VIDA FAMILY THERAPY PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan VIDA FAMILY THERAPY PC 401K PLAN
| Measure | Date | Value |
|---|
| 2023 : VIDA FAMILY THERAPY PC 401K PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total transfer of assets to this plan | 2023-12-31 | $0 |
| Total transfer of assets from this plan | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,248,167 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $583,529 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $575,643 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $826,893 |
| Value of total assets at end of year | 2023-12-31 | $2,749,104 |
| Value of total assets at beginning of year | 2023-12-31 | $2,084,466 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $7,886 |
| Total interest from all sources | 2023-12-31 | $423 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $55,474 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $55,474 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $209,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $797,242 |
| Participant contributions at end of year | 2023-12-31 | $6,367 |
| Participant contributions at beginning of year | 2023-12-31 | $6,731 |
| Participant contributions at end of year | 2023-12-31 | $6,736 |
| Participant contributions at beginning of year | 2023-12-31 | $35,224 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $29,651 |
| Other income not declared elsewhere | 2023-12-31 | $27,242 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $664,638 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $2,749,104 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,084,466 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $1,097 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $2,589,170 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,957,925 |
| Interest on participant loans | 2023-12-31 | $423 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $146,831 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $84,586 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $334,321 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $3,814 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $575,643 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | MOSS ADAMS |
| Accountancy firm EIN | 2023-12-31 | 910189318 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total transfer of assets to this plan | 2023-01-01 | $0 |
| Total transfer of assets from this plan | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,248,167 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $583,529 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $575,643 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $826,893 |
| Value of total assets at end of year | 2023-01-01 | $2,749,104 |
| Value of total assets at beginning of year | 2023-01-01 | $2,084,466 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $7,886 |
| Total interest from all sources | 2023-01-01 | $423 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $55,474 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $55,474 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $209,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $797,242 |
| Participant contributions at end of year | 2023-01-01 | $6,367 |
| Participant contributions at beginning of year | 2023-01-01 | $6,731 |
| Participant contributions at end of year | 2023-01-01 | $6,736 |
| Participant contributions at beginning of year | 2023-01-01 | $35,224 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $29,651 |
| Other income not declared elsewhere | 2023-01-01 | $27,242 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $664,638 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $2,749,104 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $2,084,466 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $1,097 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $2,589,170 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $1,957,925 |
| Interest on participant loans | 2023-01-01 | $423 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $146,831 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $84,586 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $334,321 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $3,814 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $575,643 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | MOSS ADAMS |
| Accountancy firm EIN | 2023-01-01 | 910189318 |
| 2022 : VIDA FAMILY THERAPY PC 401K PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $0 |
| Total transfer of assets from this plan | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $985,246 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $231,082 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $225,197 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,260,932 |
| Value of total assets at end of year | 2022-12-31 | $2,084,466 |
| Value of total assets at beginning of year | 2022-12-31 | $1,330,302 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $5,885 |
| Total interest from all sources | 2022-12-31 | $141 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $41,441 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $41,441 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $134,000 |
| 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 | $1,049,016 |
| Participant contributions at end of year | 2022-12-31 | $6,731 |
| Participant contributions at end of year | 2022-12-31 | $35,224 |
| Participant contributions at beginning of year | 2022-12-31 | $25,218 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $211,916 |
| Other income not declared elsewhere | 2022-12-31 | $1 |
| Administrative expenses (other) incurred | 2022-12-31 | $5,885 |
| 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 | $754,164 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,084,466 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,330,302 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,957,925 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,261,707 |
| Interest on participant loans | 2022-12-31 | $141 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $84,586 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $43,377 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-318,388 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $1,119 |
| 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 | $225,197 |
| 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 | EISNERAMPER LLP |
| Accountancy firm EIN | 2022-12-31 | 871363769 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $0 |
| Total transfer of assets from this plan | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $985,246 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $231,082 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $225,197 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,260,932 |
| Value of total assets at end of year | 2022-01-01 | $2,084,466 |
| Value of total assets at beginning of year | 2022-01-01 | $1,330,302 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $5,885 |
| Total interest from all sources | 2022-01-01 | $141 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $41,441 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $41,441 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $134,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,049,016 |
| Participant contributions at end of year | 2022-01-01 | $6,731 |
| Participant contributions at end of year | 2022-01-01 | $35,224 |
| Participant contributions at beginning of year | 2022-01-01 | $25,218 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $211,916 |
| Other income not declared elsewhere | 2022-01-01 | $1 |
| Administrative expenses (other) incurred | 2022-01-01 | $5,885 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $754,164 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,084,466 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,330,302 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,957,925 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $1,261,707 |
| Interest on participant loans | 2022-01-01 | $141 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $84,586 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $43,377 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-318,388 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $1,119 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $225,197 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | EISNERAMPER LLP |
| Accountancy firm EIN | 2022-01-01 | 871363769 |
| 2021 : VIDA FAMILY THERAPY PC 401K PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| 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 | $947,751 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $119,486 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $115,853 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $833,872 |
| Value of total assets at end of year | 2021-12-31 | $1,305,084 |
| Value of total assets at beginning of year | 2021-12-31 | $476,819 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,633 |
| Total interest from all sources | 2021-12-31 | $20 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $25,680 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $25,680 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $48,000 |
| 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 | $741,453 |
| Participant contributions at end of year | 2021-12-31 | $25,218 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $92,419 |
| Administrative expenses (other) incurred | 2021-12-31 | $3,633 |
| 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 | $828,265 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,305,084 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $476,819 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,261,707 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $469,659 |
| Interest on participant loans | 2021-12-31 | $20 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $43,377 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $7,160 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $87,830 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $349 |
| 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 | $115,853 |
| 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 | EISNERAMPER LLP |
| Accountancy firm EIN | 2021-12-31 | 871363769 |
