401k Plan data: PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST plan

PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST
Plan identification number	001

PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST Benefits

401k Plan Type

Defined 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

PERPETUAL HEALTHCARE SERVICES, LLC ETIREMENT PLAN AND TRUST has sponsored the creation of one or more 401k plans.

Company Name: PERPETUAL HEALTHCARE SERVICES, LLC ETIREMENT PLAN AND TRUST

Employer identification number (EIN): 510559082

NAIC Classification: 621340
NAIC Description: Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01
001 2024-01-01 STEPHEN MANUEL
001 2023-01-01
001 2023-01-01 STEPHEN MANUEL
001 2022-01-01
001 2022-01-01 STEPHEN MANUEL
001 2021-01-01
001 2021-01-01 STEPHEN MANUEL
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 STEPHEN MANUEL STEPHEN MANUEL 2018-10-15
001 2016-01-01 STEPHEN MANUEL STEPHEN MANUEL 2017-10-16
001 2013-01-01 STEPHEN MANUEL STEPHEN MANUEL 2014-10-09
001 2012-01-01 MEDY MANUEL MEDY MANUEL 2013-09-16
001 2011-01-01 STEPHEN MANUEL STEPHEN MANUEL 2012-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01
001	2024-01-01	STEPHEN MANUEL
001	2023-01-01
001	2023-01-01	STEPHEN MANUEL
001	2022-01-01
001	2022-01-01	STEPHEN MANUEL
001	2021-01-01
001	2021-01-01	STEPHEN MANUEL
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	STEPHEN MANUEL	STEPHEN MANUEL	2018-10-15
001	2016-01-01	STEPHEN MANUEL	STEPHEN MANUEL	2017-10-16
001	2013-01-01	STEPHEN MANUEL	STEPHEN MANUEL	2014-10-09
001	2012-01-01	MEDY MANUEL	MEDY MANUEL	2013-09-16
001	2011-01-01	STEPHEN MANUEL	STEPHEN MANUEL	2012-10-15

Financial Data on PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST

Measure	Date	Value
2024 : PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2024 401k financial data
Total income from all sources	2024-05-09	$93,843
Expenses. Total of all expenses incurred	2024-05-09	$1,233,253
Benefits paid (including direct rollovers)	2024-05-09	$1,229,431
Total plan assets at end of year	2024-05-09	$0
Total plan assets at beginning of year	2024-05-09	$1,139,410
Other income received	2024-05-09	$93,843
Net income (gross income less expenses)	2024-05-09	$-1,139,410
Net plan assets at end of year (total assets less liabilities)	2024-05-09	$0
Net plan assets at beginning of year (total assets less liabilities)	2024-05-09	$1,139,410
Expenses. Administrative service providers (salaries,fees and commissions)	2024-05-09	$3,822
2023 : PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$277,023
Expenses. Total of all expenses incurred	2023-12-31	$3,354
Total plan assets at end of year	2023-12-31	$1,139,410
Total plan assets at beginning of year	2023-12-31	$865,741
Total contributions received or receivable from participants	2023-12-31	$114,000
Other income received	2023-12-31	$163,023
Net income (gross income less expenses)	2023-12-31	$273,669
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,139,410
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$865,741
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$3,354
2022 : PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-149,300
Expenses. Total of all expenses incurred	2022-12-31	$4,008
Total plan assets at end of year	2022-12-31	$865,741
Total plan assets at beginning of year	2022-12-31	$1,019,049
Total contributions received or receivable from participants	2022-12-31	$45,500
Other income received	2022-12-31	$-194,800
Net income (gross income less expenses)	2022-12-31	$-153,308
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$865,741
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,019,049
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$4,008
2021 : PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$152,683
Expenses. Total of all expenses incurred	2021-12-31	$3,880
Total plan assets at end of year	2021-12-31	$1,019,049
Total plan assets at beginning of year	2021-12-31	$870,246
Total contributions received or receivable from participants	2021-12-31	$45,500
Other income received	2021-12-31	$107,183
Net income (gross income less expenses)	2021-12-31	$148,803
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,019,049
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$870,246
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$3,880
2020 : PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$238,830
Expenses. Total of all expenses incurred	2020-12-31	$3,082
Total plan assets at end of year	2020-12-31	$870,246
Total plan assets at beginning of year	2020-12-31	$634,498
Total contributions received or receivable from participants	2020-12-31	$38,000
Other income received	2020-12-31	$198,550
Net income (gross income less expenses)	2020-12-31	$235,748
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$870,246
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$634,498
Total contributions received or receivable from employer(s)	2020-12-31	$2,280
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,082
2019 : PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$176,458
Expenses. Total of all expenses incurred	2019-12-31	$39,244
Benefits paid (including direct rollovers)	2019-12-31	$36,335
Total plan assets at end of year	2019-12-31	$634,498
Total plan assets at beginning of year	2019-12-31	$497,284
Total contributions received or receivable from participants	2019-12-31	$37,000
Other income received	2019-12-31	$139,458
Net income (gross income less expenses)	2019-12-31	$137,214
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$634,498
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$497,284
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,909
2018 : PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-67,878
Expenses. Total of all expenses incurred	2018-12-31	$22,925
Benefits paid (including direct rollovers)	2018-12-31	$19,755
Total plan assets at end of year	2018-12-31	$497,284
Total plan assets at beginning of year	2018-12-31	$588,087
Other income received	2018-12-31	$-67,878
Net income (gross income less expenses)	2018-12-31	$-90,803
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$497,284
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$588,087
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,170
2017 : PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$148,591
Expenses. Total of all expenses incurred	2017-12-31	$2,761
Total plan assets at end of year	2017-12-31	$588,087
Total plan assets at beginning of year	2017-12-31	$442,257
Total contributions received or receivable from participants	2017-12-31	$33,000
Other income received	2017-12-31	$115,591
Net income (gross income less expenses)	2017-12-31	$145,830
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$588,087
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$442,257
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,761
2016 : PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$14,145
Expenses. Total of all expenses incurred	2016-12-31	$3,701
Total plan assets at end of year	2016-12-31	$442,257
Total plan assets at beginning of year	2016-12-31	$431,813
Other income received	2016-12-31	$14,145
Net income (gross income less expenses)	2016-12-31	$10,444
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$442,257
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$431,813
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,701
2013 : PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$73,680
Expenses. Total of all expenses incurred	2013-12-31	$2,117
Total plan assets at end of year	2013-12-31	$405,173
Total plan assets at beginning of year	2013-12-31	$333,610
Total contributions received or receivable from participants	2013-12-31	$0
Other income received	2013-12-31	$73,680
Net income (gross income less expenses)	2013-12-31	$71,563
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$405,173
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$333,610
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,117
2012 : PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$116,830
Expenses. Total of all expenses incurred	2012-12-31	$957
Total plan assets at end of year	2012-12-31	$333,610
Total plan assets at beginning of year	2012-12-31	$217,737
Total contributions received or receivable from participants	2012-12-31	$75,966
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$40,864
Net income (gross income less expenses)	2012-12-31	$115,873
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$333,610
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$217,737
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$957
2011 : PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$8,307
Expenses. Total of all expenses incurred	2011-12-31	$1,825
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$217,737
Total plan assets at beginning of year	2011-12-31	$211,255
Total contributions received or receivable from participants	2011-12-31	$35,852
Other income received	2011-12-31	$-27,545
Net income (gross income less expenses)	2011-12-31	$6,482
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$217,737
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$211,255
Total contributions received or receivable from employer(s)	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,825

Form 5500 Responses for PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST

2024: PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2024 form 5500 responses
2024-01-01	Type of plan entity	Single employer plan
2024-01-01	Submission has been amended	No
2024-01-01	This submission is the final filing	Yes
2024-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2024-01-01	Plan is a collectively bargained plan	No
2024-01-01	Plan funding arrangement – Trust	Yes
2024-01-01	Plan benefit arrangement - Trust	Yes
2023: PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2013: PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PERPETUAL HEALTHCARE SERVICES, LLC RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PERPETUAL HEALTHCARE SERVICES, LLC ETIREMENT PLAN AND TRUST
Employer identification number (EIN):	510559082
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists