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| Plan Name | MEDICARE SOLUTIONS, INC. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | MEDICARE SOLUTIONS AND LEGACY PLANNING LLC |
| Employer identification number (EIN): | 811634796 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| 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 |
| Measure | Date | Value |
|---|---|---|
| 2024 : MEDICARE SOLUTIONS, INC. 401(K) PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-09-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-11 | 13917 |
| Net assets as of the end of the plan year | 2024-09-11 | 117535 |
| Total assets as of the beginning of the plan year | 2024-09-11 | 13242 |
| Value of plan covered by a fidelity bond | 2024-09-11 | 10000 |
| Participant contributions to plan in this plan year | 2024-09-11 | 41136 |
| Other expenses paid from plan in this plan year | 2024-09-11 | 1180 |
| Other contributions to plan in this plan year | 2024-09-11 | 27713 |
| Other income to plan in this plan year | 2024-09-11 | 13437 |
| Plan net income in this plan year | 2024-09-11 | 104293 |
| Net assets as of the end of the plan year | 2024-09-11 | 117535 |
| Net assets as of the beginning of the plan year | 2024-09-11 | 13242 |
| Employer contributions to plan in this plan year | 2024-09-11 | 35924 |
| Fees paid to broker by Benefit Provider | 2024-09-11 | 32 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-11 | 0 |
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