ANGELIC PRACTICE MANAGEMENT LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : ANGELIC HEALTH 401(K) PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-12-31 | $816,547 |
| Total of all expenses incurred | 2023-12-31 | $319,078 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $304,778 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $591,975 |
| Value of total assets at end of year | 2023-12-31 | $1,855,708 |
| Value of total assets at beginning of year | 2023-12-31 | $1,358,239 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $14,300 |
| Total interest from all sources | 2023-12-31 | $1,585 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $185,571 |
| 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 | $451,679 |
| Participant contributions at end of year | 2023-12-31 | $40,486 |
| Participant contributions at beginning of year | 2023-12-31 | $5,587 |
| Participant contributions at end of year | 2023-12-31 | $10,421 |
| Participant contributions at beginning of year | 2023-12-31 | $29,697 |
| Other income not declared elsewhere | 2023-12-31 | $845 |
| 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 | $497,469 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $1,855,708 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,358,239 |
| 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 pooled separate accounts at end of year | 2023-12-31 | $1,799,108 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $1,312,983 |
| Interest on participant loans | 2023-12-31 | $1,335 |
| Interest earned on other investments | 2023-12-31 | $250 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $222,142 |
| 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 | Yes |
| 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 | $140,296 |
| Employer contributions (assets) at end of year | 2023-12-31 | $5,693 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $9,972 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $304,778 |
| Contract administrator fees | 2023-12-31 | $14,300 |
| 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 | BELFINT LYONS & SHUMAN, P.A. |
| Accountancy firm EIN | 2023-12-31 | 510232399 |
| 2022 : ANGELIC HEALTH 401(K) PLAN 2022 401k financial data |
|---|
| Expenses. Interest paid | 2022-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $460,661 |
| Total of all expenses incurred | 2022-12-31 | $294,755 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $280,223 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,153 |
| Value of total corrective distributions | 2022-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $650,158 |
| Value of total assets at end of year | 2022-12-31 | $1,358,239 |
| Value of total assets at beginning of year | 2022-12-31 | $1,192,333 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $13,379 |
| Total interest from all sources | 2022-12-31 | $220 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $2,861 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $120,000 |
| 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 | $439,884 |
| Participant contributions at end of year | 2022-12-31 | $5,587 |
| Participant contributions at beginning of year | 2022-12-31 | $13,845 |
| Participant contributions at end of year | 2022-12-31 | $29,697 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $79,507 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
| Other income not declared elsewhere | 2022-12-31 | $28 |
| 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 |
| Income. Non cash contributions | 2022-12-31 | $0 |
| Value of net income/loss | 2022-12-31 | $165,906 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,358,239 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,192,333 |
| 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 pooled separate accounts at end of year | 2022-12-31 | $1,312,983 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,178,488 |
| Interest on participant loans | 2022-12-31 | $220 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-189,717 |
| 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 | $130,767 |
| Employer contributions (assets) at end of year | 2022-12-31 | $9,972 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $280,223 |
| Contract administrator fees | 2022-12-31 | $10,518 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
| 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 | ISDANER & COMPANY |
| Accountancy firm EIN | 2022-12-31 | 236410283 |
| 2021 : ANGELIC HEALTH 401(K) PLAN 2021 401k financial data |
|---|
| Total transfer of assets to this plan | 2021-12-31 | $59,753 |
| Total income from all sources (including contributions) | 2021-12-31 | $739,411 |
| Total of all expenses incurred | 2021-12-31 | $51,496 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $49,194 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $696,513 |
| Value of total assets at end of year | 2021-12-31 | $1,192,333 |
| Value of total assets at beginning of year | 2021-12-31 | $444,665 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,302 |
| Total interest from all sources | 2021-12-31 | $56 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,343 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,343 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $16,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $337,917 |
| Participant contributions at end of year | 2021-12-31 | $13,845 |
| Participant contributions at beginning of year | 2021-12-31 | $590 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $12,668 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $358,596 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $687,915 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,192,333 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $444,665 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $34,925 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $430,893 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $1,178,488 |
| Interest on participant loans | 2021-12-31 | $56 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $514 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $20,563 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $17,936 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $49,194 |
| Contract administrator fees | 2021-12-31 | $2,302 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | ISDANER & COMPANY |
| Accountancy firm EIN | 2021-12-31 | 236410283 |
