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THERAPY SOUTH, LLC 401K PLAN 401k Plan overview

Plan NameTHERAPY SOUTH, LLC 401K PLAN
Plan identification number 001

THERAPY SOUTH, LLC 401K 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THERAPY SOUTH, LLC has sponsored the creation of one or more 401k plans.

Company Name:THERAPY SOUTH, LLC
Employer identification number (EIN):205071801
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 THERAPY SOUTH, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEPHEN FOSTER
0012016-01-01STEPHEN FOSTER
0012016-01-01
0012015-01-01STEPHEN FOSTER
0012014-01-01STEPHEN FOSTER
0012013-01-01STEPHEN FOSTER
0012012-01-01STEPHEN FOSTER
0012011-01-01STEPHEN FOSTER2012-03-30
0012010-01-01STEPHEN FOSTER2011-06-28

Plan Statistics for THERAPY SOUTH, LLC 401K PLAN

401k plan membership statisitcs for THERAPY SOUTH, LLC 401K PLAN

Measure Date Value
2022: THERAPY SOUTH, LLC 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01325
Total number of active participants reported on line 7a of the Form 55002022-01-01262
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0196
Total of all active and inactive participants2022-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01358
Number of participants with account balances2022-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THERAPY SOUTH, LLC 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01281
Total number of active participants reported on line 7a of the Form 55002021-01-01253
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01320
Number of participants with account balances2021-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THERAPY SOUTH, LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01263
Total number of active participants reported on line 7a of the Form 55002020-01-01228
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0155
Total of all active and inactive participants2020-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01283
Number of participants with account balances2020-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THERAPY SOUTH, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01236
Total number of active participants reported on line 7a of the Form 55002019-01-01232
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01271
Number of participants with account balances2019-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THERAPY SOUTH, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01216
Total number of active participants reported on line 7a of the Form 55002018-01-01215
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01239
Number of participants with account balances2018-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THERAPY SOUTH, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01164
Total number of active participants reported on line 7a of the Form 55002017-01-01175
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01194
Number of participants with account balances2017-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THERAPY SOUTH, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01153
Total number of active participants reported on line 7a of the Form 55002016-01-01124
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01143
Number of participants with account balances2016-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THERAPY SOUTH, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01127
Total number of active participants reported on line 7a of the Form 55002015-01-01144
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01153
Number of participants with account balances2015-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THERAPY SOUTH, LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0179
Total number of active participants reported on line 7a of the Form 55002014-01-01117
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01127
Total participants2014-01-01127
Number of participants with account balances2014-01-0175
2013: THERAPY SOUTH, LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0178
Total number of active participants reported on line 7a of the Form 55002013-01-0172
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0179
Number of participants with account balances2013-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THERAPY SOUTH, LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0172
Total number of active participants reported on line 7a of the Form 55002012-01-0167
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0178
Number of participants with account balances2012-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on THERAPY SOUTH, LLC 401K PLAN

Measure Date Value
2022 : THERAPY SOUTH, LLC 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$364,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$314,783
Value of total corrective distributions2022-12-31$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 year2022-12-31$13,694,065
Value of total assets at beginning of year2022-12-31$15,094,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,661
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$582,256
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,035,543
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$142,948
Administrative expenses (other) incurred2022-12-31$49,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,694,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,094,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,392,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$595,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$314,783
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31THE HIGHLANDS ACCOUNTING GROUP
Accountancy firm EIN2022-12-31823217974
2021 : THERAPY SOUTH, LLC 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$436,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$15,094,954
Value of total assets at beginning of year2021-12-31$12,097,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,678
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$661,175
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$841,039
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$67,585
Administrative expenses (other) incurred2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,094,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$517,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$391,045
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31THE HIGHLANDS ACCOUNTING GROUP
Accountancy firm EIN2021-12-31823217974
2020 : THERAPY SOUTH, LLC 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$307,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$12,097,276
Value of total assets at beginning of year2020-12-31$9,302,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,573
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$357,147
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$710,652
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$53,470
Administrative expenses (other) incurred2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,097,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$437,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$270,439
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31THE HIGHLANDS ACCOUNTING GROUP
Accountancy firm EIN2020-12-31823217974
2019 : THERAPY SOUTH, LLC 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$458,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$9,302,307
Value of total assets at beginning of year2019-12-31$7,039,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,303
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$325,839
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$613,232
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$166,342
Administrative expenses (other) incurred2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,302,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$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 assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$379,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$434,510
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THE HIGHLANDS ACCOUNTING GROUP
Accountancy firm EIN2019-12-31823217974
2018 : THERAPY SOUTH, LLC 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-640,210
Total unrealized appreciation/depreciation of assets2018-12-31$-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 incurred2018-12-31$101,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$7,039,471
Value of total assets at beginning of year2018-12-31$6,667,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$40,893
Total interest from all sources2018-12-31$298,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$478,546
Participant contributions at end of year2018-12-31$21,237
Participant contributions at beginning of year2018-12-31$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 year2018-12-31$111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$40,893
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,966,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,631,563
Interest earned on other investments2018-12-31$298,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$12
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$289,319
Employer contributions (assets) at end of year2018-12-31$52,070
Employer contributions (assets) at beginning of year2018-12-31$34,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$61,093
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31THE HIGHLANDS ACCOUNTING GROUP, INC
Accountancy firm EIN2018-12-31823217974
2017 : THERAPY SOUTH, LLC 401K PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$797,451
Total unrealized appreciation/depreciation of assets2017-12-31$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 incurred2017-12-31$344,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$6,667,827
Value of total assets at beginning of year2017-12-31$5,146,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,622
Total interest from all sources2017-12-31$190,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$468,431
Participant contributions at end of year2017-12-31$1,949
Participant contributions at beginning of year2017-12-31$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 year2017-12-31$111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$34,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,631,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,093,863
Interest earned on other investments2017-12-31$190,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$12
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$264,629
Employer contributions (assets) at end of year2017-12-31$34,303
Employer contributions (assets) at beginning of year2017-12-31$37,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$309,543
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31THE HIGHLANDS ACCOUNTING GROUP, INC
Accountancy firm EIN2017-12-31823217974
2016 : THERAPY SOUTH, LLC 401K PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$193,426
Total unrealized appreciation/depreciation of assets2016-12-31$193,426
Total income from all sources (including contributions)2016-12-31$993,813
Total of all expenses incurred2016-12-31$31,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$5,146,048
Value of total assets at beginning of year2016-12-31$4,183,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$29,089
Total interest from all sources2016-12-31$154,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$401,541
Participant contributions at end of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,093,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,120,211
Interest earned on other investments2016-12-31$154,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$12
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$231,956
Employer contributions (assets) at end of year2016-12-31$37,930
Employer contributions (assets) at beginning of year2016-12-31$63,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,532
Contract administrator fees2016-12-31$29,089
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PEARCE BEVILL LEESBURG MOORE PC
Accountancy firm EIN2016-12-31630813240
2015 : THERAPY SOUTH, LLC 401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-143,252
Total unrealized appreciation/depreciation of assets2015-12-31$-143,252
Total income from all sources (including contributions)2015-12-31$557,612
Total of all expenses incurred2015-12-31$121,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$4,183,856
Value of total assets at beginning of year2015-12-31$3,747,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,830
Total interest from all sources2015-12-31$175,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$312,183
Participant contributions at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$24,830
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,120,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,697,741
Interest earned on other investments2015-12-31$175,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$176,997
Employer contributions (assets) at end of year2015-12-31$63,633
Employer contributions (assets) at beginning of year2015-12-31$37,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$96,544
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PEARCE BEVILL LEESBURG MOORE PC
Accountancy firm EIN2015-12-31630813240
2014 : THERAPY SOUTH, LLC 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$668,799
Expenses. Total of all expenses incurred2014-12-31$21,518
Total plan assets at end of year2014-12-31$3,747,618
Total plan assets at beginning of year2014-12-31$3,100,337
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$266,622
Contributions received from other sources (not participants or employers)2014-12-31$10,312
Other income received2014-12-31$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 sources2013-12-31$981,339
Expenses. Total of all expenses incurred2013-12-31$23,248
Benefits paid (including direct rollovers)2013-12-31$10,939
Total plan assets at end of year2013-12-31$3,100,337
Total plan assets at beginning of year2013-12-31$2,142,246
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$242,825
Contributions received from other sources (not participants or employers)2013-12-31$74,917
Other income received2013-12-31$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 sources2012-12-31$583,445
Total plan assets at end of year2012-12-31$2,142,246
Total plan assets at beginning of year2012-12-31$1,558,801
Value of fidelity bond covering the plan2012-12-31$215,000
Total contributions received or receivable from participants2012-12-31$208,832
Other income received2012-12-31$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

Form 5500 Responses for THERAPY SOUTH, LLC 401K PLAN

2022: THERAPY SOUTH, LLC 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THERAPY SOUTH, LLC 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THERAPY SOUTH, LLC 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THERAPY SOUTH, LLC 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THERAPY SOUTH, LLC 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THERAPY SOUTH, LLC 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THERAPY SOUTH, LLC 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THERAPY SOUTH, LLC 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THERAPY SOUTH, LLC 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THERAPY SOUTH, LLC 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THERAPY SOUTH, LLC 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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