401k Plan data: ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN plan

ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN
Plan identification number	001

ATTAIN THERAPY & FITNESS 401(K) RETIREMENT 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.
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

PERFORMANCE REHABILITATION OF WESTERN NEW ENGLAND, P.C. has sponsored the creation of one or more 401k plans.

Company Name: PERFORMANCE REHABILITATION OF WESTERN NEW ENGLAND, P.C.

Employer identification number (EIN): 043527497

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 ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JAMES BIRON
001 2015-01-01 JAMES BIRON
001 2014-01-01 JAMES BIRON
001 2013-01-01 JAMES BIRON 2014-05-14
001 2012-10-01 JAMES BIRON 2013-07-09
001 2011-10-01 JAMES BIRON 2012-12-14
001 2010-10-01 JENNIFER YACOVONE 2012-02-01
001 2006-10-01 JAMES BIRON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01	JAMES BIRON
001	2015-01-01	JAMES BIRON
001	2014-01-01	JAMES BIRON
001	2013-01-01	JAMES BIRON	2014-05-14
001	2012-10-01	JAMES BIRON	2013-07-09
001	2011-10-01	JAMES BIRON	2012-12-14
001	2010-10-01	JENNIFER YACOVONE	2012-02-01
001	2006-10-01	JAMES BIRON

Plan Statistics for ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN

401k plan membership statisitcs for ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN

Measure Date Value
2016: ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 62
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 19
Total of all active and inactive participants 2015-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 85
Number of participants with account balances 2015-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 53
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 16
Total of all active and inactive participants 2014-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 70
Number of participants with account balances 2014-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2006: ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN 2006 401k membership
Total participants, beginning-of-year 2006-10-01 14
Total number of active participants reported on line 7a of the Form 5500 2006-10-01 23
Number of retired or separated participants receiving benefits 2006-10-01 0
Number of other retired or separated participants entitled to future benefits 2006-10-01 0
Total of all active and inactive participants 2006-10-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-10-01 0
Total participants 2006-10-01 23
Number of participants with account balances 2006-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-10-01 0

Measure	Date	Value
2016: ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	62
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	19
Total of all active and inactive participants	2015-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	85
Number of participants with account balances	2015-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	53
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	16
Total of all active and inactive participants	2014-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	70
Number of participants with account balances	2014-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2006: ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN 2006 401k membership
Total participants, beginning-of-year	2006-10-01	14
Total number of active participants reported on line 7a of the Form 5500	2006-10-01	23
Number of retired or separated participants receiving benefits	2006-10-01	0
Number of other retired or separated participants entitled to future benefits	2006-10-01	0
Total of all active and inactive participants	2006-10-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-10-01	0
Total participants	2006-10-01	23
Number of participants with account balances	2006-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-10-01	0

Financial Data on ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN

Measure	Date	Value
2016 : ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-10-26	$-71,365
Expenses. Total of all expenses incurred	2016-10-26	$2,195,954
Benefits paid (including direct rollovers)	2016-10-26	$2,195,954
Total plan assets at end of year	2016-10-26	$0
Total plan assets at beginning of year	2016-10-26	$2,267,319
Value of fidelity bond covering the plan	2016-10-26	$180,000
Other income received	2016-10-26	$-71,365
Net income (gross income less expenses)	2016-10-26	$-2,267,319
Net plan assets at end of year (total assets less liabilities)	2016-10-26	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-10-26	$2,267,319
Assets. Value of participant loans	2016-10-26	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-10-26	$0
2015 : ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$172,418
Expenses. Total of all expenses incurred	2015-12-31	$35,658
Benefits paid (including direct rollovers)	2015-12-31	$35,658
Total plan assets at end of year	2015-12-31	$2,267,319
Total plan assets at beginning of year	2015-12-31	$2,130,559
Value of fidelity bond covering the plan	2015-12-31	$180,000
Total contributions received or receivable from participants	2015-12-31	$151,260
Other income received	2015-12-31	$-54,885
Net income (gross income less expenses)	2015-12-31	$136,760
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,267,319
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,130,559
Assets. Value of participant loans	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$76,043
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$441,924
Expenses. Total of all expenses incurred	2014-12-31	$89,964
Benefits paid (including direct rollovers)	2014-12-31	$89,964
Total plan assets at end of year	2014-12-31	$2,130,559
Total plan assets at beginning of year	2014-12-31	$1,778,599
Value of fidelity bond covering the plan	2014-12-31	$180,000
Total contributions received or receivable from participants	2014-12-31	$160,008
Contributions received from other sources (not participants or employers)	2014-12-31	$93,626
Other income received	2014-12-31	$106,683
Net income (gross income less expenses)	2014-12-31	$351,960
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,130,559
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,778,599
Total contributions received or receivable from employer(s)	2014-12-31	$81,607
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2007 : ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-09-30	$0

Form 5500 Responses for ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN

2016: ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ATTAIN THERAPY & FITNESS 401(K) RETIREMENT 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
2006: ATTAIN THERAPY & FITNESS 401(K) RETIREMENT PLAN 2006 form 5500 responses
2006-10-01	Type of plan entity	Single employer plan
2006-10-01	First time form 5500 has been submitted	Yes
2006-10-01	Submission has been amended	No
2006-10-01	This submission is the final filing	No
2006-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-10-01	Plan is a collectively bargained plan	No
2006-10-01	Plan funding arrangement – Insurance	Yes
2006-10-01	Plan funding arrangement – Trust	Yes
2006-10-01	Plan benefit arrangement – Insurance	Yes
2006-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812492

Policy instance

Insurance contract or identification number	812492
Number of Individuals Covered	59
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,750
Total amount of fees paid to insurance company	USD $467
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,750
Insurance broker organization code?	3
Amount paid for insurance broker fees	467
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker name	SWERDLIN & COMPANY

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

940684-01

Policy instance

Insurance contract or identification number	940684-01
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-15
Total amount of commissions paid to insurance broker	USD $189
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $189
Insurance broker organization code?	3
Insurance broker name	JOHN ERNST

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812492

Policy instance

Insurance contract or identification number	812492
Number of Individuals Covered	52
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $6,466
Total amount of fees paid to insurance company	USD $7,248
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	7248
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE PROGRAMS
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $6,466
Insurance broker name	CES INSURANCE AGENCY INC.

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

940684-01

Policy instance

Insurance contract or identification number	940684-01
Number of Individuals Covered	18
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $5,877
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $5,877
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	JOHN ERNST

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Company Name:	PERFORMANCE REHABILITATION OF WESTERN NEW ENGLAND, P.C.
Employer identification number (EIN):	043527497
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists