401k Plan data: COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN plan

COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN 401k Plan overview

Plan Name	COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN
Plan identification number	001

COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) 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.
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

COMMUNITY PHYSICAL THERAPY & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: COMMUNITY PHYSICAL THERAPY & ASSOCIATES

Employer identification number (EIN): 363444309

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 STEVEN KROLL
001 2012-01-01 STEVEN KROLL
001 2011-01-01 STEVEN KROLL STEVEN KROLL 2012-10-12
001 2009-01-01 STEVEN KROLL STEVEN KROLL 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	STEVEN KROLL
001	2012-01-01	STEVEN KROLL
001	2011-01-01	STEVEN KROLL	STEVEN KROLL	2012-10-12
001	2009-01-01	STEVEN KROLL	STEVEN KROLL	2010-10-15

Plan Statistics for COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN

401k plan membership statisitcs for COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN

Measure Date Value
2013: COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 747
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 857
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 604
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 122
Total of all active and inactive participants 2012-01-01 726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 726
Number of participants with account balances 2012-01-01 577
2011: COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 779
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 592
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 265
Total of all active and inactive participants 2011-01-01 857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 857
Number of participants with account balances 2011-01-01 669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 593
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 595
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 134
Total of all active and inactive participants 2009-01-01 729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 729
Number of participants with account balances 2009-01-01 529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	747
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	857
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	604
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	122
Total of all active and inactive participants	2012-01-01	726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	726
Number of participants with account balances	2012-01-01	577
2011: COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	779
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	592
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	265
Total of all active and inactive participants	2011-01-01	857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	857
Number of participants with account balances	2011-01-01	669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	593
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	595
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	134
Total of all active and inactive participants	2009-01-01	729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	729
Number of participants with account balances	2009-01-01	529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN

Measure	Date	Value
2013 : COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$9,069,620
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$9,076,051
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$7,756
Total income from all sources (including contributions)	2013-12-31	$2,485,641
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$565,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$532,284
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$6,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,234,985
Value of total assets at end of year	2013-12-31	$9,076,051
Value of total assets at beginning of year	2013-12-31	$7,157,138
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$26,688
Total interest from all sources	2013-12-31	$19,266
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$26,688
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,400,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,133,443
Participant contributions at end of year	2013-12-31	$221,389
Participant contributions at beginning of year	2013-12-31	$202,084
Participant contributions at end of year	2013-12-31	$11,464
Participant contributions at beginning of year	2013-12-31	$10,011
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$74,851
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$9,069,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$1,920,238
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,149,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$8,126,557
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$6,283,520
Interest on participant loans	2013-12-31	$8,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$11,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$689,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$638,386
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,231,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$26,691
Employer contributions (assets) at end of year	2013-12-31	$26,691
Employer contributions (assets) at beginning of year	2013-12-31	$23,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$532,284
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$6,431
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$7,756
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2013-12-31	390859910
2012 : COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$7,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,774
Total income from all sources (including contributions)	2012-12-31	$1,770,004
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$667,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$609,845
Expenses. Certain deemed distributions of participant loans	2012-12-31	$22,393
Value of total corrective distributions	2012-12-31	$7,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,063,979
Value of total assets at end of year	2012-12-31	$7,157,138
Value of total assets at beginning of year	2012-12-31	$6,048,699
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$27,553
Total interest from all sources	2012-12-31	$18,336
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$27,553
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,400,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,016,547
Participant contributions at end of year	2012-12-31	$202,084
Participant contributions at beginning of year	2012-12-31	$187,911
Participant contributions at end of year	2012-12-31	$10,011
Participant contributions at beginning of year	2012-12-31	$13,927
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$24,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,102,457
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,149,382
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,046,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$6,283,520
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$5,252,028
Interest on participant loans	2012-12-31	$6,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$11,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$638,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$568,939
Net investment gain/loss from pooled separate accounts	2012-12-31	$687,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$23,137
Employer contributions (assets) at end of year	2012-12-31	$23,137
Employer contributions (assets) at beginning of year	2012-12-31	$25,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$609,845
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$7,756
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$1,774
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2012-12-31	390859910
2011 : COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,774
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,028,182
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$356,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$331,380
Value of total corrective distributions	2011-12-31	$1,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,109,251
Value of total assets at end of year	2011-12-31	$6,048,699
Value of total assets at beginning of year	2011-12-31	$5,375,192
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$23,295
Total interest from all sources	2011-12-31	$17,983
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$23,295
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,400,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,069,934
Participant contributions at end of year	2011-12-31	$187,911
Participant contributions at beginning of year	2011-12-31	$102,934
Participant contributions at end of year	2011-12-31	$13,927
Participant contributions at beginning of year	2011-12-31	$16,043
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$13,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$671,733
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,046,925
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,375,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$5,252,028
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,883,174
Interest on participant loans	2011-12-31	$6,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$11,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$568,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$354,202
Net investment gain/loss from pooled separate accounts	2011-12-31	$-99,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$25,894
Employer contributions (assets) at end of year	2011-12-31	$25,894
Employer contributions (assets) at beginning of year	2011-12-31	$18,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$331,380
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$1,774
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2011-12-31	390859910
2010 : COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,700,006
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$277,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$262,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,064,918
Value of total assets at end of year	2010-12-31	$5,375,192
Value of total assets at beginning of year	2010-12-31	$3,952,815
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$14,994
Total interest from all sources	2010-12-31	$9,574
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$14,994
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,400,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$978,367
Participant contributions at end of year	2010-12-31	$102,934
Participant contributions at beginning of year	2010-12-31	$75,956
Participant contributions at end of year	2010-12-31	$16,043
Participant contributions at beginning of year	2010-12-31	$14,321
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$67,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,422,377
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,375,192
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,952,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,695,370
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,883,174
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,688,076
Interest on participant loans	2010-12-31	$4,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$5,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$354,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$459,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$68,208
Net investment gain/loss from pooled separate accounts	2010-12-31	$557,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$18,839
Employer contributions (assets) at end of year	2010-12-31	$18,839
Employer contributions (assets) at beginning of year	2010-12-31	$19,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$262,635
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	2010-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2010-12-31	390859910

Form 5500 Responses for COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN

2013: COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	Yes
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: COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) 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: COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) 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
2009: COMMUNITY PHYSICAL THERAPY & ASSOCIATES, LTD. 401(K) 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

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

Company Name:	COMMUNITY PHYSICAL THERAPY & ASSOCIATES
Employer identification number (EIN):	363444309
NAIC Classification:	621610
NAIC Description:	Home Health Care Services