIDRICK2020-08-25
0012018-01-01JOHN HEIDRICK2019-06-22
0012017-01-01JOHN HEIDRICK2018-07-18
0012016-01-01JOHN HEIDRICK2017-05-23
0012015-01-01JOHN HEIDRICK2016-06-17

Financial Data on PERSONALIZED FAMILY MEDICINE INC 401(K)

Measure Date Value
2025 : PERSONALIZED FAMILY MEDICINE INC 401(K) 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-270
Net assets as of the end of the plan year2025-05-272484300
Total assets as of the beginning of the plan year2025-05-272165093
Value of plan covered by a fidelity bond2025-05-27217000
Participant contributions to plan in this plan year2025-05-2743617
Other income to plan in this plan year2025-05-27256943
Plan net income in this plan year2025-05-27319207
Net assets as of the end of the plan year2025-05-272484300
Net assets as of the beginning of the plan year2025-05-272165093
Employer contributions to plan in this plan year2025-05-2718647
2024 : PERSONALIZED FAMILY MEDICINE INC 401(K) 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-150
Net assets as of the end of the plan year2024-07-152165093
Total assets as of the beginning of the plan year2024-07-151786619
Value of plan covered by a fidelity bond2024-07-15179000
Participant contributions to plan in this plan year2024-07-1541364
Other income to plan in this plan year2024-07-15318531
Plan net income in this plan year2024-07-15378474
Net assets as of the end of the plan year2024-07-152165093
Net assets as of the beginning of the plan year2024-07-151786619
Employer contributions to plan in this plan year2024-07-1518579

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