CAREY & DALEY PHYSICAL THERAPY, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN
401k plan membership statisitcs for CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN
Measure | Date | Value |
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2022: CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1 |
Number of participants with account balances | 2022-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 11 |
Number of participants with account balances | 2021-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 9 |
Number of participants with account balances | 2020-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 9 |
Number of participants with account balances | 2019-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 9 |
Number of participants with account balances | 2018-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 8 |
Number of participants with account balances | 2017-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
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 | 3 |
Total of all active and inactive participants | 2016-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 15 |
Number of participants with account balances | 2016-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
Total of all active and inactive participants | 2015-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
Total of all active and inactive participants | 2013-01-01 | 19 |
Total participants | 2013-01-01 | 19 |
2012: CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 19 |
Total participants | 2012-01-01 | 19 |
2011: CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
Total of all active and inactive participants | 2011-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2010-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 19 |
Total participants | 2009-01-01 | 19 |
Number of participants with account balances | 2009-01-01 | 19 |
Measure | Date | Value |
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2022 : CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $14,486 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,630,423 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,629,898 |
Total plan assets at end of year | 2022-12-31 | $120,920 |
Total plan assets at beginning of year | 2022-12-31 | $1,736,857 |
Value of fidelity bond covering the plan | 2022-12-31 | $20,000 |
Total contributions received or receivable from participants | 2022-12-31 | $14,486 |
Net income (gross income less expenses) | 2022-12-31 | $-1,615,937 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $120,920 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,736,857 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $525 |
2021 : CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $235,189 |
Expenses. Total of all expenses incurred | 2021-12-31 | $50,717 |
Benefits paid (including direct rollovers) | 2021-12-31 | $42,797 |
Total plan assets at end of year | 2021-12-31 | $1,736,857 |
Total plan assets at beginning of year | 2021-12-31 | $1,552,385 |
Value of fidelity bond covering the plan | 2021-12-31 | $180,000 |
Total contributions received or receivable from participants | 2021-12-31 | $24,950 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $1,132 |
Other income received | 2021-12-31 | $209,107 |
Net income (gross income less expenses) | 2021-12-31 | $184,472 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,736,857 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,552,385 |
Assets. Value of participant loans | 2021-12-31 | $11,488 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $7,920 |
2020 : CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $187,939 |
Expenses. Total of all expenses incurred | 2020-12-31 | $26,812 |
Benefits paid (including direct rollovers) | 2020-12-31 | $18,180 |
Total plan assets at end of year | 2020-12-31 | $1,552,385 |
Total plan assets at beginning of year | 2020-12-31 | $1,391,258 |
Value of fidelity bond covering the plan | 2020-12-31 | $160,000 |
Total contributions received or receivable from participants | 2020-12-31 | $24,906 |
Other income received | 2020-12-31 | $163,033 |
Net income (gross income less expenses) | 2020-12-31 | $161,127 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,552,385 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,391,258 |
Assets. Value of participant loans | 2020-12-31 | $16,943 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $8,632 |
2019 : CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $340,963 |
Expenses. Total of all expenses incurred | 2019-12-31 | $637,278 |
Benefits paid (including direct rollovers) | 2019-12-31 | $628,373 |
Total plan assets at end of year | 2019-12-31 | $1,391,258 |
Total plan assets at beginning of year | 2019-12-31 | $1,687,573 |
Value of fidelity bond covering the plan | 2019-12-31 | $140,000 |
Total contributions received or receivable from participants | 2019-12-31 | $25,790 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $47,812 |
Other income received | 2019-12-31 | $267,361 |
Net income (gross income less expenses) | 2019-12-31 | $-296,315 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,391,258 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,687,573 |
Assets. Value of participant loans | 2019-12-31 | $21,871 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $8,905 |
2018 : CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-44,151 |
Expenses. Total of all expenses incurred | 2018-12-31 | $30,650 |
Benefits paid (including direct rollovers) | 2018-12-31 | $30,650 |
Total plan assets at end of year | 2018-12-31 | $1,687,573 |
Total plan assets at beginning of year | 2018-12-31 | $1,762,374 |
Value of fidelity bond covering the plan | 2018-12-31 | $170,000 |
Total contributions received or receivable from participants | 2018-12-31 | $35,544 |
Other income received | 2018-12-31 | $-79,695 |
Net income (gross income less expenses) | 2018-12-31 | $-74,801 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,687,573 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,762,374 |
2017 : CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $190,520 |
Total plan assets at end of year | 2017-12-31 | $1,762,374 |
Total plan assets at beginning of year | 2017-12-31 | $1,571,854 |
Value of fidelity bond covering the plan | 2017-12-31 | $180,000 |
Total contributions received or receivable from participants | 2017-12-31 | $49,236 |
Other income received | 2017-12-31 | $141,284 |
Net income (gross income less expenses) | 2017-12-31 | $190,520 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,762,374 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,571,854 |
Assets. Value of participant loans | 2017-12-31 | $5,259 |
2016 : CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $143,694 |
Expenses. Total of all expenses incurred | 2016-12-31 | $161,769 |
Benefits paid (including direct rollovers) | 2016-12-31 | $161,769 |
Total plan assets at end of year | 2016-12-31 | $1,571,854 |
Total plan assets at beginning of year | 2016-12-31 | $1,589,929 |
Value of fidelity bond covering the plan | 2016-12-31 | $160,000 |
Total contributions received or receivable from participants | 2016-12-31 | $51,203 |
Other income received | 2016-12-31 | $92,491 |
Net income (gross income less expenses) | 2016-12-31 | $-18,075 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,571,854 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,589,929 |
Assets. Value of participant loans | 2016-12-31 | $12,195 |
2015 : CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $20,669 |
Total plan assets at end of year | 2015-12-31 | $1,589,929 |
Total plan assets at beginning of year | 2015-12-31 | $1,569,260 |
Value of fidelity bond covering the plan | 2015-12-31 | $160,000 |
Total contributions received or receivable from participants | 2015-12-31 | $68,127 |
Other income received | 2015-12-31 | $-47,458 |
Net income (gross income less expenses) | 2015-12-31 | $20,669 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,589,929 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,569,260 |
Assets. Value of participant loans | 2015-12-31 | $24,010 |
2014 : CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $161,524 |
Expenses. Total of all expenses incurred | 2014-12-31 | $15,569 |
Benefits paid (including direct rollovers) | 2014-12-31 | $15,444 |
Total plan assets at end of year | 2014-12-31 | $1,569,260 |
Total plan assets at beginning of year | 2014-12-31 | $1,423,305 |
Value of fidelity bond covering the plan | 2014-12-31 | $160,000 |
Total contributions received or receivable from participants | 2014-12-31 | $65,883 |
Other income received | 2014-12-31 | $95,641 |
Net income (gross income less expenses) | 2014-12-31 | $145,955 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,569,260 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,423,305 |
Assets. Value of participant loans | 2014-12-31 | $33,392 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $125 |
2013 : CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $231,383 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,287 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,287 |
Total plan assets at end of year | 2013-12-31 | $1,423,305 |
Total plan assets at beginning of year | 2013-12-31 | $1,193,209 |
Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
Total contributions received or receivable from participants | 2013-12-31 | $65,354 |
Other income received | 2013-12-31 | $166,029 |
Net income (gross income less expenses) | 2013-12-31 | $230,096 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,423,305 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,193,209 |
Assets. Value of participant loans | 2013-12-31 | $9,051 |
2012 : CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $157,054 |
Total plan assets at end of year | 2012-12-31 | $1,193,209 |
Total plan assets at beginning of year | 2012-12-31 | $1,036,155 |
Value of fidelity bond covering the plan | 2012-12-31 | $120,000 |
Total contributions received or receivable from participants | 2012-12-31 | $67,241 |
Other income received | 2012-12-31 | $89,813 |
Net income (gross income less expenses) | 2012-12-31 | $157,054 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,193,209 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,036,155 |
Assets. Value of participant loans | 2012-12-31 | $11,711 |
2011 : CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $23,159 |
Total plan assets at end of year | 2011-12-31 | $1,036,155 |
Total plan assets at beginning of year | 2011-12-31 | $1,012,996 |
Total contributions received or receivable from participants | 2011-12-31 | $66,226 |
Other income received | 2011-12-31 | $-43,067 |
Net income (gross income less expenses) | 2011-12-31 | $23,159 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,036,155 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,012,996 |
2010 : CAREY & DALEY PHYSICAL THERAPY PC RETIREMENT PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $80,966 |
Total plan assets at end of year | 2010-12-31 | $1,012,996 |
Total plan assets at beginning of year | 2010-12-31 | $932,030 |
Value of fidelity bond covering the plan | 2010-12-31 | $110,000 |
Total contributions received or receivable from participants | 2010-12-31 | $58,744 |
Other income received | 2010-12-31 | $22,222 |
Net income (gross income less expenses) | 2010-12-31 | $80,966 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,012,996 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $932,030 |
Assets. Value of participant loans | 2010-12-31 | $612 |