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FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameFUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN
Plan identification number 001

FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC.
Employer identification number (EIN):990327005
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 FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01FIDUCIARY ASSISTANCE2023-07-31
0012022-01-01FIDUCIARY ASSISTANCE2023-09-05
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01RANDALL FUKUJI
0012017-01-01RANDALL FUKUJI
0012016-01-01RANDALL FUKUJI
0012015-01-01ARTHUR LUM
0012014-01-01ARTHUR LUM2015-06-24
0012013-01-01ARTHUR LUM2014-07-02
0012012-01-01ARTHUR LUM2013-06-26
0012011-01-01ARTHUR LUM2012-06-21
0012010-01-01RANDALL FUKUJI2011-06-20

Plan Statistics for FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0154
Total number of active participants reported on line 7a of the Form 55002021-01-0145
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0152
Number of participants with account balances2021-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0150
Total number of active participants reported on line 7a of the Form 55002020-01-0138
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0144
Number of participants with account balances2020-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0146
Total number of active participants reported on line 7a of the Form 55002019-01-0138
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0145
Number of participants with account balances2019-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0149
Total number of active participants reported on line 7a of the Form 55002018-01-0138
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0145
Number of participants with account balances2018-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0140
Total number of active participants reported on line 7a of the Form 55002017-01-0130
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0137
Number of participants with account balances2017-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0136
Total number of active participants reported on line 7a of the Form 55002016-01-0129
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0136
Number of participants with account balances2016-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0140
Total number of active participants reported on line 7a of the Form 55002015-01-0128
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0132
Number of participants with account balances2015-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$604,819
Expenses. Total of all expenses incurred2021-12-31$92,019
Benefits paid (including direct rollovers)2021-12-31$72,779
Total plan assets at end of year2021-12-31$2,903,684
Total plan assets at beginning of year2021-12-31$2,390,884
Value of fidelity bond covering the plan2021-12-31$250,000
Total contributions received or receivable from participants2021-12-31$76,225
Expenses. Other expenses not covered elsewhere2021-12-31$19,240
Other income received2021-12-31$528,594
Net income (gross income less expenses)2021-12-31$512,800
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,903,684
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,390,884
Assets. Value of participant loans2021-12-31$6,111
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$408,264
Expenses. Total of all expenses incurred2020-12-31$15,640
Total plan assets at end of year2020-12-31$2,390,884
Total plan assets at beginning of year2020-12-31$1,998,260
Value of fidelity bond covering the plan2020-12-31$250,000
Total contributions received or receivable from participants2020-12-31$82,287
Other income received2020-12-31$325,977
Net income (gross income less expenses)2020-12-31$392,624
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,390,884
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,998,260
Assets. Value of participant loans2020-12-31$9,196
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$15,640
2019 : FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$492,206
Expenses. Total of all expenses incurred2019-12-31$29,963
Benefits paid (including direct rollovers)2019-12-31$3,169
Total plan assets at end of year2019-12-31$1,998,260
Total plan assets at beginning of year2019-12-31$1,536,017
Value of fidelity bond covering the plan2019-12-31$175,000
Total contributions received or receivable from participants2019-12-31$90,358
Other income received2019-12-31$401,848
Net income (gross income less expenses)2019-12-31$462,243
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,998,260
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,536,017
Assets. Value of participant loans2019-12-31$12,990
Value of corrective distributions2019-12-31$12,326
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$14,468
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$34,582
Expenses. Total of all expenses incurred2018-12-31$31,441
Total plan assets at end of year2018-12-31$1,536,017
Total plan assets at beginning of year2018-12-31$1,532,876
Value of fidelity bond covering the plan2018-12-31$175,000
Total contributions received or receivable from participants2018-12-31$105,621
Other income received2018-12-31$-71,039
Net income (gross income less expenses)2018-12-31$3,141
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,536,017
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,532,876
Assets. Value of participant loans2018-12-31$16,290
Value of corrective distributions2018-12-31$15,554
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$15,887
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$337,172
Expenses. Total of all expenses incurred2017-12-31$344,813
Benefits paid (including direct rollovers)2017-12-31$326,962
Total plan assets at end of year2017-12-31$1,532,876
Total plan assets at beginning of year2017-12-31$1,540,517
Value of fidelity bond covering the plan2017-12-31$170,000
Total contributions received or receivable from participants2017-12-31$103,299
Other income received2017-12-31$233,873
Net income (gross income less expenses)2017-12-31$-7,641
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,532,876
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,540,517
Assets. Value of participant loans2017-12-31$5,136
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$17,851
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$260,581
Expenses. Total of all expenses incurred2016-12-31$13,115
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,540,517
Total plan assets at beginning of year2016-12-31$1,293,051
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$83,006
Other income received2016-12-31$177,575
Net income (gross income less expenses)2016-12-31$247,466
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,540,517
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,293,051
Assets. Value of participant loans2016-12-31$13,729
Value of corrective distributions2016-12-31$789
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$12,326
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$65,265
Expenses. Total of all expenses incurred2015-12-31$61,107
Benefits paid (including direct rollovers)2015-12-31$59,157
Total plan assets at end of year2015-12-31$1,293,051
Total plan assets at beginning of year2015-12-31$1,288,893
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$65,821
Other income received2015-12-31$-556
Net income (gross income less expenses)2015-12-31$4,158
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,293,051
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,288,893
Assets. Value of participant loans2015-12-31$22,136
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,950
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN

2021: FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FUKUJI & LUM PHYSICAL THERAPY ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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