401k Plan data: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN plan

PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 401k Plan overview

Plan Name	PARTNERS IN EXCELLENCE, INC. 401(K) PLAN
Plan identification number	001

PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 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.
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

PARTNERS IN EXCELLENCE, INC. has sponsored the creation of one or more 401k plans.

Company Name: PARTNERS IN EXCELLENCE, INC.

Employer identification number (EIN): 411981818

NAIC Classification: 621391
NAIC Description: Offices of Podiatrists

Additional information about PARTNERS IN EXCELLENCE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1995-11-22

Company Identification Number: P95000089637

Legal Registered Office Address: 14048 Lake Price Dr

ORLANDO

32826

More information about PARTNERS IN EXCELLENCE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTNERS IN EXCELLENCE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BRUCE THOMAS BRUCE THOMAS 2018-10-12
001 2016-01-01 BRUCE THOMAS 2017-07-23 BRUCE THOMAS 2017-07-23
001 2015-01-01 BRUCE THOMAS 2016-08-12 BRUCE THOMAS 2016-08-12
001 2014-01-01 BRUCE THOMAS 2015-05-15 BRUCE THOMAS 2015-05-15
001 2013-01-01 BRUCE THOMAS 2014-05-08 BRUCE THOMAS 2014-05-08
001 2012-01-01 BRUCE THOMAS 2013-07-16 BRUCE THOMAS 2013-07-16
001 2011-01-01 BRUCE THOMAS 2012-10-10 BRUCE THOMAS 2012-10-10
001 2010-01-01 BRUCE THOMAS 2011-06-30 BRUCE THOMAS 2011-06-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	BRUCE THOMAS		BRUCE THOMAS	2018-10-12
001	2016-01-01	BRUCE THOMAS	2017-07-23	BRUCE THOMAS	2017-07-23
001	2015-01-01	BRUCE THOMAS	2016-08-12	BRUCE THOMAS	2016-08-12
001	2014-01-01	BRUCE THOMAS	2015-05-15	BRUCE THOMAS	2015-05-15
001	2013-01-01	BRUCE THOMAS	2014-05-08	BRUCE THOMAS	2014-05-08
001	2012-01-01	BRUCE THOMAS	2013-07-16	BRUCE THOMAS	2013-07-16
001	2011-01-01	BRUCE THOMAS	2012-10-10	BRUCE THOMAS	2012-10-10
001	2010-01-01	BRUCE THOMAS	2011-06-30	BRUCE THOMAS	2011-06-30

Plan Statistics for PARTNERS IN EXCELLENCE, INC. 401(K) PLAN

401k plan membership statisitcs for PARTNERS IN EXCELLENCE, INC. 401(K) PLAN

Measure Date Value
2022: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 115
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 88
Total of all active and inactive participants 2021-01-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 203
Number of participants with account balances 2021-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 31
2020: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 112
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 105
Total of all active and inactive participants 2020-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 217
Number of participants with account balances 2020-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 42
2019: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 133
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 80
Total of all active and inactive participants 2019-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 213
Number of participants with account balances 2019-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 18
2018: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 102
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 47
Total of all active and inactive participants 2018-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 149
Number of participants with account balances 2018-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 17
2017: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 84
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 47
Total of all active and inactive participants 2017-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 131
Number of participants with account balances 2017-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 19

Measure	Date	Value
2022: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	115
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	88
Total of all active and inactive participants	2021-01-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	203
Number of participants with account balances	2021-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	31
2020: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	112
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	105
Total of all active and inactive participants	2020-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	217
Number of participants with account balances	2020-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	42
2019: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	133
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	80
Total of all active and inactive participants	2019-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	213
Number of participants with account balances	2019-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	18
2018: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	102
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	47
Total of all active and inactive participants	2018-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	149
Number of participants with account balances	2018-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	17
2017: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	84
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	47
Total of all active and inactive participants	2017-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	131
Number of participants with account balances	2017-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	19

Financial Data on PARTNERS IN EXCELLENCE, INC. 401(K) PLAN

Measure	Date	Value
2022 : PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2022 401k financial data
Total transfer of assets from this plan	2022-11-01	$4,509,713
Total income from all sources (including contributions)	2022-11-01	$-518,134
Total of all expenses incurred	2022-11-01	$418,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-11-01	$372,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-11-01	$446,561
Value of total assets at end of year	2022-11-01	$0
Value of total assets at beginning of year	2022-11-01	$5,446,377
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-11-01	$45,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-11-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-11-01	$0
Was this plan covered by a fidelity bond	2022-11-01	Yes
Value of fidelity bond cover	2022-11-01	$500,000
If this is an individual account plan, was there a blackout period	2022-11-01	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-11-01	No
Contributions received from participants	2022-11-01	$295,336
Other income not declared elsewhere	2022-11-01	$1,631
Total non interest bearing cash at end of year	2022-11-01	$0
Total non interest bearing cash at beginning of year	2022-11-01	$8,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-11-01	No
Value of net income/loss	2022-11-01	$-936,664
Value of net assets at end of year (total assets less liabilities)	2022-11-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-11-01	$5,446,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-11-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-11-01	No
Were any leases to which the plan was party in default or uncollectible	2022-11-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-11-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-11-01	$5,334,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-11-01	$-966,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-11-01	No
Was there a failure to transmit to the plan any participant contributions	2022-11-01	No
Has the plan failed to provide any benefit when due under the plan	2022-11-01	No
Contributions received in cash from employer	2022-11-01	$151,225
Employer contributions (assets) at end of year	2022-11-01	$0
Employer contributions (assets) at beginning of year	2022-11-01	$103,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-11-01	$372,666
Contract administrator fees	2022-11-01	$45,864
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-11-01	Yes
Did the plan have assets held for investment	2022-11-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-11-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-11-01	Yes
Opinion of an independent qualified public accountant for this plan	2022-11-01	Unqualified
Accountancy firm name	2022-11-01	EIDE BAILLY LLP
Accountancy firm EIN	2022-11-01	450250958
2021 : PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,544,695
Total of all expenses incurred	2021-12-31	$1,473,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,415,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$764,295
Value of total assets at end of year	2021-12-31	$5,446,377
Value of total assets at beginning of year	2021-12-31	$5,375,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$57,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$319,369
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$162,052
Total non interest bearing cash at end of year	2021-12-31	$8,645
Total non interest bearing cash at beginning of year	2021-12-31	$2,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$71,306
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,446,377
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,375,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,334,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,260,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$780,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$282,874
Employer contributions (assets) at end of year	2021-12-31	$103,208
Employer contributions (assets) at beginning of year	2021-12-31	$111,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,415,780
Contract administrator fees	2021-12-31	$57,609
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2021-12-31	450250958
2020 : PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,426,506
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$239,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$188,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$631,325
Value of total assets at end of year	2020-12-31	$5,375,071
Value of total assets at beginning of year	2020-12-31	$4,187,784
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$50,861
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$310,111
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$24,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$2,535
Total non interest bearing cash at beginning of year	2020-12-31	$2,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,187,287
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,375,071
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,187,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,260,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,069,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$795,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$297,096
Employer contributions (assets) at end of year	2020-12-31	$111,580
Employer contributions (assets) at beginning of year	2020-12-31	$114,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$188,358
Contract administrator fees	2020-12-31	$50,861
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2020-12-31	450250958
2019 : PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$10,833
Total income from all sources (including contributions)	2019-12-31	$1,409,549
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$390,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$347,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$665,552
Value of total assets at end of year	2019-12-31	$4,187,784
Value of total assets at beginning of year	2019-12-31	$3,179,108
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$42,093
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$281,233
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$84,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$10,833
Administrative expenses (other) incurred	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$2,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,019,509
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,187,784
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,168,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,069,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,066,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$10,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$743,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$299,708
Employer contributions (assets) at end of year	2019-12-31	$114,975
Employer contributions (assets) at beginning of year	2019-12-31	$101,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$347,947
Contract administrator fees	2019-12-31	$42,093
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2019-12-31	450250958
2018 : PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$10,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$9,025
Total income from all sources (including contributions)	2018-12-31	$147,016
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$75,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$54,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$455,650
Value of total assets at end of year	2018-12-31	$3,179,108
Value of total assets at beginning of year	2018-12-31	$3,105,664
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$20,852
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$218,655
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$4,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$10,833
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$9,025
Administrative expenses (other) incurred	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$71,636
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,168,275
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,096,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,066,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,023,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$10,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$9,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-308,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$232,299
Employer contributions (assets) at end of year	2018-12-31	$101,543
Employer contributions (assets) at beginning of year	2018-12-31	$72,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$54,528
Contract administrator fees	2018-12-31	$20,852
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CUMMINGS, KEEGAN & CO., PLLP
Accountancy firm EIN	2018-12-31	411227298
2017 : PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$2,194
Total income from all sources (including contributions)	2017-12-31	$954,198
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$283,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$274,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$462,594
Value of total assets at end of year	2017-12-31	$3,096,639
Value of total assets at beginning of year	2017-12-31	$2,428,482
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,840
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$174,764
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$90,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$2,194
Administrative expenses (other) incurred	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$670,351
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,096,639
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,426,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,014,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,363,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$9,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$491,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$196,933
Employer contributions (assets) at end of year	2017-12-31	$72,834
Employer contributions (assets) at beginning of year	2017-12-31	$63,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$274,007
Contract administrator fees	2017-12-31	$9,840
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CUMMINGS, KEEGAN & CO., PLLP
Accountancy firm EIN	2017-12-31	411227298

Form 5500 Responses for PARTNERS IN EXCELLENCE, INC. 401(K) PLAN

2022: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 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	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PARTNERS IN EXCELLENCE, INC. 401(K) PLAN 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

47884

Policy instance

Insurance contract or identification number	47884
Number of Individuals Covered	83
Insurance policy start date	2022-01-01
Insurance policy end date	2022-10-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,071
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	2071
Additional information about fees paid to insurance broker	TPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

47884

Policy instance

Insurance contract or identification number	47884
Number of Individuals Covered	226
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,629
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	2629
Additional information about fees paid to insurance broker	TPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

47884

Policy instance

Insurance contract or identification number	47884
Number of Individuals Covered	234
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,090
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	2090
Additional information about fees paid to insurance broker	TPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

47884

Policy instance

Insurance contract or identification number	47884
Number of Individuals Covered	228
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,765
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	1765
Additional information about fees paid to insurance broker	TPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

47884

Policy instance

Insurance contract or identification number	47884
Number of Individuals Covered	144
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,814
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	2814
Additional information about fees paid to insurance broker	TPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

47884

Policy instance

Insurance contract or identification number	47884
Number of Individuals Covered	143
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,392
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	1392
Additional information about fees paid to insurance broker	TPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?	5
Insurance broker name	KMS FINANCIAL SERVICES, INC.

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Company Name:	PARTNERS IN EXCELLENCE, INC.
Employer identification number (EIN):	411981818
NAIC Classification:	621391
NAIC Description:	Offices of Podiatrists

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1995-11-22
Company Identification Number:	P95000089637
Legal Registered Office Address:	14048 Lake Price Dr ORLANDO 32826