FAMILY MEDICINE OF SAYEBROOK, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FAMILY MEDICINE OF SAYEBROOK RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: FAMILY MEDICINE OF SAYEBROOK RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 2 |
| Total of all active and inactive participants | 2023-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 23 |
| Number of participants with account balances | 2023-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: FAMILY MEDICINE OF SAYEBROOK RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 22 |
| Number of participants with account balances | 2022-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: FAMILY MEDICINE OF SAYEBROOK RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-03-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-03-01 | 21 |
| Number of retired or separated participants receiving benefits | 2021-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-03-01 | 1 |
| Total of all active and inactive participants | 2021-03-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-03-01 | 0 |
| Total participants | 2021-03-01 | 22 |
| Number of participants with account balances | 2021-03-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-03-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : FAMILY MEDICINE OF SAYEBROOK RETIREMENT PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $439,213 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $226,390 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $218,249 |
| Total plan assets at end of year | 2023-12-31 | $1,695,245 |
| Total plan assets at beginning of year | 2023-12-31 | $1,482,422 |
| Value of fidelity bond covering the plan | 2023-12-31 | $170,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $114,968 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $286,589 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $212,823 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,695,245 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,482,422 |
| Assets. Value of participant loans | 2023-12-31 | $3,061 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $37,656 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $8,141 |
| 2022 : FAMILY MEDICINE OF SAYEBROOK RETIREMENT PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-157,816 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $14,727 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $7,017 |
| Total plan assets at end of year | 2022-12-31 | $1,482,422 |
| Total plan assets at beginning of year | 2022-12-31 | $1,654,965 |
| Value of fidelity bond covering the plan | 2022-12-31 | $170,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $92,136 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-303,585 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-172,543 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,482,422 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,654,965 |
| Assets. Value of participant loans | 2022-12-31 | $857 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $53,633 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $7,710 |
| 2021 : FAMILY MEDICINE OF SAYEBROOK RETIREMENT PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,663,878 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $8,913 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $6,000 |
| Total plan assets at end of year | 2021-12-31 | $1,654,965 |
| Total plan assets at beginning of year | 2021-12-31 | $0 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $75,670 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $1,512,952 |
| Other income received | 2021-12-31 | $60,032 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $1,654,965 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,654,965 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $15,224 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,913 |
