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PERSONAL PHYSICIAN SERVICES, P 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NamePERSONAL PHYSICIAN SERVICES, P 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

PERSONAL PHYSICIAN SERVICES, P 401 K PROFIT SHARING PLAN TRUST 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

PERSONAL PHYSICIAN SERVICES PC has sponsored the creation of one or more 401k plans.

Company Name:PERSONAL PHYSICIAN SERVICES PC
Employer identification number (EIN):233092941
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONAL PHYSICIAN SERVICES, P 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEVEN CARVER2024-09-19
0012022-01-01STEVEN CARVER2023-06-27 STEVEN CARVER2023-06-27
0012021-01-01STEVEN CARVER2022-07-24 STEVEN CARVER2022-07-24
0012020-01-01STEVEN CARVER2021-06-09
0012019-01-01STEVEN CARVER2020-05-10
0012018-01-01STEVEN CARVER2019-06-15
0012017-01-01STEVEN CARVER2018-06-02
0012016-01-01STEVEN CARVER2017-05-23
0012015-01-01STEVEN CARVER2016-05-16
0012014-01-01STEVEN CARVER2015-06-27
0012013-01-01STEVEN CARVER2014-07-16
0012012-01-01PERSONAL PHYSICIAN SERVICES PC
0012011-01-01ANTHONY PETTOLA
0012010-01-01ANTHONY PETTOLA
0012009-01-01
0012009-01-01
0012009-01-01ANTHONY PETTOLA

Financial Data on PERSONAL PHYSICIAN SERVICES, P 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : PERSONAL PHYSICIAN SERVICES, P 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-150
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-150
Net assets as of the end of the plan year2025-10-151377779
Total assets as of the beginning of the plan year2025-10-151174888
Participant contributions to plan in this plan year2025-10-1596242
Other expenses paid from plan in this plan year2025-10-150
Other contributions to plan in this plan year2025-10-150
Other income to plan in this plan year2025-10-1597668
Plan net income in this plan year2025-10-15202891
Net assets as of the end of the plan year2025-10-151377779
Net assets as of the beginning of the plan year2025-10-151174888
Employer contributions to plan in this plan year2025-10-158981
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-150
2024 : PERSONAL PHYSICIAN SERVICES, P 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-190
Total liabilities as of the end of the plan year2024-09-190
Total liabilities as of the beginning of the plan year2024-09-190
Total expenses incurred by plan in this plan year2024-09-19165461
Net assets as of the end of the plan year2024-09-191174888
Total assets as of the beginning of the plan year2024-09-191056192
Participant contributions to plan in this plan year2024-09-1983483
Other expenses paid from plan in this plan year2024-09-190
Other contributions to plan in this plan year2024-09-190
Other income to plan in this plan year2024-09-19190450
Plan net income in this plan year2024-09-19118696
Net assets as of the end of the plan year2024-09-191174888
Net assets as of the beginning of the plan year2024-09-191056192
Employer contributions to plan in this plan year2024-09-1910224
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-199328
2022 : PERSONAL PHYSICIAN SERVICES, P 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2410636
Net assets as of the end of the plan year2022-07-241194395
Total assets as of the beginning of the plan year2022-07-24973450
Participant contributions to plan in this plan year2022-07-2475517
Other income to plan in this plan year2022-07-24148713
Plan net income in this plan year2022-07-24220945
Net assets as of the end of the plan year2022-07-241194395
Net assets as of the beginning of the plan year2022-07-24973450
Employer contributions to plan in this plan year2022-07-247351
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-249884
2012 : PERSONAL PHYSICIAN SERVICES, P 401 K PROFIT SHARING PLAN TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$72,553
Expenses. Total of all expenses incurred2012-12-31$20,725
Benefits paid (including direct rollovers)2012-12-31$20,685
Total plan assets at end of year2012-12-31$174,139
Total plan assets at beginning of year2012-12-31$122,311
Value of fidelity bond covering the plan2012-12-31$0
Total contributions received or receivable from participants2012-12-31$13,743
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$58,810
Net income (gross income less expenses)2012-12-31$51,828
Net plan assets at end of year (total assets less liabilities)2012-12-31$174,139
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$122,311
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$40
2011 : PERSONAL PHYSICIAN SERVICES, P 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$10,853
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$122,311
Total plan assets at beginning of year2011-12-31$111,458
Total contributions received or receivable from participants2011-12-31$18,994
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-13,722
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$10,853
Net plan assets at end of year (total assets less liabilities)2011-12-31$122,311
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$111,458
Total contributions received or receivable from employer(s)2011-12-31$5,581
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : PERSONAL PHYSICIAN SERVICES, P 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$32,356
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$111,458
Total plan assets at beginning of year2010-12-31$79,102
Total contributions received or receivable from participants2010-12-31$18,294
Expenses. Other expenses not covered elsewhere2010-12-31$0
Other income received2010-12-31$8,650
Net income (gross income less expenses)2010-12-31$32,356
Net plan assets at end of year (total assets less liabilities)2010-12-31$111,458
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$79,102
Total contributions received or receivable from employer(s)2010-12-31$5,412
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for PERSONAL PHYSICIAN SERVICES, P 401 K PROFIT SHARING PLAN TRUST

2012: PERSONAL PHYSICIAN SERVICES, P 401 K PROFIT SHARING PLAN TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERSONAL PHYSICIAN SERVICES, P 401 K PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PERSONAL PHYSICIAN SERVICES, P 401 K PROFIT SHARING PLAN TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PERSONAL PHYSICIAN SERVICES, P 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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