401k Plan data: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN plan

INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 401k Plan overview

Plan Name	INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN
Plan identification number	002

INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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(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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION has sponsored the creation of one or more 401k plans.

Company Name: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION

Employer identification number (EIN): 370681567

NAIC Classification: 621340
NAIC Description: Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 MICHAEL ALLEN
002 2015-01-01 MICHAEL ALLEN
002 2014-01-01 ERIC ZEHR
002 2013-01-01 ERIC ZEHR
002 2012-01-01 MATT WAUGH
002 2011-01-01 MATT WAUGH
002 2009-01-01 RICHARD ERICKSON

Plan id#	Filing Submission Date	Name of Administrator
002	2016-01-01	MICHAEL ALLEN
002	2015-01-01	MICHAEL ALLEN
002	2014-01-01	ERIC ZEHR
002	2013-01-01	ERIC ZEHR
002	2012-01-01	MATT WAUGH
002	2011-01-01	MATT WAUGH
002	2009-01-01	RICHARD ERICKSON

Plan Statistics for INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN

401k plan membership statisitcs for INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN

Measure Date Value
2016: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
2015: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 92
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 31
Total of all active and inactive participants 2015-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 123
Number of participants with account balances 2015-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 95
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 36
Total of all active and inactive participants 2014-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 131
Number of participants with account balances 2014-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 112
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 12
Total of all active and inactive participants 2013-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 124
Number of participants with account balances 2013-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 153
Number of other retired or separated participants entitled to future benefits 2012-01-01 16
Total of all active and inactive participants 2012-01-01 169
Total participants 2012-01-01 169
Number of participants with account balances 2012-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 139
Number of retired or separated participants receiving benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 141
Total participants 2011-01-01 141
Number of participants with account balances 2011-01-01 152
2009: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 161
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 165
Number of participants with account balances 2009-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2016: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
2015: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	92
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	31
Total of all active and inactive participants	2015-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	123
Number of participants with account balances	2015-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	95
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	36
Total of all active and inactive participants	2014-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	131
Number of participants with account balances	2014-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	112
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	12
Total of all active and inactive participants	2013-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	124
Number of participants with account balances	2013-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	153
Number of other retired or separated participants entitled to future benefits	2012-01-01	16
Total of all active and inactive participants	2012-01-01	169
Total participants	2012-01-01	169
Number of participants with account balances	2012-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	139
Number of retired or separated participants receiving benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	141
Total participants	2011-01-01	141
Number of participants with account balances	2011-01-01	152
2009: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	161
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	165
Number of participants with account balances	2009-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN

Measure	Date	Value
2016 : INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-08-16	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-16	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-16	$143
Total income from all sources (including contributions)	2016-08-16	$236,445
Total loss/gain on sale of assets	2016-08-16	$0
Total of all expenses incurred	2016-08-16	$8,668,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-16	$8,647,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-16	$22
Value of total assets at end of year	2016-08-16	$0
Value of total assets at beginning of year	2016-08-16	$8,431,789
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-16	$21,036
Total interest from all sources	2016-08-16	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-08-16	$33,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-16	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-08-16	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-08-16	$33,017
Was this plan covered by a fidelity bond	2016-08-16	Yes
Value of fidelity bond cover	2016-08-16	$500,000
If this is an individual account plan, was there a blackout period	2016-08-16	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-16	$0
Were there any nonexempt tranactions with any party-in-interest	2016-08-16	No
Contributions received from participants	2016-08-16	$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-16	No
Value of net income/loss	2016-08-16	$-8,431,646
Value of net assets at end of year (total assets less liabilities)	2016-08-16	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-08-16	$8,431,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-16	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-16	No
Were any leases to which the plan was party in default or uncollectible	2016-08-16	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-16	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-16	$8,431,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-16	$203,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-16	No
Was there a failure to transmit to the plan any participant contributions	2016-08-16	No
Has the plan failed to provide any benefit when due under the plan	2016-08-16	No
Contributions received in cash from employer	2016-08-16	$7
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-16	$8,647,055
Contract administrator fees	2016-08-16	$21,036
Liabilities. Value of benefit claims payable at end of year	2016-08-16	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-08-16	$143
Did the plan have assets held for investment	2016-08-16	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-16	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-16	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-16	Yes
Opinion of an independent qualified public accountant for this plan	2016-08-16	Disclaimer
Accountancy firm name	2016-08-16	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-08-16	410746749
2015 : INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$328,512
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$572,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$570,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$440,093
Value of total assets at end of year	2015-12-31	$8,431,789
Value of total assets at beginning of year	2015-12-31	$8,675,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,330
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$109,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$109,350
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$348,385
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$13,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-243,745
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,431,646
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,675,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$8,431,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,657,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-220,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$91,708
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$4,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$570,927
Contract administrator fees	2015-12-31	$1,330
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$143
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,022,764
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,305,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,305,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$462,146
Value of total assets at end of year	2014-12-31	$8,675,391
Value of total assets at beginning of year	2014-12-31	$8,958,441
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$460,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$460,034
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$335,522
Participant contributions at end of year	2014-12-31	$13,178
Participant contributions at beginning of year	2014-12-31	$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	2014-12-31	No
Value of net income/loss	2014-12-31	$-283,050
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,675,391
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,958,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$8,657,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,958,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$100,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$126,624
Employer contributions (assets) at end of year	2014-12-31	$4,828
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,305,814
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$12,077
Total income from all sources (including contributions)	2013-12-31	$2,081,975
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,449,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,448,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$539,249
Value of total assets at end of year	2013-12-31	$8,958,441
Value of total assets at beginning of year	2013-12-31	$8,338,458
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$999
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$247,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$247,061
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
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	$389,235
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$18,718
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
Value of net income/loss	2013-12-31	$632,060
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,958,441
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,326,381
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
Investment advisory and management fees	2013-12-31	$999
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,958,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,313,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,295,665
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	Yes
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	$150,014
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$5,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,448,916
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$12,077
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2013-12-31	410746749
2012 : INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$12,077
Total income from all sources (including contributions)	2012-12-31	$1,593,361
Total of all expenses incurred	2012-12-31	$933,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$933,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$628,537
Value of total assets at end of year	2012-12-31	$8,338,458
Value of total assets at beginning of year	2012-12-31	$7,666,990
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$418
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$211,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$211,190
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$465,826
Participant contributions at end of year	2012-12-31	$18,718
Participant contributions at beginning of year	2012-12-31	$19,131
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	$659,391
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,326,381
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,666,990
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
Investment advisory and management fees	2012-12-31	$418
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$8,313,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,641,193
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$753,634
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	$162,711
Employer contributions (assets) at end of year	2012-12-31	$5,875
Employer contributions (assets) at beginning of year	2012-12-31	$6,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$933,552
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$12,077
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	GORDON, STOCKMAN & WAUGH, P.C.
Accountancy firm EIN	2012-12-31	412110811
2011 : INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$546,134
Total of all expenses incurred	2011-12-31	$788,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$778,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$668,712
Value of total assets at end of year	2011-12-31	$7,666,990
Value of total assets at beginning of year	2011-12-31	$7,908,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$9,117
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$127,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$127,615
Administrative expenses professional fees incurred	2011-12-31	$9,117
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$495,828
Participant contributions at end of year	2011-12-31	$19,131
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	$-241,866
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,666,990
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,908,856
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 registered invesment companies (eg mutual funds) at end of year	2011-12-31	$7,641,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,908,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-250,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
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	$172,884
Employer contributions (assets) at end of year	2011-12-31	$6,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$778,883
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	GORDON, STOCKMAN & WAUGH, P.C.
Accountancy firm EIN	2011-12-31	412110811
2010 : INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,570,646
Total of all expenses incurred	2010-12-31	$521,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$514,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$721,072
Value of total assets at end of year	2010-12-31	$7,908,856
Value of total assets at beginning of year	2010-12-31	$6,859,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$7,058
Total interest from all sources	2010-12-31	$75,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$495,569
Participant contributions at beginning of year	2010-12-31	$18,727
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	$1,049,424
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,908,856
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,859,432
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
Investment advisory and management fees	2010-12-31	$7,058
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,908,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,834,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$75,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$773,842
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	No
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	$225,503
Employer contributions (assets) at beginning of year	2010-12-31	$6,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$514,164
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	GORDON, STOCKMAN & WAUGH, P.C.
Accountancy firm EIN	2010-12-31	412110811
2009 : INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN

2016: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS 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	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS 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: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS 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: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION EMPLOYEES MATCHED SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION
Employer identification number (EIN):	370681567
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists