401k Plan data: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP plan

WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 401k Plan overview

Plan Name	WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP
Plan identification number	001

WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

WEST MICHIGAN PHYSICAL THERAPY PLLC has sponsored the creation of one or more 401k plans.

Company Name: WEST MICHIGAN PHYSICAL THERAPY PLLC

Employer identification number (EIN): 134301006

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 WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CAROLINE O'BRIEN 2024-05-29
001 2022-01-01 CAROLINE O'BRIEN 2023-05-22
001 2021-01-01 CAROLINE O'BRIEN 2022-05-18
001 2020-01-01 CAROLINE O'BRIEN 2021-05-11
001 2018-01-01 CAROLINE O'BRIEN 2019-06-20
001 2016-01-01 CAROLINE O'BRIEN
001 2015-01-01 CAROLINE O'BRIEN
001 2014-01-01 CAROLINE O'BRIEN
001 2013-01-01 CAROLINE O'BRIEN
001 2012-01-01 CAROLINE O'BRIEN
001 2011-01-01 CAROLINE O'BRIEN
001 2010-01-01 CAROLINE O'BRIEN
001 2009-01-01 CAROLINE O'BRIEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	CAROLINE O'BRIEN	2024-05-29
001	2022-01-01	CAROLINE O'BRIEN	2023-05-22
001	2021-01-01	CAROLINE O'BRIEN	2022-05-18
001	2020-01-01	CAROLINE O'BRIEN	2021-05-11
001	2018-01-01	CAROLINE O'BRIEN	2019-06-20
001	2016-01-01	CAROLINE O'BRIEN
001	2015-01-01	CAROLINE O'BRIEN
001	2014-01-01	CAROLINE O'BRIEN
001	2013-01-01	CAROLINE O'BRIEN
001	2012-01-01	CAROLINE O'BRIEN
001	2011-01-01	CAROLINE O'BRIEN
001	2010-01-01	CAROLINE O'BRIEN
001	2009-01-01	CAROLINE O'BRIEN

Plan Statistics for WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP

401k plan membership statisitcs for WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP

Measure Date Value
2025: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2025 401k membership
Total number of particpants at beginning of year 2025-07-01 7
Total number of particpants at end of year 2025-07-01 7
Number of Participants With Account Balances 2025-07-01 4
2024: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2024 401k membership
Total number of particpants at beginning of year 2024-05-29 6
Total number of particpants at end of year 2024-05-29 6
Number of Participants With Account Balances 2024-05-29 5
2016: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Total of all active and inactive participants 2016-01-01 4
Total participants 2016-01-01 4
2015: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
2014: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
2013: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
2011: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
2010: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 5
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
2009: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Total of all active and inactive participants 2009-01-01 5
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5

Measure	Date	Value
2025: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2025 401k membership
Total number of particpants at beginning of year	2025-07-01	7
Total number of particpants at end of year	2025-07-01	7
Number of Participants With Account Balances	2025-07-01	4
2024: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2024 401k membership
Total number of particpants at beginning of year	2024-05-29	6
Total number of particpants at end of year	2024-05-29	6
Number of Participants With Account Balances	2024-05-29	5
2016: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Total of all active and inactive participants	2016-01-01	4
Total participants	2016-01-01	4
2015: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
2014: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
2013: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
2011: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
2010: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	5
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
2009: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Total of all active and inactive participants	2009-01-01	5
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5

Financial Data on WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP

Measure	Date	Value
2025 : WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-01	79074
Net assets as of the end of the plan year	2025-07-01	657702
Total assets as of the beginning of the plan year	2025-07-01	631848
Value of plan covered by a fidelity bond	2025-07-01	55000
Participant contributions to plan in this plan year	2025-07-01	32303
Other contributions to plan in this plan year	2025-07-01	0
Other income to plan in this plan year	2025-07-01	65185
Plan net income in this plan year	2025-07-01	25854
Net assets as of the end of the plan year	2025-07-01	657702
Net assets as of the beginning of the plan year	2025-07-01	631848
Employer contributions to plan in this plan year	2025-07-01	7440
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-01	0
2024 : WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-29	42010
Net assets as of the end of the plan year	2024-05-29	631848
Total assets as of the beginning of the plan year	2024-05-29	555890
Value of plan covered by a fidelity bond	2024-05-29	55000
Participant contributions to plan in this plan year	2024-05-29	30787
Other contributions to plan in this plan year	2024-05-29	0
Other income to plan in this plan year	2024-05-29	79941
Plan net income in this plan year	2024-05-29	75958
Net assets as of the end of the plan year	2024-05-29	631848
Net assets as of the beginning of the plan year	2024-05-29	555890
Employer contributions to plan in this plan year	2024-05-29	7240
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-29	0
2016 : WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2016 401k financial data
Total income from all sources	2016-12-31	$50,330
Expenses. Total of all expenses incurred	2016-12-31	$28,228
Benefits paid (including direct rollovers)	2016-12-31	$24,092
Total plan assets at end of year	2016-12-31	$272,790
Total plan assets at beginning of year	2016-12-31	$250,688
Total contributions received or receivable from participants	2016-12-31	$29,653
Expenses. Other expenses not covered elsewhere	2016-12-31	$4,136
Other income received	2016-12-31	$11,951
Net income (gross income less expenses)	2016-12-31	$22,102
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$272,790
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$250,688
Total contributions received or receivable from employer(s)	2016-12-31	$8,726
2015 : WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2015 401k financial data
Total income from all sources	2015-12-31	$27,542
Expenses. Total of all expenses incurred	2015-12-31	$125,754
Benefits paid (including direct rollovers)	2015-12-31	$120,585
Total plan assets at end of year	2015-12-31	$250,688
Total plan assets at beginning of year	2015-12-31	$348,900
Total contributions received or receivable from participants	2015-12-31	$25,413
Expenses. Other expenses not covered elsewhere	2015-12-31	$5,169
Other income received	2015-12-31	$-4,361
Net income (gross income less expenses)	2015-12-31	$-98,212
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$250,688
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$348,900
Total contributions received or receivable from employer(s)	2015-12-31	$6,490
2014 : WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2014 401k financial data
Total income from all sources	2014-12-31	$57,936
Expenses. Total of all expenses incurred	2014-12-31	$4,978
Total plan assets at end of year	2014-12-31	$348,900
Total plan assets at beginning of year	2014-12-31	$295,942
Total contributions received or receivable from participants	2014-12-31	$33,988
Expenses. Other expenses not covered elsewhere	2014-12-31	$4,978
Other income received	2014-12-31	$16,165
Net income (gross income less expenses)	2014-12-31	$52,958
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$348,900
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$295,942
Total contributions received or receivable from employer(s)	2014-12-31	$7,783
2013 : WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2013 401k financial data
Total income from all sources	2013-12-31	$43,530
Expenses. Total of all expenses incurred	2013-12-31	$4,187
Total plan assets at end of year	2013-12-31	$295,942
Total plan assets at beginning of year	2013-12-31	$256,599
Total contributions received or receivable from participants	2013-12-31	$33,939
Expenses. Other expenses not covered elsewhere	2013-12-31	$4,187
Other income received	2013-12-31	$3,063
Net income (gross income less expenses)	2013-12-31	$39,343
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$295,942
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$256,599
Total contributions received or receivable from employer(s)	2013-12-31	$6,528
2012 : WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2012 401k financial data
Total income from all sources	2012-12-31	$80,243
Expenses. Total of all expenses incurred	2012-12-31	$1,503
Total plan assets at end of year	2012-12-31	$256,599
Total plan assets at beginning of year	2012-12-31	$177,859
Total contributions received or receivable from participants	2012-12-31	$28,216
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,503
Other income received	2012-12-31	$44,829
Net income (gross income less expenses)	2012-12-31	$78,740
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$256,599
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$177,859
Total contributions received or receivable from employer(s)	2012-12-31	$7,198
2011 : WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2011 401k financial data
Total income from all sources	2011-12-31	$34,713
Expenses. Total of all expenses incurred	2011-12-31	$200
Total plan assets at end of year	2011-12-31	$177,859
Total plan assets at beginning of year	2011-12-31	$143,346
Total contributions received or receivable from participants	2011-12-31	$36,405
Expenses. Other expenses not covered elsewhere	2011-12-31	$200
Other income received	2011-12-31	$-9,240
Net income (gross income less expenses)	2011-12-31	$34,513
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$177,859
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$143,346
Total contributions received or receivable from employer(s)	2011-12-31	$7,548
2010 : WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2010 401k financial data
Total income from all sources	2010-12-31	$56,834
Expenses. Total of all expenses incurred	2010-12-31	$250
Total plan assets at end of year	2010-12-31	$143,346
Total plan assets at beginning of year	2010-12-31	$86,762
Total contributions received or receivable from participants	2010-12-31	$36,594
Expenses. Other expenses not covered elsewhere	2010-12-31	$250
Other income received	2010-12-31	$13,524
Net income (gross income less expenses)	2010-12-31	$56,584
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$143,346
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$86,762
Total contributions received or receivable from employer(s)	2010-12-31	$6,716

Form 5500 Responses for WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP

2016: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WEST MICHIGAN PHYSICAL THERAPY 401(K) PLAN QRP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WEST MICHIGAN PHYSICAL THERAPY PLLC
Employer identification number (EIN):	134301006
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists