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INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameINSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN
Plan identification number 001

INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTE OF PHYSICAL MEDICINE & REHABILITATION
Employer identification number (EIN):370681567
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 INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01MICHAEL ALLEN
0012015-01-01MICHAEL ALLEN
0012014-01-01ERIC ZEHR
0012013-01-01ERIC ZEHR
0012012-01-01ERIC ZEHR
0012011-01-01ERIC ZEHR
0012009-01-01RICHARD ERICKSON

Plan Statistics for INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2016: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-312,773,015
Acturial value of plan assets2016-12-312,773,015
Funding target for retired participants and beneficiaries receiving payment2016-12-31573,607
Number of terminated vested participants2016-12-3123
Fundng target for terminated vested participants2016-12-31450,154
Active participant vested funding target2016-12-312,022,743
Number of active participants2016-12-31106
Total funding liabilities for active participants2016-12-312,027,186
Total participant count2016-12-31134
Total funding target for all participants2016-12-313,050,947
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3112,339
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3112,339
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3112,402
Total employer contributions2016-12-3147,970
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3146,188
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-31290,334
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3147,970
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-311,782
Additional cash requirement2016-12-3146,188
Contributions allocatedtoward minimum required contributions for current year2016-12-3146,188
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01134
Total number of active participants reported on line 7a of the Form 55002016-01-01112
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01135
2015: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01148
Total number of active participants reported on line 7a of the Form 55002015-01-01106
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01149
Total number of active participants reported on line 7a of the Form 55002014-01-01118
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01150
Total number of active participants reported on line 7a of the Form 55002013-01-01118
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01167
Total number of active participants reported on line 7a of the Form 55002012-01-01122
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01158
Total number of active participants reported on line 7a of the Form 55002011-01-01144
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01157
Total number of active participants reported on line 7a of the Form 55002009-01-01152
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2016 : INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,588
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,619
Total income from all sources (including contributions)2016-12-31$173,107
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$655,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$636,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$47,970
Value of total assets at end of year2016-12-31$2,290,530
Value of total assets at beginning of year2016-12-31$2,773,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,868
Total interest from all sources2016-12-31$112
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$43,855
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$43,855
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$493
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-482,358
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,285,942
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,768,300
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
Investment advisory and management fees2016-12-31$18,868
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,290,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,773,015
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$81,170
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
Contributions received in cash from employer2016-12-31$47,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$636,597
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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$5,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,176
Total income from all sources (including contributions)2015-12-31$39,761
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$429,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$405,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$2,773,919
Value of total assets at beginning of year2015-12-31$3,164,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,565
Total interest from all sources2015-12-31$16
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$57,571
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$57,571
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$904
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$6,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-389,612
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,768,300
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,157,912
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
Investment advisory and management fees2015-12-31$23,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,773,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,163,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-17,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$405,808
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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$6,176
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,304
Total income from all sources (including contributions)2014-12-31$190,153
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$286,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$261,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,681
Value of total assets at end of year2014-12-31$3,164,088
Value of total assets at beginning of year2014-12-31$3,261,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,035
Total interest from all sources2014-12-31$12
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$66,174
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$66,174
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$604
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$6,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$6,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-96,842
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,157,912
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,254,754
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
Investment advisory and management fees2014-12-31$25,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,163,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,218,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$114,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Contributions received in cash from employer2014-12-31$9,681
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$41,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$261,960
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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$6,304
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$667,208
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$338,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$308,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$72,267
Value of total assets at end of year2013-12-31$3,261,058
Value of total assets at beginning of year2013-12-31$2,926,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,055
Total interest from all sources2013-12-31$68
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$52,529
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$52,529
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$924
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$6,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$328,668
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,254,754
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,926,086
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$30,055
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,218,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,786,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$44,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$44,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$68
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$542,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$72,267
Employer contributions (assets) at end of year2013-12-31$41,651
Employer contributions (assets) at beginning of year2013-12-31$95,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$308,485
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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$652,458
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$389,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$367,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$273,352
Value of total assets at end of year2012-12-31$2,926,086
Value of total assets at beginning of year2012-12-31$2,663,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,182
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
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$262,508
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,926,086
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,663,578
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$22,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,786,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,409,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$44,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$223,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$223,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$379,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$273,352
Employer contributions (assets) at end of year2012-12-31$95,500
Employer contributions (assets) at beginning of year2012-12-31$31,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$367,768
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 name2012-12-31GORDON, STOCKMAN & WAUGH, P.C.
Accountancy firm EIN2012-12-31412110811
2011 : INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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$243,302
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$153,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$142,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$257,963
Value of total assets at end of year2011-12-31$2,663,578
Value of total assets at beginning of year2011-12-31$2,573,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,587
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,049
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$89,990
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,663,578
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,573,588
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
Investment advisory and management fees2011-12-31$10,587
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,409,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,358,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$223,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$65,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$65,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-14,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$257,963
Employer contributions (assets) at end of year2011-12-31$31,144
Employer contributions (assets) at beginning of year2011-12-31$146,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$142,725
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 name2011-12-31GORDON, STOCKMAN & WAUGH, P.C.
Accountancy firm EIN2011-12-31412110811
2010 : INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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$524,156
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$461,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$455,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$240,341
Value of total assets at end of year2010-12-31$2,573,588
Value of total assets at beginning of year2010-12-31$2,511,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,754
Total interest from all sources2010-12-31$2,747
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$50,343
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$50,343
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,049
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,822
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$62,437
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,573,588
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,511,151
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
Investment advisory and management fees2010-12-31$5,754
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,358,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,183,921
Interest earned on other investments2010-12-31$2,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$65,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$82,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$82,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$230,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$240,341
Employer contributions (assets) at end of year2010-12-31$146,909
Employer contributions (assets) at beginning of year2010-12-31$241,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$455,965
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 name2010-12-31GORDON, STOCKMAN & WAUGH, P.C.
Accountancy firm EIN2010-12-31412110811
2009 : INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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 INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN

2016: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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
2009: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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

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