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FOX REHABILITATION SERVICES, PC 401(K) PLAN 401k Plan overview

Plan NameFOX REHABILITATION SERVICES, PC 401(K) PLAN
Plan identification number 001

FOX REHABILITATION SERVICES, PC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

FOX REHABILITATION SERVICES, PC has sponsored the creation of one or more 401k plans.

Company Name:FOX REHABILITATION SERVICES, PC
Employer identification number (EIN):223729445
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOX REHABILITATION SERVICES, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01DANIELLEKATZ
0012016-01-01DANIELLE KATZ
0012015-01-01DANIELLE KATZ DANIELLE KATZ2016-10-14
0012014-01-01NEIL WEISSHAAR NEIL WEISSHAAR2015-10-05
0012013-01-01NEIL WEISSHAAR NEIL WEISSHAAR2014-10-13
0012012-01-01NEIL WEISSHAAR
0012011-01-01NEIL WEISSHAAR
0012010-01-01NEIL WEISSHAAR
0012009-01-01NEIL WEISSHAAR

Plan Statistics for FOX REHABILITATION SERVICES, PC 401(K) PLAN

401k plan membership statisitcs for FOX REHABILITATION SERVICES, PC 401(K) PLAN

Measure Date Value
2019: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,089
Total number of active participants reported on line 7a of the Form 55002019-01-012,161
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01326
Total of all active and inactive participants2019-01-012,487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,487
Number of participants with account balances2019-01-012,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01104
2018: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,684
Total number of active participants reported on line 7a of the Form 55002018-01-011,723
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01355
Total of all active and inactive participants2018-01-012,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,079
Number of participants with account balances2018-01-011,989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01192
2017: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,397
Total number of active participants reported on line 7a of the Form 55002017-01-011,440
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01243
Total of all active and inactive participants2017-01-011,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,684
Number of participants with account balances2017-01-011,521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01156
2016: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,306
Total number of active participants reported on line 7a of the Form 55002016-01-011,160
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01236
Total of all active and inactive participants2016-01-011,396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,397
Number of participants with account balances2016-01-011,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,133
Total number of active participants reported on line 7a of the Form 55002015-01-011,077
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01217
Total of all active and inactive participants2015-01-011,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,295
Number of participants with account balances2015-01-011,169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,111
Total number of active participants reported on line 7a of the Form 55002014-01-01956
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01219
Total of all active and inactive participants2014-01-011,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,175
Number of participants with account balances2014-01-011,053
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,172
Total number of active participants reported on line 7a of the Form 55002013-01-01927
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01192
Total of all active and inactive participants2013-01-011,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,119
Number of participants with account balances2013-01-01993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01980
Total number of active participants reported on line 7a of the Form 55002012-01-011,034
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01138
Total of all active and inactive participants2012-01-011,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,172
Number of participants with account balances2012-01-011,003
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01837
Total number of active participants reported on line 7a of the Form 55002011-01-01806
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01173
Total of all active and inactive participants2011-01-01979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01980
Number of participants with account balances2011-01-01848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01622
Total number of active participants reported on line 7a of the Form 55002010-01-01620
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01217
Total of all active and inactive participants2010-01-01837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01837
Number of participants with account balances2010-01-01730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01437
Total number of active participants reported on line 7a of the Form 55002009-01-01508
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01114
Total of all active and inactive participants2009-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01622
Number of participants with account balances2009-01-01496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on FOX REHABILITATION SERVICES, PC 401(K) PLAN

Measure Date Value
2019 : FOX REHABILITATION SERVICES, PC 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$20,279,614
Total income from all sources (including contributions)2019-12-31$20,279,614
Total of all expenses incurred2019-12-31$1,945,437
Total of all expenses incurred2019-12-31$1,945,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,791,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,791,620
Expenses. Certain deemed distributions of participant loans2019-12-31$690
Expenses. Certain deemed distributions of participant loans2019-12-31$690
Value of total corrective distributions2019-12-31$5,670
Value of total corrective distributions2019-12-31$5,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,502,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,502,396
Value of total assets at end of year2019-12-31$51,408,463
Value of total assets at end of year2019-12-31$51,408,463
Value of total assets at beginning of year2019-12-31$33,074,286
Value of total assets at beginning of year2019-12-31$33,074,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$147,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$147,457
Total interest from all sources2019-12-31$21,230
Total interest from all sources2019-12-31$21,230
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$383,200
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$383,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$383,200
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$383,200
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,264,230
Contributions received from participants2019-12-31$8,264,230
Participant contributions at end of year2019-12-31$385,726
Participant contributions at end of year2019-12-31$385,726
Participant contributions at beginning of year2019-12-31$313,411
Participant contributions at beginning of year2019-12-31$313,411
Participant contributions at end of year2019-12-31$995,238
Participant contributions at end of year2019-12-31$995,238
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,353,090
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,353,090
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,544
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,544
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$68,844
Other income not declared elsewhere2019-12-31$68,844
Administrative expenses (other) incurred2019-12-31$147,457
Administrative expenses (other) incurred2019-12-31$147,457
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
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$18,334,177
Value of net income/loss2019-12-31$18,334,177
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,408,463
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,408,463
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,074,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,691,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,691,818
Value of interest in pooled separate accounts at end of year2019-12-31$49,161,396
Value of interest in pooled separate accounts at end of year2019-12-31$49,161,396
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$19,995
Interest on participant loans2019-12-31$19,995
Interest earned on other investments2019-12-31$1,235
Interest earned on other investments2019-12-31$1,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$541,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$541,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,582,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,582,067
Net investment gain/loss from pooled separate accounts2019-12-31$1,721,877
Net investment gain/loss from pooled separate accounts2019-12-31$1,721,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,885,076
Contributions received in cash from employer2019-12-31$1,885,076
Employer contributions (assets) at end of year2019-12-31$320,909
Employer contributions (assets) at end of year2019-12-31$320,909
Employer contributions (assets) at beginning of year2019-12-31$69,057
Employer contributions (assets) at beginning of year2019-12-31$69,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,791,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,791,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FRIEDMAN LLP
Accountancy firm name2019-12-31FRIEDMAN LLP
Accountancy firm EIN2019-12-31131610809
Accountancy firm EIN2019-12-31131610809
2018 : FOX REHABILITATION SERVICES, PC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$5,995,428
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,181,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,076,309
Expenses. Certain deemed distributions of participant loans2018-12-31$25,278
Value of total corrective distributions2018-12-31$68
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,405,484
Value of total assets at end of year2018-12-31$33,074,286
Value of total assets at beginning of year2018-12-31$30,260,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$80,195
Total interest from all sources2018-12-31$16,407
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,304,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,304,160
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,087,677
Participant contributions at end of year2018-12-31$313,411
Participant contributions at beginning of year2018-12-31$287,281
Participant contributions at beginning of year2018-12-31$185,499
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$840,974
Other income not declared elsewhere2018-12-31$67,140
Administrative expenses (other) incurred2018-12-31$80,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,813,578
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,074,286
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,260,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$32,691,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,682,663
Interest on participant loans2018-12-31$16,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,797,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,476,833
Employer contributions (assets) at end of year2018-12-31$69,057
Employer contributions (assets) at beginning of year2018-12-31$105,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,076,309
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FRIEDMAN LLP
Accountancy firm EIN2018-12-31131610809
2017 : FOX REHABILITATION SERVICES, PC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$9,735,337
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,695,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,625,014
Expenses. Certain deemed distributions of participant loans2017-12-31$5,298
Value of total corrective distributions2017-12-31$364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,050,703
Value of total assets at end of year2017-12-31$30,260,708
Value of total assets at beginning of year2017-12-31$22,220,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$64,420
Total interest from all sources2017-12-31$9,567
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,083,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,083,687
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,564,472
Participant contributions at end of year2017-12-31$287,281
Participant contributions at beginning of year2017-12-31$238,296
Participant contributions at end of year2017-12-31$185,499
Participant contributions at beginning of year2017-12-31$122,580
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$283,792
Other income not declared elsewhere2017-12-31$51,394
Administrative expenses (other) incurred2017-12-31$64,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,040,241
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,260,708
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,220,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,682,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,859,591
Interest on participant loans2017-12-31$9,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,539,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,202,439
Employer contributions (assets) at end of year2017-12-31$105,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,625,014
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FRIEDMAN LLP
Accountancy firm EIN2017-12-31131610809
2016 : FOX REHABILITATION SERVICES, PC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$5,577,208
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,688,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,603,213
Expenses. Certain deemed distributions of participant loans2016-12-31$567
Value of total corrective distributions2016-12-31$195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,093,969
Value of total assets at end of year2016-12-31$22,220,467
Value of total assets at beginning of year2016-12-31$18,332,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$84,773
Total interest from all sources2016-12-31$9,213
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$601,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$601,505
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,322,020
Participant contributions at end of year2016-12-31$238,296
Participant contributions at beginning of year2016-12-31$204,366
Participant contributions at end of year2016-12-31$122,580
Participant contributions at beginning of year2016-12-31$107,790
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$771,949
Other income not declared elsewhere2016-12-31$46,060
Administrative expenses (other) incurred2016-12-31$84,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,888,460
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,220,467
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,332,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,859,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,019,851
Interest on participant loans2016-12-31$9,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$826,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,603,213
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BOWMAN & CO
Accountancy firm EIN2016-12-31210658561
2015 : FOX REHABILITATION SERVICES, PC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$3,199,110
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,452,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,428,280
Expenses. Certain deemed distributions of participant loans2015-12-31$10,014
Value of total corrective distributions2015-12-31$211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,291,705
Value of total assets at end of year2015-12-31$18,332,007
Value of total assets at beginning of year2015-12-31$16,585,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,169
Total interest from all sources2015-12-31$7,937
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$738,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$738,241
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,993,051
Participant contributions at end of year2015-12-31$204,366
Participant contributions at beginning of year2015-12-31$178,233
Participant contributions at end of year2015-12-31$107,790
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$298,654
Other income not declared elsewhere2015-12-31$33,344
Administrative expenses (other) incurred2015-12-31$14,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,746,436
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,332,007
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,585,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,019,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,407,338
Interest on participant loans2015-12-31$7,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-872,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,428,280
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BOWMAN & CO
Accountancy firm EIN2015-12-31210658561
2014 : FOX REHABILITATION SERVICES, PC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$3,523,733
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,476,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,419,208
Expenses. Certain deemed distributions of participant loans2014-12-31$15,912
Value of total corrective distributions2014-12-31$39
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,931,091
Value of total assets at end of year2014-12-31$16,585,571
Value of total assets at beginning of year2014-12-31$14,538,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,308
Total interest from all sources2014-12-31$6,916
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$717,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$717,208
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,554,079
Participant contributions at end of year2014-12-31$178,233
Participant contributions at beginning of year2014-12-31$147,476
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$377,012
Other income not declared elsewhere2014-12-31$19,070
Administrative expenses (other) incurred2014-12-31$41,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,047,266
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,585,571
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,538,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,407,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,390,829
Interest on participant loans2014-12-31$6,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-150,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,419,208
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BOWMAN & CO
Accountancy firm EIN2014-12-31210658561
2013 : FOX REHABILITATION SERVICES, PC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$5,147,740
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,810,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,790,922
Expenses. Certain deemed distributions of participant loans2013-12-31$3,716
Value of total corrective distributions2013-12-31$3,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,929,895
Value of total assets at end of year2013-12-31$14,538,305
Value of total assets at beginning of year2013-12-31$11,201,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,808
Total interest from all sources2013-12-31$5,430
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$442,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$442,468
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,679,679
Participant contributions at end of year2013-12-31$147,476
Participant contributions at beginning of year2013-12-31$113,487
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$250,216
Other income not declared elsewhere2013-12-31$480
Administrative expenses (other) incurred2013-12-31$12,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,336,950
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,538,305
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,201,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,390,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,087,868
Interest on participant loans2013-12-31$5,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,769,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,790,922
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BOWMAN & CO
Accountancy firm EIN2013-12-31210658561
2012 : FOX REHABILITATION SERVICES, PC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$0
Total income from all sources (including contributions)2012-12-31$4,152,392
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$726,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$719,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,938,736
Value of total assets at end of year2012-12-31$11,201,355
Value of total assets at beginning of year2012-12-31$7,774,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,861
Total interest from all sources2012-12-31$3,476
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$244,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$244,246
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,651,254
Participant contributions at end of year2012-12-31$113,487
Participant contributions at beginning of year2012-12-31$81,429
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$287,482
Other income not declared elsewhere2012-12-31$16
Administrative expenses (other) incurred2012-12-31$6,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,426,380
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,201,355
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,774,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,087,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,693,546
Interest on participant loans2012-12-31$3,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$965,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$719,151
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BOWMAN & CO
Accountancy firm EIN2012-12-31210658561
2011 : FOX REHABILITATION SERVICES, PC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,818,137
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$435,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$430,279
Value of total corrective distributions2011-12-31$937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,186,266
Value of total assets at end of year2011-12-31$7,774,975
Value of total assets at beginning of year2011-12-31$6,392,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,005
Total interest from all sources2011-12-31$2,460
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$158,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$158,750
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,084,185
Participant contributions at end of year2011-12-31$81,429
Participant contributions at beginning of year2011-12-31$45,034
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$102,081
Administrative expenses (other) incurred2011-12-31$4,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,382,916
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,774,975
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,392,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,693,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,347,025
Interest on participant loans2011-12-31$2,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-529,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$430,279
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BOWMAN & CO
Accountancy firm EIN2011-12-31210658561
2010 : FOX REHABILITATION SERVICES, PC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,533,053
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$343,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$340,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,878,337
Value of total assets at end of year2010-12-31$6,392,059
Value of total assets at beginning of year2010-12-31$4,202,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,441
Total interest from all sources2010-12-31$1,088
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$101,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$101,154
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$421,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,691,242
Participant contributions at end of year2010-12-31$45,034
Participant contributions at beginning of year2010-12-31$20,344
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$187,095
Administrative expenses (other) incurred2010-12-31$3,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,189,424
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,392,059
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,202,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,347,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,182,291
Interest on participant loans2010-12-31$1,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$552,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$340,188
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BOWMAN & CO
Accountancy firm EIN2010-12-31210658561
2009 : FOX REHABILITATION SERVICES, PC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FOX REHABILITATION SERVICES, PC 401(K) PLAN

2019: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
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: FOX REHABILITATION SERVICES, PC 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FOX REHABILITATION SERVICES, PC 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FOX REHABILITATION SERVICES, PC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932546
Policy instance 1
Insurance contract or identification number932546
Number of Individuals Covered2319
Insurance policy start date2019-09-11
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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