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PFP PRACTICE SERVICES. LLC 401(K) PLAN 401k Plan overview

Plan NamePFP PRACTICE SERVICES. LLC 401(K) PLAN
Plan identification number 001

PFP PRACTICE SERVICES. LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PFP PRACTICE SERVICES, LLC. has sponsored the creation of one or more 401k plans.

Company Name:PFP PRACTICE SERVICES, LLC.
Employer identification number (EIN):453996283
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PFP PRACTICE SERVICES. LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QUINCI MCDOWELL2024-05-13
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01QUNCI MCDOWELL2019-10-09
0012017-01-01
0012016-01-01
0012015-01-01QUINCI MCDOWELL2016-10-04
0012014-01-01QUINCI MCDOWELL2015-07-16
0012013-01-01CAROLYN MARCHAND2014-06-21
0012012-01-01CAROLYN MARCHAND2013-07-16

Plan Statistics for PFP PRACTICE SERVICES. LLC 401(K) PLAN

401k plan membership statisitcs for PFP PRACTICE SERVICES. LLC 401(K) PLAN

Measure Date Value
2022: PFP PRACTICE SERVICES. LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01229
Total number of active participants reported on line 7a of the Form 55002022-01-0131
Number of retired or separated participants receiving benefits2022-01-0177
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01108
Number of participants with account balances2022-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PFP PRACTICE SERVICES. LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01181
Total number of active participants reported on line 7a of the Form 55002021-01-01189
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01223
Number of participants with account balances2021-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PFP PRACTICE SERVICES. LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01185
Total number of active participants reported on line 7a of the Form 55002020-01-01143
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0133
Total of all active and inactive participants2020-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01177
Number of participants with account balances2020-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PFP PRACTICE SERVICES. LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01193
Total number of active participants reported on line 7a of the Form 55002019-01-01152
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01180
Number of participants with account balances2019-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PFP PRACTICE SERVICES. LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01193
Total number of active participants reported on line 7a of the Form 55002018-01-01162
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01190
Number of participants with account balances2018-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PFP PRACTICE SERVICES. LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01174
Total number of active participants reported on line 7a of the Form 55002017-01-01177
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01201
Number of participants with account balances2017-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PFP PRACTICE SERVICES. LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01125
Total number of active participants reported on line 7a of the Form 55002016-01-01120
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01142
Number of participants with account balances2016-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018

Financial Data on PFP PRACTICE SERVICES. LLC 401(K) PLAN

Measure Date Value
2022 : PFP PRACTICE SERVICES. LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,125,245
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,448,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,437,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$148,142
Value of total assets at end of year2022-12-31$2,078,837
Value of total assets at beginning of year2022-12-31$7,652,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,370
Total interest from all sources2022-12-31$423
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$103,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$103,520
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$600,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$114,493
Participant contributions at end of year2022-12-31$1,152
Participant contributions at beginning of year2022-12-31$56,787
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$16,593
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,241
Total non interest bearing cash at end of year2022-12-31$8,372
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,573,959
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,078,837
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,652,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,093,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,461,542
Interest on participant loans2022-12-31$423
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$3,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$975,963
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$106,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$106,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,377,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$25,408
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$7,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,437,344
Contract administrator fees2022-12-31$11,370
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN2022-12-31264221663
2021 : PFP PRACTICE SERVICES. LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
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$1,940,547
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$328,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$320,140
Expenses. Certain deemed distributions of participant loans2021-12-31$1,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,045,335
Value of total assets at end of year2021-12-31$7,652,796
Value of total assets at beginning of year2021-12-31$6,040,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,038
Total interest from all sources2021-12-31$2,782
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$229,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$229,949
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$600,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$608,816
Participant contributions at end of year2021-12-31$56,787
Participant contributions at beginning of year2021-12-31$52,895
Participant contributions at end of year2021-12-31$16,593
Participant contributions at beginning of year2021-12-31$10,771
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$179,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,612,021
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,652,796
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,040,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,461,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,928,017
Interest on participant loans2021-12-31$2,782
Value of interest in common/collective trusts at end of year2021-12-31$3,575
Value of interest in common/collective trusts at beginning of year2021-12-31$10,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$106,357
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$33,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$33,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$662,148
Net investment gain or loss from common/collective trusts2021-12-31$333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$257,348
Employer contributions (assets) at end of year2021-12-31$7,942
Employer contributions (assets) at beginning of year2021-12-31$5,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$320,140
Contract administrator fees2021-12-31$7,038
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN2021-12-31264221663
2020 : PFP PRACTICE SERVICES. LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,362,703
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$280,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$258,698
Expenses. Certain deemed distributions of participant loans2020-12-31$5,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$775,690
Value of total assets at end of year2020-12-31$6,040,775
Value of total assets at beginning of year2020-12-31$4,958,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,402
Total interest from all sources2020-12-31$3,843
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$111,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$111,415
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$600,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$538,227
Participant contributions at end of year2020-12-31$52,895
Participant contributions at beginning of year2020-12-31$85,434
Participant contributions at end of year2020-12-31$10,771
Participant contributions at beginning of year2020-12-31$3,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,082,330
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,040,775
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,958,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,928,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,788,343
Interest on participant loans2020-12-31$3,843
Value of interest in common/collective trusts at end of year2020-12-31$10,004
Value of interest in common/collective trusts at beginning of year2020-12-31$9,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$33,247
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$59,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$59,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$462,691
Net investment gain or loss from common/collective trusts2020-12-31$9,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$237,463
Employer contributions (assets) at end of year2020-12-31$5,841
Employer contributions (assets) at beginning of year2020-12-31$12,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$258,698
Contract administrator fees2020-12-31$16,402
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN2020-12-31264221663
2019 : PFP PRACTICE SERVICES. LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$0
Total income from all sources (including contributions)2019-12-31$1,511,869
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$209,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$196,293
Expenses. Certain deemed distributions of participant loans2019-12-31$1,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$800,162
Value of total assets at end of year2019-12-31$4,958,445
Value of total assets at beginning of year2019-12-31$3,656,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,521
Total interest from all sources2019-12-31$1,108
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$127,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$127,891
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$600,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$516,569
Participant contributions at end of year2019-12-31$85,434
Participant contributions at beginning of year2019-12-31$99,551
Participant contributions at end of year2019-12-31$3,351
Participant contributions at beginning of year2019-12-31$19,587
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,302,413
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,958,445
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,656,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,788,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,479,728
Interest on participant loans2019-12-31$1,108
Value of interest in common/collective trusts at end of year2019-12-31$9,545
Value of interest in common/collective trusts at beginning of year2019-12-31$9,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$59,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$25,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$25,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$582,486
Net investment gain or loss from common/collective trusts2019-12-31$222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$252,578
Employer contributions (assets) at end of year2019-12-31$12,611
Employer contributions (assets) at beginning of year2019-12-31$22,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$196,293
Contract administrator fees2019-12-31$11,521
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN2019-12-31264221663
2018 : PFP PRACTICE SERVICES. LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$534,615
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$160,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$157,818
Expenses. Certain deemed distributions of participant loans2018-12-31$423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$729,910
Value of total assets at end of year2018-12-31$3,656,032
Value of total assets at beginning of year2018-12-31$3,281,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,886
Total interest from all sources2018-12-31$5,778
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$101,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$101,025
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$325,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$415,029
Participant contributions at end of year2018-12-31$99,551
Participant contributions at beginning of year2018-12-31$101,058
Participant contributions at end of year2018-12-31$19,587
Participant contributions at beginning of year2018-12-31$17,850
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$91,597
Administrative expenses (other) incurred2018-12-31$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$374,488
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,656,032
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,281,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,479,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,130,313
Interest on participant loans2018-12-31$5,778
Value of interest in common/collective trusts at end of year2018-12-31$9,095
Value of interest in common/collective trusts at beginning of year2018-12-31$3,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$25,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$20,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$20,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-302,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$223,284
Employer contributions (assets) at end of year2018-12-31$22,756
Employer contributions (assets) at beginning of year2018-12-31$7,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$157,818
Contract administrator fees2018-12-31$1,186
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PEGGY EDGE
Accountancy firm EIN2018-12-31264221663
2017 : PFP PRACTICE SERVICES. LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$0
Total income from all sources (including contributions)2017-12-31$1,043,352
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$498,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$491,290
Expenses. Certain deemed distributions of participant loans2017-12-31$4,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$581,178
Value of total assets at end of year2017-12-31$3,281,544
Value of total assets at beginning of year2017-12-31$2,736,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,139
Total interest from all sources2017-12-31$3,320
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$88,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$88,799
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$235,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$376,027
Participant contributions at end of year2017-12-31$101,058
Participant contributions at beginning of year2017-12-31$65,619
Participant contributions at end of year2017-12-31$17,850
Administrative expenses (other) incurred2017-12-31$2,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$545,193
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,281,544
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,736,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,130,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,669,407
Interest on participant loans2017-12-31$3,320
Value of interest in common/collective trusts at end of year2017-12-31$3,796
Value of interest in common/collective trusts at beginning of year2017-12-31$1,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$20,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$370,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$205,151
Employer contributions (assets) at end of year2017-12-31$7,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$491,290
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PEGGY EDGE
Accountancy firm EIN2017-12-31264221663
2016 : PFP PRACTICE SERVICES. LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$741,760
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$307,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$298,867
Expenses. Certain deemed distributions of participant loans2016-12-31$9,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$531,320
Value of total assets at end of year2016-12-31$2,736,351
Value of total assets at beginning of year2016-12-31$2,302,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$3,079
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$57,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$57,366
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$235,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$340,214
Participant contributions at end of year2016-12-31$65,619
Participant contributions at beginning of year2016-12-31$81,251
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$433,859
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,736,351
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,302,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,669,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,220,424
Interest on participant loans2016-12-31$3,079
Value of interest in common/collective trusts at end of year2016-12-31$1,325
Value of interest in common/collective trusts at beginning of year2016-12-31$817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$149,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$184,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$298,867
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PEGGY EDGE
Accountancy firm EIN2016-12-31264221663

Form 5500 Responses for PFP PRACTICE SERVICES. LLC 401(K) PLAN

2022: PFP PRACTICE SERVICES. LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PFP PRACTICE SERVICES. LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PFP PRACTICE SERVICES. LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PFP PRACTICE SERVICES. LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PFP PRACTICE SERVICES. LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PFP PRACTICE SERVICES. LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PFP PRACTICE SERVICES. LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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