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401K OF OZARKS FBO GROSS THERAPY SERVICE 401k Plan overview

Plan Name401K OF OZARKS FBO GROSS THERAPY SERVICE
Plan identification number 350

401K OF OZARKS FBO GROSS THERAPY SERVICE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FIDUCIARY WISE, LLC FBO GROSS THERAPY SERVICE has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO GROSS THERAPY SERVICE
Employer identification number (EIN):205638082
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 401K OF OZARKS FBO GROSS THERAPY SERVICE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3502023-01-01
3502022-01-01

Plan Statistics for 401K OF OZARKS FBO GROSS THERAPY SERVICE

401k plan membership statisitcs for 401K OF OZARKS FBO GROSS THERAPY SERVICE

Measure Date Value
2025: 401K OF OZARKS FBO GROSS THERAPY SERVICE 2025 401k membership
Total number of particpants at beginning of year2025-10-1477
Total number of particpants at end of year2025-10-1486
Number of Participants With Account Balances2025-10-1460
2024: 401K OF OZARKS FBO GROSS THERAPY SERVICE 2024 401k membership
Total number of particpants at beginning of year2024-10-0765
Total number of particpants at end of year2024-10-0766
Number of Participants With Account Balances2024-10-0760

Financial Data on 401K OF OZARKS FBO GROSS THERAPY SERVICE

Measure Date Value
2025 : 401K OF OZARKS FBO GROSS THERAPY SERVICE 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-1440767
Net assets as of the end of the plan year2025-10-141382967
Total assets as of the beginning of the plan year2025-10-14898052
Value of plan covered by a fidelity bond2025-10-14138297
Participant contributions to plan in this plan year2025-10-14223916
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-14185445
Plan net income in this plan year2025-10-14484915
Net assets as of the end of the plan year2025-10-141382967
Net assets as of the beginning of the plan year2025-10-14898052
Employer contributions to plan in this plan year2025-10-14116321
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1414605
2024 : 401K OF OZARKS FBO GROSS THERAPY SERVICE 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-070
Total liabilities as of the end of the plan year2024-10-070
Total liabilities as of the beginning of the plan year2024-10-070
Total expenses incurred by plan in this plan year2024-10-0745506
Net assets as of the end of the plan year2024-10-07898052
Total assets as of the beginning of the plan year2024-10-07400663
Value of plan covered by a fidelity bond2024-10-07100000
Participant contributions to plan in this plan year2024-10-07257394
Other expenses paid from plan in this plan year2024-10-070
Other contributions to plan in this plan year2024-10-0744961
Other income to plan in this plan year2024-10-07109946
Plan net income in this plan year2024-10-07497389
Net assets as of the end of the plan year2024-10-07898052
Net assets as of the beginning of the plan year2024-10-07400663
Employer contributions to plan in this plan year2024-10-07130594
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0710000

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