401k Plan data: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN plan

ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN
Plan identification number	002

ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

Company Name: ANDERSEN PHYSICAL THERAPY, INC.

Employer identification number (EIN): 942441050

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 ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-08-01
002 2020-08-01
002 2019-08-01
002 2018-08-01
002 2017-08-01 JAMES ANDERSEN
002 2016-08-01 JAMES ANDERSEN
002 2015-08-01 JAMES ANDERSEN
002 2014-08-01 JAMES ANDERSEN
002 2013-08-01 JAMES ANDERSEN
002 2012-08-01 JAMES ANDERSEN
002 2011-08-01 JAMES ANDERSEN
002 2011-01-01 JAMES ANDERSEN
002 2009-01-01 JAMES ANDERSEN
002 2009-01-01 JAMES ANDERSEN
002 2008-01-01 JAMES ANDERSEN
002 2007-01-01 JAMES ANDERSEN

Plan Statistics for ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN

Measure Date Value
2019: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-08-01 52
Total number of active participants reported on line 7a of the Form 5500 2019-08-01 44
Number of retired or separated participants receiving benefits 2019-08-01 0
Number of other retired or separated participants entitled to future benefits 2019-08-01 15
Total of all active and inactive participants 2019-08-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-08-01 0
Total participants 2019-08-01 59
Number of participants with account balances 2019-08-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-08-01 1
2018: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-08-01 39
Total number of active participants reported on line 7a of the Form 5500 2018-08-01 34
Number of retired or separated participants receiving benefits 2018-08-01 0
Number of other retired or separated participants entitled to future benefits 2018-08-01 13
Total of all active and inactive participants 2018-08-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-08-01 0
Total participants 2018-08-01 47
Number of participants with account balances 2018-08-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-08-01 4
2017: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-08-01 37
Total number of active participants reported on line 7a of the Form 5500 2017-08-01 27
Number of retired or separated participants receiving benefits 2017-08-01 0
Number of other retired or separated participants entitled to future benefits 2017-08-01 11
Total of all active and inactive participants 2017-08-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-08-01 0
Total participants 2017-08-01 38
Number of participants with account balances 2017-08-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-08-01 6
2016: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-08-01 34
Total number of active participants reported on line 7a of the Form 5500 2016-08-01 31
Number of retired or separated participants receiving benefits 2016-08-01 0
Number of other retired or separated participants entitled to future benefits 2016-08-01 6
Total of all active and inactive participants 2016-08-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-08-01 0
Total participants 2016-08-01 37
Number of participants with account balances 2016-08-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-08-01 2
2015: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-08-01 24
Total number of active participants reported on line 7a of the Form 5500 2015-08-01 29
Number of retired or separated participants receiving benefits 2015-08-01 0
Number of other retired or separated participants entitled to future benefits 2015-08-01 4
Total of all active and inactive participants 2015-08-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-08-01 0
Total participants 2015-08-01 33
Number of participants with account balances 2015-08-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-08-01 0
2014: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 26
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 17
Number of retired or separated participants receiving benefits 2014-08-01 0
Number of other retired or separated participants entitled to future benefits 2014-08-01 7
Total of all active and inactive participants 2014-08-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-08-01 0
Total participants 2014-08-01 24
Number of participants with account balances 2014-08-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-08-01 2
2013: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 25
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 20
Number of retired or separated participants receiving benefits 2013-08-01 0
Number of other retired or separated participants entitled to future benefits 2013-08-01 6
Total of all active and inactive participants 2013-08-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-08-01 0
Total participants 2013-08-01 26
Number of participants with account balances 2013-08-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-08-01 0
2012: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 26
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 18
Number of retired or separated participants receiving benefits 2012-08-01 0
Number of other retired or separated participants entitled to future benefits 2012-08-01 5
Total of all active and inactive participants 2012-08-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-08-01 0
Total participants 2012-08-01 23
Number of participants with account balances 2012-08-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-08-01 2
2011: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 26
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 19
Number of retired or separated participants receiving benefits 2011-08-01 0
Number of other retired or separated participants entitled to future benefits 2011-08-01 7
Total of all active and inactive participants 2011-08-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-08-01 0
Total participants 2011-08-01 26
Number of participants with account balances 2011-08-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-08-01 1
Total participants, beginning-of-year 2011-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 26
Number of participants with account balances 2011-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 26
Number of participants with account balances 2009-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2008: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 14
Number of retired or separated participants receiving benefits 2008-01-01 8
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 22
Number of participants with account balances 2008-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 3
2007: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 15
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 6
Total of all active and inactive participants 2007-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 21
Number of participants with account balances 2007-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2019: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-08-01	52
Total number of active participants reported on line 7a of the Form 5500	2019-08-01	44
Number of retired or separated participants receiving benefits	2019-08-01	0
Number of other retired or separated participants entitled to future benefits	2019-08-01	15
Total of all active and inactive participants	2019-08-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-08-01	0
Total participants	2019-08-01	59
Number of participants with account balances	2019-08-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-08-01	1
2018: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-08-01	39
Total number of active participants reported on line 7a of the Form 5500	2018-08-01	34
Number of retired or separated participants receiving benefits	2018-08-01	0
Number of other retired or separated participants entitled to future benefits	2018-08-01	13
Total of all active and inactive participants	2018-08-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-08-01	0
Total participants	2018-08-01	47
Number of participants with account balances	2018-08-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-08-01	4
2017: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-08-01	37
Total number of active participants reported on line 7a of the Form 5500	2017-08-01	27
Number of retired or separated participants receiving benefits	2017-08-01	0
Number of other retired or separated participants entitled to future benefits	2017-08-01	11
Total of all active and inactive participants	2017-08-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-08-01	0
Total participants	2017-08-01	38
Number of participants with account balances	2017-08-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-08-01	6
2016: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-08-01	34
Total number of active participants reported on line 7a of the Form 5500	2016-08-01	31
Number of retired or separated participants receiving benefits	2016-08-01	0
Number of other retired or separated participants entitled to future benefits	2016-08-01	6
Total of all active and inactive participants	2016-08-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-08-01	0
Total participants	2016-08-01	37
Number of participants with account balances	2016-08-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-08-01	2
2015: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-08-01	24
Total number of active participants reported on line 7a of the Form 5500	2015-08-01	29
Number of retired or separated participants receiving benefits	2015-08-01	0
Number of other retired or separated participants entitled to future benefits	2015-08-01	4
Total of all active and inactive participants	2015-08-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-08-01	0
Total participants	2015-08-01	33
Number of participants with account balances	2015-08-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-08-01	0
2014: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	26
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	17
Number of retired or separated participants receiving benefits	2014-08-01	0
Number of other retired or separated participants entitled to future benefits	2014-08-01	7
Total of all active and inactive participants	2014-08-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-08-01	0
Total participants	2014-08-01	24
Number of participants with account balances	2014-08-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-08-01	2
2013: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	25
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	20
Number of retired or separated participants receiving benefits	2013-08-01	0
Number of other retired or separated participants entitled to future benefits	2013-08-01	6
Total of all active and inactive participants	2013-08-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-08-01	0
Total participants	2013-08-01	26
Number of participants with account balances	2013-08-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-08-01	0
2012: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	26
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	18
Number of retired or separated participants receiving benefits	2012-08-01	0
Number of other retired or separated participants entitled to future benefits	2012-08-01	5
Total of all active and inactive participants	2012-08-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-08-01	0
Total participants	2012-08-01	23
Number of participants with account balances	2012-08-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-08-01	2
2011: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	26
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	19
Number of retired or separated participants receiving benefits	2011-08-01	0
Number of other retired or separated participants entitled to future benefits	2011-08-01	7
Total of all active and inactive participants	2011-08-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-08-01	0
Total participants	2011-08-01	26
Number of participants with account balances	2011-08-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-08-01	1
Total participants, beginning-of-year	2011-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	26
Number of participants with account balances	2011-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	26
Number of participants with account balances	2009-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2008: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	14
Number of retired or separated participants receiving benefits	2008-01-01	8
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	22
Number of participants with account balances	2008-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	3
2007: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	15
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	6
Total of all active and inactive participants	2007-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	21
Number of participants with account balances	2007-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2020 : ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-07-31	$0
Total plan liabilities at end of year	2020-07-31	$0
Total plan liabilities at beginning of year	2020-07-31	$0
Total income from all sources	2020-07-31	$281,513
Expenses. Total of all expenses incurred	2020-07-31	$36,091
Benefits paid (including direct rollovers)	2020-07-31	$24,156
Total plan assets at end of year	2020-07-31	$2,386,773
Total plan assets at beginning of year	2020-07-31	$2,141,351
Value of fidelity bond covering the plan	2020-07-31	$125,000
Total contributions received or receivable from participants	2020-07-31	$73,783
Assets. Value of loans (other than to participants)	2020-07-31	$100,000
Expenses. Other expenses not covered elsewhere	2020-07-31	$0
Contributions received from other sources (not participants or employers)	2020-07-31	$0
Other income received	2020-07-31	$147,730
Noncash contributions received	2020-07-31	$0
Net income (gross income less expenses)	2020-07-31	$245,422
Net plan assets at end of year (total assets less liabilities)	2020-07-31	$2,386,773
Net plan assets at beginning of year (total assets less liabilities)	2020-07-31	$2,141,351
Total contributions received or receivable from employer(s)	2020-07-31	$60,000
Value of certain deemed distributions of participant loans	2020-07-31	$0
Value of corrective distributions	2020-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-07-31	$11,935
2019 : ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-07-31	$263,430
Expenses. Total of all expenses incurred	2019-07-31	$28,865
Benefits paid (including direct rollovers)	2019-07-31	$18,238
Total plan assets at end of year	2019-07-31	$2,141,351
Total plan assets at beginning of year	2019-07-31	$1,906,786
Value of fidelity bond covering the plan	2019-07-31	$125,000
Total contributions received or receivable from participants	2019-07-31	$58,788
Assets. Value of loans (other than to participants)	2019-07-31	$100,000
Expenses. Other expenses not covered elsewhere	2019-07-31	$0
Contributions received from other sources (not participants or employers)	2019-07-31	$58,885
Other income received	2019-07-31	$87,726
Net income (gross income less expenses)	2019-07-31	$234,565
Net plan assets at end of year (total assets less liabilities)	2019-07-31	$2,141,351
Net plan assets at beginning of year (total assets less liabilities)	2019-07-31	$1,906,786
Assets. Value of participant loans	2019-07-31	$234
Total contributions received or receivable from employer(s)	2019-07-31	$58,031
Expenses. Administrative service providers (salaries,fees and commissions)	2019-07-31	$10,627
2018 : ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-07-31	$241,489
Expenses. Total of all expenses incurred	2018-07-31	$1,677,335
Benefits paid (including direct rollovers)	2018-07-31	$1,669,828
Total plan assets at end of year	2018-07-31	$1,906,786
Total plan assets at beginning of year	2018-07-31	$3,342,632
Value of fidelity bond covering the plan	2018-07-31	$125,000
Total contributions received or receivable from participants	2018-07-31	$46,561
Assets. Value of loans (other than to participants)	2018-07-31	$100,000
Contributions received from other sources (not participants or employers)	2018-07-31	$15,267
Other income received	2018-07-31	$179,661
Net income (gross income less expenses)	2018-07-31	$-1,435,846
Net plan assets at end of year (total assets less liabilities)	2018-07-31	$1,906,786
Net plan assets at beginning of year (total assets less liabilities)	2018-07-31	$3,342,632
Assets. Value of participant loans	2018-07-31	$2,197
Expenses. Administrative service providers (salaries,fees and commissions)	2018-07-31	$7,507
2017 : ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-07-31	$432,989
Expenses. Total of all expenses incurred	2017-07-31	$5,150
Total plan assets at end of year	2017-07-31	$3,342,632
Total plan assets at beginning of year	2017-07-31	$2,914,793
Value of fidelity bond covering the plan	2017-07-31	$100,000
Total contributions received or receivable from participants	2017-07-31	$41,806
Assets. Value of loans (other than to participants)	2017-07-31	$100,000
Other income received	2017-07-31	$301,183
Net income (gross income less expenses)	2017-07-31	$427,839
Net plan assets at end of year (total assets less liabilities)	2017-07-31	$3,342,632
Net plan assets at beginning of year (total assets less liabilities)	2017-07-31	$2,914,793
Assets. Value of participant loans	2017-07-31	$4,055
Total contributions received or receivable from employer(s)	2017-07-31	$90,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-07-31	$5,150
2016 : ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-07-31	$89,541
Expenses. Total of all expenses incurred	2016-07-31	$164,870
Benefits paid (including direct rollovers)	2016-07-31	$161,223
Total plan assets at end of year	2016-07-31	$2,914,793
Total plan assets at beginning of year	2016-07-31	$2,990,122
Value of fidelity bond covering the plan	2016-07-31	$100,000
Total contributions received or receivable from participants	2016-07-31	$34,597
Assets. Value of loans (other than to participants)	2016-07-31	$100,000
Expenses. Other expenses not covered elsewhere	2016-07-31	$3,647
Other income received	2016-07-31	$54,944
Net income (gross income less expenses)	2016-07-31	$-75,329
Net plan assets at end of year (total assets less liabilities)	2016-07-31	$2,914,793
Net plan assets at beginning of year (total assets less liabilities)	2016-07-31	$2,990,122
Assets. Value of participant loans	2016-07-31	$18,573
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-07-31	$0
2015 : ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-07-31	$173,110
Expenses. Total of all expenses incurred	2015-07-31	$146,707
Benefits paid (including direct rollovers)	2015-07-31	$142,110
Total plan assets at end of year	2015-07-31	$2,990,122
Total plan assets at beginning of year	2015-07-31	$2,963,719
Value of fidelity bond covering the plan	2015-07-31	$100,000
Total contributions received or receivable from participants	2015-07-31	$44,084
Assets. Value of loans (other than to participants)	2015-07-31	$132,200
Other income received	2015-07-31	$41,814
Net income (gross income less expenses)	2015-07-31	$26,403
Net plan assets at end of year (total assets less liabilities)	2015-07-31	$2,990,122
Net plan assets at beginning of year (total assets less liabilities)	2015-07-31	$2,963,719
Total contributions received or receivable from employer(s)	2015-07-31	$87,212
Expenses. Administrative service providers (salaries,fees and commissions)	2015-07-31	$4,597
2014 : ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-07-31	$326,315
Expenses. Total of all expenses incurred	2014-07-31	$0
Total plan assets at end of year	2014-07-31	$2,963,719
Total plan assets at beginning of year	2014-07-31	$2,637,404
Value of fidelity bond covering the plan	2014-07-31	$100,000
Total contributions received or receivable from participants	2014-07-31	$43,294
Assets. Value of loans (other than to participants)	2014-07-31	$132,200
Other income received	2014-07-31	$283,021
Net income (gross income less expenses)	2014-07-31	$326,315
Net plan assets at end of year (total assets less liabilities)	2014-07-31	$2,963,719
Net plan assets at beginning of year (total assets less liabilities)	2014-07-31	$2,637,404
2013 : ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-07-31	$344,089
Expenses. Total of all expenses incurred	2013-07-31	$228,753
Benefits paid (including direct rollovers)	2013-07-31	$228,303
Total plan assets at end of year	2013-07-31	$2,637,404
Total plan assets at beginning of year	2013-07-31	$2,522,068
Value of fidelity bond covering the plan	2013-07-31	$1,000,000
Total contributions received or receivable from participants	2013-07-31	$47,743
Assets. Value of loans (other than to participants)	2013-07-31	$132,200
Other income received	2013-07-31	$240,976
Net income (gross income less expenses)	2013-07-31	$115,336
Net plan assets at end of year (total assets less liabilities)	2013-07-31	$2,637,404
Net plan assets at beginning of year (total assets less liabilities)	2013-07-31	$2,522,068
Total contributions received or receivable from employer(s)	2013-07-31	$55,370
Value of corrective distributions	2013-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-07-31	$450
2012 : ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-07-31	$74,158
Expenses. Total of all expenses incurred	2012-07-31	$176,998
Benefits paid (including direct rollovers)	2012-07-31	$176,711
Total plan assets at end of year	2012-07-31	$2,522,068
Total plan assets at beginning of year	2012-07-31	$2,624,908
Value of fidelity bond covering the plan	2012-07-31	$1,000,000
Total contributions received or receivable from participants	2012-07-31	$44,035
Assets. Value of loans (other than to participants)	2012-07-31	$132,200
Other income received	2012-07-31	$-29,137
Net income (gross income less expenses)	2012-07-31	$-102,840
Net plan assets at end of year (total assets less liabilities)	2012-07-31	$2,522,068
Net plan assets at beginning of year (total assets less liabilities)	2012-07-31	$2,624,908
Total contributions received or receivable from employer(s)	2012-07-31	$59,260
Expenses. Administrative service providers (salaries,fees and commissions)	2012-07-31	$287
2011 : ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-07-31	$80,855
Expenses. Total of all expenses incurred	2011-07-31	$2,130
Total plan assets at end of year	2011-07-31	$2,624,908
Total plan assets at beginning of year	2011-07-31	$2,546,183
Value of fidelity bond covering the plan	2011-07-31	$1,000,000
Total contributions received or receivable from participants	2011-07-31	$22,242
Assets. Value of loans (other than to participants)	2011-07-31	$117,200
Other income received	2011-07-31	$58,613
Net income (gross income less expenses)	2011-07-31	$78,725
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$2,624,908
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$2,546,183
Assets. Value of participant loans	2011-07-31	$2,035
Expenses. Administrative service providers (salaries,fees and commissions)	2011-07-31	$2,130
2010 : ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,370,550
Expenses. Total of all expenses incurred	2010-12-31	$1,578
Benefits paid (including direct rollovers)	2010-12-31	$1,387
Total plan assets at end of year	2010-12-31	$2,546,183
Total plan assets at beginning of year	2010-12-31	$1,177,211
Value of fidelity bond covering the plan	2010-12-31	$71,000
Total contributions received or receivable from participants	2010-12-31	$34,731
Contributions received from other sources (not participants or employers)	2010-12-31	$1,169,013
Other income received	2010-12-31	$106,806
Net income (gross income less expenses)	2010-12-31	$1,368,972
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,546,183
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,177,211
Assets. Value of participant loans	2010-12-31	$2,035
Total contributions received or receivable from employer(s)	2010-12-31	$60,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$191
2009 : ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
2008 : ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0

Form 5500 Responses for ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN

2019: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-08-01	Type of plan entity	Single employer plan
2019-08-01	Submission has been amended	No
2019-08-01	This submission is the final filing	No
2019-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-08-01	Plan is a collectively bargained plan	No
2019-08-01	Plan funding arrangement – Insurance	Yes
2019-08-01	Plan funding arrangement – Trust	Yes
2019-08-01	Plan benefit arrangement – Insurance	Yes
2019-08-01	Plan benefit arrangement - Trust	Yes
2018: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-08-01	Type of plan entity	Single employer plan
2018-08-01	Submission has been amended	No
2018-08-01	This submission is the final filing	No
2018-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-08-01	Plan is a collectively bargained plan	No
2018-08-01	Plan funding arrangement – Insurance	Yes
2018-08-01	Plan funding arrangement – Trust	Yes
2018-08-01	Plan benefit arrangement – Insurance	Yes
2018-08-01	Plan benefit arrangement - Trust	Yes
2017: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-08-01	Type of plan entity	Single employer plan
2017-08-01	Submission has been amended	No
2017-08-01	This submission is the final filing	No
2017-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-08-01	Plan is a collectively bargained plan	No
2017-08-01	Plan funding arrangement – Insurance	Yes
2017-08-01	Plan funding arrangement – Trust	Yes
2017-08-01	Plan benefit arrangement – Insurance	Yes
2017-08-01	Plan benefit arrangement - Trust	Yes
2016: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-08-01	Type of plan entity	Single employer plan
2016-08-01	Submission has been amended	No
2016-08-01	This submission is the final filing	No
2016-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-08-01	Plan is a collectively bargained plan	No
2016-08-01	Plan funding arrangement – Insurance	Yes
2016-08-01	Plan funding arrangement – Trust	Yes
2016-08-01	Plan benefit arrangement – Insurance	Yes
2016-08-01	Plan benefit arrangement - Trust	Yes
2015: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-08-01	Type of plan entity	Single employer plan
2015-08-01	Submission has been amended	No
2015-08-01	This submission is the final filing	No
2015-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-08-01	Plan is a collectively bargained plan	No
2015-08-01	Plan funding arrangement – Insurance	Yes
2015-08-01	Plan funding arrangement – Trust	Yes
2015-08-01	Plan benefit arrangement – Insurance	Yes
2015-08-01	Plan benefit arrangement - Trust	Yes
2014: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Submission has been amended	No
2014-08-01	This submission is the final filing	No
2014-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-08-01	Plan is a collectively bargained plan	No
2014-08-01	Plan funding arrangement – Insurance	Yes
2014-08-01	Plan funding arrangement – Trust	Yes
2014-08-01	Plan benefit arrangement – Insurance	Yes
2014-08-01	Plan benefit arrangement - Trust	Yes
2013: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Submission has been amended	No
2013-08-01	This submission is the final filing	No
2013-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-08-01	Plan is a collectively bargained plan	No
2013-08-01	Plan funding arrangement – Insurance	Yes
2013-08-01	Plan funding arrangement – Trust	Yes
2013-08-01	Plan benefit arrangement – Insurance	Yes
2013-08-01	Plan benefit arrangement - Trust	Yes
2012: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Submission has been amended	No
2012-08-01	This submission is the final filing	No
2012-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-08-01	Plan is a collectively bargained plan	No
2012-08-01	Plan funding arrangement – Insurance	Yes
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement – Insurance	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Submission has been amended	No
2011-08-01	This submission is the final filing	No
2011-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-08-01	Plan is a collectively bargained plan	No
2011-08-01	Plan funding arrangement – Insurance	Yes
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement – Insurance	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: ANDERSEN PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

818492

Policy instance

Insurance contract or identification number	818492
Number of Individuals Covered	34
Insurance policy start date	2017-08-01
Insurance policy end date	2018-07-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6,037

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

Policy contract number

97786

Policy instance

Insurance contract or identification number	97786
Number of Individuals Covered	22
Insurance policy start date	2015-08-01
Insurance policy end date	2016-07-31
Total amount of commissions paid to insurance broker	USD $2,678
Total amount of fees paid to insurance company	USD $597
Commission paid to Insurance Broker	USD $2,440
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	597
Insurance broker name	OSBORNE & ASSOCIATES, INC.

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

Policy contract number

97786

Policy instance

Insurance contract or identification number	97786
Number of Individuals Covered	24
Insurance policy start date	2013-08-01
Insurance policy end date	2014-07-31
Total amount of commissions paid to insurance broker	USD $3,007
Total amount of fees paid to insurance company	USD $549
Commission paid to Insurance Broker	USD $3,007
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	OSBORNE AND ASSOCIATES INC

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

Policy contract number

97786

Policy instance

Insurance contract or identification number	97786
Number of Individuals Covered	23
Insurance policy start date	2012-08-01
Insurance policy end date	2013-07-31
Total amount of commissions paid to insurance broker	USD $3,010
Total amount of fees paid to insurance company	USD $1,052
Commission paid to Insurance Broker	USD $3,010
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	1052
Insurance broker name	OSBORNE AND ASSOCIATES, INC.

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

Policy contract number

97786

Policy instance

Insurance contract or identification number	97786
Number of Individuals Covered	25
Insurance policy start date	2011-08-01
Insurance policy end date	2012-07-31
Total amount of commissions paid to insurance broker	USD $2,509
Total amount of fees paid to insurance company	USD $826

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

Policy contract number

97786

Policy instance

Insurance contract or identification number	97786
Number of Individuals Covered	25
Insurance policy start date	2011-01-01
Insurance policy end date	2011-07-31
Total amount of commissions paid to insurance broker	USD $1,129
Total amount of fees paid to insurance company	USD $426

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

Policy contract number

97786

Policy instance

Insurance contract or identification number	97786
Number of Individuals Covered	22
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $9,743
Total amount of fees paid to insurance company	USD $272

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The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	ANDERSEN PHYSICAL THERAPY, INC.
Employer identification number (EIN):	942441050
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists

Plan id#	Filing Submission Date	Name of Administrator
002	2022-01-01
002	2021-08-01
002	2020-08-01
002	2019-08-01
002	2018-08-01
002	2017-08-01	JAMES ANDERSEN
002	2016-08-01	JAMES ANDERSEN
002	2015-08-01	JAMES ANDERSEN
002	2014-08-01	JAMES ANDERSEN
002	2013-08-01	JAMES ANDERSEN
002	2012-08-01	JAMES ANDERSEN
002	2011-08-01	JAMES ANDERSEN
002	2011-01-01	JAMES ANDERSEN
002	2009-01-01	JAMES ANDERSEN
002	2009-01-01	JAMES ANDERSEN
002	2008-01-01	JAMES ANDERSEN
002	2007-01-01	JAMES ANDERSEN