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

Plan NameU.S. PHYSICAL THERAPY, INC. 401(K) PLATINUM PLAN
Plan identification number 002

U.S. PHYSICAL THERAPY, INC. 401(K) PLATINUM 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.
  • 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) PLATINUM PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DEB JONES
0022016-01-01DEB JONES
0022015-01-01DEB JONES
0022014-01-01DEB JONES
0022013-01-01DEB JONES
0022012-01-01DEB JONES2013-07-30

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

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

Measure Date Value
2022: U.S. PHYSICAL THERAPY, INC. 401(K) PLATINUM PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,498
Total number of active participants reported on line 7a of the Form 55002022-01-012,182
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01375
Total of all active and inactive participants2022-01-012,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-012,563
Number of participants with account balances2022-01-011,474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01198
2021: U.S. PHYSICAL THERAPY, INC. 401(K) PLATINUM PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,056
Total number of active participants reported on line 7a of the Form 55002021-01-012,040
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01450
Total of all active and inactive participants2021-01-012,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,490
Number of participants with account balances2021-01-011,546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01118
2020: U.S. PHYSICAL THERAPY, INC. 401(K) PLATINUM PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,926
Total number of active participants reported on line 7a of the Form 55002020-01-011,486
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-01341
Total of all active and inactive participants2020-01-011,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,836
Number of participants with account balances2020-01-011,367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01215
2019: U.S. PHYSICAL THERAPY, INC. 401(K) PLATINUM PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,690
Total number of active participants reported on line 7a of the Form 55002019-01-011,645
Number of other retired or separated participants entitled to future benefits2019-01-01272
Total of all active and inactive participants2019-01-011,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,917
Number of participants with account balances2019-01-011,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01108
2018: U.S. PHYSICAL THERAPY, INC. 401(K) PLATINUM PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,438
Total number of active participants reported on line 7a of the Form 55002018-01-011,436
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01199
Total of all active and inactive participants2018-01-011,639
Total participants2018-01-011,639
Number of participants with account balances2018-01-011,088
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01160
2017: U.S. PHYSICAL THERAPY, INC. 401(K) PLATINUM PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,092
Total number of active participants reported on line 7a of the Form 55002017-01-011,294
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01143
Total of all active and inactive participants2017-01-011,438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,438
Number of participants with account balances2017-01-01930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01113
2016: U.S. PHYSICAL THERAPY, INC. 401(K) PLATINUM PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01766
Total number of active participants reported on line 7a of the Form 55002016-01-01895
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0187
Total of all active and inactive participants2016-01-01982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01982
Number of participants with account balances2016-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0169
2015: U.S. PHYSICAL THERAPY, INC. 401(K) PLATINUM PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01557
Total number of active participants reported on line 7a of the Form 55002015-01-01696
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0172
Total of all active and inactive participants2015-01-01768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01768
Number of participants with account balances2015-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0138
2014: U.S. PHYSICAL THERAPY, INC. 401(K) PLATINUM PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01360
Total number of active participants reported on line 7a of the Form 55002014-01-01543
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0146
Total of all active and inactive participants2014-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01589
Number of participants with account balances2014-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: U.S. PHYSICAL THERAPY, INC. 401(K) PLATINUM PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01246
Total number of active participants reported on line 7a of the Form 55002013-01-01343
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01356
Number of participants with account balances2013-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

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

Measure Date Value
2022 : U.S. PHYSICAL THERAPY, INC. 401(K) PLATINUM PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$12,383
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$0
Total income from all sources (including contributions)2022-12-31$-3,805,472
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,369,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,166,356
Value of total corrective distributions2022-12-31$38,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,468,874
Value of total assets at end of year2022-12-31$58,945,033
Value of total assets at beginning of year2022-12-31$67,107,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$164,772
Total interest from all sources2022-12-31$17,865
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$235,459
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$235,459
Administrative expenses professional fees incurred2022-12-31$20,875
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$6,243,823
Participant contributions at end of year2022-12-31$303,267
Participant contributions at beginning of year2022-12-31$331,502
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$604,537
Administrative expenses (other) incurred2022-12-31$143,897
Total non interest bearing cash at end of year2022-12-31$2
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,175,027
Value of net assets at end of year (total assets less liabilities)2022-12-31$58,945,033
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$67,107,677
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$10,240,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,164,830
Interest on participant loans2022-12-31$17,865
Value of interest in common/collective trusts at end of year2022-12-31$48,401,184
Value of interest in common/collective trusts at beginning of year2022-12-31$56,611,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,405,246
Net investment gain or loss from common/collective trusts2022-12-31$-10,122,424
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$1,620,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,166,356
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) PLATINUM PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$894,490
Total transfer of assets from this plan2021-12-31$92,289
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$17,021,574
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,923,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,623,806
Value of total corrective distributions2021-12-31$168,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,530,784
Value of total assets at end of year2021-12-31$67,107,677
Value of total assets at beginning of year2021-12-31$53,207,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$130,704
Total interest from all sources2021-12-31$17,059
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$308,930
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$308,930
Administrative expenses professional fees incurred2021-12-31$13,884
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$5,605,820
Participant contributions at end of year2021-12-31$331,502
Participant contributions at beginning of year2021-12-31$300,817
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,196,767
Administrative expenses (other) incurred2021-12-31$91,071
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$14,069
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$13,098,452
Value of net assets at end of year (total assets less liabilities)2021-12-31$67,107,677
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$53,207,024
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$25,749
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,164,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$52,892,138
Interest on participant loans2021-12-31$17,059
Value of interest in common/collective trusts at end of year2021-12-31$56,611,345
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$112,524
Net investment gain/loss from pooled separate accounts2021-12-31$6,463,862
Net investment gain or loss from common/collective trusts2021-12-31$1,588,415
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$1,728,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,623,806
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) PLATINUM PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$15,012,520
Total of all expenses incurred2020-12-31$5,502,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,265,770
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$69,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,435,290
Value of total assets at end of year2020-12-31$53,207,024
Value of total assets at beginning of year2020-12-31$43,696,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$167,331
Total interest from all sources2020-12-31$17,630
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$4,647,194
Participant contributions at end of year2020-12-31$300,817
Participant contributions at beginning of year2020-12-31$281,943
Participant contributions at end of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$472,012
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$14,069
Total non interest bearing cash at beginning of year2020-12-31$54,395
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$9,510,180
Value of net assets at end of year (total assets less liabilities)2020-12-31$53,207,024
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$43,696,844
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$52,892,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$43,360,506
Interest on participant loans2020-12-31$17,630
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$8,559,600
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$1,316,084
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$5,265,770
Contract administrator fees2020-12-31$167,331
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) PLATINUM PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$4,492,787
Total income from all sources (including contributions)2019-12-31$14,816,836
Total of all expenses incurred2019-12-31$2,784,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,559,745
Expenses. Certain deemed distributions of participant loans2019-12-31$1,107
Value of total corrective distributions2019-12-31$51,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,665,575
Value of total assets at end of year2019-12-31$43,696,844
Value of total assets at beginning of year2019-12-31$27,171,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$171,878
Total interest from all sources2019-12-31$13,367
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$4,818,709
Participant contributions at end of year2019-12-31$281,943
Participant contributions at beginning of year2019-12-31$169,566
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,433,921
Total non interest bearing cash at end of year2019-12-31$54,395
Total non interest bearing cash at beginning of year2019-12-31$99,041
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$12,032,142
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,696,844
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,171,915
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$43,360,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,903,308
Interest on participant loans2019-12-31$13,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,137,894
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$1,412,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,559,745
Contract administrator fees2019-12-31$171,878
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) PLATINUM PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,542,705
Total of all expenses incurred2018-12-31$2,063,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,871,008
Value of total corrective distributions2018-12-31$96,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,878,689
Value of total assets at end of year2018-12-31$27,171,915
Value of total assets at beginning of year2018-12-31$25,692,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$96,473
Total interest from all sources2018-12-31$10,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$4,177,707
Participant contributions at end of year2018-12-31$169,566
Participant contributions at beginning of year2018-12-31$168,773
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$353,564
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$99,041
Total non interest bearing cash at beginning of year2018-12-31$23,441
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$1,479,199
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,171,915
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,692,716
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$26,903,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,500,502
Interest on participant loans2018-12-31$10,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,346,310
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
Contributions received in cash from employer2018-12-31$1,347,418
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$1,871,008
Contract administrator fees2018-12-31$96,473
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) PLATINUM PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$307,498
Total income from all sources (including contributions)2017-12-31$12,484,884
Total of all expenses incurred2017-12-31$848,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$746,123
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$92,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,169,496
Value of total assets at end of year2017-12-31$25,692,716
Value of total assets at beginning of year2017-12-31$13,748,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,849
Total interest from all sources2017-12-31$6,715
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
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$3,128,268
Participant contributions at end of year2017-12-31$168,773
Participant contributions at beginning of year2017-12-31$71,685
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$5,109,683
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$23,441
Total non interest bearing cash at beginning of year2017-12-31$62,919
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$11,636,472
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,692,716
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,748,746
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$25,500,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,614,142
Interest on participant loans2017-12-31$6,715
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$3,308,673
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$931,545
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$746,123
Contract administrator fees2017-12-31$9,849
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) PLATINUM PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,979,934
Total of all expenses incurred2016-12-31$1,187,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,136,713
Expenses. Certain deemed distributions of participant loans2016-12-31$4,198
Value of total corrective distributions2016-12-31$42,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,927,836
Value of total assets at end of year2016-12-31$13,748,746
Value of total assets at beginning of year2016-12-31$10,956,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,950
Total interest from all sources2016-12-31$4,425
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
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$1,955,796
Participant contributions at end of year2016-12-31$71,685
Participant contributions at beginning of year2016-12-31$96,793
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$296,418
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
Administrative expenses (other) incurred2016-12-31$374
Total non interest bearing cash at end of year2016-12-31$62,919
Total non interest bearing cash at beginning of year2016-12-31$15,207
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$2,792,036
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,748,746
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,956,710
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
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,614,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,844,710
Interest on participant loans2016-12-31$4,425
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$1,047,673
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$675,622
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$1,136,713
Contract administrator fees2016-12-31$4,576
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) PLATINUM PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,375,938
Total of all expenses incurred2015-12-31$535,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$487,768
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$45,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,602,042
Value of total assets at end of year2015-12-31$10,956,710
Value of total assets at beginning of year2015-12-31$9,115,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,114
Total interest from all sources2015-12-31$4,638
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$2,114
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$1,482,977
Participant contributions at end of year2015-12-31$96,793
Participant contributions at beginning of year2015-12-31$99,994
Participant contributions at end of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$587,771
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$15,207
Total non interest bearing cash at beginning of year2015-12-31$5,868
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$1,840,875
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,956,710
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,115,835
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$10,844,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,009,973
Interest on participant loans2015-12-31$4,638
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$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-230,742
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$531,294
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$487,768
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) PLATINUM 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$4,153,724
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$880,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$844,704
Value of total corrective distributions2014-12-31$33,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,765,115
Value of total assets at end of year2014-12-31$9,115,835
Value of total assets at beginning of year2014-12-31$5,842,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,986
Total interest from all sources2014-12-31$5,157
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$1,986
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$1,157,044
Participant contributions at end of year2014-12-31$99,994
Participant contributions at beginning of year2014-12-31$45,265
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,227,732
Total non interest bearing cash at end of year2014-12-31$5,868
Total non interest bearing cash at beginning of year2014-12-31$14,786
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$3,273,085
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,115,835
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,842,750
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$9,009,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,782,699
Interest on participant loans2014-12-31$5,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$383,452
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
Contributions received in cash from employer2014-12-31$380,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$844,704
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) PLATINUM PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$1,816,217
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$2,551,179
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$270,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$250,635
Value of total corrective distributions2013-12-31$19,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,761,668
Value of total assets at end of year2013-12-31$5,842,750
Value of total assets at beginning of year2013-12-31$1,745,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$657
Total interest from all sources2013-12-31$1,014
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
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$439,356
Participant contributions at end of year2013-12-31$45,265
Participant contributions at beginning of year2013-12-31$5,363
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,179,996
Total non interest bearing cash at end of year2013-12-31$14,786
Total non interest bearing cash at beginning of year2013-12-31$14,702
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$2,280,557
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,842,750
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,745,976
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$5,782,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,725,911
Interest on participant loans2013-12-31$1,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$788,497
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
Contributions received in cash from employer2013-12-31$142,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$250,635
Contract administrator fees2013-12-31$657
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

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

2022: U.S. PHYSICAL THERAPY, INC. 401(K) PLATINUM 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) PLATINUM 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) PLATINUM 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) PLATINUM 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) PLATINUM 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) PLATINUM 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) PLATINUM 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) PLATINUM 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) PLATINUM 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) PLATINUM 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108301
Policy instance 1
Insurance contract or identification number108301
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-07-02
Total amount of commissions paid to insurance brokerUSD $26,107
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 $14,044
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108301
Policy instance 1
Insurance contract or identification number108301
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $55,597
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees42097
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108301
Policy instance 1
Insurance contract or identification number108301
Number of Individuals Covered1334
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $56,770
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees48444
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108301
Policy instance 1
Insurance contract or identification number108301
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $56,354
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees54629
Additional information about fees paid to insurance brokerTPA FEES, OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameT. ROWE PRICE ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108301
Policy instance 1
Insurance contract or identification number108301
Number of Individuals Covered471
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $31,689
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees18167
Additional information about fees paid to insurance brokerBROKER FEES
Insurance broker organization code?3
Insurance broker nameT. ROWE PRICE ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108301
Policy instance 1
Insurance contract or identification number108301
Number of Individuals Covered355
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 $23,903
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?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 $0
Amount paid for insurance broker fees14606
Additional information about fees paid to insurance brokerBROKER FEES
Insurance broker organization code?3
Insurance broker nameMELTON & MELTON
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108301
Policy instance 1
Insurance contract or identification number108301
Number of Individuals Covered257
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 $23,587
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?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
Amount paid for insurance broker fees13855
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameMBG RETIREMENT, INC.

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