401k Plan data: STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN plan

STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

STEP UP THERAPY SERVICES PLLC has sponsored the creation of one or more 401k plans.

Company Name: STEP UP THERAPY SERVICES PLLC

Employer identification number (EIN): 263781736

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 ASHRAF SAAD 2023-11-13
001 2021-07-01 ASHRAF SAAD 2022-11-21
001 2020-07-01 ASHRAF SAAD 2021-11-30
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 ASHRAF SAAD ASHRAF SAAD 2018-04-13
001 2015-07-01 ASHRAF SAAD ASHRAF SAAD 2017-04-13
001 2014-07-01
001 2013-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01	ASHRAF SAAD	2023-11-13
001	2021-07-01	ASHRAF SAAD	2022-11-21
001	2020-07-01	ASHRAF SAAD	2021-11-30
001	2019-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01	ASHRAF SAAD		ASHRAF SAAD	2018-04-13
001	2015-07-01	ASHRAF SAAD		ASHRAF SAAD	2017-04-13
001	2014-07-01
001	2013-07-01

Plan Statistics for STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 112
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 54
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 27
Total of all active and inactive participants 2019-07-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 81
Number of participants with account balances 2019-07-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 136
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 62
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 48
Total of all active and inactive participants 2018-07-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 110
Number of participants with account balances 2018-07-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 159
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 104
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 32
Total of all active and inactive participants 2017-07-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 136
Number of participants with account balances 2017-07-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 162
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 174
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 3
Total of all active and inactive participants 2016-07-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 177
Number of participants with account balances 2016-07-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 127
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 148
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 5
Total of all active and inactive participants 2015-07-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 153
Number of participants with account balances 2015-07-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0

Measure	Date	Value
2019: STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	112
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	54
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	27
Total of all active and inactive participants	2019-07-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	81
Number of participants with account balances	2019-07-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	136
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	62
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	48
Total of all active and inactive participants	2018-07-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	110
Number of participants with account balances	2018-07-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	159
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	104
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	32
Total of all active and inactive participants	2017-07-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	136
Number of participants with account balances	2017-07-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	162
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	174
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	3
Total of all active and inactive participants	2016-07-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	177
Number of participants with account balances	2016-07-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	127
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	148
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	5
Total of all active and inactive participants	2015-07-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	153
Number of participants with account balances	2015-07-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0

Financial Data on STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total transfer of assets to this plan	2020-06-30	$0
Total transfer of assets from this plan	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$41,628
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$127,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$108,986
Expenses. Certain deemed distributions of participant loans	2020-06-30	$1,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$18,168
Value of total assets at end of year	2020-06-30	$716,979
Value of total assets at beginning of year	2020-06-30	$802,808
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$16,926
Total interest from all sources	2020-06-30	$85
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$34,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$34,772
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$81,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$14,435
Participant contributions at beginning of year	2020-06-30	$935
Other income not declared elsewhere	2020-06-30	$1,488
Administrative expenses (other) incurred	2020-06-30	$16,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$-85,829
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$716,979
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$802,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$592,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$706,747
Interest on participant loans	2020-06-30	$85
Value of interest in common/collective trusts at end of year	2020-06-30	$124,490
Value of interest in common/collective trusts at beginning of year	2020-06-30	$95,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-14,463
Net investment gain or loss from common/collective trusts	2020-06-30	$1,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$3,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$108,986
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	WEI, WEI & CO., LLP
Accountancy firm EIN	2020-06-30	113264561
2019 : STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total transfer of assets to this plan	2019-06-30	$0
Total transfer of assets from this plan	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$68,398
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$28,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$18,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$26,389
Value of total assets at end of year	2019-06-30	$802,808
Value of total assets at beginning of year	2019-06-30	$763,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$10,703
Total interest from all sources	2019-06-30	$55
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$47,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$47,344
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$77,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$22,277
Participant contributions at end of year	2019-06-30	$935
Participant contributions at beginning of year	2019-06-30	$1,666
Other income not declared elsewhere	2019-06-30	$440
Administrative expenses (other) incurred	2019-06-30	$10,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$39,422
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$802,808
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$763,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$706,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$662,101
Interest on participant loans	2019-06-30	$55
Value of interest in common/collective trusts at end of year	2019-06-30	$95,126
Value of interest in common/collective trusts at beginning of year	2019-06-30	$99,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$-7,758
Net investment gain or loss from common/collective trusts	2019-06-30	$1,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$4,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$18,273
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	WEI, WEI & CO., LLP
Accountancy firm EIN	2019-06-30	113264561
2018 : STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets to this plan	2018-06-30	$0
Total transfer of assets from this plan	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$127,557
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$89,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$76,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$52,350
Value of total assets at end of year	2018-06-30	$763,386
Value of total assets at beginning of year	2018-06-30	$724,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$12,736
Total interest from all sources	2018-06-30	$34
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$25,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$25,304
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$74,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$34,283
Participant contributions at end of year	2018-06-30	$1,666
Administrative expenses (other) incurred	2018-06-30	$12,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$38,437
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$763,386
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$724,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$662,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$694,808
Interest on participant loans	2018-06-30	$34
Value of interest in common/collective trusts at end of year	2018-06-30	$99,619
Value of interest in common/collective trusts at beginning of year	2018-06-30	$30,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$41,189
Net investment gain or loss from common/collective trusts	2018-06-30	$8,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$18,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$76,384
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	WEI, WEI & CO., LLP
Accountancy firm EIN	2018-06-30	113264561
2017 : STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total transfer of assets to this plan	2017-06-30	$0
Total transfer of assets from this plan	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$241,551
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$29,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$9,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$148,382
Value of total assets at end of year	2017-06-30	$724,949
Value of total assets at beginning of year	2017-06-30	$513,079
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$20,250
Total interest from all sources	2017-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$22,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$22,628
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$52,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$13,783
Other income not declared elsewhere	2017-06-30	$147
Administrative expenses (other) incurred	2017-06-30	$20,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$211,870
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$724,949
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$513,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$694,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$508,622
Value of interest in common/collective trusts at end of year	2017-06-30	$30,141
Value of interest in common/collective trusts at beginning of year	2017-06-30	$4,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$70,161
Net investment gain or loss from common/collective trusts	2017-06-30	$233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$134,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$9,431
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	WEI, WEI & CO., LLP
Accountancy firm EIN	2017-06-30	113264561
2016 : STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets from this plan	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$-4,361
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$6,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$6,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$0
Value of total assets at end of year	2016-06-30	$513,079
Value of total assets at beginning of year	2016-06-30	$524,223
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$382
Total interest from all sources	2016-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$53,000
If this is an individual account plan, was there a blackout period	2016-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Administrative expenses (other) incurred	2016-06-30	$382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-11,144
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$513,079
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$524,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$508,622
Value of interest in common/collective trusts at end of year	2016-06-30	$4,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$524,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-4,403
Net investment gain or loss from common/collective trusts	2016-06-30	$42
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$6,401
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	2016-06-30	Yes
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	WEI, WEI & CO., LLP
Accountancy firm EIN	2016-06-30	113264561

Form 5500 Responses for STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN

2019: STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: STEP UP THERAPY SERVICES PLLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811623

Policy instance

Insurance contract or identification number	811623
Number of Individuals Covered	0
Insurance policy start date	2015-07-01
Insurance policy end date	2015-12-03
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $830
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	830
Additional information about fees paid to insurance broker	SERVICE PROGRAM FEES
Insurance broker organization code?	5
Insurance broker name	ERP ACTUARIES & CONSULTANTS INC

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Company Name:	STEP UP THERAPY SERVICES PLLC
Employer identification number (EIN):	263781736
NAIC Classification:	611000