FREEDOM HEALTH PARTNERS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FREEDOM HEALTH PARTNERS LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : FREEDOM HEALTH PARTNERS LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-19 | 142372 |
| Net assets as of the end of the plan year | 2025-09-19 | 662308 |
| Total assets as of the beginning of the plan year | 2025-09-19 | 567457 |
| Value of plan covered by a fidelity bond | 2025-09-19 | 300000 |
| Participant contributions to plan in this plan year | 2025-09-19 | 116071 |
| Value of participant loans at end of plan year | 2025-09-19 | 842 |
| Other income to plan in this plan year | 2025-09-19 | 92723 |
| Plan net income in this plan year | 2025-09-19 | 94851 |
| Net assets as of the end of the plan year | 2025-09-19 | 662308 |
| Net assets as of the beginning of the plan year | 2025-09-19 | 567457 |
| Value of contributions failed to transmitted timely | 2025-09-19 | 18074 |
| Employer contributions to plan in this plan year | 2025-09-19 | 28429 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-19 | 21595 |
| 2024 : FREEDOM HEALTH PARTNERS LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-06 | 135520 |
| Net assets as of the end of the plan year | 2024-09-06 | 567457 |
| Total assets as of the beginning of the plan year | 2024-09-06 | 379516 |
| Value of plan covered by a fidelity bond | 2024-09-06 | 300000 |
| Participant contributions to plan in this plan year | 2024-09-06 | 198761 |
| Value of participant loans at end of plan year | 2024-09-06 | 2254 |
| Other income to plan in this plan year | 2024-09-06 | 86676 |
| Plan net income in this plan year | 2024-09-06 | 187941 |
| Net assets as of the end of the plan year | 2024-09-06 | 567457 |
| Net assets as of the beginning of the plan year | 2024-09-06 | 379516 |
| Value of contributions failed to transmitted timely | 2024-09-06 | 6018 |
| Employer contributions to plan in this plan year | 2024-09-06 | 38024 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-06 | 20297 |
| 2022 : FREEDOM HEALTH PARTNERS LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $196,241 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $121,968 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $59,893 |
| Value of total corrective distributions | 2022-12-31 | $42,523 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $247,408 |
| Value of total assets at end of year | 2022-12-31 | $379,516 |
| Value of total assets at beginning of year | 2022-12-31 | $305,243 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $19,552 |
| Total interest from all sources | 2022-12-31 | $712 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $6,238 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $6,238 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $300,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $185,057 |
| Participant contributions at end of year | 2022-12-31 | $10,367 |
| Participant contributions at beginning of year | 2022-12-31 | $15,993 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $16,221 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $74,273 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $379,516 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $305,243 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $336,273 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $270,363 |
| Interest on participant loans | 2022-12-31 | $428 |
| Interest earned on other investments | 2022-12-31 | $284 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $32,876 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $18,887 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-58,117 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $46,130 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $59,893 |
| Contract administrator fees | 2022-12-31 | $19,552 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | KIMBERLIN COMPANY, PLLC |
| Accountancy firm EIN | 2022-12-31 | 455497718 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $196,241 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $121,968 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $59,893 |
| Value of total corrective distributions | 2022-01-01 | $42,523 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $247,408 |
| Value of total assets at end of year | 2022-01-01 | $379,516 |
| Value of total assets at beginning of year | 2022-01-01 | $305,243 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $19,552 |
| Total interest from all sources | 2022-01-01 | $712 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $6,238 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $6,238 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $300,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $185,057 |
| Participant contributions at end of year | 2022-01-01 | $10,367 |
| Participant contributions at beginning of year | 2022-01-01 | $15,993 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $16,221 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $74,273 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $379,516 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $305,243 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $336,273 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $270,363 |
| Interest on participant loans | 2022-01-01 | $428 |
| Interest earned on other investments | 2022-01-01 | $284 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $32,876 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $18,887 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-58,117 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $46,130 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $59,893 |
| Contract administrator fees | 2022-01-01 | $19,552 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | KIMBERLIN COMPANY, PLLC |
| Accountancy firm EIN | 2022-01-01 | 455497718 |
