THERAPY SOUTH, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: THERAPY SOUTH, LLC 401K PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 325 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 262 |
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 | 96 |
Total of all active and inactive participants | 2022-01-01 | 358 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 358 |
Number of participants with account balances | 2022-01-01 | 286 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THERAPY SOUTH, LLC 401K PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 281 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 253 |
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 | 67 |
Total of all active and inactive participants | 2021-01-01 | 320 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 320 |
Number of participants with account balances | 2021-01-01 | 250 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THERAPY SOUTH, LLC 401K PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 263 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 228 |
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 | 55 |
Total of all active and inactive participants | 2020-01-01 | 283 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 283 |
Number of participants with account balances | 2020-01-01 | 215 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THERAPY SOUTH, LLC 401K PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 236 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 232 |
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 | 39 |
Total of all active and inactive participants | 2019-01-01 | 271 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 271 |
Number of participants with account balances | 2019-01-01 | 186 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THERAPY SOUTH, LLC 401K PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 216 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 215 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 17 |
Total of all active and inactive participants | 2018-01-01 | 239 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 239 |
Number of participants with account balances | 2018-01-01 | 127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THERAPY SOUTH, LLC 401K PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 164 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 175 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 14 |
Total of all active and inactive participants | 2017-01-01 | 194 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 194 |
Number of participants with account balances | 2017-01-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THERAPY SOUTH, LLC 401K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 153 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 124 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 12 |
Total of all active and inactive participants | 2016-01-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 143 |
Number of participants with account balances | 2016-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THERAPY SOUTH, LLC 401K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 144 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
Total of all active and inactive participants | 2015-01-01 | 153 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 153 |
Number of participants with account balances | 2015-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THERAPY SOUTH, LLC 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 117 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
Total of all active and inactive participants | 2014-01-01 | 127 |
Total participants | 2014-01-01 | 127 |
Number of participants with account balances | 2014-01-01 | 75 |
2013: THERAPY SOUTH, LLC 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 7 |
Total of all active and inactive participants | 2013-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 79 |
Number of participants with account balances | 2013-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THERAPY SOUTH, LLC 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 67 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10 |
Total of all active and inactive participants | 2012-01-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 78 |
Number of participants with account balances | 2012-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
Measure | Date | Value |
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2022 : THERAPY SOUTH, LLC 401K PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,036,272 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $364,617 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $314,783 |
Value of total corrective distributions | 2022-12-31 | $173 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,773,723 |
Value of total assets at end of year | 2022-12-31 | $13,694,065 |
Value of total assets at beginning of year | 2022-12-31 | $15,094,954 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $49,661 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $582,256 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $582,256 |
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 | $1,035,543 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $142,948 |
Administrative expenses (other) incurred | 2022-12-31 | $49,661 |
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 | $-1,400,889 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $13,694,065 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,094,954 |
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 registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $13,694,065 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $15,094,954 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,392,251 |
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 | No |
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 | $595,232 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $314,783 |
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 | THE HIGHLANDS ACCOUNTING GROUP |
Accountancy firm EIN | 2022-12-31 | 823217974 |
2021 : THERAPY SOUTH, LLC 401K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
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 | $3,434,401 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $436,723 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $391,045 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,425,997 |
Value of total assets at end of year | 2021-12-31 | $15,094,954 |
Value of total assets at beginning of year | 2021-12-31 | $12,097,276 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $45,678 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $661,175 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $661,175 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 | $841,039 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $67,585 |
Administrative expenses (other) incurred | 2021-12-31 | $45,678 |
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 | $2,997,678 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $15,094,954 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,097,276 |
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 registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $15,094,954 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $12,097,276 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,347,229 |
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 | $517,373 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $391,045 |
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 | THE HIGHLANDS ACCOUNTING GROUP |
Accountancy firm EIN | 2021-12-31 | 823217974 |
2020 : THERAPY SOUTH, LLC 401K PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
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 | $3,101,981 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $307,012 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $270,439 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,201,143 |
Value of total assets at end of year | 2020-12-31 | $12,097,276 |
Value of total assets at beginning of year | 2020-12-31 | $9,302,307 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $36,573 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $357,147 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $357,147 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 | $710,652 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $53,470 |
Administrative expenses (other) incurred | 2020-12-31 | $36,573 |
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 | $2,794,969 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $12,097,276 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,302,307 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $12,097,276 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,302,307 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,543,691 |
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 | $437,021 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $270,439 |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | THE HIGHLANDS ACCOUNTING GROUP |
Accountancy firm EIN | 2020-12-31 | 823217974 |
2019 : THERAPY SOUTH, LLC 401K PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets from this plan | 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 | $2,721,649 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $458,813 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $434,510 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,159,508 |
Value of total assets at end of year | 2019-12-31 | $9,302,307 |
Value of total assets at beginning of year | 2019-12-31 | $7,039,471 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $24,303 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $325,839 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $325,839 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $613,232 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $166,342 |
Administrative expenses (other) incurred | 2019-12-31 | $24,303 |
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 |
Value of net income/loss | 2019-12-31 | $2,262,836 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,302,307 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,039,471 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,302,307 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,039,471 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,236,302 |
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 | $379,934 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $434,510 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
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 | THE HIGHLANDS ACCOUNTING GROUP |
Accountancy firm EIN | 2019-12-31 | 823217974 |
2018 : THERAPY SOUTH, LLC 401K PLAN 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-640,210 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-640,210 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $111 |
Total income from all sources (including contributions) | 2018-12-31 | $473,741 |
Total of all expenses incurred | 2018-12-31 | $101,986 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $61,093 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $815,887 |
Value of total assets at end of year | 2018-12-31 | $7,039,471 |
Value of total assets at beginning of year | 2018-12-31 | $6,667,827 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $40,893 |
Total interest from all sources | 2018-12-31 | $298,064 |
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 | $500,000 |
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 | $478,546 |
Participant contributions at end of year | 2018-12-31 | $21,237 |
Participant contributions at beginning of year | 2018-12-31 | $1,949 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $48,022 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $111 |
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 | $371,755 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,039,471 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,667,716 |
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 | $40,893 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,966,164 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,631,563 |
Interest earned on other investments | 2018-12-31 | $298,064 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $12 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $12 |
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 | $289,319 |
Employer contributions (assets) at end of year | 2018-12-31 | $52,070 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $34,303 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $61,093 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
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 | THE HIGHLANDS ACCOUNTING GROUP, INC |
Accountancy firm EIN | 2018-12-31 | 823217974 |
2017 : THERAPY SOUTH, LLC 401K PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $797,451 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $797,451 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $111 |
Total income from all sources (including contributions) | 2017-12-31 | $1,865,833 |
Total of all expenses incurred | 2017-12-31 | $344,165 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $309,543 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $877,962 |
Value of total assets at end of year | 2017-12-31 | $6,667,827 |
Value of total assets at beginning of year | 2017-12-31 | $5,146,048 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $34,622 |
Total interest from all sources | 2017-12-31 | $190,420 |
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 | $500,000 |
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 | $468,431 |
Participant contributions at end of year | 2017-12-31 | $1,949 |
Participant contributions at beginning of year | 2017-12-31 | $14,243 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $144,902 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $111 |
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 | $1,521,668 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,667,716 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,146,048 |
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 |
Investment advisory and management fees | 2017-12-31 | $34,622 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,631,563 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,093,863 |
Interest earned on other investments | 2017-12-31 | $190,420 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $12 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $12 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $12 |
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 | Yes |
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 | $264,629 |
Employer contributions (assets) at end of year | 2017-12-31 | $34,303 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $37,930 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $309,543 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
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 | THE HIGHLANDS ACCOUNTING GROUP, INC |
Accountancy firm EIN | 2017-12-31 | 823217974 |
2016 : THERAPY SOUTH, LLC 401K PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $193,426 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $193,426 |
Total income from all sources (including contributions) | 2016-12-31 | $993,813 |
Total of all expenses incurred | 2016-12-31 | $31,621 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,532 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $646,377 |
Value of total assets at end of year | 2016-12-31 | $5,146,048 |
Value of total assets at beginning of year | 2016-12-31 | $4,183,856 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $29,089 |
Total interest from all sources | 2016-12-31 | $154,010 |
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 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $401,541 |
Participant contributions at end of year | 2016-12-31 | $14,243 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $12,880 |
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 | $962,192 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,146,048 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,183,856 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $5,093,863 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,120,211 |
Interest earned on other investments | 2016-12-31 | $154,010 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $12 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $12 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $12 |
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 | No |
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 | $231,956 |
Employer contributions (assets) at end of year | 2016-12-31 | $37,930 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $63,633 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,532 |
Contract administrator fees | 2016-12-31 | $29,089 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
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 | PEARCE BEVILL LEESBURG MOORE PC |
Accountancy firm EIN | 2016-12-31 | 630813240 |
2015 : THERAPY SOUTH, LLC 401K PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-143,252 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-143,252 |
Total income from all sources (including contributions) | 2015-12-31 | $557,612 |
Total of all expenses incurred | 2015-12-31 | $121,374 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $96,544 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $525,417 |
Value of total assets at end of year | 2015-12-31 | $4,183,856 |
Value of total assets at beginning of year | 2015-12-31 | $3,747,618 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $24,830 |
Total interest from all sources | 2015-12-31 | $175,447 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $312,183 |
Participant contributions at beginning of year | 2015-12-31 | $12,546 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $36,237 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $436,238 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,183,856 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,747,618 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $24,830 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $4,120,211 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,697,741 |
Interest earned on other investments | 2015-12-31 | $175,447 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $12 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $176,997 |
Employer contributions (assets) at end of year | 2015-12-31 | $63,633 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $37,331 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $96,544 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PEARCE BEVILL LEESBURG MOORE PC |
Accountancy firm EIN | 2015-12-31 | 630813240 |
2014 : THERAPY SOUTH, LLC 401K PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $668,799 |
Expenses. Total of all expenses incurred | 2014-12-31 | $21,518 |
Total plan assets at end of year | 2014-12-31 | $3,747,618 |
Total plan assets at beginning of year | 2014-12-31 | $3,100,337 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $266,622 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $10,312 |
Other income received | 2014-12-31 | $232,464 |
Net income (gross income less expenses) | 2014-12-31 | $647,281 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,747,618 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,100,337 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $159,401 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $21,518 |
2013 : THERAPY SOUTH, LLC 401K PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $981,339 |
Expenses. Total of all expenses incurred | 2013-12-31 | $23,248 |
Benefits paid (including direct rollovers) | 2013-12-31 | $10,939 |
Total plan assets at end of year | 2013-12-31 | $3,100,337 |
Total plan assets at beginning of year | 2013-12-31 | $2,142,246 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $242,825 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $74,917 |
Other income received | 2013-12-31 | $523,417 |
Net income (gross income less expenses) | 2013-12-31 | $958,091 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,100,337 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,142,246 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $140,180 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $12,309 |
2012 : THERAPY SOUTH, LLC 401K PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $583,445 |
Total plan assets at end of year | 2012-12-31 | $2,142,246 |
Total plan assets at beginning of year | 2012-12-31 | $1,558,801 |
Value of fidelity bond covering the plan | 2012-12-31 | $215,000 |
Total contributions received or receivable from participants | 2012-12-31 | $208,832 |
Other income received | 2012-12-31 | $257,579 |
Net income (gross income less expenses) | 2012-12-31 | $583,445 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,142,246 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,558,801 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $117,034 |