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MEDXM 401(K) PLAN 401k Plan overview

Plan NameMEDXM 401(K) PLAN
Plan identification number 001

MEDXM 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MOBILE MEDICAL EXAMINATION SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MOBILE MEDICAL EXAMINATION SERVICES, INC.
Employer identification number (EIN):330423631
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about MOBILE MEDICAL EXAMINATION SERVICES, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1990-07-19
Company Identification Number: C1669676
Legal Registered Office Address: 1241 E. Dyer St

Santa Ana
United States of America (USA)
92705

More information about MOBILE MEDICAL EXAMINATION SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDXM 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01SHAWHEEN MORIDI SHAWHEEN MORIDI2018-10-15
0012016-01-01SHAWHEEN MORIDI2017-05-09 SHAWHEEN MORIDI2017-05-09
0012015-01-01SHAWHEEN MORIDI2016-10-14 SHAWHEEN MORIDI2016-10-14
0012015-01-01SHAWHEEN MORIDI2016-09-27 SHAWHEEN MORIDI2016-09-27
0012014-01-01SHAWHEEN MORIDI2015-10-15 SHAWHEEN MORIDI2015-10-15

Plan Statistics for MEDXM 401(K) PLAN

401k plan membership statisitcs for MEDXM 401(K) PLAN

Measure Date Value
2019: MEDXM 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01185
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MEDXM 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01149
Total number of active participants reported on line 7a of the Form 55002018-01-01177
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01185
Number of participants with account balances2018-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MEDXM 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01143
Total number of active participants reported on line 7a of the Form 55002017-01-01140
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01149
Number of participants with account balances2017-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on MEDXM 401(K) PLAN

Measure Date Value
2019 : MEDXM 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-02-28$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-02-28$0
Total unrealized appreciation/depreciation of assets2019-02-28$0
Total transfer of assets from this plan2019-02-28$1,227,855
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-02-28$0
Total income from all sources (including contributions)2019-02-28$156,918
Total loss/gain on sale of assets2019-02-28$0
Total of all expenses incurred2019-02-28$1,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-02-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-02-28$78,347
Value of total assets at end of year2019-02-28$0
Value of total assets at beginning of year2019-02-28$1,072,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-02-28$1,728
Total income from rents2019-02-28$0
Total interest from all sources2019-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2019-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-02-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-02-28$0
Total dividends received from registered investment company shares (eg mutual funds)2019-02-28$0
Was this plan covered by a fidelity bond2019-02-28Yes
Value of fidelity bond cover2019-02-28$50,000
If this is an individual account plan, was there a blackout period2019-02-28No
Were there any nonexempt tranactions with any party-in-interest2019-02-28No
Contributions received from participants2019-02-28$0
Participant contributions at end of year2019-02-28$0
Participant contributions at beginning of year2019-02-28$11,773
Income. Received or receivable in cash from other sources (including rollovers)2019-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-02-28$0
Other income not declared elsewhere2019-02-28$78,571
Liabilities. Value of operating payables at end of year2019-02-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Income. Non cash contributions2019-02-28$0
Value of net income/loss2019-02-28$155,190
Value of net assets at end of year (total assets less liabilities)2019-02-28$0
Value of net assets at beginning of year (total assets less liabilities)2019-02-28$1,072,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2019-02-28No
Were any leases to which the plan was party in default or uncollectible2019-02-28No
Investment advisory and management fees2019-02-28$1,728
Interest on participant loans2019-02-28$0
Income. Interest from loans (other than to participants)2019-02-28$0
Interest earned on other investments2019-02-28$0
Income. Interest from US Government securities2019-02-28$0
Income. Interest from corporate debt instruments2019-02-28$0
Value of interest in common/collective trusts at end of year2019-02-28$0
Value of interest in common/collective trusts at beginning of year2019-02-28$923,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-02-28$130,981
Net investment gain or loss from common/collective trusts2019-02-28$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-02-28No
Was there a failure to transmit to the plan any participant contributions2019-02-28Yes
Has the plan failed to provide any benefit when due under the plan2019-02-28No
Assets. Invements in employer securities at end of year2019-02-28$0
Assets. Value of employer real property at end of year2019-02-28$0
Contributions received in cash from employer2019-02-28$78,347
Employer contributions (assets) at end of year2019-02-28$0
Employer contributions (assets) at beginning of year2019-02-28$6,052
Income. Dividends from preferred stock2019-02-28$0
Income. Dividends from common stock2019-02-28$0
Liabilities. Value of benefit claims payable at end of year2019-02-28$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-02-28$0
Did the plan have assets held for investment2019-02-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-02-28Yes
Aggregate proceeds on sale of assets2019-02-28$0
Aggregate carrying amount (costs) on sale of assets2019-02-28$0
Liabilities. Value of acquisition indebtedness at end of year2019-02-28$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-02-28Yes
Opinion of an independent qualified public accountant for this plan2019-02-28Disclaimer
Accountancy firm name2019-02-28MOSS ADAMS LLP
Accountancy firm EIN2019-02-28910189318
2018 : MEDXM 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$291,044
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$147,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$141,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$346,920
Value of total assets at end of year2018-12-31$1,072,665
Value of total assets at beginning of year2018-12-31$929,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,819
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$227,741
Participant contributions at end of year2018-12-31$11,773
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,141
Other income not declared elsewhere2018-12-31$-55,876
Administrative expenses (other) incurred2018-12-31$5,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$143,438
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,072,665
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$929,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$923,859
Value of interest in pooled separate accounts at beginning of year2018-12-31$813,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$130,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$115,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$115,038
Employer contributions (assets) at end of year2018-12-31$6,052
Employer contributions (assets) at beginning of year2018-12-31$489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$141,787
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : MEDXM 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
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$355,039
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$49,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$43,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$264,948
Value of total assets at end of year2017-12-31$929,227
Value of total assets at beginning of year2017-12-31$623,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,199
Total interest from all sources2017-12-31$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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$183,642
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Other income not declared elsewhere2017-12-31$90,091
Administrative expenses (other) incurred2017-12-31$6,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$305,567
Value of net assets at end of year (total assets less liabilities)2017-12-31$929,227
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$623,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$813,705
Value of interest in pooled separate accounts at beginning of year2017-12-31$540,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$115,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$82,933
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$81,306
Employer contributions (assets) at end of year2017-12-31$489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$43,273
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318

Form 5500 Responses for MEDXM 401(K) PLAN

2019: MEDXM 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEDXM 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEDXM 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342733-000
Policy instance 1
Insurance contract or identification number342733-000
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $97
Amount paid for insurance broker fees97
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342733-000
Policy instance 1
Insurance contract or identification number342733-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,841
Total amount of fees paid to insurance companyUSD $496
Commission paid to Insurance BrokerUSD $4,841
Insurance broker organization code?3
Amount paid for insurance broker fees496
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342733-000
Policy instance 1
Insurance contract or identification number342733-000
Number of Individuals Covered38
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,719
Total amount of fees paid to insurance companyUSD $385
Commission paid to Insurance BrokerUSD $5,719
Insurance broker organization code?3
Insurance broker nameHICKS PENSION SERVICES

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