AXES PHYSICAL THERAPY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AXES PHYSICAL THERAPY AXES PT RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : AXES PHYSICAL THERAPY AXES PT RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,822,299 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $350,218 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $336,775 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,291,069 |
| Value of total assets at end of year | 2023-12-31 | $4,275,928 |
| Value of total assets at beginning of year | 2023-12-31 | $2,803,847 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $13,443 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $370,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $647,269 |
| Participant contributions at end of year | 2023-12-31 | $85,097 |
| Participant contributions at beginning of year | 2023-12-31 | $67,097 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $339,737 |
| Administrative expenses (other) incurred | 2023-12-31 | $13,443 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,472,081 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $4,275,928 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,803,847 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $4,131,038 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $2,696,001 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $17,706 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $7,815 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $531,230 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $304,063 |
| Employer contributions (assets) at end of year | 2023-12-31 | $42,087 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $32,934 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $336,775 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-12-31 | Yes |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | ALEXANDER & WILLIAMS, LLC |
| Accountancy firm EIN | 2023-12-31 | 843798055 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,822,299 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $350,218 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $336,775 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,291,069 |
| Value of total assets at end of year | 2023-01-01 | $4,275,928 |
| Value of total assets at beginning of year | 2023-01-01 | $2,803,847 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $13,443 |
| Total interest from all sources | 2023-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $370,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $647,269 |
| Participant contributions at end of year | 2023-01-01 | $85,097 |
| Participant contributions at beginning of year | 2023-01-01 | $67,097 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $339,737 |
| Administrative expenses (other) incurred | 2023-01-01 | $13,443 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,472,081 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $4,275,928 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $2,803,847 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $4,131,038 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $2,696,001 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $17,706 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $7,815 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $531,230 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $304,063 |
| Employer contributions (assets) at end of year | 2023-01-01 | $42,087 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $32,934 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $336,775 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-01-01 | Yes |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | ALEXANDER & WILLIAMS, LLC |
| Accountancy firm EIN | 2023-01-01 | 843798055 |
| 2022 : AXES PHYSICAL THERAPY AXES PT RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $876,588 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $139,130 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $133,983 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,301,944 |
| Value of total assets at end of year | 2022-12-31 | $2,803,847 |
| Value of total assets at beginning of year | 2022-12-31 | $2,066,389 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $5,147 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $370,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $505,277 |
| Participant contributions at end of year | 2022-12-31 | $67,097 |
| Participant contributions at beginning of year | 2022-12-31 | $65,174 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $560,775 |
| Other income not declared elsewhere | 2022-12-31 | $329 |
| Administrative expenses (other) incurred | 2022-12-31 | $5,147 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $737,458 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,803,847 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,066,389 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $2,696,001 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,959,393 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $7,815 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $6,478 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-425,685 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $235,892 |
| Employer contributions (assets) at end of year | 2022-12-31 | $32,934 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $35,344 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $133,983 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | ALEXANDER & WILLIAMS, LLC |
| Accountancy firm EIN | 2022-12-31 | 843798055 |
| Total expenses incurred by plan in this plan year | 2022-09-15 | 63481 |
| Net assets as of the end of the plan year | 2022-09-15 | 2066390 |
| Total assets as of the beginning of the plan year | 2022-09-15 | 1251492 |
| Value of plan covered by a fidelity bond | 2022-09-15 | 100000 |
| Participant contributions to plan in this plan year | 2022-09-15 | 336673 |
| Other expenses paid from plan in this plan year | 2022-09-15 | 849 |
| Other contributions to plan in this plan year | 2022-09-15 | 282039 |
| Other income to plan in this plan year | 2022-09-15 | 176443 |
| Plan net income in this plan year | 2022-09-15 | 814898 |
| Net assets as of the end of the plan year | 2022-09-15 | 2066390 |
| Net assets as of the beginning of the plan year | 2022-09-15 | 1251492 |
| Employer contributions to plan in this plan year | 2022-09-15 | 83224 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $876,588 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $139,130 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $133,983 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,301,944 |
| Value of total assets at end of year | 2022-01-01 | $2,803,847 |
| Value of total assets at beginning of year | 2022-01-01 | $2,066,389 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $5,147 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $370,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $505,277 |
| Participant contributions at end of year | 2022-01-01 | $67,097 |
| Participant contributions at beginning of year | 2022-01-01 | $65,174 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $560,775 |
| Other income not declared elsewhere | 2022-01-01 | $329 |
| Administrative expenses (other) incurred | 2022-01-01 | $5,147 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $737,458 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,803,847 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $2,066,389 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $2,696,001 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $1,959,393 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $7,815 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $6,478 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-425,685 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $235,892 |
| Employer contributions (assets) at end of year | 2022-01-01 | $32,934 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $35,344 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $133,983 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-01-01 | Yes |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | ALEXANDER & WILLIAMS, LLC |
| Accountancy firm EIN | 2022-01-01 | 843798055 |
