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DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 401k Plan overview

Plan NameDOCTORS OF PHYSICAL THERAPY 401(K) PLAN
Plan identification number 001

DOCTORS OF PHYSICAL THERAPY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DPT HOLDINGS, LLC DBA DOCTORS OF PHYSICAL THERAPY has sponsored the creation of one or more 401k plans.

Company Name:DPT HOLDINGS, LLC DBA DOCTORS OF PHYSICAL THERAPY
Employer identification number (EIN):205145297
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOCTORS OF PHYSICAL THERAPY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01AARON KRAAI
0012023-01-01
0012023-01-01AARON KRAAI
0012022-01-01
0012022-01-01AARON KRAAI
0012021-01-01
0012021-01-01AARON KRAAI
0012020-01-01
0012019-01-01
0012018-01-01AARON KRAAI
0012017-01-01AARON KRAAI
0012016-01-01AARON KRAAI
0012016-01-01

Plan Statistics for DOCTORS OF PHYSICAL THERAPY 401(K) PLAN

401k plan membership statisitcs for DOCTORS OF PHYSICAL THERAPY 401(K) PLAN

Measure Date Value
2023: DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01584
Total number of active participants reported on line 7a of the Form 55002023-01-01695
Number of retired or separated participants receiving benefits2023-01-0149
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01744
Number of participants with account balances2023-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01501
Total number of active participants reported on line 7a of the Form 55002022-01-01573
Number of retired or separated participants receiving benefits2022-01-0136
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01609
Number of participants with account balances2022-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01358
Total number of active participants reported on line 7a of the Form 55002021-01-01470
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01536
Number of participants with account balances2021-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01243
Total number of active participants reported on line 7a of the Form 55002020-01-01382
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01419
Number of participants with account balances2020-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01168
Total number of active participants reported on line 7a of the Form 55002019-01-01244
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01275
Number of participants with account balances2019-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01106
Total number of active participants reported on line 7a of the Form 55002018-01-01157
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01179
Number of participants with account balances2018-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0168
Total number of active participants reported on line 7a of the Form 55002017-01-01106
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01109
Number of participants with account balances2017-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0150
Total number of active participants reported on line 7a of the Form 55002016-01-0166
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0173
Number of participants with account balances2016-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016

Financial Data on DOCTORS OF PHYSICAL THERAPY 401(K) PLAN

Measure Date Value
2023 : DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$21,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$52,535
Total income from all sources (including contributions)2023-12-31$3,466,928
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$570,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$536,070
Value of total corrective distributions2023-12-31$21,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,235,714
Value of total assets at end of year2023-12-31$8,758,717
Value of total assets at beginning of year2023-12-31$5,892,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$12,000
Total interest from all sources2023-12-31$1,288
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,432,412
Participant contributions at end of year2023-12-31$52,511
Participant contributions at beginning of year2023-12-31$45,322
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$803,302
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$2,896,875
Value of net assets at end of year (total assets less liabilities)2023-12-31$8,736,734
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,839,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$105,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$83,812
Value of interest in pooled separate accounts at end of year2023-12-31$8,600,936
Value of interest in pooled separate accounts at beginning of year2023-12-31$5,763,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$1,288
Net investment gain/loss from pooled separate accounts2023-12-31$1,229,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$536,070
Contract administrator fees2023-12-31$12,000
Liabilities. Value of benefit claims payable at end of year2023-12-31$21,983
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$52,535
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31VRAKAS
Accountancy firm EIN2023-12-31391453055
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$21,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$52,535
Total income from all sources (including contributions)2023-01-01$3,466,928
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$570,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$536,070
Value of total corrective distributions2023-01-01$21,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$2,235,714
Value of total assets at end of year2023-01-01$8,758,717
Value of total assets at beginning of year2023-01-01$5,892,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$12,000
Total interest from all sources2023-01-01$1,288
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,432,412
Participant contributions at end of year2023-01-01$52,511
Participant contributions at beginning of year2023-01-01$45,322
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$803,302
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$2,896,875
Value of net assets at end of year (total assets less liabilities)2023-01-01$8,736,734
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$5,839,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$105,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$83,812
Value of interest in pooled separate accounts at end of year2023-01-01$8,600,936
Value of interest in pooled separate accounts at beginning of year2023-01-01$5,763,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$1,288
Net investment gain/loss from pooled separate accounts2023-01-01$1,229,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$536,070
Contract administrator fees2023-01-01$12,000
Liabilities. Value of benefit claims payable at end of year2023-01-01$21,983
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$52,535
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01VRAKAS
Accountancy firm EIN2023-01-01391453055
2022 : DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$52,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$48,869
Total income from all sources (including contributions)2022-12-31$318,404
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$590,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$526,838
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$52,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,368,036
Value of total assets at end of year2022-12-31$5,892,394
Value of total assets at beginning of year2022-12-31$6,160,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,278
Total interest from all sources2022-12-31$1,020
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$11,278
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,222,322
Participant contributions at end of year2022-12-31$45,322
Participant contributions at beginning of year2022-12-31$39,570
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$145,714
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-272,247
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,839,859
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,112,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$83,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$99,230
Value of interest in pooled separate accounts at end of year2022-12-31$5,763,260
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,022,175
Interest earned on other investments2022-12-31$1,020
Net investment gain/loss from pooled separate accounts2022-12-31$-1,050,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$526,838
Liabilities. Value of benefit claims payable at end of year2022-12-31$52,535
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$48,869
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VRAKAS
Accountancy firm EIN2022-12-31391453055
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$52,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$48,869
Total income from all sources (including contributions)2022-01-01$318,404
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$590,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$526,838
Expenses. Certain deemed distributions of participant loans2022-01-01$0
Value of total corrective distributions2022-01-01$52,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,368,036
Value of total assets at end of year2022-01-01$5,892,394
Value of total assets at beginning of year2022-01-01$6,160,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$11,278
Total interest from all sources2022-01-01$1,020
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$11,278
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,222,322
Participant contributions at end of year2022-01-01$45,322
Participant contributions at beginning of year2022-01-01$39,570
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$145,714
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-272,247
Value of net assets at end of year (total assets less liabilities)2022-01-01$5,839,859
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$6,112,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$83,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$99,230
Value of interest in pooled separate accounts at end of year2022-01-01$5,763,260
Value of interest in pooled separate accounts at beginning of year2022-01-01$6,022,175
Interest earned on other investments2022-01-01$1,020
Net investment gain/loss from pooled separate accounts2022-01-01$-1,050,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$526,838
Liabilities. Value of benefit claims payable at end of year2022-01-01$52,535
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$48,869
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01VRAKAS
Accountancy firm EIN2022-01-01391453055
2021 : DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$48,869
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$37,274
Total income from all sources (including contributions)2021-12-31$2,239,275
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$892,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$834,342
Value of total corrective distributions2021-12-31$48,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,395,245
Value of total assets at end of year2021-12-31$6,160,975
Value of total assets at beginning of year2021-12-31$4,802,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,632
Total interest from all sources2021-12-31$925
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$9,632
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$480,300
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$909,307
Participant contributions at end of year2021-12-31$39,570
Participant contributions at beginning of year2021-12-31$21,642
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$485,938
Other income not declared elsewhere2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,346,432
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,112,106
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,765,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$99,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$93,437
Value of interest in pooled separate accounts at end of year2021-12-31$6,022,175
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,687,869
Interest earned on other investments2021-12-31$925
Net investment gain/loss from pooled separate accounts2021-12-31$843,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$834,342
Liabilities. Value of benefit claims payable at end of year2021-12-31$48,869
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$37,274
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VRAKAS
Accountancy firm EIN2021-12-31391453055
2020 : DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$37,274
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$1,295,058
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$819,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$773,492
Value of total corrective distributions2020-12-31$37,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$652,400
Value of total assets at end of year2020-12-31$4,802,948
Value of total assets at beginning of year2020-12-31$4,289,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,320
Total interest from all sources2020-12-31$2,631
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$8,320
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$429,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$596,090
Participant contributions at end of year2020-12-31$21,642
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$56,310
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$475,972
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,765,674
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,289,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$93,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$307,643
Value of interest in pooled separate accounts at end of year2020-12-31$4,687,869
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,982,059
Interest earned on other investments2020-12-31$2,631
Net investment gain/loss from pooled separate accounts2020-12-31$640,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$773,492
Liabilities. Value of benefit claims payable at end of year2020-12-31$37,274
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31VRAKAS
Accountancy firm EIN2020-12-31391453055
2019 : DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$1,427,487
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$571,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$570,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$707,256
Value of total assets at end of year2019-12-31$4,289,702
Value of total assets at beginning of year2019-12-31$3,433,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$550
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$550
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$344,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$392,814
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$314,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$856,161
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,289,702
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,433,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$307,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$61,776
Value of interest in pooled separate accounts at end of year2019-12-31$3,982,059
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,371,765
Net investment gain/loss from pooled separate accounts2019-12-31$720,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$570,776
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31VRAKAS
Accountancy firm EIN2019-12-31391453055
2018 : DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$3,284,241
Total income from all sources2018-12-31$292,202
Expenses. Total of all expenses incurred2018-12-31$765,349
Benefits paid (including direct rollovers)2018-12-31$738,318
Total plan assets at end of year2018-12-31$3,433,541
Total plan assets at beginning of year2018-12-31$622,447
Value of fidelity bond covering the plan2018-12-31$46,200
Total contributions received or receivable from participants2018-12-31$343,536
Assets. Value of loans (other than to participants)2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$132,997
Other income received2018-12-31$-184,331
Net income (gross income less expenses)2018-12-31$-473,147
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,433,541
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$622,447
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$26,591
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$440
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$289,737
Expenses. Total of all expenses incurred2017-12-31$122,234
Benefits paid (including direct rollovers)2017-12-31$121,464
Total plan assets at end of year2017-12-31$622,447
Total plan assets at beginning of year2017-12-31$454,944
Value of fidelity bond covering the plan2017-12-31$63,000
Total contributions received or receivable from participants2017-12-31$175,168
Contributions received from other sources (not participants or employers)2017-12-31$35,821
Other income received2017-12-31$78,748
Net income (gross income less expenses)2017-12-31$167,503
Net plan assets at end of year (total assets less liabilities)2017-12-31$622,447
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$454,944
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$770
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$455,868
Expenses. Total of all expenses incurred2016-12-31$924
Benefits paid (including direct rollovers)2016-12-31$814
Total plan assets at end of year2016-12-31$454,944
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$46,200
Total contributions received or receivable from participants2016-12-31$168,164
Contributions received from other sources (not participants or employers)2016-12-31$253,706
Other income received2016-12-31$33,998
Net income (gross income less expenses)2016-12-31$454,944
Net plan assets at end of year (total assets less liabilities)2016-12-31$454,944
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$110
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for DOCTORS OF PHYSICAL THERAPY 401(K) PLAN

2023: DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DOCTORS OF PHYSICAL THERAPY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814547
Policy instance 1
Insurance contract or identification number814547
Number of Individuals Covered215
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $33,954
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814547
Policy instance 1
Insurance contract or identification number814547
Number of Individuals Covered171
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $28,026
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814547
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814547
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814547
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814547
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814547
Policy instance 1

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