401k Plan data: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN plan

PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 401k Plan overview

Plan Name	PERFORMANCE PHYSICAL THERAPY 401(K) PLAN
Plan identification number	001

PERFORMANCE PHYSICAL THERAPY 401(K) 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.

401k Sponsoring company profile

SILVER FERN PRACTICE, LLC D/B/A PERFORMANCE PHYSICAL THERAPY has sponsored the creation of one or more 401k plans.

Company Name: SILVER FERN PRACTICE, LLC D/B/A PERFORMANCE PHYSICAL THERAPY

Employer identification number (EIN): 061692793

NAIC Classification: 621340
NAIC Description: Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMANCE PHYSICAL THERAPY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LISA DECOSTE 2023-10-12 LISA DECOSTE 2023-10-12
001 2021-01-01 LISA DECOSTE 2022-10-07 LISA DECOSTE 2022-10-07
001 2020-01-01 LISA DECOSTE 2021-10-01 LISA DECOSTE 2021-10-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 VICTORIA IVANOV VICTORIA IVANOV 2018-10-12
001 2017-01-01 VICTORIA IVANOV VICTORIA IVANOV 2018-10-12
001 2016-01-01 VICTORIA IVANOV VICTORIA IVANOV 2017-10-13
001 2015-01-01 ANNE LUTHER 2016-09-28 ANNE LUTHER 2016-09-28
001 2014-01-01 ANNE LUTHER 2015-06-29
001 2013-01-01 ANNE LUTHER 2014-07-23
001 2012-01-01 FATIMA SEMEDO 2013-06-05
001 2011-01-01 FATIMA SEMEDO 2012-06-28
001 2010-01-01 DOLORES HALL 2011-06-29
001 2009-01-01 MICHELLE COLLIE
001 2009-01-01 MICHELLE COLLIE
001 2009-01-01 MICHELLE COLLIE
001 2009-01-01 MICHELLE COLLIE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	LISA DECOSTE	2023-10-12	LISA DECOSTE	2023-10-12
001	2021-01-01	LISA DECOSTE	2022-10-07	LISA DECOSTE	2022-10-07
001	2020-01-01	LISA DECOSTE	2021-10-01	LISA DECOSTE	2021-10-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	VICTORIA IVANOV		VICTORIA IVANOV	2018-10-12
001	2017-01-01	VICTORIA IVANOV		VICTORIA IVANOV	2018-10-12
001	2016-01-01	VICTORIA IVANOV		VICTORIA IVANOV	2017-10-13
001	2015-01-01	ANNE LUTHER	2016-09-28	ANNE LUTHER	2016-09-28
001	2014-01-01	ANNE LUTHER	2015-06-29
001	2013-01-01	ANNE LUTHER	2014-07-23
001	2012-01-01	FATIMA SEMEDO	2013-06-05
001	2011-01-01	FATIMA SEMEDO	2012-06-28
001	2010-01-01	DOLORES HALL	2011-06-29
001	2009-01-01	MICHELLE COLLIE
001	2009-01-01	MICHELLE COLLIE
001	2009-01-01	MICHELLE COLLIE
001	2009-01-01	MICHELLE COLLIE

Plan Statistics for PERFORMANCE PHYSICAL THERAPY 401(K) PLAN

401k plan membership statisitcs for PERFORMANCE PHYSICAL THERAPY 401(K) PLAN

Measure Date Value
2022: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 284
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 261
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 89
Total of all active and inactive participants 2022-01-01 350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 350
Number of participants with account balances 2022-01-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 216
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 64
Total of all active and inactive participants 2021-01-01 280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 280
Number of participants with account balances 2021-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 171
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 52
Total of all active and inactive participants 2020-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 223
Number of participants with account balances 2020-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 180
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 59
Total of all active and inactive participants 2019-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 239
Number of participants with account balances 2019-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 160
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 61
Total of all active and inactive participants 2018-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 221
Number of participants with account balances 2018-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 140
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 48
Total of all active and inactive participants 2017-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 188
Number of participants with account balances 2017-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 106
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 49
Total of all active and inactive participants 2016-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 155
Number of participants with account balances 2016-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2009: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 40
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 6
Total of all active and inactive participants 2009-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 46
Number of participants with account balances 2009-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	284
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	261
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	89
Total of all active and inactive participants	2022-01-01	350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	350
Number of participants with account balances	2022-01-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	216
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	64
Total of all active and inactive participants	2021-01-01	280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	280
Number of participants with account balances	2021-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	171
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	52
Total of all active and inactive participants	2020-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	223
Number of participants with account balances	2020-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	180
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	59
Total of all active and inactive participants	2019-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	239
Number of participants with account balances	2019-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	160
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	61
Total of all active and inactive participants	2018-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	221
Number of participants with account balances	2018-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	140
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	48
Total of all active and inactive participants	2017-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	188
Number of participants with account balances	2017-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	106
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	49
Total of all active and inactive participants	2016-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	155
Number of participants with account balances	2016-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2009: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	40
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	6
Total of all active and inactive participants	2009-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	46
Number of participants with account balances	2009-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PERFORMANCE PHYSICAL THERAPY 401(K) PLAN

Measure	Date	Value
2022 : PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-40,822
Total of all expenses incurred	2022-12-31	$101,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$32,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,338,955
Value of total assets at end of year	2022-12-31	$7,178,060
Value of total assets at beginning of year	2022-12-31	$7,320,808
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$69,333
Total interest from all sources	2022-12-31	$881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$663,865
Participant contributions at end of year	2022-12-31	$15,351
Participant contributions at beginning of year	2022-12-31	$5,700
Participant contributions at end of year	2022-12-31	$12,496
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$382,022
Total non interest bearing cash at end of year	2022-12-31	$110
Total non interest bearing cash at beginning of year	2022-12-31	$110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-142,748
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,178,060
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,320,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$7,144,224
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$7,314,998
Interest on participant loans	2022-12-31	$881
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,380,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$293,068
Employer contributions (assets) at end of year	2022-12-31	$5,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$32,593
Contract administrator fees	2022-12-31	$69,333
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MARCUM LLP
Accountancy firm EIN	2022-12-31	111986323
2021 : PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,742,295
Total of all expenses incurred	2021-12-31	$371,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$305,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$831,870
Value of total assets at end of year	2021-12-31	$7,320,808
Value of total assets at beginning of year	2021-12-31	$5,950,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$66,800
Total interest from all sources	2021-12-31	$331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$600,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$555,777
Participant contributions at end of year	2021-12-31	$5,700
Participant contributions at beginning of year	2021-12-31	$7,195
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$22,711
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$834
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$110
Total non interest bearing cash at beginning of year	2021-12-31	$944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,370,412
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,320,808
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,950,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$7,314,998
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,942,257
Interest on participant loans	2021-12-31	$331
Net investment gain/loss from pooled separate accounts	2021-12-31	$910,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$253,382
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$304,249
Contract administrator fees	2021-12-31	$66,800
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MARCUM LLP
Accountancy firm EIN	2021-12-31	111986323
2020 : PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2020 401k financial data
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	$1,508,634
Total of all expenses incurred	2020-12-31	$366,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$315,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$693,543
Value of total assets at end of year	2020-12-31	$5,950,396
Value of total assets at beginning of year	2020-12-31	$4,807,879
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$50,551
Total interest from all sources	2020-12-31	$248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$480,788
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$409,484
Participant contributions at end of year	2020-12-31	$7,195
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$60,733
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$944
Total non interest bearing cash at beginning of year	2020-12-31	$1,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,142,517
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,950,396
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,807,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$825
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,942,257
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,803,372
Interest on participant loans	2020-12-31	$248
Net investment gain/loss from pooled separate accounts	2020-12-31	$814,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$223,326
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$3,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$315,566
Contract administrator fees	2020-12-31	$49,726
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MARCUM LLP
Accountancy firm EIN	2020-12-31	111986323
2019 : PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,431,024
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$122,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$81,237
Expenses. Certain deemed distributions of participant loans	2019-12-31	$705
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$601,644
Value of total assets at end of year	2019-12-31	$4,807,879
Value of total assets at beginning of year	2019-12-31	$3,499,412
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$40,615
Total interest from all sources	2019-12-31	$71
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$349,941
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$356,299
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$684
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$33,124
Administrative expenses (other) incurred	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$1,122
Total non interest bearing cash at beginning of year	2019-12-31	$1,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$1,308,467
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,807,879
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,499,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$450
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,803,372
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,494,588
Interest on participant loans	2019-12-31	$71
Net investment gain/loss from pooled separate accounts	2019-12-31	$829,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$212,221
Employer contributions (assets) at end of year	2019-12-31	$3,385
Employer contributions (assets) at beginning of year	2019-12-31	$3,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$81,237
Contract administrator fees	2019-12-31	$40,165
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MARCUM LLP
Accountancy firm EIN	2019-12-31	111986323
2018 : PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$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	$532,717
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$506,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$472,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$796,568
Value of total assets at end of year	2018-12-31	$3,499,412
Value of total assets at beginning of year	2018-12-31	$3,472,889
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$33,610
Total interest from all sources	2018-12-31	$310
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$347,289
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$296,705
Participant contributions at end of year	2018-12-31	$684
Participant contributions at beginning of year	2018-12-31	$2,803
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$337,531
Administrative expenses (other) incurred	2018-12-31	$33,160
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$1,122
Total non interest bearing cash at beginning of year	2018-12-31	$686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$26,523
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,499,412
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,472,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$450
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,494,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,465,755
Interest on participant loans	2018-12-31	$310
Net investment gain/loss from pooled separate accounts	2018-12-31	$-264,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$162,332
Employer contributions (assets) at end of year	2018-12-31	$3,018
Employer contributions (assets) at beginning of year	2018-12-31	$3,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$472,584
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MARCUM LLP
Accountancy firm EIN	2018-12-31	111986323
2017 : PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$972,142
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$272,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$241,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$425,464
Value of total assets at end of year	2017-12-31	$3,472,889
Value of total assets at beginning of year	2017-12-31	$2,773,295
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$31,014
Total interest from all sources	2017-12-31	$248
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$347,289
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$214,595
Participant contributions at end of year	2017-12-31	$2,803
Participant contributions at beginning of year	2017-12-31	$5,819
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$76,250
Administrative expenses (other) incurred	2017-12-31	$900
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$686
Total non interest bearing cash at beginning of year	2017-12-31	$686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$699,594
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,472,889
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,773,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,465,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,766,790
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$248
Net investment gain/loss from pooled separate accounts	2017-12-31	$546,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$134,619
Employer contributions (assets) at end of year	2017-12-31	$3,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$241,534
Contract administrator fees	2017-12-31	$30,114
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	YKSM, LTD
Accountancy firm EIN	2017-12-31	050514919
2016 : PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$656,165
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$62,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$38,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$415,005
Value of total assets at end of year	2016-12-31	$2,773,295
Value of total assets at beginning of year	2016-12-31	$2,179,421
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$23,910
Total interest from all sources	2016-12-31	$196
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$277,430
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$244,302
Participant contributions at end of year	2016-12-31	$5,819
Participant contributions at beginning of year	2016-12-31	$2,440
Participant contributions at beginning of year	2016-12-31	$180
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$17,185
Administrative expenses (other) incurred	2016-12-31	$450
Total non interest bearing cash at end of year	2016-12-31	$686
Total non interest bearing cash at beginning of year	2016-12-31	$288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$593,874
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,773,295
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,179,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$23,460
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,766,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,176,465
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$196
Net investment gain/loss from pooled separate accounts	2016-12-31	$240,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$153,518
Employer contributions (assets) at beginning of year	2016-12-31	$48
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$38,381
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BATCHELOR,FRECHETTE,MCCRORY,MICHAEL
Accountancy firm EIN	2016-12-31	050487888
2009 : PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PERFORMANCE PHYSICAL THERAPY 401(K) PLAN

2022: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2009: PERFORMANCE PHYSICAL THERAPY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

119324

Policy instance

Insurance contract or identification number	119324
Number of Individuals Covered	252
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $34,206
Total amount of fees paid to insurance company	USD $750
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $30,772
Insurance broker organization code?	3
Amount paid for insurance broker fees	750

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

Policy contract number

119324

Policy instance

Insurance contract or identification number	119324
Number of Individuals Covered	206
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $32,495
Total amount of fees paid to insurance company	USD $975
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $29,237
Insurance broker organization code?	3
Amount paid for insurance broker fees	975

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

Policy contract number

119324

Policy instance

Insurance contract or identification number	119324
Number of Individuals Covered	175
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $24,199
Total amount of fees paid to insurance company	USD $825
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,773
Insurance broker organization code?	3
Amount paid for insurance broker fees	825

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

Policy contract number

119324

Policy instance

Insurance contract or identification number	119324
Number of Individuals Covered	177
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $20,822
Total amount of fees paid to insurance company	USD $450
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $18,428
Insurance broker organization code?	3
Amount paid for insurance broker fees	450

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

Policy contract number

119324

Policy instance

Insurance contract or identification number	119324
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $158,434
Total amount of fees paid to insurance company	USD $450
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $156,040
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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

Policy contract number

119324

Policy instance

Insurance contract or identification number	119324
Number of Individuals Covered	136
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $15,355
Total amount of fees paid to insurance company	USD $900
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $13,815
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	COMPASS RETIREMENT CONSULTING GROUP

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Company Name:	SILVER FERN PRACTICE, LLC D/B/A PERFORMANCE PHYSICAL THERAPY
Employer identification number (EIN):	061692793
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists