401k Plan data: PERSON DIRECTED SUPPORTS 401K PLAN plan

PERSON DIRECTED SUPPORTS 401K PLAN 401k Plan overview

Plan Name	PERSON DIRECTED SUPPORTS 401K PLAN
Plan identification number	001

PERSON DIRECTED SUPPORTS 401K PLAN 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

PERSON DIRECTED SUPPORTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: PERSON DIRECTED SUPPORTS, INC.

Employer identification number (EIN): 233039587

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSON DIRECTED SUPPORTS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 KENNETH L GIBAT 2019-04-14 KENNETH L GIBAT 2019-04-14
001 2016-07-01
001 2015-07-01 KENNETH L GIBAT
001 2014-07-01 KENNETH L GIBAT
001 2013-07-01 KENNETH L GIBAT 2015-04-14
001 2012-07-01 KENNETH L GIBAT 2016-03-18
001 2011-07-01 KENNETH A GIBAT 2013-03-04
001 2010-07-01 KENNETH A GIBAT 2012-03-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01	KENNETH L GIBAT	2019-04-14	KENNETH L GIBAT	2019-04-14
001	2016-07-01
001	2015-07-01	KENNETH L GIBAT
001	2014-07-01	KENNETH L GIBAT
001	2013-07-01	KENNETH L GIBAT	2015-04-14
001	2012-07-01	KENNETH L GIBAT	2016-03-18
001	2011-07-01	KENNETH A GIBAT	2013-03-04
001	2010-07-01	KENNETH A GIBAT	2012-03-08

Plan Statistics for PERSON DIRECTED SUPPORTS 401K PLAN

401k plan membership statisitcs for PERSON DIRECTED SUPPORTS 401K PLAN

Measure Date Value
2021: PERSON DIRECTED SUPPORTS 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 292
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 289
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 41
Total of all active and inactive participants 2021-07-01 330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 330
Number of participants with account balances 2021-07-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: PERSON DIRECTED SUPPORTS 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 309
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 258
Number of retired or separated participants receiving benefits 2020-07-01 3
Number of other retired or separated participants entitled to future benefits 2020-07-01 31
Total of all active and inactive participants 2020-07-01 292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 292
Number of participants with account balances 2020-07-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: PERSON DIRECTED SUPPORTS 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 276
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 235
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 40
Total of all active and inactive participants 2019-07-01 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 275
Number of participants with account balances 2019-07-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: PERSON DIRECTED SUPPORTS 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 225
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 224
Number of retired or separated participants receiving benefits 2018-07-01 1
Number of other retired or separated participants entitled to future benefits 2018-07-01 10
Total of all active and inactive participants 2018-07-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 235
Number of participants with account balances 2018-07-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: PERSON DIRECTED SUPPORTS 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 219
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 189
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 11
Total of all active and inactive participants 2017-07-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 200
Number of participants with account balances 2017-07-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: PERSON DIRECTED SUPPORTS 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 188
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 176
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 6
Total of all active and inactive participants 2016-07-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 182
Number of participants with account balances 2016-07-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: PERSON DIRECTED SUPPORTS 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 160
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 138
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 3
Total of all active and inactive participants 2015-07-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 141
Number of participants with account balances 2015-07-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 1
2014: PERSON DIRECTED SUPPORTS 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 141
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 116
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 7
Total of all active and inactive participants 2014-07-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 123
Number of participants with account balances 2014-07-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0

Measure	Date	Value
2021: PERSON DIRECTED SUPPORTS 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	292
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	289
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	41
Total of all active and inactive participants	2021-07-01	330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	330
Number of participants with account balances	2021-07-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: PERSON DIRECTED SUPPORTS 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	309
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	258
Number of retired or separated participants receiving benefits	2020-07-01	3
Number of other retired or separated participants entitled to future benefits	2020-07-01	31
Total of all active and inactive participants	2020-07-01	292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	292
Number of participants with account balances	2020-07-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: PERSON DIRECTED SUPPORTS 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	276
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	235
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	40
Total of all active and inactive participants	2019-07-01	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	275
Number of participants with account balances	2019-07-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: PERSON DIRECTED SUPPORTS 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	225
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	224
Number of retired or separated participants receiving benefits	2018-07-01	1
Number of other retired or separated participants entitled to future benefits	2018-07-01	10
Total of all active and inactive participants	2018-07-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	235
Number of participants with account balances	2018-07-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: PERSON DIRECTED SUPPORTS 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	219
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	189
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	11
Total of all active and inactive participants	2017-07-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	200
Number of participants with account balances	2017-07-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: PERSON DIRECTED SUPPORTS 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	188
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	176
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	6
Total of all active and inactive participants	2016-07-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	182
Number of participants with account balances	2016-07-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: PERSON DIRECTED SUPPORTS 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	160
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	138
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	3
Total of all active and inactive participants	2015-07-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	141
Number of participants with account balances	2015-07-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	1
2014: PERSON DIRECTED SUPPORTS 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	141
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	116
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	7
Total of all active and inactive participants	2014-07-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	123
Number of participants with account balances	2014-07-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0

Financial Data on PERSON DIRECTED SUPPORTS 401K PLAN

Measure	Date	Value
2022 : PERSON DIRECTED SUPPORTS 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$1,714
Total income from all sources (including contributions)	2022-06-30	$232,283
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$520,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$476,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,063,470
Value of total assets at end of year	2022-06-30	$5,357,548
Value of total assets at beginning of year	2022-06-30	$5,647,776
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$44,639
Total interest from all sources	2022-06-30	$9,466
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$747,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$747,802
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$769,399
Participant contributions at end of year	2022-06-30	$337,689
Participant contributions at beginning of year	2022-06-30	$315,895
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$30,746
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$23,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$1,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-288,514
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$5,357,548
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$5,646,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$44,639
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$4,996,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$5,326,684
Interest on participant loans	2022-06-30	$9,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$5,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,588,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$263,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$476,158
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	2022-06-30	Yes
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	MAHER DUSSEL
Accountancy firm EIN	2022-06-30	251622758
2021 : PERSON DIRECTED SUPPORTS 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$1,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$2,599,774
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$964,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$911,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,376,632
Value of total assets at end of year	2021-06-30	$5,647,776
Value of total assets at beginning of year	2021-06-30	$4,010,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$52,317
Total interest from all sources	2021-06-30	$11,417
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$81,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$81,286
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$735,637
Participant contributions at end of year	2021-06-30	$315,895
Participant contributions at beginning of year	2021-06-30	$190,786
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$192,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$1,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$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	2021-06-30	No
Value of net income/loss	2021-06-30	$1,635,636
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$5,646,062
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$4,010,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$5,326,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$3,813,801
Interest on participant loans	2021-06-30	$11,373
Interest earned on other investments	2021-06-30	$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$5,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$5,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,130,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$448,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$911,821
Contract administrator fees	2021-06-30	$52,317
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	COULTER & JUSTUS
Accountancy firm EIN	2021-06-30	621532536
2020 : PERSON DIRECTED SUPPORTS 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,271,532
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$204,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$164,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,124,422
Value of total assets at end of year	2020-06-30	$4,010,426
Value of total assets at beginning of year	2020-06-30	$2,943,713
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$40,076
Total interest from all sources	2020-06-30	$13,609
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$73,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$73,582
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$676,743
Participant contributions at end of year	2020-06-30	$190,786
Participant contributions at beginning of year	2020-06-30	$251,286
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$21,505
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$1,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$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	2020-06-30	No
Value of net income/loss	2020-06-30	$1,066,713
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$4,010,426
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$2,943,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$3,813,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$2,631,452
Interest on participant loans	2020-06-30	$13,477
Interest earned on other investments	2020-06-30	$132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$5,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$22,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$59,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$445,926
Employer contributions (assets) at end of year	2020-06-30	$0
Employer contributions (assets) at beginning of year	2020-06-30	$17,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$164,743
Contract administrator fees	2020-06-30	$40,076
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	COULTER & JUSTUS
Accountancy firm EIN	2020-06-30	621532536
2019 : PERSON DIRECTED SUPPORTS 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$941,127
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$317,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$280,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$934,432
Value of total assets at end of year	2019-06-30	$2,943,713
Value of total assets at beginning of year	2019-06-30	$2,319,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$36,879
Total interest from all sources	2019-06-30	$10,286
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$733
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$519,820
Participant contributions at end of year	2019-06-30	$251,286
Participant contributions at beginning of year	2019-06-30	$77,983
Participant contributions at end of year	2019-06-30	$21,505
Participant contributions at beginning of year	2019-06-30	$16,617
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-06-30	$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	2019-06-30	No
Value of net income/loss	2019-06-30	$623,836
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$2,943,713
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$2,319,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$2,631,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$2,214,549
Interest on participant loans	2019-06-30	$10,205
Interest earned on other investments	2019-06-30	$81
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$22,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$-4,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$414,612
Employer contributions (assets) at end of year	2019-06-30	$17,003
Employer contributions (assets) at beginning of year	2019-06-30	$10,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$280,412
Contract administrator fees	2019-06-30	$36,879
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	2019-06-30	Yes
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	COULTER & JUSTUS
Accountancy firm EIN	2019-06-30	621532536
2018 : PERSON DIRECTED SUPPORTS 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$805,494
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$109,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$80,919
Value of total corrective distributions	2018-06-30	$176
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$642,129
Value of total assets at end of year	2018-06-30	$2,319,877
Value of total assets at beginning of year	2018-06-30	$1,624,070
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$28,592
Total interest from all sources	2018-06-30	$202
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Administrative expenses professional fees incurred	2018-06-30	$5,169
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$387,932
Participant contributions at end of year	2018-06-30	$77,983
Participant contributions at beginning of year	2018-06-30	$0
Participant contributions at end of year	2018-06-30	$16,617
Participant contributions at beginning of year	2018-06-30	$11,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$695,807
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$2,319,877
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$1,624,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$2,214,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$1,604,995
Interest on participant loans	2018-06-30	$202
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$163,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$254,197
Employer contributions (assets) at end of year	2018-06-30	$10,728
Employer contributions (assets) at beginning of year	2018-06-30	$7,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$80,919
Contract administrator fees	2018-06-30	$23,423
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	COULTER AND JUSTUS PC
Accountancy firm EIN	2018-06-30	621532536
2017 : PERSON DIRECTED SUPPORTS 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$652,255
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$103,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$83,614
Value of total corrective distributions	2017-06-30	$487
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$464,820
Value of total assets at end of year	2017-06-30	$1,624,070
Value of total assets at beginning of year	2017-06-30	$1,075,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$19,425
Total interest from all sources	2017-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Administrative expenses professional fees incurred	2017-06-30	$3,632
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$280,809
Participant contributions at end of year	2017-06-30	$11,517
Participant contributions at beginning of year	2017-06-30	$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	2017-06-30	No
Value of net income/loss	2017-06-30	$548,729
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$1,624,070
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$1,075,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$1,604,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$1,075,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$187,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$184,011
Employer contributions (assets) at end of year	2017-06-30	$7,558
Employer contributions (assets) at beginning of year	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$83,614
Contract administrator fees	2017-06-30	$15,793
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	MAHERDUESSEL CPAS
Accountancy firm EIN	2017-06-30	251622758
2016 : PERSON DIRECTED SUPPORTS 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$285
Total income from all sources (including contributions)	2016-06-30	$321,151
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$89,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$67,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$330,444
Value of total assets at end of year	2016-06-30	$1,075,341
Value of total assets at beginning of year	2016-06-30	$844,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$22,501
Total interest from all sources	2016-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Administrative expenses professional fees incurred	2016-06-30	$11,451
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$200,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$200,757
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$164
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$1,256
Liabilities. Value of operating payables at end of year	2016-06-30	$0
Liabilities. Value of operating payables at beginning of year	2016-06-30	$285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$231,543
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$1,075,341
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$843,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$1,075,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$843,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-9,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$128,431
Employer contributions (assets) at end of year	2016-06-30	$0
Employer contributions (assets) at beginning of year	2016-06-30	$107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$67,107
Contract administrator fees	2016-06-30	$11,050
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MAHERDUESSEL CPAS
Accountancy firm EIN	2016-06-30	251622758
2015 : PERSON DIRECTED SUPPORTS 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$285
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$211,279
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$105,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$92,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$203,407
Value of total assets at end of year	2015-06-30	$844,083
Value of total assets at beginning of year	2015-06-30	$737,852
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$12,376
Total interest from all sources	2015-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Administrative expenses professional fees incurred	2015-06-30	$1,835
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$200,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$117,844
Participant contributions at end of year	2015-06-30	$164
Participant contributions at beginning of year	2015-06-30	$44
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$19,814
Liabilities. Value of operating payables at end of year	2015-06-30	$285
Liabilities. Value of operating payables at beginning of year	2015-06-30	$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	2015-06-30	No
Value of net income/loss	2015-06-30	$105,946
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$843,798
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$737,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$843,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$737,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$7,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$65,749
Employer contributions (assets) at end of year	2015-06-30	$107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$92,957
Contract administrator fees	2015-06-30	$10,541
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MAHER DUESSEL, CPAS
Accountancy firm EIN	2015-06-30	251622758

Form 5500 Responses for PERSON DIRECTED SUPPORTS 401K PLAN

2021: PERSON DIRECTED SUPPORTS 401K PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: PERSON DIRECTED SUPPORTS 401K PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: PERSON DIRECTED SUPPORTS 401K PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: PERSON DIRECTED SUPPORTS 401K PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: PERSON DIRECTED SUPPORTS 401K PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: PERSON DIRECTED SUPPORTS 401K PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: PERSON DIRECTED SUPPORTS 401K PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: PERSON DIRECTED SUPPORTS 401K PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513266-000

Policy instance

Insurance contract or identification number	513266-000
Number of Individuals Covered	0
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513266-000

Policy instance

Insurance contract or identification number	513266-000
Number of Individuals Covered	292
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513266-000

Policy instance

Insurance contract or identification number	513266-000
Number of Individuals Covered	275
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513266-000

Policy instance

Insurance contract or identification number	513266-000
Number of Individuals Covered	155
Insurance policy start date	2018-09-21
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PERSON DIRECTED SUPPORTS, INC.
Employer identification number (EIN):	233039587
NAIC Classification:	624100
NAIC Description:	Individual and Family Services