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

Plan NamePHYSICAL THERAPY ENTERPRISES 401(K) PROFIT SHARING PLAN
Plan identification number 003

PHYSICAL THERAPY ENTERPRISES 401(K) PROFIT SHARING PLAN 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.
  • Plan covering Self-Employed individuals.
  • 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

STEVEN J. ROTH D/B/A PHYSICAL THERAPY ENTERPRISES has sponsored the creation of one or more 401k plans.

Company Name:STEVEN J. ROTH D/B/A PHYSICAL THERAPY ENTERPRISES
Employer identification number (EIN):550675306
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 PHYSICAL THERAPY ENTERPRISES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032013-01-01
0032012-01-01STEVEN J. ROTH STEVEN J. ROTH2013-05-20
0032011-01-01STEVEN J. ROTH STEVEN J. ROTH2012-06-29

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

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

Measure Date Value
2013: PHYSICAL THERAPY ENTERPRISES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PHYSICAL THERAPY ENTERPRISES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PHYSICAL THERAPY ENTERPRISES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

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

Measure Date Value
2013 : PHYSICAL THERAPY ENTERPRISES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$19,063
Expenses. Total of all expenses incurred2013-12-31$466,260
Benefits paid (including direct rollovers)2013-12-31$466,260
Total plan assets at end of year2013-12-31$0
Total plan assets at beginning of year2013-12-31$447,197
Value of fidelity bond covering the plan2013-12-31$35,000
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$19,063
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-447,197
Net plan assets at end of year (total assets less liabilities)2013-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$447,197
Total contributions received or receivable from employer(s)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PHYSICAL THERAPY ENTERPRISES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$100,830
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$447,197
Total plan assets at beginning of year2012-12-31$346,367
Value of fidelity bond covering the plan2012-12-31$35,000
Total contributions received or receivable from participants2012-12-31$27,300
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$61,660
Net income (gross income less expenses)2012-12-31$100,830
Net plan assets at end of year (total assets less liabilities)2012-12-31$447,197
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$346,367
Total contributions received or receivable from employer(s)2012-12-31$11,870
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PHYSICAL THERAPY ENTERPRISES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$12,387
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$346,367
Total plan assets at beginning of year2011-12-31$333,980
Value of fidelity bond covering the plan2011-12-31$35,000
Total contributions received or receivable from participants2011-12-31$26,800
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-25,005
Net income (gross income less expenses)2011-12-31$12,387
Net plan assets at end of year (total assets less liabilities)2011-12-31$346,367
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$333,980
Total contributions received or receivable from employer(s)2011-12-31$10,592
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PHYSICAL THERAPY ENTERPRISES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$65,246
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$333,980
Total plan assets at beginning of year2010-12-31$268,734
Total contributions received or receivable from participants2010-12-31$24,700
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$29,264
Net income (gross income less expenses)2010-12-31$65,246
Net plan assets at end of year (total assets less liabilities)2010-12-31$333,980
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$268,734
Total contributions received or receivable from employer(s)2010-12-31$11,282
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

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

2013: PHYSICAL THERAPY ENTERPRISES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PHYSICAL THERAPY ENTERPRISES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PHYSICAL THERAPY ENTERPRISES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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