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BOZEMAN PHYSICAL THERAPY CENTER 401(K) PLAN AND TRUST 401k Plan overview

Plan NameBOZEMAN PHYSICAL THERAPY CENTER 401(K) PLAN AND TRUST
Plan identification number 001

BOZEMAN PHYSICAL THERAPY CENTER 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ADVANCED PERFORMANCE AND REHABILITATION SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ADVANCED PERFORMANCE AND REHABILITATION SERVICES, INC.
Employer identification number (EIN):810515500
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOZEMAN PHYSICAL THERAPY CENTER 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KELSEY WADSWORTH2024-09-09
0012022-01-01KELSEY WADSWORTH2023-03-30
0012021-01-01KELSEY WADSWORTH2022-10-13
0012020-01-01
0012019-01-01KELSEY WADSWORTH2020-09-18
0012018-01-01KELSEY WADSWORTH2019-06-11
0012017-01-01KELSEY WADSWORTH2018-05-14
0012016-01-01KELSEY WADSWORTH2017-07-27 KELSEY WADSWORTH2017-07-27
0012015-01-01KELSEY WADSWORTH2016-07-13 KELSEY WADSWORTH2016-07-13
0012014-01-01MARY JO LUSIN OR KELSEY WADSWORTH2015-09-08 MARY JO LUSIN OR KELSEY WADSWORTH2015-09-08
0012013-01-01MARY JO LUSIN OR KELSEY WADSWORTH2014-07-17 MARY JO LUSIN OR KELSEY WADSWORTH2014-07-17
0012012-01-01MARY JO LUSIN2013-09-18
0012011-01-01MARY JO LUSIN2012-09-27
0012010-01-01MARY JO LUSIN2011-09-28 MARY JO LUSIN2011-09-28

Financial Data on BOZEMAN PHYSICAL THERAPY CENTER 401(K) PLAN AND TRUST

Measure Date Value
2025 : BOZEMAN PHYSICAL THERAPY CENTER 401(K) PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-10708656
Net assets as of the end of the plan year2025-07-102096963
Total assets as of the beginning of the plan year2025-07-102387324
Value of plan covered by a fidelity bond2025-07-10300000
Participant contributions to plan in this plan year2025-07-10111378
Value of participant loans at end of plan year2025-07-1018081
Other expenses paid from plan in this plan year2025-07-10325
Other income to plan in this plan year2025-07-10254992
Plan net income in this plan year2025-07-10-290361
Net assets as of the end of the plan year2025-07-102096963
Net assets as of the beginning of the plan year2025-07-102387324
Employer contributions to plan in this plan year2025-07-1051925
2024 : BOZEMAN PHYSICAL THERAPY CENTER 401(K) PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-0926623
Net assets as of the end of the plan year2024-09-092387324
Total assets as of the beginning of the plan year2024-09-091946172
Value of plan covered by a fidelity bond2024-09-09210000
Participant contributions to plan in this plan year2024-09-09120294
Value of participant loans at end of plan year2024-09-0911082
Other expenses paid from plan in this plan year2024-09-09100
Other income to plan in this plan year2024-09-09293523
Plan net income in this plan year2024-09-09441152
Net assets as of the end of the plan year2024-09-092387324
Net assets as of the beginning of the plan year2024-09-091946172
Employer contributions to plan in this plan year2024-09-0953958

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