401k Plan data: PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN TRUST plan

PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PERSONALIZE HOME CARE SERVICE has sponsored the creation of one or more 401k plans.

Company Name: PERSONALIZE HOME CARE SERVICE

Employer identification number (EIN): 810679651

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2023-01-01 MARLON A. BURT
001 2022-01-01
001 2022-01-01 MARLON A. BURT
001 2021-01-01 MARLON A. BURT 2022-09-27
001 2020-01-01 MARLON A BURT 2021-09-17
001 2019-01-01 MARLON A. BURT 2020-04-10
001 2018-01-01 MARLON A. BURT 2019-07-17
001 2017-01-01 MARLON A. BURT 2018-04-24
001 2016-01-01 MARLON BURT 2017-06-20
001 2016-01-01 MARLON BURT 2017-06-20
001 2015-01-01 MARLON A. BURT 2016-05-19
001 2014-01-01 MARLON A. BURT 2015-07-20
001 2009-01-01 ARTHUR BURT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2023-01-01	MARLON A. BURT
001	2022-01-01
001	2022-01-01	MARLON A. BURT
001	2021-01-01	MARLON A. BURT	2022-09-27
001	2020-01-01	MARLON A BURT	2021-09-17
001	2019-01-01	MARLON A. BURT	2020-04-10
001	2018-01-01	MARLON A. BURT	2019-07-17
001	2017-01-01	MARLON A. BURT	2018-04-24
001	2016-01-01	MARLON BURT	2017-06-20
001	2016-01-01	MARLON BURT	2017-06-20
001	2015-01-01	MARLON A. BURT	2016-05-19
001	2014-01-01	MARLON A. BURT	2015-07-20
001	2009-01-01	ARTHUR BURT

Plan Statistics for PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2023: PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 55
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 19
Total of all active and inactive participants 2023-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 75
Number of participants with account balances 2023-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 14
2022: PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year 2022-09-27 34
Total number of particpants at end of year 2022-09-27 34
Number of Participants With Account Balances 2022-09-27 5
Total participants, beginning-of-year 2022-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 81
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 82
Number of participants with account balances 2022-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2009: PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 0
Number of participants with account balances 2009-01-01 0

Measure	Date	Value
2023: PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	55
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	19
Total of all active and inactive participants	2023-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	75
Number of participants with account balances	2023-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	14
2022: PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year	2022-09-27	34
Total number of particpants at end of year	2022-09-27	34
Number of Participants With Account Balances	2022-09-27	5
Total participants, beginning-of-year	2022-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	81
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	82
Number of participants with account balances	2022-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2009: PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	0
Number of participants with account balances	2009-01-01	0

Financial Data on PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2023 : PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN TRUST 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$131,139
Expenses. Total of all expenses incurred	2023-12-31	$34,950
Benefits paid (including direct rollovers)	2023-12-31	$32,912
Total plan assets at end of year	2023-12-31	$466,477
Total plan assets at beginning of year	2023-12-31	$370,288
Value of fidelity bond covering the plan	2023-12-31	$50,000
Total contributions received or receivable from participants	2023-12-31	$30,091
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$88,590
Net income (gross income less expenses)	2023-12-31	$96,189
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$466,477
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$370,288
Total contributions received or receivable from employer(s)	2023-12-31	$12,458
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$2,038
2022 : PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-22,770
Expenses. Total of all expenses incurred	2022-12-31	$45,020
Benefits paid (including direct rollovers)	2022-12-31	$42,728
Total plan assets at end of year	2022-12-31	$370,288
Total plan assets at beginning of year	2022-12-31	$438,078
Value of fidelity bond covering the plan	2022-12-31	$50,000
Total contributions received or receivable from participants	2022-12-31	$30,962
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-97,701
Net income (gross income less expenses)	2022-12-31	$-67,790
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$370,288
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$438,078
Assets. Value of participant loans	2022-12-31	$2,145
Total contributions received or receivable from employer(s)	2022-12-31	$43,969
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$2,292
Total transfers to/from plan in this plan year	2022-09-27	0
Total liabilities as of the end of the plan year	2022-09-27	0
Total liabilities as of the beginning of the plan year	2022-09-27	0
Total expenses incurred by plan in this plan year	2022-09-27	29098
Net assets as of the end of the plan year	2022-09-27	438078
Total assets as of the beginning of the plan year	2022-09-27	361620
Value of plan covered by a fidelity bond	2022-09-27	50000
Participant contributions to plan in this plan year	2022-09-27	27812
Other expenses paid from plan in this plan year	2022-09-27	0
Other contributions to plan in this plan year	2022-09-27	0
Other income to plan in this plan year	2022-09-27	63562
Plan net income in this plan year	2022-09-27	76458
Net assets as of the end of the plan year	2022-09-27	438078
Net assets as of the beginning of the plan year	2022-09-27	361620
Employer contributions to plan in this plan year	2022-09-27	14182
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-27	863

Form 5500 Responses for PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN TRUST

2023: PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN 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: PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN 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
2009: PERSONALIZE HOME CARE SERVICE 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	Yes
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PERSONALIZE HOME CARE SERVICE
Employer identification number (EIN):	810679651
NAIC Classification:	621610
NAIC Description:	Home Health Care Services