Logo

MED ONE CAPITAL FUNDING, LLC PLAN 401k Plan overview

Plan NameMED ONE CAPITAL FUNDING, LLC PLAN
Plan identification number 001

MED ONE CAPITAL FUNDING, LLC PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

MED ONE CAPITAL FUNDING, LLC has sponsored the creation of one or more 401k plans.

Company Name:MED ONE CAPITAL FUNDING, LLC
Employer identification number (EIN):870678357
NAIC Classification:532400
NAIC Description: Commercial and Industrial Machinery and Equipment Rental and Leasing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MED ONE CAPITAL FUNDING, LLC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RYAN BECKSTROM2024-07-22 RYAN BECKSTROM2024-07-22
0012022-01-01RYAN BECKSTROM2023-07-19 RYAN BECKSTROM2023-07-19
0012022-01-01RYAN BECKSTROM2023-07-19 RYAN BECKSTROM2023-07-19
0012021-01-01RYAN BECKSTROM2022-08-01 RYAN BECKSTROM2022-08-01
0012020-01-01RYAN BECKSTROM2021-07-14 RYAN BECKSTROM2021-07-14
0012020-01-01RYAN BECKSTROM2021-07-14 RYAN BECKSTROM2021-07-14
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01JENNIFER SIMONICH2017-06-26
0012015-01-01JENNIFER SIMONICH2016-07-19
0012014-01-01KWHITING2015-07-09
0012013-01-01KATHY WHITING2014-06-23
0012012-01-01KATHY WHITING2013-02-04 KATHY WHITING2013-02-04
0012011-01-01KATHLEEN WHITING2012-01-30 KATHLEEN WHITING2012-01-30
0012010-01-01KATHY WHITING2011-05-16 KATHY WHITING2011-05-16

Plan Statistics for MED ONE CAPITAL FUNDING, LLC PLAN

401k plan membership statisitcs for MED ONE CAPITAL FUNDING, LLC PLAN

Measure Date Value
2023: MED ONE CAPITAL FUNDING, LLC PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01308
Total number of active participants reported on line 7a of the Form 55002023-01-01211
Number of retired or separated participants receiving benefits2023-01-015
Number of other retired or separated participants entitled to future benefits2023-01-01140
Total of all active and inactive participants2023-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01356
Number of participants with account balances2023-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0110
2022: MED ONE CAPITAL FUNDING, LLC PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01227
Total number of active participants reported on line 7a of the Form 55002022-01-01197
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0194
Total of all active and inactive participants2022-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01296
Number of participants with account balances2022-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: MED ONE CAPITAL FUNDING, LLC PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01176
Total number of active participants reported on line 7a of the Form 55002021-01-01175
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01227
Number of participants with account balances2021-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MED ONE CAPITAL FUNDING, LLC PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01151
Total number of active participants reported on line 7a of the Form 55002020-01-01137
Number of retired or separated participants receiving benefits2020-01-0126
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01163
Number of participants with account balances2020-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015

Financial Data on MED ONE CAPITAL FUNDING, LLC PLAN

Measure Date Value
2023 : MED ONE CAPITAL FUNDING, LLC PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$3,360,663
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$746,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$708,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,529,068
Value of total assets at end of year2023-12-31$11,489,846
Value of total assets at beginning of year2023-12-31$8,875,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$38,339
Total interest from all sources2023-12-31$7,161
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$242,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$242,858
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$991,326
Participant contributions at end of year2023-12-31$136,784
Participant contributions at beginning of year2023-12-31$114,572
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$32,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,614,056
Value of net assets at end of year (total assets less liabilities)2023-12-31$11,489,846
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,875,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$11,353,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$8,761,218
Interest on participant loans2023-12-31$7,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,581,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$505,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$708,268
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HMBE, LLC
Accountancy firm EIN2023-12-31824439676
2022 : MED ONE CAPITAL FUNDING, LLC PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$395,529
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$772,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$727,143
Expenses. Certain deemed distributions of participant loans2022-12-31$12,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,077,110
Value of total assets at end of year2022-12-31$8,875,790
Value of total assets at beginning of year2022-12-31$9,253,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,902
Total interest from all sources2022-12-31$287,746
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$151,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$151,809
Administrative expenses professional fees incurred2022-12-31$29,513
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$932,141
Participant contributions at end of year2022-12-31$114,572
Participant contributions at beginning of year2022-12-31$81,488
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$694,716
Administrative expenses (other) incurred2022-12-31$3,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-377,242
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,875,790
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,253,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest on participant loans2022-12-31$5,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$8,761,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$9,171,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$9,171,544
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$282,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,121,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$450,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$727,143
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HMBE, LLC
Accountancy firm EIN2022-12-31824439676
2021 : MED ONE CAPITAL FUNDING, LLC PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,377,442
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$157,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$131,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,318,965
Value of total assets at end of year2021-12-31$9,253,032
Value of total assets at beginning of year2021-12-31$7,033,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,962
Total interest from all sources2021-12-31$492,792
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$130,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$130,027
Administrative expenses professional fees incurred2021-12-31$25,962
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$850,736
Participant contributions at end of year2021-12-31$81,488
Participant contributions at beginning of year2021-12-31$60,136
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$59,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,219,959
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,253,032
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,033,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest on participant loans2021-12-31$3,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$9,171,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,972,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,972,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$489,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$435,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$409,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$131,521
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HMBE, LLC
Accountancy firm EIN2021-12-31824439676
2020 : MED ONE CAPITAL FUNDING, LLC PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$670,455
Total unrealized appreciation/depreciation of assets2020-12-31$670,455
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,090,484
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$235,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$223,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,042,268
Value of total assets at end of year2020-12-31$7,033,073
Value of total assets at beginning of year2020-12-31$5,177,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,214
Total interest from all sources2020-12-31$377,761
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$11,214
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$714,714
Participant contributions at end of year2020-12-31$60,136
Participant contributions at beginning of year2020-12-31$60,601
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$21,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,855,392
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,033,073
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,177,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest on participant loans2020-12-31$3,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,972,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,117,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,117,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$374,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$305,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$223,878
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HMBE, LLC
Accountancy firm EIN2020-12-31824439676

Form 5500 Responses for MED ONE CAPITAL FUNDING, LLC PLAN

2023: MED ONE CAPITAL FUNDING, LLC PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MED ONE CAPITAL FUNDING, LLC PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MED ONE CAPITAL FUNDING, LLC PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MED ONE CAPITAL FUNDING, LLC PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1