401k Plan data: EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION plan

EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION 401k Plan overview

Plan Name	EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION
Plan identification number	333

EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

AMERICAN PHYSICAL THERAPY ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN PHYSICAL THERAPY ASSOCIATION

Employer identification number (EIN): 131512769

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about AMERICAN PHYSICAL THERAPY ASSOCIATION

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1983-04-15

Company Identification Number: F042858

Legal Registered Office Address: 1111 NORTH FAIRFAX STREET

ALEXANDRIA
United States of America (USA)
22314

More information about AMERICAN PHYSICAL THERAPY ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2011-01-01 ELIZABETH RYAN-DREWYER
333 2010-01-01 ROB BATARLA ROB BATARLA 2011-07-14
333 2009-01-01 MICHELE RINN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
333	2011-01-01	ELIZABETH RYAN-DREWYER
333	2010-01-01	ROB BATARLA	ROB BATARLA	2011-07-14
333	2009-01-01	MICHELE RINN

Plan Statistics for EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION

Measure Date Value
2011: EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION 2011 401k membership
Total participants, beginning-of-year 2011-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION 2010 401k membership
Total participants, beginning-of-year 2010-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 148
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 93
Total of all active and inactive participants 2010-01-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 243
Number of participants with account balances 2010-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 19
2009: EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION 2009 401k membership
Total participants, beginning-of-year 2009-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 150
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 83
Total of all active and inactive participants 2009-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 234
Number of participants with account balances 2009-01-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2011: EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION 2011 401k membership
Total participants, beginning-of-year	2011-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION 2010 401k membership
Total participants, beginning-of-year	2010-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	148
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	93
Total of all active and inactive participants	2010-01-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	243
Number of participants with account balances	2010-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	19
2009: EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION 2009 401k membership
Total participants, beginning-of-year	2009-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	150
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	83
Total of all active and inactive participants	2009-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	234
Number of participants with account balances	2009-01-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION

Measure	Date	Value
2011 : EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total transfer of assets from this plan	2011-06-30	$26,560,678
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$2,019,690
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$1,084,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$1,084,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$912,998
Value of total assets at end of year	2011-06-30	$0
Value of total assets at beginning of year	2011-06-30	$25,625,457
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$8,555
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$125,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-06-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$125,686
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$912,998
Amount contributed by the employer to the plan for this plan year	2011-06-30	$912,998
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$364,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$935,221
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$25,625,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$23,548,525
Interest on participant loans	2011-06-30	$8,555
Value of interest in common/collective trusts at end of year	2011-06-30	$0
Value of interest in common/collective trusts at beginning of year	2011-06-30	$1,712,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$1,014,820
Net investment gain or loss from common/collective trusts	2011-06-30	$-42,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$912,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$1,084,469
Did the plan have assets held for investment	2011-06-30	No
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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	JOHNSON LAMBERT & CO. LLP
Accountancy firm EIN	2011-06-30	521446779
2010 : EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$4,318,652
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,992,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,991,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,895,137
Value of total assets at end of year	2010-12-31	$25,625,457
Value of total assets at beginning of year	2010-12-31	$23,298,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$480
Total interest from all sources	2010-12-31	$17,519
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$403,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$403,869
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$1,895,137
Amount contributed by the employer to the plan for this plan year	2010-12-31	$1,895,137
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Participant contributions at end of year	2010-12-31	$364,666
Participant contributions at beginning of year	2010-12-31	$362,606
Administrative expenses (other) incurred	2010-12-31	$480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,326,596
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$25,625,457
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$23,298,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$23,548,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$21,330,054
Interest on participant loans	2010-12-31	$17,519
Value of interest in common/collective trusts at end of year	2010-12-31	$1,712,266
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,606,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,922,606
Net investment gain or loss from common/collective trusts	2010-12-31	$79,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,895,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,991,576
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	JOHNSON LAMBERT & CO. LLP
Accountancy firm EIN	2010-12-31	521446779
2009 : EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$1,631,944
Amount contributed by the employer to the plan for this plan year	2009-12-31	$1,631,944

Form 5500 Responses for EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION

2011: EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	Yes
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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

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Company Name:	AMERICAN PHYSICAL THERAPY ASSOCIATION
Employer identification number (EIN):	131512769
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1983-04-15
Company Identification Number:	F042858
Legal Registered Office Address:	1111 NORTH FAIRFAX STREET ALEXANDRIA United States of America (USA) 22314