BOSTON PHYSICAL THERAPY AND WELLNESS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOSTON PHYSICAL THERAPY & WELLNESS, INC. 401K PLAN
401k plan membership statisitcs for BOSTON PHYSICAL THERAPY & WELLNESS, INC. 401K PLAN
| Measure | Date | Value |
|---|
| 2022: BOSTON PHYSICAL THERAPY & WELLNESS, INC. 401K PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 20 |
| Number of participants with account balances | 2022-01-01 | 20 |
| 2021: BOSTON PHYSICAL THERAPY & WELLNESS, INC. 401K PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 19 |
| Number of participants with account balances | 2021-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: BOSTON PHYSICAL THERAPY & WELLNESS, INC. 401K PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 15 |
| Number of participants with account balances | 2020-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: BOSTON PHYSICAL THERAPY & WELLNESS, INC. 401K PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 9 |
| Number of participants with account balances | 2019-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: BOSTON PHYSICAL THERAPY & WELLNESS, INC. 401K PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 7 |
| Number of participants with account balances | 2018-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : BOSTON PHYSICAL THERAPY & WELLNESS, INC. 401K PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-3,767 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $8,903 |
| Total plan assets at end of year | 2022-12-31 | $418,110 |
| Total plan assets at beginning of year | 2022-12-31 | $430,780 |
| Value of fidelity bond covering the plan | 2022-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $65,819 |
| Other income received | 2022-12-31 | $-98,431 |
| Net income (gross income less expenses) | 2022-12-31 | $-12,670 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $418,110 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $430,780 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $28,845 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $8,903 |
| 2021 : BOSTON PHYSICAL THERAPY & WELLNESS, INC. 401K PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $221,292 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $9,010 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $245 |
| Total plan assets at end of year | 2021-12-31 | $430,780 |
| Total plan assets at beginning of year | 2021-12-31 | $218,498 |
| Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $63,632 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $52,746 |
| Net income (gross income less expenses) | 2021-12-31 | $212,282 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $430,780 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $218,498 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $104,914 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $8,765 |
| 2020 : BOSTON PHYSICAL THERAPY & WELLNESS, INC. 401K PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $98,171 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $11,117 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $6,189 |
| Total plan assets at end of year | 2020-12-31 | $218,498 |
| Total plan assets at beginning of year | 2020-12-31 | $131,444 |
| Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $45,752 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $41,666 |
| Net income (gross income less expenses) | 2020-12-31 | $87,054 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $218,498 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $131,444 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $10,753 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $4,928 |
| 2019 : BOSTON PHYSICAL THERAPY & WELLNESS, INC. 401K PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $80,758 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $3,444 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $131,444 |
| Total plan assets at beginning of year | 2019-12-31 | $54,130 |
| Value of fidelity bond covering the plan | 2019-12-31 | $6,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $41,407 |
| Other income received | 2019-12-31 | $20,606 |
| Net income (gross income less expenses) | 2019-12-31 | $77,314 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $131,444 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $54,130 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $18,745 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,444 |
| 2018 : BOSTON PHYSICAL THERAPY & WELLNESS, INC. 401K PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $33,520 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $11,538 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $10,226 |
| Total plan assets at end of year | 2018-12-31 | $54,130 |
| Total plan assets at beginning of year | 2018-12-31 | $32,148 |
| Value of fidelity bond covering the plan | 2018-12-31 | $6,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $24,944 |
| Other income received | 2018-12-31 | $-5,413 |
| Net income (gross income less expenses) | 2018-12-31 | $21,982 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $54,130 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $32,148 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $13,989 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,312 |
| 2022: BOSTON PHYSICAL THERAPY & WELLNESS, INC. 401K PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: BOSTON PHYSICAL THERAPY & WELLNESS, INC. 401K PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: BOSTON PHYSICAL THERAPY & WELLNESS, INC. 401K PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: BOSTON PHYSICAL THERAPY & WELLNESS, INC. 401K PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: BOSTON PHYSICAL THERAPY & WELLNESS, INC. 401K PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 134403 |
| Policy instance | 1 |
| Insurance contract or identification number | 134403 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,095 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Amount paid for insurance broker fees | 1095 | | Additional information about fees paid to insurance broker | TPA | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 134403 |
| Policy instance | 1 |
| Insurance contract or identification number | 134403 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,600 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 1600 | | Additional information about fees paid to insurance broker | TPA | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 134403 |
| Policy instance | 1 |
| Insurance contract or identification number | 134403 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,500 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 1500 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 134403 |
| Policy instance | 1 |
| Insurance contract or identification number | 134403 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2019-05-31 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,520 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 1520 | | Additional information about fees paid to insurance broker | TPA | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 134403 |
| Policy instance | 1 |
| Insurance contract or identification number | 134403 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2018-05-31 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
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