?>
Logo

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

Plan NameU.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN
Plan identification number 001

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

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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):760364866
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) SALARY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEB JONES
0012016-01-01DEB JONES
0012015-01-01DEB JONES
0012014-01-01DEB JONES
0012013-01-01DEB JONES
0012012-01-01DEB JONES
0012011-01-01DEB JONES
0012010-01-01DEB JONES
0012009-01-01DEB JONES
0012009-01-01DEB JONES

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

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

Measure Date Value
2022: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,027
Total number of active participants reported on line 7a of the Form 55002022-01-012,688
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-01862
Total of all active and inactive participants2022-01-013,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-013,561
Number of participants with account balances2022-01-013,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,197
Total number of active participants reported on line 7a of the Form 55002021-01-012,533
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,502
Total of all active and inactive participants2021-01-014,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014,035
Number of participants with account balances2021-01-013,623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,540
Total number of active participants reported on line 7a of the Form 55002020-01-011,974
Number of retired or separated participants receiving benefits2020-01-0126
Number of other retired or separated participants entitled to future benefits2020-01-011,155
Total of all active and inactive participants2020-01-013,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,155
Number of participants with account balances2020-01-012,935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,204
Total number of active participants reported on line 7a of the Form 55002019-01-012,506
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-01938
Total of all active and inactive participants2019-01-013,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,454
Number of participants with account balances2019-01-013,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,159
Total number of active participants reported on line 7a of the Form 55002018-01-012,493
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01643
Total of all active and inactive participants2018-01-013,144
Total participants2018-01-013,144
Number of participants with account balances2018-01-012,877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,913
Total number of active participants reported on line 7a of the Form 55002017-01-012,291
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-01831
Total of all active and inactive participants2017-01-013,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,129
Number of participants with account balances2017-01-012,860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,785
Total number of active participants reported on line 7a of the Form 55002016-01-012,155
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01733
Total of all active and inactive participants2016-01-012,888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,888
Number of participants with account balances2016-01-012,588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,372
Total number of active participants reported on line 7a of the Form 55002015-01-012,198
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-01566
Total of all active and inactive participants2015-01-012,769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,769
Number of participants with account balances2015-01-012,430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,177
Total number of active participants reported on line 7a of the Form 55002014-01-012,209
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,165
Total of all active and inactive participants2014-01-013,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,374
Number of participants with account balances2014-01-012,977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,940
Total number of active participants reported on line 7a of the Form 55002013-01-012,053
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,061
Total of all active and inactive participants2013-01-013,114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,114
Number of participants with account balances2013-01-012,676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,831
Total number of active participants reported on line 7a of the Form 55002012-01-012,092
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01826
Total of all active and inactive participants2012-01-012,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,918
Number of participants with account balances2012-01-012,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,616
Total number of active participants reported on line 7a of the Form 55002011-01-011,990
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01793
Total of all active and inactive participants2011-01-012,783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,783
Number of participants with account balances2011-01-012,234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,217
Total number of active participants reported on line 7a of the Form 55002010-01-011,975
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01603
Total of all active and inactive participants2010-01-012,579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,579
Number of participants with account balances2010-01-011,948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,066
Total number of active participants reported on line 7a of the Form 55002009-01-011,893
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01288
Total of all active and inactive participants2009-01-012,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,181
Number of participants with account balances2009-01-011,797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

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

Measure Date Value
2022 : U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$456,490
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,708,732
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,321,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,087,979
Value of total corrective distributions2022-12-31$24,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,370,847
Value of total assets at end of year2022-12-31$77,098,317
Value of total assets at beginning of year2022-12-31$92,585,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$209,625
Total interest from all sources2022-12-31$35,329
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$313,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$313,990
Administrative expenses professional fees incurred2022-12-31$19,053
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,896,617
Participant contributions at end of year2022-12-31$670,675
Participant contributions at beginning of year2022-12-31$525,876
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$473,873
Administrative expenses (other) incurred2022-12-31$190,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,030,358
Value of net assets at end of year (total assets less liabilities)2022-12-31$77,098,317
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$92,585,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,282,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,509,693
Interest on participant loans2022-12-31$35,329
Value of interest in common/collective trusts at end of year2022-12-31$65,145,391
Value of interest in common/collective trusts at beginning of year2022-12-31$80,549,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,796,521
Net investment gain or loss from common/collective trusts2022-12-31$-13,632,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,087,979
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MELTON & MELTON LLP
Accountancy firm EIN2022-12-31741550819
2021 : U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$84,997
Total transfer of assets from this plan2021-12-31$910,841
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$19,756,967
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,142,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,883,515
Value of total corrective distributions2021-12-31$69,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,704,380
Value of total assets at end of year2021-12-31$92,585,165
Value of total assets at beginning of year2021-12-31$83,796,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$189,958
Total interest from all sources2021-12-31$33,249
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$388,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$388,205
Administrative expenses professional fees incurred2021-12-31$18,179
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,110,495
Participant contributions at end of year2021-12-31$525,876
Participant contributions at beginning of year2021-12-31$548,586
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$590,789
Administrative expenses (other) incurred2021-12-31$139,279
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$10,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,614,143
Value of net assets at end of year (total assets less liabilities)2021-12-31$92,585,165
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$83,796,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$32,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,509,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$83,237,681
Interest on participant loans2021-12-31$33,249
Value of interest in common/collective trusts at end of year2021-12-31$80,549,596
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,216
Net investment gain/loss from pooled separate accounts2021-12-31$9,058,577
Net investment gain or loss from common/collective trusts2021-12-31$2,562,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,883,515
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MELTON & MELTON LLP
Accountancy firm EIN2021-12-31741550819
2020 : U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$20,002,540
Total of all expenses incurred2020-12-31$7,409,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,130,381
Expenses. Certain deemed distributions of participant loans2020-12-31$7,356
Value of total corrective distributions2020-12-31$10,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,332,367
Value of total assets at end of year2020-12-31$83,796,866
Value of total assets at beginning of year2020-12-31$71,203,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$261,241
Total interest from all sources2020-12-31$40,358
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,978,990
Participant contributions at end of year2020-12-31$548,586
Participant contributions at beginning of year2020-12-31$700,726
Participant contributions at end of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$319,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$10,599
Total non interest bearing cash at beginning of year2020-12-31$10,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,592,883
Value of net assets at end of year (total assets less liabilities)2020-12-31$83,796,866
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$71,203,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$83,237,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$70,493,209
Interest on participant loans2020-12-31$40,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,629,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$33,840
Employer contributions (assets) at end of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,130,381
Contract administrator fees2020-12-31$261,241
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MELTON & MELTON, L.L.P.
Accountancy firm EIN2020-12-31741550819
2019 : U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$21,008,681
Total of all expenses incurred2019-12-31$4,844,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,509,346
Value of total corrective distributions2019-12-31$34,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,381,867
Value of total assets at end of year2019-12-31$71,203,983
Value of total assets at beginning of year2019-12-31$55,040,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$300,684
Total interest from all sources2019-12-31$38,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,878,047
Participant contributions at end of year2019-12-31$700,726
Participant contributions at beginning of year2019-12-31$536,496
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,503,650
Total non interest bearing cash at end of year2019-12-31$10,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$16,163,682
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,203,983
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,040,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$70,493,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$54,503,805
Interest on participant loans2019-12-31$38,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,588,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,509,346
Contract administrator fees2019-12-31$300,684
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MELTON & MELTON, L.L.P.
Accountancy firm EIN2019-12-31741550819
2018 : U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,017,943
Total of all expenses incurred2018-12-31$4,212,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,880,595
Expenses. Certain deemed distributions of participant loans2018-12-31$16,154
Value of total corrective distributions2018-12-31$95,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,872,722
Value of total assets at end of year2018-12-31$55,040,301
Value of total assets at beginning of year2018-12-31$56,234,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$220,152
Total interest from all sources2018-12-31$30,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$220,152
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,225,171
Participant contributions at end of year2018-12-31$536,496
Participant contributions at beginning of year2018-12-31$478,709
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$647,551
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,194,161
Value of net assets at end of year (total assets less liabilities)2018-12-31$55,040,301
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$56,234,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$54,503,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$55,755,753
Interest on participant loans2018-12-31$30,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,885,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,880,595
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MELTON & MELTON, L.L.P.
Accountancy firm EIN2018-12-31741550819
2017 : U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$307,498
Total income from all sources (including contributions)2017-12-31$14,610,076
Total of all expenses incurred2017-12-31$6,128,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,008,479
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$85,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,455,587
Value of total assets at end of year2017-12-31$56,234,462
Value of total assets at beginning of year2017-12-31$48,060,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,579
Total interest from all sources2017-12-31$23,754
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$34,579
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,348,975
Participant contributions at end of year2017-12-31$478,709
Participant contributions at beginning of year2017-12-31$454,444
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,104,491
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,481,095
Value of net assets at end of year (total assets less liabilities)2017-12-31$56,234,462
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$48,060,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$55,755,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$47,606,216
Interest on participant loans2017-12-31$23,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,130,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,121
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,008,479
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MELTON & MELTON, L.L.P.
Accountancy firm EIN2017-12-31741550819
2016 : U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$9,063,462
Total of all expenses incurred2016-12-31$4,498,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,453,942
Value of total corrective distributions2016-12-31$24,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,344,621
Value of total assets at end of year2016-12-31$48,060,865
Value of total assets at beginning of year2016-12-31$43,496,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,153
Total interest from all sources2016-12-31$22,786
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$17,255
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,934,989
Participant contributions at end of year2016-12-31$454,444
Participant contributions at beginning of year2016-12-31$450,710
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$409,632
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$205
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,564,815
Value of net assets at end of year (total assets less liabilities)2016-12-31$48,060,865
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$43,496,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$47,606,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$43,045,340
Interest on participant loans2016-12-31$22,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,696,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,453,942
Contract administrator fees2016-12-31$2,898
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MELTON & MELTON, L.L.P.
Accountancy firm EIN2016-12-31741550819
2015 : U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$5,042,452
Total of all expenses incurred2015-12-31$4,620,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,505,755
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$58,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,710,538
Value of total assets at end of year2015-12-31$43,496,050
Value of total assets at beginning of year2015-12-31$43,074,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$56,303
Total interest from all sources2015-12-31$20,853
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$56,303
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,913,839
Participant contributions at end of year2015-12-31$450,710
Participant contributions at beginning of year2015-12-31$350,111
Participant contributions at end of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$796,699
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$421,697
Value of net assets at end of year (total assets less liabilities)2015-12-31$43,496,050
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$43,074,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$43,045,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$42,724,242
Interest on participant loans2015-12-31$20,853
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-688,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,505,755
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MELTON & MELTON, LLP
Accountancy firm EIN2015-12-31741550819
2014 : U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$7,482,620
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,193,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,164,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,598,799
Value of total assets at end of year2014-12-31$43,074,353
Value of total assets at beginning of year2014-12-31$39,784,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,120
Total interest from all sources2014-12-31$20,270
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$29,120
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,240,168
Participant contributions at end of year2014-12-31$350,111
Participant contributions at beginning of year2014-12-31$417,755
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,358,631
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,289,487
Value of net assets at end of year (total assets less liabilities)2014-12-31$43,074,353
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$39,784,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$42,724,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$39,366,757
Interest on participant loans2014-12-31$20,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,863,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,164,013
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MELTON & MELTON, L.L.P.
Accountancy firm EIN2014-12-31741550819
2013 : U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$10,960,315
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,235,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,222,336
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,138,502
Value of total assets at end of year2013-12-31$39,784,866
Value of total assets at beginning of year2013-12-31$32,059,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,819
Total interest from all sources2013-12-31$22,438
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 year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$12,819
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,921,396
Participant contributions at end of year2013-12-31$417,755
Participant contributions at beginning of year2013-12-31$415,664
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$217,106
Total non interest bearing cash at end of year2013-12-31$354
Total non interest bearing cash at beginning of year2013-12-31$385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,724,869
Value of net assets at end of year (total assets less liabilities)2013-12-31$39,784,866
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,059,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$39,366,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,643,948
Interest on participant loans2013-12-31$22,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,799,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,222,336
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FERGUSON,CAMP & POLL,P.C.
Accountancy firm EIN2013-12-31760236864
2012 : U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,820,109
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,849,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,742,528
Value of total corrective distributions2012-12-31$87,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,025,899
Value of total assets at end of year2012-12-31$32,059,997
Value of total assets at beginning of year2012-12-31$27,089,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,949
Total interest from all sources2012-12-31$20,089
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 year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$18,949
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,809,363
Participant contributions at end of year2012-12-31$415,664
Participant contributions at beginning of year2012-12-31$352,233
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$216,536
Total non interest bearing cash at end of year2012-12-31$385
Total non interest bearing cash at beginning of year2012-12-31$343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,970,814
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,059,997
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,089,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,643,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$26,736,607
Interest on participant loans2012-12-31$20,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,774,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,742,528
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FERGUSON,CAMP & POLL,P.C.
Accountancy firm EIN2012-12-31760236864
2011 : U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$3,020,124
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,991,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,756,405
Expenses. Certain deemed distributions of participant loans2011-12-31$36,171
Value of total corrective distributions2011-12-31$181,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,931,140
Value of total assets at end of year2011-12-31$27,089,183
Value of total assets at beginning of year2011-12-31$26,060,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,902
Total interest from all sources2011-12-31$19,822
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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,595,568
Participant contributions at end of year2011-12-31$352,233
Participant contributions at beginning of year2011-12-31$375,954
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$335,572
Total non interest bearing cash at end of year2011-12-31$343
Total non interest bearing cash at beginning of year2011-12-31$341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,028,507
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,089,183
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,060,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$26,736,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,684,381
Interest on participant loans2011-12-31$19,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-930,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,756,405
Contract administrator fees2011-12-31$17,902
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FERGUSON,CAMP & POLL,P.C.
Accountancy firm EIN2011-12-31760236864
2010 : U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,002,139
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$6,693,284
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,099,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,756,647
Expenses. Certain deemed distributions of participant loans2010-12-31$13,778
Value of total corrective distributions2010-12-31$313,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,675,657
Value of total assets at end of year2010-12-31$26,060,676
Value of total assets at beginning of year2010-12-31$20,465,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,260
Total interest from all sources2010-12-31$19,738
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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,466,734
Participant contributions at end of year2010-12-31$375,954
Participant contributions at beginning of year2010-12-31$283,178
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$208,923
Total non interest bearing cash at end of year2010-12-31$341
Total non interest bearing cash at beginning of year2010-12-31$341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,593,473
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,060,676
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,465,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$25,684,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,181,545
Interest on participant loans2010-12-31$19,738
Net investment gain/loss from pooled separate accounts2010-12-31$2,997,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,756,647
Contract administrator fees2010-12-31$16,260
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FERGUSON,CAMP & POLL,P.C.
Accountancy firm EIN2010-12-31760236864
2009 : U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

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

2022: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83079
Policy instance 1
Insurance contract or identification number83079
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-07-02
Total amount of commissions paid to insurance brokerUSD $50,978
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,582
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83079
Policy instance 1
Insurance contract or identification number83079
Number of Individuals Covered3426
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $95,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees80338
Insurance broker organization code?5
Additional information about fees paid to insurance brokerAUDIT FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83079
Policy instance 1
Insurance contract or identification number83079
Number of Individuals Covered3604
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $85,227
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees68756
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83079
Policy instance 1
Insurance contract or identification number83079
Number of Individuals Covered3175
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $64,847
Amount paid for insurance broker fees62307
Additional information about fees paid to insurance brokerTPA FEES, TPA COMPENSATION, OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameADMINISTRATIVE FIDUCIARY SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83079
Policy instance 1
Insurance contract or identification number83079
Number of Individuals Covered2695
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $185,028
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees79649
Additional information about fees paid to insurance brokerBROKER FEES
Insurance broker organization code?3
Insurance broker nameADMINISTRATIVE FIDUCIARY SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83079
Policy instance 1
Insurance contract or identification number83079
Number of Individuals Covered3212
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $147,576
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees79956
Additional information about fees paid to insurance brokerBROKER FEES
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $0
Insurance broker nameADMINISTRATIVE FIDUCIARY SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83079
Policy instance 1
Insurance contract or identification number83079
Number of Individuals Covered2887
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $119,867
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees83345
Additional information about fees paid to insurance brokerBROKER FEES
Insurance broker organization code?3
Insurance broker nameNOVA 401K ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83079
Policy instance 1
Insurance contract or identification number83079
Number of Individuals Covered2544
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,006
Total amount of fees paid to insurance companyUSD $116,139
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Amount paid for insurance broker fees63876
Additional information about fees paid to insurance brokerBROKER FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $12,006
Insurance broker nameH. BECK, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83079
Policy instance 1
Insurance contract or identification number83079
Number of Individuals Covered2371
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $73,174
Total amount of fees paid to insurance companyUSD $48,565
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83079
Policy instance 1
Insurance contract or identification number83079
Number of Individuals Covered2072
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $72,220
Total amount of fees paid to insurance companyUSD $43,309
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $72,220
Insurance broker organization code?3
Amount paid for insurance broker fees25949
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameFERGUSON, CAMP & POLL

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3