401k Plan data: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN plan

U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 401k Plan overview

Plan Name	U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN
Plan identification number	003

U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

U.S. PHYSICAL THERAPY, INC. has sponsored the creation of one or more 401k plans.

Company Name: U.S. PHYSICAL THERAPY, INC.

Employer identification number (EIN): 760364866

NAIC Classification: 621340
NAIC Description: Offices of Physical, Occupational and Speech Therapists, and Audiologists

Additional information about U.S. PHYSICAL THERAPY, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2021-05-05

Company Identification Number: 0804053211

Legal Registered Office Address: 1300 W SAM HOUSTON PKWY S STE 300

HOUSTON
United States of America (USA)
77042

More information about U.S. PHYSICAL THERAPY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 DEB JONES
003 2016-01-01 DEB JONES
003 2015-01-01 DEB JONES
003 2014-01-01 DEB JONES

Plan Statistics for U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN

401k plan membership statisitcs for U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN

Measure Date Value
2022: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,156
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 949
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 210
Total of all active and inactive participants 2022-01-01 1,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,159
Number of participants with account balances 2022-01-01 759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 77
2021: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,037
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 903
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 240
Total of all active and inactive participants 2021-01-01 1,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,143
Number of participants with account balances 2021-01-01 807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 42
2020: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 895
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 775
Number of other retired or separated participants entitled to future benefits 2020-01-01 181
Total of all active and inactive participants 2020-01-01 956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 956
Number of participants with account balances 2020-01-01 743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 39
2019: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,216
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 722
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 173
Total of all active and inactive participants 2019-01-01 895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 895
Number of participants with account balances 2019-01-01 643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 53
2018: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,157
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,016
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 180
Total of all active and inactive participants 2018-01-01 1,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,196
Number of participants with account balances 2018-01-01 787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 100
2017: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,105
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 979
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 167
Total of all active and inactive participants 2017-01-01 1,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,146
Number of participants with account balances 2017-01-01 750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 101
2016: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,068
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 986
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 133
Total of all active and inactive participants 2016-01-01 1,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,119
Number of participants with account balances 2016-01-01 701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 62
2015: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 940
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 911
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 163
Total of all active and inactive participants 2015-01-01 1,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,077
Number of participants with account balances 2015-01-01 667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 31
2014: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 693
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 778
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 170
Total of all active and inactive participants 2014-01-01 948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 948
Number of participants with account balances 2014-01-01 556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 25

Measure	Date	Value
2022: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,156
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	949
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	210
Total of all active and inactive participants	2022-01-01	1,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,159
Number of participants with account balances	2022-01-01	759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	77
2021: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,037
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	903
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	240
Total of all active and inactive participants	2021-01-01	1,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,143
Number of participants with account balances	2021-01-01	807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	42
2020: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	895
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	775
Number of other retired or separated participants entitled to future benefits	2020-01-01	181
Total of all active and inactive participants	2020-01-01	956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	956
Number of participants with account balances	2020-01-01	743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	39
2019: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,216
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	722
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	173
Total of all active and inactive participants	2019-01-01	895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	895
Number of participants with account balances	2019-01-01	643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	53
2018: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,157
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,016
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	180
Total of all active and inactive participants	2018-01-01	1,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,196
Number of participants with account balances	2018-01-01	787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	100
2017: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,105
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	979
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	167
Total of all active and inactive participants	2017-01-01	1,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,146
Number of participants with account balances	2017-01-01	750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	101
2016: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,068
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	986
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	133
Total of all active and inactive participants	2016-01-01	1,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,119
Number of participants with account balances	2016-01-01	701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	62
2015: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	940
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	911
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	163
Total of all active and inactive participants	2015-01-01	1,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,077
Number of participants with account balances	2015-01-01	667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	31
2014: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	693
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	778
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	170
Total of all active and inactive participants	2014-01-01	948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	948
Number of participants with account balances	2014-01-01	556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	25

Financial Data on U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN

Measure	Date	Value
2022 : U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$444,107
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	$-4,253,698
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,982,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,869,586
Value of total corrective distributions	2022-12-31	$12,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,877,243
Value of total assets at end of year	2022-12-31	$32,540,151
Value of total assets at beginning of year	2022-12-31	$38,331,819
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$99,607
Total interest from all sources	2022-12-31	$9,202
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$122,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$122,607
Administrative expenses professional fees incurred	2022-12-31	$20,375
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,453,525
Participant contributions at end of year	2022-12-31	$177,942
Participant contributions at beginning of year	2022-12-31	$125,683
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$44,128
Administrative expenses (other) incurred	2022-12-31	$79,232
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	$-6,235,775
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$32,540,151
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$38,331,819
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 registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,420,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,299,264
Interest on participant loans	2022-12-31	$9,202
Value of interest in common/collective trusts at end of year	2022-12-31	$26,941,946
Value of interest in common/collective trusts at beginning of year	2022-12-31	$32,906,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,516,442
Net investment gain or loss from common/collective trusts	2022-12-31	$-5,746,308
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	$379,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,869,586
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	MELTON & MELTON LLP
Accountancy firm EIN	2022-12-31	741550819
2021 : U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$33,177
Total transfer of assets from this plan	2021-12-31	$9,534
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$8,255,558
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,287,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,177,570
Value of total corrective distributions	2021-12-31	$31,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,244,673
Value of total assets at end of year	2021-12-31	$38,331,819
Value of total assets at beginning of year	2021-12-31	$32,340,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$78,539
Total interest from all sources	2021-12-31	$10,710
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$258,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$258,451
Administrative expenses professional fees incurred	2021-12-31	$9,547
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,354,344
Participant contributions at end of year	2021-12-31	$125,683
Participant contributions at beginning of year	2021-12-31	$176,573
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$482,935
Administrative expenses (other) incurred	2021-12-31	$53,600
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$10,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,968,123
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$38,331,819
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$32,340,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$15,392
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,299,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$32,153,275
Interest on participant loans	2021-12-31	$10,710
Value of interest in common/collective trusts at end of year	2021-12-31	$32,906,872
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-108,261
Net investment gain/loss from pooled separate accounts	2021-12-31	$3,796,861
Net investment gain or loss from common/collective trusts	2021-12-31	$1,053,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$407,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,177,570
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	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MELTON & MELTON LLP
Accountancy firm EIN	2021-12-31	741550819
2020 : U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$7,294,999
Total of all expenses incurred	2020-12-31	$2,064,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,924,709
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$40,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,237,202
Value of total assets at end of year	2020-12-31	$32,340,053
Value of total assets at beginning of year	2020-12-31	$27,109,165
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$98,955
Total interest from all sources	2020-12-31	$10,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,889,259
Participant contributions at end of year	2020-12-31	$176,573
Participant contributions at beginning of year	2020-12-31	$171,971
Participant contributions at end of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$29,225
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$10,205
Total non interest bearing cash at beginning of year	2020-12-31	$24,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,230,888
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$32,340,053
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$27,109,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$32,153,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$26,913,124
Interest on participant loans	2020-12-31	$10,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,047,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$318,718
Employer contributions (assets) at end of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,924,709
Contract administrator fees	2020-12-31	$98,955
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	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MELTON & MELTON, L.L.P.
Accountancy firm EIN	2020-12-31	741550819
2019 : U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$8,409,280
Total of all expenses incurred	2019-12-31	$8,532,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$8,361,890
Expenses. Certain deemed distributions of participant loans	2019-12-31	$6,048
Value of total corrective distributions	2019-12-31	$27,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,671,870
Value of total assets at end of year	2019-12-31	$27,109,165
Value of total assets at beginning of year	2019-12-31	$27,232,523
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$137,515
Total interest from all sources	2019-12-31	$9,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,215,147
Participant contributions at end of year	2019-12-31	$171,971
Participant contributions at beginning of year	2019-12-31	$136,673
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$101,541
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$24,070
Total non interest bearing cash at beginning of year	2019-12-31	$44,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-123,358
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$27,109,165
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$27,232,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$26,913,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$27,051,426
Interest on participant loans	2019-12-31	$9,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,727,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$355,182
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$8,361,890
Contract administrator fees	2019-12-31	$137,515
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MELTON & MELTON, L.L.P.
Accountancy firm EIN	2019-12-31	741550819
2018 : U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$714,348
Total of all expenses incurred	2018-12-31	$1,453,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,335,160
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$24,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,965,780
Value of total assets at end of year	2018-12-31	$27,232,523
Value of total assets at beginning of year	2018-12-31	$27,971,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$93,643
Total interest from all sources	2018-12-31	$8,606
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,414,847
Participant contributions at end of year	2018-12-31	$136,673
Participant contributions at beginning of year	2018-12-31	$137,967
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$119,869
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$6,010
Total non interest bearing cash at end of year	2018-12-31	$44,424
Total non interest bearing cash at beginning of year	2018-12-31	$9,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-738,977
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$27,232,523
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$27,971,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$22,895
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$27,051,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$27,824,090
Interest on participant loans	2018-12-31	$7,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,528
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-2,260,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$431,064
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,335,160
Contract administrator fees	2018-12-31	$64,738
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MELTON & MELTON, LLP
Accountancy firm EIN	2018-12-31	741550819
2017 : U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2017 401k financial data
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$7,031,512
Total of all expenses incurred	2017-12-31	$1,779,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,760,670
Expenses. Certain deemed distributions of participant loans	2017-12-31	$653
Value of total corrective distributions	2017-12-31	$9,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,760,904
Value of total assets at end of year	2017-12-31	$27,971,500
Value of total assets at beginning of year	2017-12-31	$22,719,388
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,082
Total interest from all sources	2017-12-31	$6,954
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,245,135
Participant contributions at end of year	2017-12-31	$137,967
Participant contributions at beginning of year	2017-12-31	$112,901
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$193,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$7,684
Total non interest bearing cash at end of year	2017-12-31	$9,443
Total non interest bearing cash at beginning of year	2017-12-31	$61,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,252,112
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$27,971,500
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$22,719,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$27,824,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$22,544,642
Interest on participant loans	2017-12-31	$6,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,263,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$322,769
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,760,670
Contract administrator fees	2017-12-31	$398
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MELTON & MELTON, L.L.P.
Accountancy firm EIN	2017-12-31	741550819
2016 : U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$4,744,853
Total of all expenses incurred	2016-12-31	$1,754,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,734,381
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$13,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,095,211
Value of total assets at end of year	2016-12-31	$22,719,388
Value of total assets at beginning of year	2016-12-31	$19,728,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,013
Total interest from all sources	2016-12-31	$5,116
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,055,662
Participant contributions at end of year	2016-12-31	$112,901
Participant contributions at beginning of year	2016-12-31	$69,245
Participant contributions at end of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$648,988
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$5,610
Total non interest bearing cash at end of year	2016-12-31	$61,845
Total non interest bearing cash at beginning of year	2016-12-31	$28,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,990,598
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$22,719,388
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,728,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$22,544,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$19,631,340
Interest on participant loans	2016-12-31	$5,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,644,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$390,561
Employer contributions (assets) at end of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,734,381
Contract administrator fees	2016-12-31	$403
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MELTON & MELTON, L.L.P.
Accountancy firm EIN	2016-12-31	741550819
2015 : U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$2,592,282
Total of all expenses incurred	2015-12-31	$1,193,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,177,435
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$13,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,875,908
Value of total assets at end of year	2015-12-31	$19,728,790
Value of total assets at beginning of year	2015-12-31	$18,330,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,657
Total interest from all sources	2015-12-31	$3,465
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$2,657
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,750,854
Participant contributions at end of year	2015-12-31	$69,245
Participant contributions at beginning of year	2015-12-31	$36,668
Participant contributions at end of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$801,322
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$28,205
Total non interest bearing cash at beginning of year	2015-12-31	$8,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,398,448
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,728,790
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,330,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$19,631,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$18,284,866
Interest on participant loans	2015-12-31	$3,465
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-287,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$323,732
Employer contributions (assets) at end of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,177,435
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MELTON & MELTON, L.L.P.
Accountancy firm EIN	2015-12-31	741550819
2014 : U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$3,485,515
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	$2,673,827
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$666,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$626,510
Value of total corrective distributions	2014-12-31	$37,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,833,657
Value of total assets at end of year	2014-12-31	$18,330,342
Value of total assets at beginning of year	2014-12-31	$12,837,334
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,318
Total interest from all sources	2014-12-31	$1,004
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$2,318
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,489,980
Participant contributions at end of year	2014-12-31	$36,668
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$91,331
Total non interest bearing cash at end of year	2014-12-31	$8,808
Total non interest bearing cash at beginning of year	2014-12-31	$2,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,007,493
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,330,342
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,837,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$18,284,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,834,413
Interest on participant loans	2014-12-31	$1,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$839,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$252,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$626,510
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MELTON & MELTON, L.L.P.
Accountancy firm EIN	2014-12-31	741550819

Form 5500 Responses for U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN

2022: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD 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 funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

60867

Policy instance

Insurance contract or identification number	60867
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-07-02
Total amount of commissions paid to insurance broker	USD $16,492
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $8,437
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

60867

Policy instance

Insurance contract or identification number	60867
Number of Individuals Covered	953
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of fees paid to insurance company	USD $37,234
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	24234
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

60867

Policy instance

Insurance contract or identification number	60867
Number of Individuals Covered	857
Total amount of fees paid to insurance company	USD $27,619
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	22337
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

60867

Policy instance

Insurance contract or identification number	60867
Number of Individuals Covered	758
Total amount of fees paid to insurance company	USD $22,733
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	21660
Additional information about fees paid to insurance broker	TPA FEES, COMPENSATION, OTHER ALLOWANCES
Insurance broker organization code?	5
Insurance broker name	FUND COMPANIES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

60867

Policy instance

Insurance contract or identification number	60867
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of fees paid to insurance company	USD $59,112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	34355
Additional information about fees paid to insurance broker	BROKER FEES
Insurance broker organization code?	3
Insurance broker name	ADMINISTRATIVE FIDUCIARY S

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

60867

Policy instance

Insurance contract or identification number	60867
Number of Individuals Covered	557
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $58,775
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	33862
Additional information about fees paid to insurance broker	BROKER FEES
Insurance broker organization code?	3
Insurance broker name	MELTON & MELTON

Potentially related plans

U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN [EIN = 621707893]

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Company Name:	U.S. PHYSICAL THERAPY, INC.
Employer identification number (EIN):	760364866
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2021-05-05
Company Identification Number:	0804053211
Legal Registered Office Address:	1300 W SAM HOUSTON PKWY S STE 300 HOUSTON United States of America (USA) 77042