401k Plan data: SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN plan

SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN
Plan identification number	001

SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION, A PC has sponsored the creation of one or more 401k plans.

Company Name: SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION, A PC

Employer identification number (EIN): 770563685

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 JAMES E. GLINN
001 2013-01-01 JAMES E. GLINN
001 2012-01-01 JAMES E. GLINN
001 2011-01-01 MATTHEW WILD
001 2009-01-01 MATTHEW WILD MATTHEW WILD 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	JAMES E. GLINN
001	2013-01-01	JAMES E. GLINN
001	2012-01-01	JAMES E. GLINN
001	2011-01-01	MATTHEW WILD
001	2009-01-01	MATTHEW WILD	MATTHEW WILD	2010-10-05

Plan Statistics for SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 175
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 64
Total of all active and inactive participants 2014-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 239
Number of participants with account balances 2014-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 24
2013: SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 166
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 51
Total of all active and inactive participants 2013-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 217
Number of participants with account balances 2013-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 24
2012: SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 166
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 43
Total of all active and inactive participants 2012-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 209
Number of participants with account balances 2012-01-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 15
2011: SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 153
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 40
Total of all active and inactive participants 2011-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 193
Number of participants with account balances 2011-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 11
2009: SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 119
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 23
Total of all active and inactive participants 2009-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 142
Number of participants with account balances 2009-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	175
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	64
Total of all active and inactive participants	2014-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	239
Number of participants with account balances	2014-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	24
2013: SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	166
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	51
Total of all active and inactive participants	2013-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	217
Number of participants with account balances	2013-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	24
2012: SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	166
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	43
Total of all active and inactive participants	2012-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	209
Number of participants with account balances	2012-01-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	15
2011: SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	153
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	40
Total of all active and inactive participants	2011-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	193
Number of participants with account balances	2011-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	11
2009: SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	119
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	23
Total of all active and inactive participants	2009-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	142
Number of participants with account balances	2009-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$61,931
Total unrealized appreciation/depreciation of assets	2014-12-31	$61,931
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$8,762
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$20,805
Total income from all sources (including contributions)	2014-12-31	$688,308
Total loss/gain on sale of assets	2014-12-31	$47,093
Total of all expenses incurred	2014-12-31	$261,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$229,471
Value of total corrective distributions	2014-12-31	$8,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$360,284
Value of total assets at end of year	2014-12-31	$6,997,122
Value of total assets at beginning of year	2014-12-31	$6,582,317
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$23,899
Total interest from all sources	2014-12-31	$618
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$54,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$52,215
Administrative expenses professional fees incurred	2014-12-31	$353
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$360,284
Participant contributions at end of year	2014-12-31	$9,729
Participant contributions at beginning of year	2014-12-31	$20,146
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$131
Total non interest bearing cash at end of year	2014-12-31	$254
Total non interest bearing cash at beginning of year	2014-12-31	$254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$426,848
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,988,360
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,561,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$23,546
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,286,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,919,102
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,615,907
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,156,064
Interest on participant loans	2014-12-31	$591
Interest earned on other investments	2014-12-31	$18
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$17,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$15,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$15,006
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$33,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$35,267
Net investment gain/loss from pooled separate accounts	2014-12-31	$163,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$0
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$400,000
Income. Dividends from common stock	2014-12-31	$2,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$229,471
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$34,009
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$36,478
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$8,762
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$20,805
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$130,667
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$83,574
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN	2014-12-31	262350873
2013 : SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$395,546
Total unrealized appreciation/depreciation of assets	2013-12-31	$395,546
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$20,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$96,831
Total income from all sources (including contributions)	2013-12-31	$1,956,251
Total loss/gain on sale of assets	2013-12-31	$148,487
Total of all expenses incurred	2013-12-31	$440,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$419,642
Value of total corrective distributions	2013-12-31	$1,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$821,811
Value of total assets at end of year	2013-12-31	$6,582,317
Value of total assets at beginning of year	2013-12-31	$5,143,051
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$20,264
Total interest from all sources	2013-12-31	$2,221
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$41,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$41,161
Administrative expenses professional fees incurred	2013-12-31	$462
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$800,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$312,417
Participant contributions at end of year	2013-12-31	$20,146
Participant contributions at beginning of year	2013-12-31	$64,159
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$101,197
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$173
Liabilities. Value of operating payables at end of year	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$254
Total non interest bearing cash at beginning of year	2013-12-31	$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,515,292
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,561,512
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,046,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$19,802
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,919,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,183,196
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,156,064
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,460,214
Interest on participant loans	2013-12-31	$2,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$15,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$163,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$163,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$35,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$36,262
Net investment gain/loss from pooled separate accounts	2013-12-31	$546,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$408,197
Employer contributions (assets) at end of year	2013-12-31	$400,000
Employer contributions (assets) at beginning of year	2013-12-31	$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$419,642
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$36,478
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$35,355
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$20,805
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$96,831
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$249,533
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$101,046
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN	2013-12-31	262350873
2012 : SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$125,682
Total unrealized appreciation/depreciation of assets	2012-12-31	$125,682
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$96,831
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	$1,483,256
Total loss/gain on sale of assets	2012-12-31	$210,536
Total of all expenses incurred	2012-12-31	$168,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$143,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$802,427
Value of total assets at end of year	2012-12-31	$5,143,051
Value of total assets at beginning of year	2012-12-31	$3,731,025
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$24,131
Total interest from all sources	2012-12-31	$1,701
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$73,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$73,002
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$800,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$301,290
Participant contributions at end of year	2012-12-31	$64,159
Participant contributions at beginning of year	2012-12-31	$7,508
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,137
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$152
Liabilities. Value of operating payables at end of year	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$0
Total non interest bearing cash at end of year	2012-12-31	$125
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,315,195
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,046,220
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,731,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$24,131
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,183,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,269,837
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,460,214
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,736,636
Interest on participant loans	2012-12-31	$1,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$163,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$33,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$33,906
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$36,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$269,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$500,000
Employer contributions (assets) at end of year	2012-12-31	$200,000
Employer contributions (assets) at beginning of year	2012-12-31	$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$143,930
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$35,355
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$183,138
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$96,831
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$547,931
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$337,395
Liabilities. Value of acquisition indebtedness at end of year	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN	2012-12-31	262350873
2011 : SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-110,980
Total unrealized appreciation/depreciation of assets	2011-12-31	$-110,980
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	$784,898
Total loss/gain on sale of assets	2011-12-31	$12,173
Total of all expenses incurred	2011-12-31	$116,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$88,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$899,414
Value of total assets at end of year	2011-12-31	$3,731,025
Value of total assets at beginning of year	2011-12-31	$3,062,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$27,984
Total interest from all sources	2011-12-31	$778
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$39,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$39,150
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$400,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$260,526
Participant contributions at end of year	2011-12-31	$7,508
Participant contributions at beginning of year	2011-12-31	$5,874
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$138,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Liabilities. Value of operating payables at end of year	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$668,366
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,731,025
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,062,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$27,984
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,269,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,197,384
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,736,636
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,475,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$33,906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$93,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$93,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$778
Net investment gain/loss from pooled separate accounts	2011-12-31	$-55,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$500,000
Employer contributions (assets) at end of year	2011-12-31	$500,000
Employer contributions (assets) at beginning of year	2011-12-31	$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$88,548
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$183,138
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$189,532
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$70,807
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$58,634
Liabilities. Value of acquisition indebtedness at end of year	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN	2011-12-31	262350873
2010 : SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$-56,717
Total unrealized appreciation/depreciation of assets	2010-12-31	$-56,717
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	$3,619
Total income from all sources (including contributions)	2010-12-31	$864,297
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$80,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$55,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$609,509
Value of total assets at end of year	2010-12-31	$3,062,659
Value of total assets at beginning of year	2010-12-31	$2,282,423
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$25,113
Total interest from all sources	2010-12-31	$29,540
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$400,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$238,666
Participant contributions at end of year	2010-12-31	$5,874
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$20,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Liabilities. Value of operating payables at end of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$500
Total non interest bearing cash at end of year	2010-12-31	$335
Total non interest bearing cash at beginning of year	2010-12-31	$454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$783,855
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,062,659
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,278,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$25,113
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,197,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$596,138
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,475,830
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,100,571
Income. Interest from corporate debt instruments	2010-12-31	$29,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$93,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$55,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$55,763
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$95,662
Net investment gain/loss from pooled separate accounts	2010-12-31	$186,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$350,000
Employer contributions (assets) at end of year	2010-12-31	$100,000
Employer contributions (assets) at beginning of year	2010-12-31	$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$55,329
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$189,532
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$279,497
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$3,119
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN	2010-12-31	262350873
2009 : SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN

2014: SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SAN LUIS PHYSICAL THERAPY & ORTHOPEDIC REHABILITATION, A PC
Employer identification number (EIN):	770563685
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists