HEALTH SOS PT PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEALTH SOS PT P.C. 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : HEALTH SOS PT P.C. 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-14 | 261328 |
| Net assets as of the end of the plan year | 2025-10-14 | 2457864 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 2234615 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 210000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 86805 |
| Value of participant loans at end of plan year | 2025-10-14 | 11315 |
| Other income to plan in this plan year | 2025-10-14 | 249171 |
| Plan net income in this plan year | 2025-10-14 | 223249 |
| Net assets as of the end of the plan year | 2025-10-14 | 2457864 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 2234615 |
| Employer contributions to plan in this plan year | 2025-10-14 | 148601 |
| Fees paid to broker by Benefit Provider | 2025-10-14 | 2617 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 18011 |
| 2024 : HEALTH SOS PT P.C. 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-15 | 183957 |
| Net assets as of the end of the plan year | 2024-10-15 | 2234615 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 1812616 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 210000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 110065 |
| Value of participant loans at end of plan year | 2024-10-15 | 50831 |
| Other contributions to plan in this plan year | 2024-10-15 | 3014 |
| Other income to plan in this plan year | 2024-10-15 | 339601 |
| Plan net income in this plan year | 2024-10-15 | 421999 |
| Net assets as of the end of the plan year | 2024-10-15 | 2234615 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 1812616 |
| Employer contributions to plan in this plan year | 2024-10-15 | 153276 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 17322 |
| 2022 : HEALTH SOS PT P.C. 401K PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-08 | 23094 |
| Net assets as of the end of the plan year | 2022-05-08 | 2072588 |
| Total assets as of the beginning of the plan year | 2022-05-08 | 1985899 |
| Value of plan covered by a fidelity bond | 2022-05-08 | 200000 |
| Participant contributions to plan in this plan year | 2022-05-08 | 133448 |
| Value of participant loans at end of plan year | 2022-05-08 | 6898 |
| Other income to plan in this plan year | 2022-05-08 | -150203 |
| Plan net income in this plan year | 2022-05-08 | 86689 |
| Net assets as of the end of the plan year | 2022-05-08 | 2072588 |
| Net assets as of the beginning of the plan year | 2022-05-08 | 1985899 |
| Employer contributions to plan in this plan year | 2022-05-08 | 126538 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-08 | 14989 |
| 2018 : HEALTH SOS PT P.C. 401K PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-32,583 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-32,583 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $195,492 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $100,469 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $94,792 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $288,727 |
| Value of total assets at end of year | 2018-12-31 | $1,419,491 |
| Value of total assets at beginning of year | 2018-12-31 | $1,324,468 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $5,677 |
| Total interest from all sources | 2018-12-31 | $15 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $170,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $125,257 |
| Participant contributions at end of year | 2018-12-31 | $2,405 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $273,313 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $116,429 |
| Other income not declared elsewhere | 2018-12-31 | $-53 |
| Administrative expenses (other) incurred | 2018-12-31 | $5,677 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $95,023 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,419,491 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,324,468 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,143,773 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $1,208,039 |
| Interest on participant loans | 2018-12-31 | $15 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-60,614 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $163,470 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $94,792 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | TMI CPA, P.C. |
| Accountancy firm EIN | 2018-12-31 | 472426908 |
| 2017 : HEALTH SOS PT P.C. 401K PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $13,645 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $13,645 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $394,764 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $4,870 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $221,985 |
| Value of total assets at end of year | 2017-12-31 | $1,324,468 |
| Value of total assets at beginning of year | 2017-12-31 | $934,574 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,870 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $75,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $100,645 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $116,429 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $102,784 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $7,590 |
| Other income not declared elsewhere | 2017-12-31 | $352 |
| Administrative expenses (other) incurred | 2017-12-31 | $4,870 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $389,894 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,324,468 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $934,574 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $1,208,039 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $831,790 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $158,782 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $113,750 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | TMI CPA, P.C. |
| Accountancy firm EIN | 2017-12-31 | 472426908 |
