?>
Logo

CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameCENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN
Plan identification number 001

CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CENTER FOR PHYSICAL THERAPY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR PHYSICAL THERAPY, INC.
Employer identification number (EIN):311628425
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Additional information about CENTER FOR PHYSICAL THERAPY, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1998-12-15
Company Identification Number: 1049061
Legal Registered Office Address: 36 E SEVENTH ST #2020
-
CINCINNATI
United States of America (USA)
452020000

More information about CENTER FOR PHYSICAL THERAPY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JEREMY J. SCHIRA2023-07-14
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WARREN R. SCHOLL
0012016-01-01WARREN R. SCHOLL
0012015-01-01WARREN R. SCHOLL
0012014-01-01WARREN R. SCHOLL
0012013-01-01WARREN R. SCHOLL
0012012-01-01WARREN R. SCHOLL
0012011-01-01WARREN R. SCHOLL
0012010-01-01WARREN R. SCHOLL
0012009-01-01WARREN R. SCHOLL

Plan Statistics for CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN

Measure Date Value
2020: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN

Measure Date Value
2020 : CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$41,915
Expenses. Total of all expenses incurred2020-12-31$1,240
Benefits paid (including direct rollovers)2020-12-31$1,240
Total plan assets at end of year2020-12-31$1,816,917
Total plan assets at beginning of year2020-12-31$1,776,242
Value of fidelity bond covering the plan2020-12-31$250,000
Total contributions received or receivable from participants2020-12-31$40,000
Other income received2020-12-31$-20,524
Net income (gross income less expenses)2020-12-31$40,675
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,816,917
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,776,242
Total contributions received or receivable from employer(s)2020-12-31$22,439
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$213,757
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$1,776,242
Total plan assets at beginning of year2019-12-31$1,562,485
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$50,000
Other income received2019-12-31$136,918
Net income (gross income less expenses)2019-12-31$213,757
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,776,242
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,562,485
Total contributions received or receivable from employer(s)2019-12-31$26,839
2018 : CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$102,788
Expenses. Total of all expenses incurred2018-12-31$17,049
Benefits paid (including direct rollovers)2018-12-31$17,049
Total plan assets at end of year2018-12-31$1,562,485
Total plan assets at beginning of year2018-12-31$1,476,746
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$49,000
Other income received2018-12-31$17,597
Net income (gross income less expenses)2018-12-31$85,739
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,562,485
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,476,746
Total contributions received or receivable from employer(s)2018-12-31$36,191
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$60,746
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$1,476,746
Total plan assets at beginning of year2017-12-31$1,416,000
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$48,000
Other income received2017-12-31$950
Net income (gross income less expenses)2017-12-31$60,746
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,476,746
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,416,000
Total contributions received or receivable from employer(s)2017-12-31$11,796
2016 : CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$66,039
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$1,416,000
Total plan assets at beginning of year2016-12-31$1,349,961
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$48,000
Other income received2016-12-31$172
Net income (gross income less expenses)2016-12-31$66,039
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,416,000
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,349,961
Total contributions received or receivable from employer(s)2016-12-31$17,867
2015 : CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$62,943
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$1,349,961
Total plan assets at beginning of year2015-12-31$1,287,018
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$47,960
Other income received2015-12-31$127
Net income (gross income less expenses)2015-12-31$62,943
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,349,961
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,287,018
Total contributions received or receivable from employer(s)2015-12-31$14,856
2014 : CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$62,565
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$1,287,018
Total plan assets at beginning of year2014-12-31$1,224,453
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$49,900
Other income received2014-12-31$120
Net income (gross income less expenses)2014-12-31$62,565
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,287,018
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,224,453
Total contributions received or receivable from employer(s)2014-12-31$12,545
2013 : CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$99,252
Expenses. Total of all expenses incurred2013-12-31$4,262
Benefits paid (including direct rollovers)2013-12-31$4,262
Total plan assets at end of year2013-12-31$1,224,453
Total plan assets at beginning of year2013-12-31$1,129,463
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$48,975
Other income received2013-12-31$-1,144
Net income (gross income less expenses)2013-12-31$94,990
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,224,453
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,129,463
Total contributions received or receivable from employer(s)2013-12-31$51,421
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$100,507
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$1,129,463
Total plan assets at beginning of year2012-12-31$1,028,956
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$48,900
Other income received2012-12-31$-2,575
Net income (gross income less expenses)2012-12-31$100,507
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,129,463
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,028,956
Total contributions received or receivable from employer(s)2012-12-31$54,182
2011 : CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$85,407
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$1,028,956
Total plan assets at beginning of year2011-12-31$943,549
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$47,900
Other income received2011-12-31$-2,738
Net income (gross income less expenses)2011-12-31$85,407
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,028,956
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$943,549
Total contributions received or receivable from employer(s)2011-12-31$40,245
2010 : CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$83,439
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$943,549
Total plan assets at beginning of year2010-12-31$860,110
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$47,900
Other income received2010-12-31$-2,364
Net income (gross income less expenses)2010-12-31$83,439
Net plan assets at end of year (total assets less liabilities)2010-12-31$943,549
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$860,110
Total contributions received or receivable from employer(s)2010-12-31$37,903

Form 5500 Responses for CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN

2020: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING 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: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING 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: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number67083
Policy instance 1
Insurance contract or identification number67083
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $369
Total amount of fees paid to insurance companyUSD $25
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $369
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameCAI INSURANCE AGENCY INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number67083
Policy instance 1
Insurance contract or identification number67083
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $621
Total amount of fees paid to insurance companyUSD $26
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $621
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameCAI INSURANCE AGENCY INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number67083
Policy instance 1
Insurance contract or identification number67083
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $497
Total amount of fees paid to insurance companyUSD $44
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number67083
Policy instance 1
Insurance contract or identification number67083
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $372
Total amount of fees paid to insurance companyUSD $20
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $372
Amount paid for insurance broker fees20
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameCAI INSURANCE AGENCY INC.

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3