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NEW YORK CUSTOM PHYSICAL THERA 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameNEW YORK CUSTOM PHYSICAL THERA 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

NEW YORK CUSTOM PHYSICAL THERA 401(K) PROFIT SHARING PLAN & TRUST Benefits

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

NEW YORK CUSTOM PHYSICAL THERA has sponsored the creation of one or more 401k plans.

Company Name:NEW YORK CUSTOM PHYSICAL THERA
Employer identification number (EIN):462093687
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 NEW YORK CUSTOM PHYSICAL THERA 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERISA FIDUCIARY SERVICES2024-05-06
0012023-01-01WENDY WINN2024-06-17
0012022-01-01ERISA FIDUCIARY SERVICES2023-04-07
0012021-01-01ERISA FIDUCIARY SERVICES2022-06-14

Plan Statistics for NEW YORK CUSTOM PHYSICAL THERA 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for NEW YORK CUSTOM PHYSICAL THERA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: NEW YORK CUSTOM PHYSICAL THERA 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-2312
Total number of particpants at end of year2025-04-2314
Number of Participants With Account Balances2025-04-2311
2024: NEW YORK CUSTOM PHYSICAL THERA 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-1715
Total number of particpants at end of year2024-06-1712
Number of Participants With Account Balances2024-06-1710

Financial Data on NEW YORK CUSTOM PHYSICAL THERA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : NEW YORK CUSTOM PHYSICAL THERA 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-230
Total liabilities as of the end of the plan year2025-04-230
Total liabilities as of the beginning of the plan year2025-04-230
Total expenses incurred by plan in this plan year2025-04-2341859
Net assets as of the end of the plan year2025-04-23587075
Total assets as of the beginning of the plan year2025-04-23485993
Value of plan covered by a fidelity bond2025-04-2348599
Participant contributions to plan in this plan year2025-04-2349127
Other expenses paid from plan in this plan year2025-04-230
Other contributions to plan in this plan year2025-04-230
Other income to plan in this plan year2025-04-2369955
Plan net income in this plan year2025-04-23101082
Net assets as of the end of the plan year2025-04-23587075
Net assets as of the beginning of the plan year2025-04-23485993
Employer contributions to plan in this plan year2025-04-2323859
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-234472
2024 : NEW YORK CUSTOM PHYSICAL THERA 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-170
Total liabilities as of the end of the plan year2024-06-170
Total liabilities as of the beginning of the plan year2024-06-170
Total expenses incurred by plan in this plan year2024-06-1733471
Net assets as of the end of the plan year2024-06-17485993
Total assets as of the beginning of the plan year2024-06-17349182
Value of plan covered by a fidelity bond2024-06-1740000
Participant contributions to plan in this plan year2024-06-1770143
Other expenses paid from plan in this plan year2024-06-170
Other contributions to plan in this plan year2024-06-170
Other income to plan in this plan year2024-06-1775352
Plan net income in this plan year2024-06-17136811
Net assets as of the end of the plan year2024-06-17485993
Net assets as of the beginning of the plan year2024-06-17349182
Employer contributions to plan in this plan year2024-06-1724787
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-173763

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