401k Plan data: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN plan

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

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

CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JEREMY J. SCHIRA 2024-07-25
001 2022-01-01 JEREMY J. SCHIRA 2023-07-14
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 WARREN R. SCHOLL
001 2016-01-01 WARREN R. SCHOLL
001 2015-01-01 WARREN R. SCHOLL
001 2014-01-01 WARREN R. SCHOLL
001 2013-01-01 WARREN R. SCHOLL
001 2012-01-01 WARREN R. SCHOLL
001 2011-01-01 WARREN R. SCHOLL
001 2010-01-01 WARREN R. SCHOLL
001 2009-01-01 WARREN R. SCHOLL

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

Measure	Date	Value
2025 : CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-03-20	77753
Net assets as of the end of the plan year	2025-03-20	2719124
Total assets as of the beginning of the plan year	2025-03-20	2392915
Value of plan covered by a fidelity bond	2025-03-20	250000
Participant contributions to plan in this plan year	2025-03-20	60000
Other contributions to plan in this plan year	2025-03-20	0
Other income to plan in this plan year	2025-03-20	332813
Plan net income in this plan year	2025-03-20	326209
Net assets as of the end of the plan year	2025-03-20	2719124
Net assets as of the beginning of the plan year	2025-03-20	2392915
Employer contributions to plan in this plan year	2025-03-20	11149
Expensese paid to adminstrative service provicers from plan in this plan year	2025-03-20	0
2024 : CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-25	0
Net assets as of the end of the plan year	2024-07-25	2392915
Total assets as of the beginning of the plan year	2024-07-25	2179933
Value of plan covered by a fidelity bond	2024-07-25	250000
Participant contributions to plan in this plan year	2024-07-25	60000
Other contributions to plan in this plan year	2024-07-25	0
Other income to plan in this plan year	2024-07-25	139152
Plan net income in this plan year	2024-07-25	212982
Net assets as of the end of the plan year	2024-07-25	2392915
Net assets as of the beginning of the plan year	2024-07-25	2179933
Employer contributions to plan in this plan year	2024-07-25	13830
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-25	0
2020 : CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$41,915
Expenses. Total of all expenses incurred	2020-12-31	$1,240
Benefits paid (including direct rollovers)	2020-12-31	$1,240
Total plan assets at end of year	2020-12-31	$1,816,917
Total plan assets at beginning of year	2020-12-31	$1,776,242
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$40,000
Other income received	2020-12-31	$-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 securities	2020-12-31	$0
2019 : CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$213,757
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,776,242
Total plan assets at beginning of year	2019-12-31	$1,562,485
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$50,000
Other income received	2019-12-31	$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 sources	2018-12-31	$102,788
Expenses. Total of all expenses incurred	2018-12-31	$17,049
Benefits paid (including direct rollovers)	2018-12-31	$17,049
Total plan assets at end of year	2018-12-31	$1,562,485
Total plan assets at beginning of year	2018-12-31	$1,476,746
Value of fidelity bond covering the plan	2018-12-31	$150,000
Total contributions received or receivable from participants	2018-12-31	$49,000
Other income received	2018-12-31	$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 securities	2018-12-31	$0
2017 : CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$60,746
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,476,746
Total plan assets at beginning of year	2017-12-31	$1,416,000
Value of fidelity bond covering the plan	2017-12-31	$150,000
Total contributions received or receivable from participants	2017-12-31	$48,000
Other income received	2017-12-31	$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 sources	2016-12-31	$66,039
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,416,000
Total plan assets at beginning of year	2016-12-31	$1,349,961
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$48,000
Other income received	2016-12-31	$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 sources	2015-12-31	$62,943
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,349,961
Total plan assets at beginning of year	2015-12-31	$1,287,018
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$47,960
Other income received	2015-12-31	$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 sources	2014-12-31	$62,565
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,287,018
Total plan assets at beginning of year	2014-12-31	$1,224,453
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$49,900
Other income received	2014-12-31	$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 sources	2013-12-31	$99,252
Expenses. Total of all expenses incurred	2013-12-31	$4,262
Benefits paid (including direct rollovers)	2013-12-31	$4,262
Total plan assets at end of year	2013-12-31	$1,224,453
Total plan assets at beginning of year	2013-12-31	$1,129,463
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$48,975
Other income received	2013-12-31	$-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 securities	2013-12-31	$0
2012 : CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$100,507
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,129,463
Total plan assets at beginning of year	2012-12-31	$1,028,956
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$48,900
Other income received	2012-12-31	$-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 sources	2011-12-31	$85,407
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,028,956
Total plan assets at beginning of year	2011-12-31	$943,549
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$47,900
Other income received	2011-12-31	$-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 sources	2010-12-31	$83,439
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$943,549
Total plan assets at beginning of year	2010-12-31	$860,110
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$47,900
Other income received	2010-12-31	$-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
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CENTER FOR PHYSICAL THERAPY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	67083
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	67083
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	67083
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	67083
Policy instance	1

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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

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

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JEREMY J. SCHIRA	2024-07-25
001	2022-01-01	JEREMY J. SCHIRA	2023-07-14
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	WARREN R. SCHOLL
001	2016-01-01	WARREN R. SCHOLL
001	2015-01-01	WARREN R. SCHOLL
001	2014-01-01	WARREN R. SCHOLL
001	2013-01-01	WARREN R. SCHOLL
001	2012-01-01	WARREN R. SCHOLL
001	2011-01-01	WARREN R. SCHOLL
001	2010-01-01	WARREN R. SCHOLL
001	2009-01-01	WARREN R. SCHOLL