?>
Logo

A & A PHYSICAL THERAPY 401K PLAN 401k Plan overview

Plan NameA & A PHYSICAL THERAPY 401K PLAN
Plan identification number 002

A & A PHYSICAL THERAPY 401K 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
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WALTER L. ABBEY has sponsored the creation of one or more 401k plans.

Company Name:WALTER L. ABBEY
Employer identification number (EIN):942846979
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 A & A PHYSICAL THERAPY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01WALTER L. ABBEY2022-10-28
0022020-01-01
0022018-01-01
0022017-01-01
0022016-01-01WALTER L. ABBEY2017-10-13
0022015-01-01WALTER L. ABBEY2016-09-21
0022014-01-01WALTER L. ABBEY2015-10-13
0022013-01-01WALTER ABBEY2014-10-14
0022012-01-01WALTER ABBEY2013-10-08
0022011-01-01WALTER ABBEY2012-10-15
0022010-01-01WALTER ABBEY2011-10-17

Plan Statistics for A & A PHYSICAL THERAPY 401K PLAN

401k plan membership statisitcs for A & A PHYSICAL THERAPY 401K PLAN

Measure Date Value
2021: A & A PHYSICAL THERAPY 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0111
Number of participants with account balances2021-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010

Financial Data on A & A PHYSICAL THERAPY 401K PLAN

Measure Date Value
2021 : A & A PHYSICAL THERAPY 401K PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$4,400
Total plan liabilities at beginning of year2021-12-31$4,400
Total income from all sources2021-12-31$58,600
Expenses. Total of all expenses incurred2021-12-31$1,204
Benefits paid (including direct rollovers)2021-12-31$1,204
Total plan assets at end of year2021-12-31$611,796
Total plan assets at beginning of year2021-12-31$554,400
Total contributions received or receivable from participants2021-12-31$39,500
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$17,261
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$57,396
Net plan assets at end of year (total assets less liabilities)2021-12-31$607,396
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$550,000
Total contributions received or receivable from employer(s)2021-12-31$1,839
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2019 : A & A PHYSICAL THERAPY 401K PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$4,400
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$108,010
Expenses. Total of all expenses incurred2019-12-31$17,616
Benefits paid (including direct rollovers)2019-12-31$17,616
Total plan assets at end of year2019-12-31$528,221
Total plan assets at beginning of year2019-12-31$433,427
Total contributions received or receivable from participants2019-12-31$3,600
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$104,410
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$90,394
Net plan assets at end of year (total assets less liabilities)2019-12-31$523,821
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$433,427
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0

Form 5500 Responses for A & A PHYSICAL THERAPY 401K PLAN

2021: A & A PHYSICAL THERAPY 401K 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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