PERSONALIZED FAMILY PRACTICE, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERSONALIZED FAMILY PRACTICE, PLLC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : PERSONALIZED FAMILY PRACTICE, PLLC PROFIT SHARING 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 | 303526 |
| Net assets as of the end of the plan year | 2025-06-09 | 1414741 |
| Total assets as of the beginning of the plan year | 2025-06-09 | 1573802 |
| Value of plan covered by a fidelity bond | 2025-06-09 | 250000 |
| Participant contributions to plan in this plan year | 2025-06-09 | 30500 |
| 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 | 91387 |
| Plan net income in this plan year | 2025-06-09 | -159061 |
| Net assets as of the end of the plan year | 2025-06-09 | 1414741 |
| Net assets as of the beginning of the plan year | 2025-06-09 | 1573802 |
| Employer contributions to plan in this plan year | 2025-06-09 | 22578 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-09 | 10351 |
| 2024 : PERSONALIZED FAMILY PRACTICE, PLLC PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-03 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-03 | 354140 |
| Net assets as of the end of the plan year | 2024-07-03 | 1573802 |
| Total assets as of the beginning of the plan year | 2024-07-03 | 1851735 |
| Value of plan covered by a fidelity bond | 2024-07-03 | 250000 |
| Participant contributions to plan in this plan year | 2024-07-03 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-03 | 0 |
| Other contributions to plan in this plan year | 2024-07-03 | 0 |
| Other income to plan in this plan year | 2024-07-03 | 51625 |
| Plan net income in this plan year | 2024-07-03 | -277933 |
| Net assets as of the end of the plan year | 2024-07-03 | 1573802 |
| Net assets as of the beginning of the plan year | 2024-07-03 | 1851735 |
| Employer contributions to plan in this plan year | 2024-07-03 | 24582 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-03 | 15220 |
| 2022 : PERSONALIZED FAMILY PRACTICE, PLLC PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-10-03 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-03 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-03 | 21912 |
| Net assets as of the end of the plan year | 2022-10-03 | 2001701 |
| Total assets as of the beginning of the plan year | 2022-10-03 | 1923859 |
| Value of plan covered by a fidelity bond | 2022-10-03 | 250000 |
| Participant contributions to plan in this plan year | 2022-10-03 | 0 |
| Other expenses paid from plan in this plan year | 2022-10-03 | 0 |
| Other contributions to plan in this plan year | 2022-10-03 | 0 |
| Other income to plan in this plan year | 2022-10-03 | 76798 |
| Plan net income in this plan year | 2022-10-03 | 77842 |
| Net assets as of the end of the plan year | 2022-10-03 | 2001701 |
| Net assets as of the beginning of the plan year | 2022-10-03 | 1923859 |
| Employer contributions to plan in this plan year | 2022-10-03 | 22956 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-03 | 13260 |
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