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PERSONALIZED IDEPENDENCE INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NamePERSONALIZED IDEPENDENCE INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

PERSONALIZED IDEPENDENCE INC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

PERSONALIZED IDEPENDENCE INC has sponsored the creation of one or more 401k plans.

Company Name:PERSONALIZED IDEPENDENCE INC
Employer identification number (EIN):453683202
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONALIZED IDEPENDENCE INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01IAN PEYTON2024-08-28
0012022-01-01JENNIE PEYTON2023-03-30
0012021-01-01IAN PEYTON2022-06-27
0012020-01-01IAN PEYTON2021-09-20
0012019-01-01IAN PEYTON2020-09-02
0012018-01-01JENNIE PEYTON2019-07-17
0012017-01-01IAN PEYTON2018-08-03
0012016-01-01IAN PEYTON2017-06-22
0012015-01-01IAN PEYTON2016-07-30
0012014-01-01IAN PEYTON2015-07-28

Financial Data on PERSONALIZED IDEPENDENCE INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : PERSONALIZED IDEPENDENCE INC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-260
Total liabilities as of the end of the plan year2025-05-260
Total liabilities as of the beginning of the plan year2025-05-260
Total expenses incurred by plan in this plan year2025-05-2625504
Net assets as of the end of the plan year2025-05-26729236
Total assets as of the beginning of the plan year2025-05-26628086
Value of plan covered by a fidelity bond2025-05-2662809
Participant contributions to plan in this plan year2025-05-2651131
Other expenses paid from plan in this plan year2025-05-260
Other contributions to plan in this plan year2025-05-260
Other income to plan in this plan year2025-05-2660367
Plan net income in this plan year2025-05-26101150
Net assets as of the end of the plan year2025-05-26729236
Net assets as of the beginning of the plan year2025-05-26628086
Employer contributions to plan in this plan year2025-05-2615156
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-264628
2024 : PERSONALIZED IDEPENDENCE INC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-280
Total liabilities as of the end of the plan year2024-08-280
Total liabilities as of the beginning of the plan year2024-08-280
Total expenses incurred by plan in this plan year2024-08-2816747
Net assets as of the end of the plan year2024-08-28628086
Total assets as of the beginning of the plan year2024-08-28512628
Value of plan covered by a fidelity bond2024-08-2851263
Participant contributions to plan in this plan year2024-08-2852297
Value of participant loans at end of plan year2024-08-285372
Other expenses paid from plan in this plan year2024-08-280
Other contributions to plan in this plan year2024-08-280
Other income to plan in this plan year2024-08-2866137
Plan net income in this plan year2024-08-28115458
Net assets as of the end of the plan year2024-08-28628086
Net assets as of the beginning of the plan year2024-08-28512628
Employer contributions to plan in this plan year2024-08-2813771
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-283747
2022 : PERSONALIZED IDEPENDENCE INC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-270
Total liabilities as of the end of the plan year2022-06-270
Total liabilities as of the beginning of the plan year2022-06-270
Total expenses incurred by plan in this plan year2022-06-272438
Net assets as of the end of the plan year2022-06-27518620
Total assets as of the beginning of the plan year2022-06-27395312
Value of plan covered by a fidelity bond2022-06-2739531
Participant contributions to plan in this plan year2022-06-2748802
Other expenses paid from plan in this plan year2022-06-270
Other contributions to plan in this plan year2022-06-270
Other income to plan in this plan year2022-06-2766650
Plan net income in this plan year2022-06-27123308
Net assets as of the end of the plan year2022-06-27518620
Net assets as of the beginning of the plan year2022-06-27395312
Employer contributions to plan in this plan year2022-06-2710294
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-272438

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