401k Plan data: HURST FAMILY MEDICAL 401(K) PLAN plan

HURST FAMILY MEDICAL 401(K) PLAN 401k Plan overview

Plan Name	HURST FAMILY MEDICAL 401(K) PLAN
Plan identification number	001

HURST FAMILY MEDICAL 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BAZE MEDICAL, P.L.L.C. DBA HURST FAMILY MEDICAL has sponsored the creation of one or more 401k plans.

Company Name: BAZE MEDICAL, P.L.L.C. DBA HURST FAMILY MEDICAL

Employer identification number (EIN): 463537898

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HURST FAMILY MEDICAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 SHARON WAKE SHARON WAKE 2018-10-12
001 2016-01-01 CHRISTY BAZE CHRISTY BAZE 2017-10-11
001 2015-01-01 CHRISTY BAZE CHRISTY BAZE 2016-10-15
001 2014-01-01 SHARON WAKE CHRISTY BAZE 2015-10-12
001 2014-01-01 SHARON WAKE CHRISTY BAZE 2016-10-15
001 2013-01-01 SHARON WAKE CHRISTY BAZE 2014-06-06

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	SHARON WAKE	SHARON WAKE	2018-10-12
001	2016-01-01	CHRISTY BAZE	CHRISTY BAZE	2017-10-11
001	2015-01-01	CHRISTY BAZE	CHRISTY BAZE	2016-10-15
001	2014-01-01	SHARON WAKE	CHRISTY BAZE	2015-10-12
001	2014-01-01	SHARON WAKE	CHRISTY BAZE	2016-10-15
001	2013-01-01	SHARON WAKE	CHRISTY BAZE	2014-06-06

Plan Statistics for HURST FAMILY MEDICAL 401(K) PLAN

401k plan membership statisitcs for HURST FAMILY MEDICAL 401(K) PLAN

Measure Date Value
2023: HURST FAMILY MEDICAL 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 8
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 6
Total of all active and inactive participants 2023-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 14
Number of participants with account balances 2023-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: HURST FAMILY MEDICAL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
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 8
Total of all active and inactive participants 2022-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 14
Number of participants with account balances 2022-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HURST FAMILY MEDICAL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 8
Total of all active and inactive participants 2021-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 12
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HURST FAMILY MEDICAL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 13
Number of participants with account balances 2020-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HURST FAMILY MEDICAL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 18
Number of participants with account balances 2019-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HURST FAMILY MEDICAL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 17
Number of participants with account balances 2018-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HURST FAMILY MEDICAL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 14
Number of participants with account balances 2017-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HURST FAMILY MEDICAL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 14
Number of participants with account balances 2016-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HURST FAMILY MEDICAL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HURST FAMILY MEDICAL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 15
Number of participants with account balances 2014-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HURST FAMILY MEDICAL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2023: HURST FAMILY MEDICAL 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	8
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	6
Total of all active and inactive participants	2023-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	14
Number of participants with account balances	2023-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: HURST FAMILY MEDICAL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
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	8
Total of all active and inactive participants	2022-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	14
Number of participants with account balances	2022-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HURST FAMILY MEDICAL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	8
Total of all active and inactive participants	2021-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	12
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HURST FAMILY MEDICAL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	13
Number of participants with account balances	2020-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HURST FAMILY MEDICAL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	18
Number of participants with account balances	2019-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HURST FAMILY MEDICAL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	17
Number of participants with account balances	2018-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HURST FAMILY MEDICAL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	14
Number of participants with account balances	2017-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HURST FAMILY MEDICAL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	14
Number of participants with account balances	2016-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HURST FAMILY MEDICAL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HURST FAMILY MEDICAL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	15
Number of participants with account balances	2014-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HURST FAMILY MEDICAL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on HURST FAMILY MEDICAL 401(K) PLAN

Measure	Date	Value
2023 : HURST FAMILY MEDICAL 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$62
Total income from all sources	2023-12-31	$88,526
Expenses. Total of all expenses incurred	2023-12-31	$17,934
Benefits paid (including direct rollovers)	2023-12-31	$15,531
Total plan assets at end of year	2023-12-31	$460,259
Total plan assets at beginning of year	2023-12-31	$389,729
Value of fidelity bond covering the plan	2023-12-31	$45,000
Total contributions received or receivable from participants	2023-12-31	$10,321
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	$73,953
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$70,592
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$460,259
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$389,667
Assets. Value of participant loans	2023-12-31	$51,807
Total contributions received or receivable from employer(s)	2023-12-31	$4,252
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	$2,403
2022 : HURST FAMILY MEDICAL 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$62
Total income from all sources	2022-12-31	$-65,166
Expenses. Total of all expenses incurred	2022-12-31	$2,136
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$389,729
Total plan assets at beginning of year	2022-12-31	$456,969
Value of fidelity bond covering the plan	2022-12-31	$45,000
Total contributions received or receivable from participants	2022-12-31	$8,679
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	$-78,520
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-67,302
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$389,667
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$456,969
Assets. Value of participant loans	2022-12-31	$68,942
Total contributions received or receivable from employer(s)	2022-12-31	$4,675
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	$2,136
2021 : HURST FAMILY MEDICAL 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$47
Total income from all sources	2021-12-31	$60,574
Expenses. Total of all expenses incurred	2021-12-31	$40,217
Benefits paid (including direct rollovers)	2021-12-31	$37,827
Total plan assets at end of year	2021-12-31	$456,969
Total plan assets at beginning of year	2021-12-31	$436,659
Value of fidelity bond covering the plan	2021-12-31	$45,000
Total contributions received or receivable from participants	2021-12-31	$1,511
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$58,056
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$20,357
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$456,969
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$436,612
Assets. Value of participant loans	2021-12-31	$45,142
Total contributions received or receivable from employer(s)	2021-12-31	$1,007
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	$2,390
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : HURST FAMILY MEDICAL 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$47
Total plan liabilities at beginning of year	2020-12-31	$12,352
Total income from all sources	2020-12-31	$81,257
Expenses. Total of all expenses incurred	2020-12-31	$18,363
Benefits paid (including direct rollovers)	2020-12-31	$16,544
Total plan assets at end of year	2020-12-31	$436,659
Total plan assets at beginning of year	2020-12-31	$386,070
Value of fidelity bond covering the plan	2020-12-31	$30,000
Total contributions received or receivable from participants	2020-12-31	$3,279
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$75,792
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$62,894
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$436,612
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$373,718
Total contributions received or receivable from employer(s)	2020-12-31	$2,186
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,819
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : HURST FAMILY MEDICAL 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$12,352
Total plan liabilities at beginning of year	2019-12-31	$5,440
Total income from all sources	2019-12-31	$104,747
Expenses. Total of all expenses incurred	2019-12-31	$34,357
Benefits paid (including direct rollovers)	2019-12-31	$32,572
Total plan assets at end of year	2019-12-31	$386,070
Total plan assets at beginning of year	2019-12-31	$308,768
Value of fidelity bond covering the plan	2019-12-31	$30,000
Total contributions received or receivable from participants	2019-12-31	$41,269
Other income received	2019-12-31	$59,617
Net income (gross income less expenses)	2019-12-31	$70,390
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$373,718
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$303,328
Total contributions received or receivable from employer(s)	2019-12-31	$3,861
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,785
2018 : HURST FAMILY MEDICAL 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$48,981
Expenses. Total of all expenses incurred	2018-12-31	$1,473
Total plan assets at end of year	2018-12-31	$303,582
Total plan assets at beginning of year	2018-12-31	$256,074
Value of fidelity bond covering the plan	2018-12-31	$30,000
Total contributions received or receivable from participants	2018-12-31	$42,187
Contributions received from other sources (not participants or employers)	2018-12-31	$16,165
Other income received	2018-12-31	$-21,445
Net income (gross income less expenses)	2018-12-31	$47,508
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$303,582
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$256,074
Total contributions received or receivable from employer(s)	2018-12-31	$12,074
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,473
2017 : HURST FAMILY MEDICAL 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$82,882
Expenses. Total of all expenses incurred	2017-12-31	$1,146
Total plan assets at end of year	2017-12-31	$256,074
Total plan assets at beginning of year	2017-12-31	$174,338
Value of fidelity bond covering the plan	2017-12-31	$30,000
Total contributions received or receivable from participants	2017-12-31	$39,330
Other income received	2017-12-31	$31,484
Net income (gross income less expenses)	2017-12-31	$81,736
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$256,074
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$174,338
Total contributions received or receivable from employer(s)	2017-12-31	$12,068
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,146
2016 : HURST FAMILY MEDICAL 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$546
Total income from all sources	2016-12-31	$55,266
Expenses. Total of all expenses incurred	2016-12-31	$12,770
Benefits paid (including direct rollovers)	2016-12-31	$11,929
Total plan assets at end of year	2016-12-31	$174,338
Total plan assets at beginning of year	2016-12-31	$132,388
Value of fidelity bond covering the plan	2016-12-31	$30,000
Total contributions received or receivable from participants	2016-12-31	$19,538
Contributions received from other sources (not participants or employers)	2016-12-31	$10,797
Other income received	2016-12-31	$11,236
Net income (gross income less expenses)	2016-12-31	$42,496
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$174,338
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$131,842
Total contributions received or receivable from employer(s)	2016-12-31	$13,695
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$841
2015 : HURST FAMILY MEDICAL 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$546
Total plan liabilities at beginning of year	2015-12-31	$8,600
Total income from all sources	2015-12-31	$41,699
Expenses. Total of all expenses incurred	2015-12-31	$190,788
Benefits paid (including direct rollovers)	2015-12-31	$189,530
Total plan assets at end of year	2015-12-31	$132,388
Total plan assets at beginning of year	2015-12-31	$289,531
Value of fidelity bond covering the plan	2015-12-31	$30,000
Total contributions received or receivable from participants	2015-12-31	$27,564
Contributions received from other sources (not participants or employers)	2015-12-31	$8,056
Other income received	2015-12-31	$-2,266
Net income (gross income less expenses)	2015-12-31	$-149,089
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$131,842
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$280,931
Total contributions received or receivable from employer(s)	2015-12-31	$8,345
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,258
2014 : HURST FAMILY MEDICAL 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$8,609
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$64,083
Expenses. Total of all expenses incurred	2014-12-31	$6,736
Benefits paid (including direct rollovers)	2014-12-31	$5,258
Total plan assets at end of year	2014-12-31	$289,663
Total plan assets at beginning of year	2014-12-31	$223,707
Value of fidelity bond covering the plan	2014-12-31	$30,000
Total contributions received or receivable from participants	2014-12-31	$45,889
Other income received	2014-12-31	$9,444
Net income (gross income less expenses)	2014-12-31	$57,347
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$281,054
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$223,707
Total contributions received or receivable from employer(s)	2014-12-31	$8,750
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,478
2013 : HURST FAMILY MEDICAL 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$155
Total income from all sources	2013-12-31	$97,387
Expenses. Total of all expenses incurred	2013-12-31	$21,110
Benefits paid (including direct rollovers)	2013-12-31	$19,914
Total plan assets at end of year	2013-12-31	$223,707
Total plan assets at beginning of year	2013-12-31	$147,585
Value of fidelity bond covering the plan	2013-12-31	$30,000
Total contributions received or receivable from participants	2013-12-31	$55,491
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$30,209
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$76,277
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$223,707
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$147,430
Total contributions received or receivable from employer(s)	2013-12-31	$11,687
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,196
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$20,070

Form 5500 Responses for HURST FAMILY MEDICAL 401(K) PLAN

2023: HURST FAMILY MEDICAL 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: HURST FAMILY MEDICAL 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HURST FAMILY MEDICAL 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HURST FAMILY MEDICAL 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HURST FAMILY MEDICAL 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HURST FAMILY MEDICAL 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HURST FAMILY MEDICAL 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HURST FAMILY MEDICAL 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HURST FAMILY MEDICAL 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HURST FAMILY MEDICAL 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HURST FAMILY MEDICAL 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

67189

Policy instance

Insurance contract or identification number	67189
Number of Individuals Covered	10
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $1,754
Total amount of fees paid to insurance company	USD $150
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

67189

Policy instance

Insurance contract or identification number	67189
Number of Individuals Covered	12
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,715
Total amount of fees paid to insurance company	USD $100
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,715
Insurance broker organization code?	3
Amount paid for insurance broker fees	100
Additional information about fees paid to insurance broker	TPA FEES PAID

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

67189

Policy instance

Insurance contract or identification number	67189
Number of Individuals Covered	11
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,070
Total amount of fees paid to insurance company	USD $200
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,070
Insurance broker organization code?	3
Amount paid for insurance broker fees	200
Additional information about fees paid to insurance broker	TPA FEES PAID

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

67189

Policy instance

Insurance contract or identification number	67189
Number of Individuals Covered	13
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,686
Total amount of fees paid to insurance company	USD $50
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,686
Insurance broker organization code?	3
Amount paid for insurance broker fees	50
Additional information about fees paid to insurance broker	TPA FEES & COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

67189

Policy instance

Insurance contract or identification number	67189
Number of Individuals Covered	15
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,512
Total amount of fees paid to insurance company	USD $150
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,512
Insurance broker organization code?	3
Amount paid for insurance broker fees	150
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

67189

Policy instance

Insurance contract or identification number	67189
Number of Individuals Covered	11
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,382
Total amount of fees paid to insurance company	USD $10
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,382
Insurance broker organization code?	3
Amount paid for insurance broker fees	10

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

67189

Policy instance

Insurance contract or identification number	67189
Number of Individuals Covered	14
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,009
Total amount of fees paid to insurance company	USD $101
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,009
Insurance broker organization code?	3
Amount paid for insurance broker fees	101
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker name	WAKE FINANCIAL GROUP INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

67189

Policy instance

Insurance contract or identification number	67189
Number of Individuals Covered	15
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $911
Total amount of fees paid to insurance company	USD $300
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $911
Additional information about fees paid to insurance broker	COMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	300
Insurance broker name	WAKE FINANCIAL GROUP INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

67189

Policy instance

Insurance contract or identification number	67189
Number of Individuals Covered	15
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,235
Total amount of fees paid to insurance company	USD $152
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,235
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	152
Insurance broker name	WAKE FINANCIAL GROUP INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

67189

Policy instance

Insurance contract or identification number	67189
Number of Individuals Covered	12
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,171
Total amount of fees paid to insurance company	USD $352
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,171
Insurance broker organization code?	3
Amount paid for insurance broker fees	352
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker name	WAKE FINANCIAL GROUP INC

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BAZE MEDICAL, P.L.L.C. DBA HURST FAMILY MEDICAL
Employer identification number (EIN):	463537898
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)