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SANTA MARIA VALLEY PHYSICAL THERAPY GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSANTA MARIA VALLEY PHYSICAL THERAPY GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

SANTA MARIA VALLEY PHYSICAL THERAPY GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

SANTA MARIA VALLEY PHYSICAL THERAPY GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SANTA MARIA VALLEY PHYSICAL THERAPY GROUP, INC.
Employer identification number (EIN):201638388
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 SANTA MARIA VALLEY PHYSICAL THERAPY GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01
0012013-01-01TODD J. MARTIN
0012012-01-01TODD J. MARTIN
0012011-01-01TODD J. MARTIN
0012009-01-01DOUGLAS S. HENDRY

Financial Data on SANTA MARIA VALLEY PHYSICAL THERAPY GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : SANTA MARIA VALLEY PHYSICAL THERAPY GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-09-30$0
Total plan liabilities at end of year2014-09-30$0
Total plan liabilities at beginning of year2014-09-30$0
Total income from all sources2014-09-30$101,242
Expenses. Total of all expenses incurred2014-09-30$1,118,494
Benefits paid (including direct rollovers)2014-09-30$1,117,808
Total plan assets at end of year2014-09-30$0
Total plan assets at beginning of year2014-09-30$1,017,252
Value of fidelity bond covering the plan2014-09-30$75,000
Total contributions received or receivable from participants2014-09-30$12,333
Expenses. Other expenses not covered elsewhere2014-09-30$0
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$84,992
Noncash contributions received2014-09-30$0
Net income (gross income less expenses)2014-09-30$-1,017,252
Net plan assets at end of year (total assets less liabilities)2014-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,017,252
Assets. Value of participant loans2014-09-30$0
Total contributions received or receivable from employer(s)2014-09-30$3,917
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$686
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : SANTA MARIA VALLEY PHYSICAL THERAPY GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$310,438
Expenses. Total of all expenses incurred2013-12-31$11,816
Benefits paid (including direct rollovers)2013-12-31$11,816
Total plan assets at end of year2013-12-31$1,017,252
Total plan assets at beginning of year2013-12-31$718,630
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$61,479
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$227,132
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$298,622
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,017,252
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$718,630
Assets. Value of participant loans2013-12-31$4,705
Total contributions received or receivable from employer(s)2013-12-31$21,827
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SANTA MARIA VALLEY PHYSICAL THERAPY GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$120,854
Expenses. Total of all expenses incurred2012-12-31$7,322
Benefits paid (including direct rollovers)2012-12-31$7,322
Total plan assets at end of year2012-12-31$718,630
Total plan assets at beginning of year2012-12-31$605,098
Value of fidelity bond covering the plan2012-12-31$75,000
Total contributions received or receivable from participants2012-12-31$53,841
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$48,410
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$113,532
Net plan assets at end of year (total assets less liabilities)2012-12-31$718,630
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$605,098
Assets. Value of participant loans2012-12-31$10,002
Total contributions received or receivable from employer(s)2012-12-31$18,603
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SANTA MARIA VALLEY PHYSICAL THERAPY GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-5,651
Expenses. Total of all expenses incurred2011-12-31$52,775
Benefits paid (including direct rollovers)2011-12-31$52,775
Total plan assets at end of year2011-12-31$605,098
Total plan assets at beginning of year2011-12-31$663,524
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$52,120
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-77,175
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-58,426
Net plan assets at end of year (total assets less liabilities)2011-12-31$605,098
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$663,524
Assets. Value of participant loans2011-12-31$16,881
Total contributions received or receivable from employer(s)2011-12-31$19,404
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SANTA MARIA VALLEY PHYSICAL THERAPY GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$178,110
Expenses. Total of all expenses incurred2010-12-31$119,700
Benefits paid (including direct rollovers)2010-12-31$119,700
Total plan assets at end of year2010-12-31$663,524
Total plan assets at beginning of year2010-12-31$605,114
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$39,800
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$120,090
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$58,410
Net plan assets at end of year (total assets less liabilities)2010-12-31$663,524
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$605,114
Assets. Value of participant loans2010-12-31$19,799
Total contributions received or receivable from employer(s)2010-12-31$18,220
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for SANTA MARIA VALLEY PHYSICAL THERAPY GROUP, INC. 401(K) PROFIT SHARING PLAN

2014: SANTA MARIA VALLEY PHYSICAL THERAPY GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SANTA MARIA VALLEY PHYSICAL THERAPY GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SANTA MARIA VALLEY PHYSICAL THERAPY GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SANTA MARIA VALLEY PHYSICAL THERAPY GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SANTA MARIA VALLEY PHYSICAL THERAPY GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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