401k Plan data: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN plan

U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 401k Plan overview

Plan Name	U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN
Plan identification number	003

U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: U.S. PHYSICAL THERAPY, INC.

Employer identification number (EIN): 621707893

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

Additional information about U.S. PHYSICAL THERAPY, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2021-05-05

Company Identification Number: 0804053211

Legal Registered Office Address: 1300 W SAM HOUSTON PKWY S STE 300

HOUSTON
United States of America (USA)
77042

More information about U.S. PHYSICAL THERAPY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-01-01 DEB JONES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2013-01-01	DEB JONES

Plan Statistics for U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN

401k plan membership statisitcs for U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN

Measure Date Value
2013: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 496
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 570
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 106
Total of all active and inactive participants 2013-01-01 676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 676
Number of participants with account balances 2013-01-01 437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 22

Measure	Date	Value
2013: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	496
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	570
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	106
Total of all active and inactive participants	2013-01-01	676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	676
Number of participants with account balances	2013-01-01	437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	22

Financial Data on U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN

Measure	Date	Value
2013 : U.S. PHYSICAL THERAPY, INC. 401(K) GOLD 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	$0
Total income from all sources (including contributions)	2013-12-31	$3,594,754
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$409,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$371,481
Value of total corrective distributions	2013-12-31	$37,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,317,766
Value of total assets at end of year	2013-12-31	$12,837,334
Value of total assets at beginning of year	2013-12-31	$9,652,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$925
Total interest from all sources	2013-12-31	$0
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
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
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	$1,084,850
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$36,446
Total non interest bearing cash at end of year	2013-12-31	$2,921
Total non interest bearing cash at beginning of year	2013-12-31	$2,766
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	$3,185,069
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,837,334
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,652,265
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 registered invesment companies (eg mutual funds) at end of year	2013-12-31	$12,834,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,649,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,276,988
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	$196,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$371,481
Contract administrator fees	2013-12-31	$925
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	FERGUSON, CAMP, & POLL P.C.
Accountancy firm EIN	2013-12-31	760236864

Form 5500 Responses for U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN

2013: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD 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

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Company Name:	U.S. PHYSICAL THERAPY, INC.
Employer identification number (EIN):	621707893
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2021-05-05
Company Identification Number:	0804053211
Legal Registered Office Address:	1300 W SAM HOUSTON PKWY S STE 300 HOUSTON United States of America (USA) 77042