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PHYSIOTHERAPY ASSOCIATES 401(K) PLAN 401k Plan overview

Plan NamePHYSIOTHERAPY ASSOCIATES 401(K) PLAN
Plan identification number 001

PHYSIOTHERAPY ASSOCIATES 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.
  • 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.

401k Sponsoring company profile

PHYSIOTHERAPY ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:PHYSIOTHERAPY ASSOCIATES
Employer identification number (EIN):260493816
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 PHYSIOTHERAPY ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01BECKY HEINDEL
0012015-01-01JOHN SAICH JOHN SAICH2016-10-13
0012014-01-01PAUL M. SOLOMON PAUL M. SOLOMON2015-10-09
0012013-01-01PAUL M. SOLOMON PAUL M. SOLOMON2014-10-15
0012012-01-01KELLER ARNOLD KELLER ARNOLD2013-10-10
0012011-01-01EDWIN BODE EDWIN BODE2012-10-11
0012009-01-01
0012009-01-01PETER LIMERI

Plan Statistics for PHYSIOTHERAPY ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for PHYSIOTHERAPY ASSOCIATES 401(K) PLAN

Measure Date Value
2016: PHYSIOTHERAPY ASSOCIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,016
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PHYSIOTHERAPY ASSOCIATES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,020
Total number of active participants reported on line 7a of the Form 55002015-01-012,847
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-011,010
Total of all active and inactive participants2015-01-013,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-013,863
Number of participants with account balances2015-01-013,543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01320
2014: PHYSIOTHERAPY ASSOCIATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,954
Total number of active participants reported on line 7a of the Form 55002014-01-012,870
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01874
Total of all active and inactive participants2014-01-013,745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-013,748
Number of participants with account balances2014-01-013,338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01303
2013: PHYSIOTHERAPY ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,385
Total number of active participants reported on line 7a of the Form 55002013-01-012,889
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01953
Total of all active and inactive participants2013-01-013,843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-013,845
Number of participants with account balances2013-01-013,405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01392
2012: PHYSIOTHERAPY ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,884
Total number of active participants reported on line 7a of the Form 55002012-01-013,035
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,148
Total of all active and inactive participants2012-01-014,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-014,184
Number of participants with account balances2012-01-013,676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01133
2011: PHYSIOTHERAPY ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,362
Total number of active participants reported on line 7a of the Form 55002011-01-013,650
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01823
Total of all active and inactive participants2011-01-014,474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014,474
Number of participants with account balances2011-01-013,511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01190
2009: PHYSIOTHERAPY ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,127
Total number of active participants reported on line 7a of the Form 55002009-01-012,569
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01866
Total of all active and inactive participants2009-01-013,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,437
Number of participants with account balances2009-01-013,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0188

Financial Data on PHYSIOTHERAPY ASSOCIATES 401(K) PLAN

Measure Date Value
2016 : PHYSIOTHERAPY ASSOCIATES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-05-31$0
Total transfer of assets from this plan2016-05-31$99,739,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total income from all sources (including contributions)2016-05-31$6,960,569
Total loss/gain on sale of assets2016-05-31$0
Total of all expenses incurred2016-05-31$16,447,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$16,384,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$4,552,147
Value of total assets at end of year2016-05-31$0
Value of total assets at beginning of year2016-05-31$109,226,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$62,759
Total interest from all sources2016-05-31$19,072
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$100,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$100,119
Administrative expenses professional fees incurred2016-05-31$13,000
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$3,000,000
If this is an individual account plan, was there a blackout period2016-05-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$4,408,019
Participant contributions at end of year2016-05-31$0
Participant contributions at beginning of year2016-05-31$952,873
Income. Received or receivable in cash from other sources (including rollovers)2016-05-31$144,128
Other income not declared elsewhere2016-05-31$50,601
Administrative expenses (other) incurred2016-05-31$49,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$-9,486,915
Value of net assets at end of year (total assets less liabilities)2016-05-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$109,226,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$104,646,150
Interest on participant loans2016-05-31$19,072
Value of interest in common/collective trusts at end of year2016-05-31$0
Value of interest in common/collective trusts at beginning of year2016-05-31$3,627,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$2,213,364
Net investment gain or loss from common/collective trusts2016-05-31$25,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$16,384,725
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-05-31Yes
Did the plan have assets held for investment2016-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31Yes
Opinion of an independent qualified public accountant for this plan2016-05-31Disclaimer
Accountancy firm name2016-05-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2016-05-31830414789
2015 : PHYSIOTHERAPY ASSOCIATES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$9,705,476
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$10,260,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,150,409
Expenses. Certain deemed distributions of participant loans2015-12-31$1,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,612,713
Value of total assets at end of year2015-12-31$109,226,255
Value of total assets at beginning of year2015-12-31$109,781,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$108,475
Total interest from all sources2015-12-31$40,517
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,332,469
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$5,332,469
Administrative expenses professional fees incurred2015-12-31$17,548
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
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$8,990,194
Participant contributions at end of year2015-12-31$952,873
Participant contributions at beginning of year2015-12-31$943,755
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$5,880
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$622,519
Other income not declared elsewhere2015-12-31$97,997
Administrative expenses (other) incurred2015-12-31$90,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-555,041
Value of net assets at end of year (total assets less liabilities)2015-12-31$109,226,255
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$109,781,296
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$104,646,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$105,439,408
Interest on participant loans2015-12-31$40,517
Value of interest in common/collective trusts at end of year2015-12-31$3,627,232
Value of interest in common/collective trusts at beginning of year2015-12-31$2,976,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,391,585
Net investment gain or loss from common/collective trusts2015-12-31$13,365
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$415,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,150,409
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 name2015-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2015-12-31830414789
2014 : PHYSIOTHERAPY ASSOCIATES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$15,374,432
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,685,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,577,456
Expenses. Certain deemed distributions of participant loans2014-12-31$720
Value of total corrective distributions2014-12-31$292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,967,155
Value of total assets at end of year2014-12-31$109,781,296
Value of total assets at beginning of year2014-12-31$105,092,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$107,213
Total interest from all sources2014-12-31$36,273
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,416,303
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$4,416,303
Administrative expenses professional fees incurred2014-12-31$17,200
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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$8,217,572
Participant contributions at end of year2014-12-31$943,755
Participant contributions at beginning of year2014-12-31$845,613
Participant contributions at end of year2014-12-31$5,880
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$334,321
Other income not declared elsewhere2014-12-31$96,145
Administrative expenses (other) incurred2014-12-31$90,013
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$4,688,751
Value of net assets at end of year (total assets less liabilities)2014-12-31$109,781,296
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$105,092,545
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$105,439,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$100,944,645
Interest on participant loans2014-12-31$36,273
Value of interest in common/collective trusts at end of year2014-12-31$2,976,991
Value of interest in common/collective trusts at beginning of year2014-12-31$2,933,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,802,500
Net investment gain or loss from common/collective trusts2014-12-31$56,056
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$415,262
Employer contributions (assets) at end of year2014-12-31$415,262
Employer contributions (assets) at beginning of year2014-12-31$368,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,577,456
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 name2014-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2014-12-31830414789
2013 : PHYSIOTHERAPY ASSOCIATES 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$27,766,141
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,536,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,437,317
Expenses. Certain deemed distributions of participant loans2013-12-31$4,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,932,376
Value of total assets at end of year2013-12-31$105,092,545
Value of total assets at beginning of year2013-12-31$88,862,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$94,025
Total interest from all sources2013-12-31$32,143
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,152,518
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$3,152,518
Administrative expenses professional fees incurred2013-12-31$5,217
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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$8,097,443
Participant contributions at end of year2013-12-31$845,613
Participant contributions at beginning of year2013-12-31$690,331
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$466,520
Other income not declared elsewhere2013-12-31$111,752
Administrative expenses (other) incurred2013-12-31$5,366
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$16,229,986
Value of net assets at end of year (total assets less liabilities)2013-12-31$105,092,545
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$88,862,559
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
Investment advisory and management fees2013-12-31$83,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$100,944,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$85,126,522
Interest on participant loans2013-12-31$32,143
Value of interest in common/collective trusts at end of year2013-12-31$2,933,436
Value of interest in common/collective trusts at beginning of year2013-12-31$2,690,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,553,789
Net investment gain or loss from common/collective trusts2013-12-31$-16,437
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
Contributions received in cash from employer2013-12-31$368,413
Employer contributions (assets) at end of year2013-12-31$368,851
Employer contributions (assets) at beginning of year2013-12-31$355,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,437,317
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2013-12-31830414789
2012 : PHYSIOTHERAPY ASSOCIATES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,339,692
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$19,832,278
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,746,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,673,411
Expenses. Certain deemed distributions of participant loans2012-12-31$22,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,707,632
Value of total assets at end of year2012-12-31$88,862,559
Value of total assets at beginning of year2012-12-31$77,437,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,174
Total interest from all sources2012-12-31$245,920
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,015,691
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$2,015,691
Administrative expenses professional fees incurred2012-12-31$13,500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$7,969,476
Participant contributions at end of year2012-12-31$690,331
Participant contributions at beginning of year2012-12-31$749,626
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$383,156
Other income not declared elsewhere2012-12-31$60,128
Administrative expenses (other) incurred2012-12-31$3,249
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$19
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$10,085,299
Value of net assets at end of year (total assets less liabilities)2012-12-31$88,862,559
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$77,437,568
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
Investment advisory and management fees2012-12-31$34,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$85,126,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$47,206,178
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$16,251,540
Interest on participant loans2012-12-31$27,631
Interest earned on other investments2012-12-31$218,289
Value of interest in common/collective trusts at end of year2012-12-31$2,690,706
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$13,130,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,350,889
Net investment gain/loss from pooled separate accounts2012-12-31$1,322,904
Net investment gain or loss from common/collective trusts2012-12-31$129,114
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
Contributions received in cash from employer2012-12-31$355,000
Employer contributions (assets) at end of year2012-12-31$355,000
Employer contributions (assets) at beginning of year2012-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,673,411
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2012-12-31830414789
2011 : PHYSIOTHERAPY ASSOCIATES 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$7,166,176
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,632,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,552,097
Expenses. Certain deemed distributions of participant loans2011-12-31$1,588
Value of total corrective distributions2011-12-31$31
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,990,113
Value of total assets at end of year2011-12-31$77,437,568
Value of total assets at beginning of year2011-12-31$78,904,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$78,904
Total interest from all sources2011-12-31$428,837
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$352,669
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$352,669
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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$7,610,289
Participant contributions at end of year2011-12-31$749,626
Participant contributions at beginning of year2011-12-31$609,518
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$279,824
Other income not declared elsewhere2011-12-31$75,018
Administrative expenses (other) incurred2011-12-31$78,904
Total non interest bearing cash at end of year2011-12-31$19
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,466,444
Value of net assets at end of year (total assets less liabilities)2011-12-31$77,437,568
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$78,904,012
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$47,206,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$48,599,918
Value of interest in pooled separate accounts at end of year2011-12-31$16,251,540
Value of interest in pooled separate accounts at beginning of year2011-12-31$17,177,168
Interest on participant loans2011-12-31$27,430
Interest earned on other investments2011-12-31$401,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$13,130,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$12,517,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,867,770
Net investment gain/loss from pooled separate accounts2011-12-31$187,309
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
Contributions received in cash from employer2011-12-31$100,000
Employer contributions (assets) at end of year2011-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,552,097
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 name2011-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2011-12-31830414789
2010 : PHYSIOTHERAPY ASSOCIATES 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$17,039,554
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,231,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,153,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,838,650
Value of total assets at end of year2010-12-31$78,904,012
Value of total assets at beginning of year2010-12-31$72,096,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$78,001
Total interest from all sources2010-12-31$457,491
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$314,839
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$314,839
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
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$7,267,784
Participant contributions at end of year2010-12-31$609,518
Participant contributions at beginning of year2010-12-31$622,805
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$570,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$74,076
Administrative expenses (other) incurred2010-12-31$78,001
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$6,807,640
Value of net assets at end of year (total assets less liabilities)2010-12-31$78,904,012
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$72,096,372
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$48,599,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$43,515,562
Value of interest in pooled separate accounts at end of year2010-12-31$17,177,168
Value of interest in pooled separate accounts at beginning of year2010-12-31$15,772,815
Interest on participant loans2010-12-31$31,576
Interest earned on other investments2010-12-31$425,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$12,517,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$12,185,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,772,733
Net investment gain/loss from pooled separate accounts2010-12-31$1,581,765
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$10,153,913
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 name2010-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2010-12-31830414789
2009 : PHYSIOTHERAPY ASSOCIATES 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 PHYSIOTHERAPY ASSOCIATES 401(K) PLAN

2016: PHYSIOTHERAPY ASSOCIATES 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 filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PHYSIOTHERAPY ASSOCIATES 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: PHYSIOTHERAPY ASSOCIATES 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: PHYSIOTHERAPY ASSOCIATES 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: PHYSIOTHERAPY ASSOCIATES 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PHYSIOTHERAPY ASSOCIATES 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PHYSIOTHERAPY ASSOCIATES 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA40335
Policy instance 1
Insurance contract or identification numberGA40335
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA40335
Policy instance 1
Insurance contract or identification numberGA40335
Number of Individuals Covered4474
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA40335
Policy instance 1
Insurance contract or identification numberGA40335
Number of Individuals Covered3288
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

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