401k Plan data: PATIENT ACCOUNT SERVICES INC 401 K PROFIT SHARING PLAN TRUST plan

PATIENT ACCOUNT SERVICES INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	PATIENT ACCOUNT SERVICES INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

PATIENT ACCOUNT SERVICES INC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

PATIENT ACCOUNT SERVICES INC has sponsored the creation of one or more 401k plans.

Company Name: PATIENT ACCOUNT SERVICES INC

Employer identification number (EIN): 522269869

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Additional information about PATIENT ACCOUNT SERVICES INC

Jurisdiction of Incorporation: Maryland Secretary of State

Incorporation Date:

Company Identification Number: D05990452

More information about PATIENT ACCOUNT SERVICES INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATIENT ACCOUNT SERVICES INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JOYCE M KINGSBURY 2023-06-26
001 2021-01-01 JOYCE M KINGSBURY 2022-05-25
001 2020-01-01 JOYCE KINGSBURY 2021-06-02
001 2019-01-01 JOYCE M KINGSBURY 2020-07-16
001 2018-01-01 JOYCE M KINGSBURY 2019-06-11
001 2017-01-01 JOYCE M KINGSBURY 2018-07-17
001 2016-01-01 JOYCE M KINGSBURY 2017-07-16
001 2015-01-01 JOYCE KINGSBURY 2016-07-28
001 2014-01-01 JOYCE KINGSBURY 2015-06-22
001 2013-01-01 JOYCE KINGSBURY
001 2012-01-01 JOYCE KINGSBURY 2013-07-05
001 2011-01-01 JOYCE KINGSBURY 2012-07-31
001 2010-01-01 JOYCE KINGSBURY 2011-06-13
001 2009-01-01 JOYCE KINGSBURY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	JOYCE M KINGSBURY	2023-06-26
001	2021-01-01	JOYCE M KINGSBURY	2022-05-25
001	2020-01-01	JOYCE KINGSBURY	2021-06-02
001	2019-01-01	JOYCE M KINGSBURY	2020-07-16
001	2018-01-01	JOYCE M KINGSBURY	2019-06-11
001	2017-01-01	JOYCE M KINGSBURY	2018-07-17
001	2016-01-01	JOYCE M KINGSBURY	2017-07-16
001	2015-01-01	JOYCE KINGSBURY	2016-07-28
001	2014-01-01	JOYCE KINGSBURY	2015-06-22
001	2013-01-01	JOYCE KINGSBURY
001	2012-01-01	JOYCE KINGSBURY	2013-07-05
001	2011-01-01	JOYCE KINGSBURY	2012-07-31
001	2010-01-01	JOYCE KINGSBURY	2011-06-13
001	2009-01-01	JOYCE KINGSBURY

Plan Statistics for PATIENT ACCOUNT SERVICES INC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for PATIENT ACCOUNT SERVICES INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2013: PATIENT ACCOUNT SERVICES INC 401 K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2009: PATIENT ACCOUNT SERVICES INC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: PATIENT ACCOUNT SERVICES INC 401 K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2009: PATIENT ACCOUNT SERVICES INC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PATIENT ACCOUNT SERVICES INC 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2013 : PATIENT ACCOUNT SERVICES INC 401 K PROFIT SHARING PLAN TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$50,950
Expenses. Total of all expenses incurred	2013-12-31	$2,520
Benefits paid (including direct rollovers)	2013-12-31	$2,337
Total plan assets at end of year	2013-12-31	$115,178
Total plan assets at beginning of year	2013-12-31	$66,748
Value of fidelity bond covering the plan	2013-12-31	$0
Total contributions received or receivable from participants	2013-12-31	$30,141
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$14,186
Net income (gross income less expenses)	2013-12-31	$48,430
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$115,178
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$66,748
Total contributions received or receivable from employer(s)	2013-12-31	$6,623
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$183
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0

Form 5500 Responses for PATIENT ACCOUNT SERVICES INC 401 K PROFIT SHARING PLAN TRUST

2013: PATIENT ACCOUNT SERVICES INC 401 K PROFIT SHARING PLAN TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2009: PATIENT ACCOUNT SERVICES INC 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

252380

Policy instance

Insurance contract or identification number	252380
Number of Individuals Covered	11
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $733
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $733
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	CONTRACT SERVICE FEES
Insurance broker organization code?	4
Insurance broker name	PAYCHEX SECURITIES CORP

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Company Name:	PATIENT ACCOUNT SERVICES INC
Employer identification number (EIN):	522269869
NAIC Classification:	541219
NAIC Description:	Other Accounting Services

Jurisdiction of Incorporation:	Maryland Secretary of State
Incorporation Date:
Company Identification Number:	D05990452