401k Plan data: PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST plan

PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST 401k Plan overview

Plan Name	PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST
Plan identification number	001

PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Profit-sharing
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.
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

PATIENT ADVOCATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PATIENT ADVOCATES, INC.

Employer identification number (EIN): 010369814

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-07-01 JAMES A. WARD 2014-12-16 JAMES A. WARD 2014-12-16
001 2014-01-01 MICHELLE GLEN 2014-12-16 MICHELLE GLEN 2014-12-16
001 2013-01-01 MICHELLE GLEN 2014-11-21 MICHELLE GLEN 2014-11-21
001 2012-01-01 MICHELLE GLEN 2014-11-21 MICHELLE GLEN 2014-11-21
001 2011-01-01 MICHELLE GLEN 2014-11-21 MICHELLE GLEN 2014-11-21
001 2010-01-01 MICHELLE GLEN 2014-11-21 MICHELLE GLEN 2014-11-21
001 2009-01-01 MICHELLE GLEN 2014-11-21 MICHELLE GLEN 2014-11-21
001 2008-01-01 MICHELLE GLEN MICHELLE GLEN 2014-11-22
001 2007-01-01 MICHELLE GLEN MICHELLE GLEN 2014-11-22
001 2006-01-01 MICHELLE GLEN MICHELLE GLEN 2014-11-22
001 2005-01-01 MICHELLE GLEN MICHELLE GLEN 2014-11-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-07-01	JAMES A. WARD	2014-12-16	JAMES A. WARD	2014-12-16
001	2014-01-01	MICHELLE GLEN	2014-12-16	MICHELLE GLEN	2014-12-16
001	2013-01-01	MICHELLE GLEN	2014-11-21	MICHELLE GLEN	2014-11-21
001	2012-01-01	MICHELLE GLEN	2014-11-21	MICHELLE GLEN	2014-11-21
001	2011-01-01	MICHELLE GLEN	2014-11-21	MICHELLE GLEN	2014-11-21
001	2010-01-01	MICHELLE GLEN	2014-11-21	MICHELLE GLEN	2014-11-21
001	2009-01-01	MICHELLE GLEN	2014-11-21	MICHELLE GLEN	2014-11-21
001	2008-01-01	MICHELLE GLEN		MICHELLE GLEN	2014-11-22
001	2007-01-01	MICHELLE GLEN		MICHELLE GLEN	2014-11-22
001	2006-01-01	MICHELLE GLEN		MICHELLE GLEN	2014-11-22
001	2005-01-01	MICHELLE GLEN		MICHELLE GLEN	2014-11-22

Plan Statistics for PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST

401k plan membership statisitcs for PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST

Measure Date Value
2008: PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST 2008 401k membership
Total participants, beginning-of-year 2008-01-01 2
Number of other retired or separated participants entitled to future benefits 2008-01-01 2
Total of all active and inactive participants 2008-01-01 2
Total participants 2008-01-01 2
Number of participants with account balances 2008-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
2007: PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year 2007-01-01 2
Number of other retired or separated participants entitled to future benefits 2007-01-01 2
Total of all active and inactive participants 2007-01-01 2
Total participants 2007-01-01 2
Number of participants with account balances 2007-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0
2006: PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST 2006 401k membership
Total participants, beginning-of-year 2006-01-01 2
Number of other retired or separated participants entitled to future benefits 2006-01-01 2
Total of all active and inactive participants 2006-01-01 2
Total participants 2006-01-01 2
Number of participants with account balances 2006-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0
2005: PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST 2005 401k membership
Total participants, beginning-of-year 2005-01-01 2
Number of other retired or separated participants entitled to future benefits 2005-01-01 2
Total of all active and inactive participants 2005-01-01 2
Total participants 2005-01-01 2
Number of participants with account balances 2005-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-01-01 0

Measure	Date	Value
2008: PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST 2008 401k membership
Total participants, beginning-of-year	2008-01-01	2
Number of other retired or separated participants entitled to future benefits	2008-01-01	2
Total of all active and inactive participants	2008-01-01	2
Total participants	2008-01-01	2
Number of participants with account balances	2008-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
2007: PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year	2007-01-01	2
Number of other retired or separated participants entitled to future benefits	2007-01-01	2
Total of all active and inactive participants	2007-01-01	2
Total participants	2007-01-01	2
Number of participants with account balances	2007-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0
2006: PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST 2006 401k membership
Total participants, beginning-of-year	2006-01-01	2
Number of other retired or separated participants entitled to future benefits	2006-01-01	2
Total of all active and inactive participants	2006-01-01	2
Total participants	2006-01-01	2
Number of participants with account balances	2006-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0
2005: PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST 2005 401k membership
Total participants, beginning-of-year	2005-01-01	2
Number of other retired or separated participants entitled to future benefits	2005-01-01	2
Total of all active and inactive participants	2005-01-01	2
Total participants	2005-01-01	2
Number of participants with account balances	2005-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-01-01	0

Financial Data on PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST

Measure	Date	Value
2010 : PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$579
Total plan assets at end of year	2010-12-31	$3,343
Total plan assets at beginning of year	2010-12-31	$2,764
Value of fidelity bond covering the plan	2010-12-31	$250,000
Other income received	2010-12-31	$579
Net income (gross income less expenses)	2010-12-31	$579
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,343
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,764
2008 : PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST 2008 401k financial data
Transfers to/from the plan	2008-12-31	$0
Total income from all sources	2008-12-31	$-2,199
Expenses. Total of all expenses incurred	2008-12-31	$0
Total plan assets at end of year	2008-12-31	$2,287
Total plan assets at beginning of year	2008-12-31	$4,486
Value of fidelity bond covering the plan	2008-12-31	$250,000
Other income received	2008-12-31	$-2,199
Net income (gross income less expenses)	2008-12-31	$-2,199
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$2,287
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$4,486
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0
2007 : PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST 2007 401k financial data
Total income from all sources	2007-12-31	$509
Expenses. Total of all expenses incurred	2007-12-31	$0
Total plan assets at end of year	2007-12-31	$4,486
Total plan assets at beginning of year	2007-12-31	$3,977
Value of fidelity bond covering the plan	2007-12-31	$250,000
Other income received	2007-12-31	$509
Net income (gross income less expenses)	2007-12-31	$509
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$4,486
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$3,977
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0
2006 : PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST 2006 401k financial data
Total income from all sources	2006-12-31	$590
Expenses. Total of all expenses incurred	2006-12-31	$0
Total plan assets at end of year	2006-12-31	$3,977
Total plan assets at beginning of year	2006-12-31	$4,567
Value of fidelity bond covering the plan	2006-12-31	$250,000
Other income received	2006-12-31	$590
Net income (gross income less expenses)	2006-12-31	$590
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$3,977
Net plan assets at beginning of year (total assets less liabilities)	2006-12-31	$4,567
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2006-12-31	$0
2005 : PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST 2005 401k financial data
Total plan liabilities at beginning of year	2005-12-31	$0
Total income from all sources	2005-12-31	$854
Expenses. Total of all expenses incurred	2005-12-31	$0
Total plan assets at end of year	2005-12-31	$4,567
Total plan assets at beginning of year	2005-12-31	$3,713
Value of fidelity bond covering the plan	2005-12-31	$250,000
Other income received	2005-12-31	$854
Net income (gross income less expenses)	2005-12-31	$854
Net plan assets at end of year (total assets less liabilities)	2005-12-31	$4,567
Net plan assets at beginning of year (total assets less liabilities)	2005-12-31	$3,713
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2005-12-31	$0

Form 5500 Responses for PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST

2008: PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes
2005: PATIENT ADVOCATES, INC. 401 (K) PLAN AND TRUST 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2005-01-01	Plan funding arrangement – Trust	Yes
2005-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PATIENT ADVOCATES, INC.
Employer identification number (EIN):	010369814
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services