MEDBRIDGE HEALTHCARE LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MEDBRIDGE HEALTHCARE 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2024 : MEDBRIDGE HEALTHCARE 401(K) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2024-01-01 | $0 |
| Total transfer of assets to this plan | 2024-01-01 | $0 |
| Total transfer of assets from this plan | 2024-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-01-01 | $0 |
| Total income from all sources (including contributions) | 2024-01-01 | $2,996,929 |
| Total loss/gain on sale of assets | 2024-01-01 | $0 |
| Total of all expenses incurred | 2024-01-01 | $1,114,349 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-01-01 | $1,019,972 |
| Expenses. Certain deemed distributions of participant loans | 2024-01-01 | $2,733 |
| Value of total corrective distributions | 2024-01-01 | $2,129 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2024-01-01 | $1,418,548 |
| Value of total assets at end of year | 2024-01-01 | $13,964,742 |
| Value of total assets at beginning of year | 2024-01-01 | $12,082,162 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-01-01 | $89,515 |
| Total interest from all sources | 2024-01-01 | $18,635 |
| Total dividends received (eg from common stock, registered investment company shares) | 2024-01-01 | $545,419 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2024-01-01 | $545,419 |
| Was this plan covered by a fidelity bond | 2024-01-01 | Yes |
| Value of fidelity bond cover | 2024-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2024-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2024-01-01 | No |
| Contributions received from participants | 2024-01-01 | $1,202,313 |
| Participant contributions at end of year | 2024-01-01 | $221,539 |
| Participant contributions at beginning of year | 2024-01-01 | $246,528 |
| Participant contributions at end of year | 2024-01-01 | $124 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2024-01-01 | $64,482 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-01 | No |
| Value of net income/loss | 2024-01-01 | $1,882,580 |
| Value of net assets at end of year (total assets less liabilities) | 2024-01-01 | $13,964,742 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-01-01 | $12,082,162 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-01-01 | No |
| Investment advisory and management fees | 2024-01-01 | $32,599 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2024-01-01 | $13,545,363 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2024-01-01 | $11,644,636 |
| Interest on participant loans | 2024-01-01 | $18,635 |
| Value of interest in common/collective trusts at end of year | 2024-01-01 | $197,685 |
| Value of interest in common/collective trusts at beginning of year | 2024-01-01 | $190,998 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2024-01-01 | $1,007,435 |
| Net investment gain or loss from common/collective trusts | 2024-01-01 | $6,892 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2024-01-01 | No |
| Contributions received in cash from employer | 2024-01-01 | $151,753 |
| Employer contributions (assets) at end of year | 2024-01-01 | $31 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-01-01 | $1,019,972 |
| Did the plan have assets held for investment | 2024-01-01 | 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 | 2024-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2024-01-01 | 1 |
| Accountancy firm name | 2024-01-01 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2024-01-01 | 410746749 |
| 2023 : MEDBRIDGE HEALTHCARE 401(K) RETIREMENT 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 | $2,839,470 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $1,238,050 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,194,500 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $26,399 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,145,228 |
| Value of total assets at end of year | 2023-12-31 | $12,082,162 |
| Value of total assets at beginning of year | 2023-12-31 | $10,480,742 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $17,151 |
| Total interest from all sources | 2023-12-31 | $15,730 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $317,211 |
| 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 | $317,211 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| 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 | $1,012,697 |
| Participant contributions at end of year | 2023-12-31 | $246,528 |
| Participant contributions at beginning of year | 2023-12-31 | $214,615 |
| 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 | $1,601,420 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $12,082,162 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $10,480,742 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $11,644,636 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $9,994,476 |
| Interest on participant loans | 2023-12-31 | $15,730 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $190,998 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $271,651 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,351,180 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $10,121 |
| 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 |
| Contributions received in cash from employer | 2023-12-31 | $132,531 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,194,500 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2023-12-31 | 410746749 |
| 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 | $2,839,470 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $1,238,050 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $1,194,500 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $26,399 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,145,228 |
| Value of total assets at end of year | 2023-01-01 | $12,082,162 |
| Value of total assets at beginning of year | 2023-01-01 | $10,480,742 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $17,151 |
| Total interest from all sources | 2023-01-01 | $15,730 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $317,211 |
| 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 | $317,211 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| 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 | $1,012,697 |
| Participant contributions at end of year | 2023-01-01 | $246,528 |
| Participant contributions at beginning of year | 2023-01-01 | $214,615 |
| 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 | $1,601,420 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $12,082,162 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $10,480,742 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $11,644,636 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $9,994,476 |
| Interest on participant loans | 2023-01-01 | $15,730 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $190,998 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $271,651 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,351,180 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $10,121 |
| 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 |
| Contributions received in cash from employer | 2023-01-01 | $132,531 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,194,500 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2023-01-01 | 410746749 |
