PATIENT FUNDING ALTERNATIVES LLC

599 NORTH AVENUE 2FL DOOR 9
WAKEFIELD, MA 01880

Business Stats

Policy History

Term Carrier Premium LCM
2023

1.738
2023

1.491
2022

1.754
2022

1.380
2022

1.359
2022

-
2022

1.032
2022

1.415
2021

1.526
2021

1.380
2021

2.030
2021

1.972
2021

-
2021

1.374
2020

1.372
2020

1.218
2020

1.374
2019

-
2019

1.372
2019

1.218
2019

-
2018

-
2018

-
2017

-

Contacts

Fdkngrm Tzuzmqjm
(596) 490-6233
7a0

Industry Classification

Retirement Benefits

Financials

2021
BOY Assets: $ 0
Liabilities: $ 0
EE Contrib: $ 109,736
Emp Contrib: $ 0
Income/Loss: $ 4,467
Total Income: $ 114,203
Paid Benefits: $ 2,064
Expenses: $ 0
  Commission: $ 110
Net Income: $ 112,029
Net Assets: $ 112,029

Participants

2021
Total Participants:52
Active Part.:51
Retired Part.:
Deceased Part.:

Insurance

No Insurance Coverage

Providers

No Providers

Features

    2E - Profit-sharing

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2G - 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.

    2J - 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.

    2K - Stock bonusCode 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 contributions 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.

    2S - Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.