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Plan Name | AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | AMERICAN PHYSICAL THERAPY ASSOCIATION |
Employer identification number (EIN): | 131512769 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about AMERICAN PHYSICAL THERAPY ASSOCIATION
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1983-04-15 |
Company Identification Number: | F042858 |
Legal Registered Office Address: |
1111 NORTH FAIRFAX STREET ALEXANDRIA United States of America (USA) 22314 |
More information about AMERICAN PHYSICAL THERAPY ASSOCIATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | MARY EVERS | |||
002 | 2016-01-01 | RICK ALTMANN | |||
002 | 2015-01-01 | RICK ALTMANN | |||
002 | 2014-01-01 | RICK ALTMANN | ROBERT BATARLA | 2015-07-30 | |
002 | 2013-01-01 | RICHARD ALTMANN | ROBERT BATARLA | 2014-07-30 | |
002 | 2012-01-01 | MARY EVERS | ROBERT BATARLA | 2013-09-12 | |
002 | 2011-01-01 | ELIZABETH RYAN-DREWYER | ROBERT BATARLA | 2012-07-18 | |
002 | 2010-01-01 | ROB BATARLA | ROBERT BATARLA | 2011-07-14 | |
002 | 2009-01-01 | MICHELE RINN |
Measure | Date | Value |
---|---|---|
2022: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 262 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 130 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 144 |
Total of all active and inactive participants | 2022-01-01 | 283 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 284 |
Number of participants with account balances | 2022-01-01 | 282 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
2021: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 268 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 125 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 130 |
Total of all active and inactive participants | 2021-01-01 | 262 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 262 |
Number of participants with account balances | 2021-01-01 | 262 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
2020: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 277 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 141 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 119 |
Total of all active and inactive participants | 2020-01-01 | 268 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 268 |
Number of participants with account balances | 2020-01-01 | 268 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 5 |
2019: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 275 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 148 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 121 |
Total of all active and inactive participants | 2019-01-01 | 277 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 277 |
Number of participants with account balances | 2019-01-01 | 277 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 9 |
2018: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 273 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 152 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 116 |
Total of all active and inactive participants | 2018-01-01 | 275 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 275 |
Number of participants with account balances | 2018-01-01 | 275 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 15 |
2017: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 277 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 158 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 108 |
Total of all active and inactive participants | 2017-01-01 | 273 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 273 |
Number of participants with account balances | 2017-01-01 | 272 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 14 |
2016: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 263 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 170 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 102 |
Total of all active and inactive participants | 2016-01-01 | 277 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 277 |
Number of participants with account balances | 2016-01-01 | 277 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 13 |
2015: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 271 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 152 |
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 | 106 |
Total of all active and inactive participants | 2015-01-01 | 262 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 263 |
Number of participants with account balances | 2015-01-01 | 261 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 18 |
2014: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 265 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 171 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 96 |
Total of all active and inactive participants | 2014-01-01 | 271 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 271 |
Number of participants with account balances | 2014-01-01 | 268 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 12 |
2013: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 272 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 167 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 95 |
Total of all active and inactive participants | 2013-01-01 | 265 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 265 |
Number of participants with account balances | 2013-01-01 | 264 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 10 |
2012: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 277 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 163 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 106 |
Total of all active and inactive participants | 2012-01-01 | 271 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 272 |
Number of participants with account balances | 2012-01-01 | 272 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 10 |
2011: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 229 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 169 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 105 |
Total of all active and inactive participants | 2011-01-01 | 277 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 277 |
Number of participants with account balances | 2011-01-01 | 276 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 6 |
2010: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 224 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 161 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 68 |
Total of all active and inactive participants | 2010-01-01 | 229 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 229 |
Number of participants with account balances | 2010-01-01 | 165 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 205 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 165 |
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 | 59 |
Total of all active and inactive participants | 2009-01-01 | 224 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 224 |
Number of participants with account balances | 2009-01-01 | 153 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
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 | $-14,247,616 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,626,986 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,594,704 |
Value of total corrective distributions | 2022-12-31 | $553 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,351,491 |
Value of total assets at end of year | 2022-12-31 | $73,857,647 |
Value of total assets at beginning of year | 2022-12-31 | $90,732,249 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $31,729 |
Total interest from all sources | 2022-12-31 | $10,407 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,311,209 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $3,311,209 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,153,946 |
Participant contributions at end of year | 2022-12-31 | $209,532 |
Participant contributions at beginning of year | 2022-12-31 | $303,625 |
Other income not declared elsewhere | 2022-12-31 | $1,575 |
Administrative expenses (other) incurred | 2022-12-31 | $31,729 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-16,874,602 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $73,857,647 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $90,732,249 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $71,815,722 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $88,614,657 |
Interest on participant loans | 2022-12-31 | $10,407 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,832,393 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,813,967 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-19,948,726 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $26,428 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,197,545 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,594,704 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Disclaimer |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2022-12-31 | 410749746 |
2021 : AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
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 | $14,834,848 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $7,382,699 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,337,984 |
Value of total corrective distributions | 2021-12-31 | $10,413 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,682,924 |
Value of total assets at end of year | 2021-12-31 | $90,732,249 |
Value of total assets at beginning of year | 2021-12-31 | $83,280,100 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $34,302 |
Total interest from all sources | 2021-12-31 | $16,299 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $8,039,075 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $8,039,075 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,228,394 |
Participant contributions at end of year | 2021-12-31 | $303,625 |
Participant contributions at beginning of year | 2021-12-31 | $445,719 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $183,190 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $2,049 |
Other income not declared elsewhere | 2021-12-31 | $2,428 |
Administrative expenses (other) incurred | 2021-12-31 | $34,302 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $7,452,149 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $90,732,249 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $83,280,100 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $88,614,657 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $80,899,981 |
Interest on participant loans | 2021-12-31 | $16,299 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,813,967 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,934,400 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,069,243 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $24,879 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,271,340 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,335,935 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2021-12-31 | 410749746 |
2020 : AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $14,774,463 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $8,439,571 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $8,417,699 |
Value of total corrective distributions | 2020-12-31 | $11,583 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,290,890 |
Value of total assets at end of year | 2020-12-31 | $83,280,100 |
Value of total assets at beginning of year | 2020-12-31 | $76,945,208 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $10,289 |
Total interest from all sources | 2020-12-31 | $18,100 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,438,429 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $3,438,429 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,200,320 |
Participant contributions at end of year | 2020-12-31 | $445,719 |
Participant contributions at beginning of year | 2020-12-31 | $412,489 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $767,050 |
Other income not declared elsewhere | 2020-12-31 | $294 |
Administrative expenses (other) incurred | 2020-12-31 | $10,289 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $6,334,892 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $83,280,100 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $76,945,208 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $80,899,981 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $74,101,991 |
Interest on participant loans | 2020-12-31 | $18,100 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,934,400 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,430,728 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $7,982,725 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $44,025 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,323,520 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,417,699 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2020-12-31 | 410749746 |
2019 : AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $17,715,566 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,113,998 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,111,629 |
Value of total corrective distributions | 2019-12-31 | $1,602 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,557,552 |
Value of total assets at end of year | 2019-12-31 | $76,945,208 |
Value of total assets at beginning of year | 2019-12-31 | $62,343,640 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $767 |
Total interest from all sources | 2019-12-31 | $15,402 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,631,185 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,631,185 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,222,891 |
Participant contributions at end of year | 2019-12-31 | $412,489 |
Participant contributions at beginning of year | 2019-12-31 | $342,477 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $37,492 |
Other income not declared elsewhere | 2019-12-31 | $426 |
Administrative expenses (other) incurred | 2019-12-31 | $767 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $14,601,568 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $76,945,208 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $62,343,640 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $74,101,991 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $59,753,876 |
Interest on participant loans | 2019-12-31 | $15,402 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,430,728 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,247,287 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $11,434,079 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $76,922 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,297,169 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,111,629 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,339,871 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $5,934,793 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $5,934,173 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,815,044 |
Value of total assets at end of year | 2018-12-31 | $62,343,640 |
Value of total assets at beginning of year | 2018-12-31 | $66,938,562 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $620 |
Total interest from all sources | 2018-12-31 | $13,098 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $3,480,301 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $3,480,301 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,162,121 |
Participant contributions at end of year | 2018-12-31 | $342,477 |
Participant contributions at beginning of year | 2018-12-31 | $367,640 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $424,167 |
Other income not declared elsewhere | 2018-12-31 | $17,166 |
Administrative expenses (other) incurred | 2018-12-31 | $620 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-4,594,922 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $62,343,640 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $66,938,562 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $59,753,876 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $64,332,257 |
Interest on participant loans | 2018-12-31 | $13,098 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,247,287 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,238,665 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-6,032,063 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $46,325 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,228,756 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,934,173 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $14,671,042 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,090,848 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,090,248 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,794,270 |
Value of total assets at end of year | 2017-12-31 | $66,938,562 |
Value of total assets at beginning of year | 2017-12-31 | $55,358,368 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $600 |
Total interest from all sources | 2017-12-31 | $12,531 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,534,634 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,534,634 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,074,141 |
Participant contributions at end of year | 2017-12-31 | $367,640 |
Participant contributions at beginning of year | 2017-12-31 | $310,142 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $517,491 |
Other income not declared elsewhere | 2017-12-31 | $27 |
Administrative expenses (other) incurred | 2017-12-31 | $600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $11,580,194 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $66,938,562 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $55,358,368 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $64,332,257 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $52,374,664 |
Interest on participant loans | 2017-12-31 | $12,531 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,238,665 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,673,562 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $8,285,694 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $43,886 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,202,638 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,090,248 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2016 : AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $7,853,766 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,272,191 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,271,591 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,632,395 |
Value of total assets at end of year | 2016-12-31 | $55,358,368 |
Value of total assets at beginning of year | 2016-12-31 | $49,776,793 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $600 |
Total interest from all sources | 2016-12-31 | $8,747 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,744,863 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,744,863 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,014,198 |
Participant contributions at end of year | 2016-12-31 | $310,142 |
Participant contributions at beginning of year | 2016-12-31 | $239,284 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $484,732 |
Other income not declared elsewhere | 2016-12-31 | $35 |
Administrative expenses (other) incurred | 2016-12-31 | $600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $5,581,575 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $55,358,368 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $49,776,793 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $52,374,664 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $47,132,786 |
Interest on participant loans | 2016-12-31 | $8,747 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,673,562 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,404,723 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,423,726 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $44,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,133,465 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,271,591 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $3,560,657 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $4,735,583 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,734,903 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,157,927 |
Value of total assets at end of year | 2015-12-31 | $49,776,793 |
Value of total assets at beginning of year | 2015-12-31 | $50,951,719 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $680 |
Total interest from all sources | 2015-12-31 | $10,259 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,138,505 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $2,138,505 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,020,324 |
Participant contributions at end of year | 2015-12-31 | $239,284 |
Participant contributions at beginning of year | 2015-12-31 | $339,478 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $10,603 |
Other income not declared elsewhere | 2015-12-31 | $310 |
Administrative expenses (other) incurred | 2015-12-31 | $680 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,174,926 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $49,776,793 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $50,951,719 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $47,132,786 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $48,471,762 |
Interest on participant loans | 2015-12-31 | $10,259 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,404,723 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,140,479 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,722,709 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-23,635 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,127,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,734,903 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2015-12-31 | 410746749 |
2014 : AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $7,544,020 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,447,275 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,444,523 |
Value of total corrective distributions | 2014-12-31 | $2,212 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,270,731 |
Value of total assets at end of year | 2014-12-31 | $50,951,719 |
Value of total assets at beginning of year | 2014-12-31 | $44,854,974 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $540 |
Total interest from all sources | 2014-12-31 | $10,354 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,165,914 |
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 | $2,165,914 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,026,954 |
Participant contributions at end of year | 2014-12-31 | $339,478 |
Participant contributions at beginning of year | 2014-12-31 | $283,841 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $70,443 |
Administrative expenses (other) incurred | 2014-12-31 | $540 |
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 |
Value of net income/loss | 2014-12-31 | $6,096,745 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $50,951,719 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $44,854,974 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $48,471,762 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $42,487,876 |
Interest on participant loans | 2014-12-31 | $10,354 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,140,479 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,083,257 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $2,052,374 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $44,647 |
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 | $2,173,334 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,444,523 |
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 |
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 | JOHNSON LAMBERT LLP |
Accountancy firm EIN | 2014-12-31 | 521446779 |
2013 : AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $11,805,347 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $4,571,749 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,568,939 |
Value of total corrective distributions | 2013-12-31 | $2,230 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,181,016 |
Value of total assets at end of year | 2013-12-31 | $44,854,974 |
Value of total assets at beginning of year | 2013-12-31 | $37,621,376 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $580 |
Total interest from all sources | 2013-12-31 | $8,600 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,675,616 |
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 | $1,675,616 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $940,628 |
Participant contributions at end of year | 2013-12-31 | $283,841 |
Participant contributions at beginning of year | 2013-12-31 | $236,461 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $94,700 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $580 |
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 | $7,233,598 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $44,854,974 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $37,621,376 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $42,487,876 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $35,312,972 |
Interest on participant loans | 2013-12-31 | $8,600 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,083,257 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,071,943 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $6,952,253 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-12,138 |
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 | $2,145,688 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,568,939 |
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 |
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 | JOHNSON LAMBERT LLP |
Accountancy firm EIN | 2013-12-31 | 521446779 |
2012 : AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $19,496 |
Total income from all sources (including contributions) | 2012-12-31 | $6,881,739 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,691,926 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,635,036 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $36,901 |
Value of total corrective distributions | 2012-12-31 | $19,269 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,946,855 |
Value of total assets at end of year | 2012-12-31 | $37,621,376 |
Value of total assets at beginning of year | 2012-12-31 | $32,451,059 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $720 |
Total interest from all sources | 2012-12-31 | $12,069 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $818,596 |
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 | $818,596 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $878,138 |
Participant contributions at end of year | 2012-12-31 | $236,461 |
Participant contributions at beginning of year | 2012-12-31 | $358,245 |
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 | $19,496 |
Administrative expenses (other) incurred | 2012-12-31 | $720 |
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 | $5,189,813 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $37,621,376 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $32,431,563 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $35,312,972 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $29,681,314 |
Interest on participant loans | 2012-12-31 | $12,069 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,071,943 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,411,500 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,059,689 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $44,530 |
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 | $2,068,717 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,635,036 |
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 |
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 | JOHNSON LAMBERT LLP |
Accountancy firm EIN | 2012-12-31 | 521446779 |
2011 : AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $26,560,678 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $19,496 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $25,769 |
Total income from all sources (including contributions) | 2011-12-31 | $1,181,500 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $887,069 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $856,769 |
Value of total corrective distributions | 2011-12-31 | $29,429 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,045,769 |
Value of total assets at end of year | 2011-12-31 | $32,451,059 |
Value of total assets at beginning of year | 2011-12-31 | $5,602,223 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $871 |
Total interest from all sources | 2011-12-31 | $6,903 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $602,307 |
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 | $602,307 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $661,292 |
Participant contributions at end of year | 2011-12-31 | $358,245 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $19,526 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $413,105 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $19,496 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $25,769 |
Administrative expenses (other) incurred | 2011-12-31 | $871 |
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 | $294,431 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $32,431,563 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,576,454 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $29,681,314 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,286,916 |
Interest on participant loans | 2011-12-31 | $6,903 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,411,500 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $295,781 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,609,726 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $136,247 |
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 | $971,372 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $856,769 |
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 |
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 | JOHNSON LAMBERT LLP |
Accountancy firm EIN | 2011-12-31 | 521446779 |
2010 : AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $25,769 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,750 |
Total income from all sources (including contributions) | 2010-12-31 | $1,128,789 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $139,304 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $137,228 |
Value of total corrective distributions | 2010-12-31 | $2,076 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $546,951 |
Value of total assets at end of year | 2010-12-31 | $5,602,223 |
Value of total assets at beginning of year | 2010-12-31 | $4,588,719 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $95,027 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $95,027 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $517,112 |
Participant contributions at end of year | 2010-12-31 | $19,526 |
Participant contributions at beginning of year | 2010-12-31 | $16,513 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $29,839 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $25,769 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $1,750 |
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 | $989,485 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,576,454 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,586,969 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $5,286,916 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,312,548 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $295,781 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $259,658 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $473,063 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $13,748 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $137,228 |
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 |
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 | JOHNSON LAMBERT AND CO. LLP |
Accountancy firm EIN | 2010-12-31 | 521446779 |
2022: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | Yes |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 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 | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: AMERICAN PHYSICAL THERAPY ASSOCIATION PROFIT SHARING AND 401(K) 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |