Logo

COLLABORATIVE RETIREMENT TRUST 401k Plan overview

Plan NameCOLLABORATIVE RETIREMENT TRUST
Plan identification number 001

COLLABORATIVE RETIREMENT 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

PREMIER THERAPY & HEALTH CENTERS INC. has sponsored the creation of one or more 401k plans.

Company Name:PREMIER THERAPY & HEALTH CENTERS INC.
Employer identification number (EIN):610994897
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 COLLABORATIVE RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GINA MCCOY2024-08-29
0012022-01-01GINA MCCOY2023-09-11
0012021-09-01
0012020-09-01GINA MCCOY2021-12-02 GINA MCCOY2021-12-02
0012019-09-01GINA MCCOY2021-01-28 GINA MCCOY2021-01-28
0012018-09-01GINA MCCOY2020-03-11 GINA MCCOY2020-03-11
0012017-09-01GINA MCCOY2019-06-13
0012016-09-01GINA MCCOY2018-06-15
0012015-09-01GINA MCCOY2017-05-11
0012014-09-01GINA MCCOY2016-06-09
0012013-09-01DAVID APTS2015-03-18
0012012-09-01DAVID APTS2014-02-25
0012011-09-01DAVID APTS DAVID APTS2013-01-07
0012010-09-01DAVID W APTS
0012009-09-01DAVID W. APTS
0012007-09-01DAVID APTS
0012006-09-01DAVID APTS

Plan Statistics for COLLABORATIVE RETIREMENT TRUST

401k plan membership statisitcs for COLLABORATIVE RETIREMENT TRUST

Measure Date Value
2011: COLLABORATIVE RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year2011-09-0148
Total number of active participants reported on line 7a of the Form 55002011-09-0129
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-0119
Total of all active and inactive participants2011-09-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-0148
Number of participants with account balances2011-09-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2010: COLLABORATIVE RETIREMENT TRUST 2010 401k membership
Total participants, beginning-of-year2010-09-0149
Total number of active participants reported on line 7a of the Form 55002010-09-0132
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-0116
Total of all active and inactive participants2010-09-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-0148
Number of participants with account balances2010-09-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
2009: COLLABORATIVE RETIREMENT TRUST 2009 401k membership
Total participants, beginning-of-year2009-09-0151
Total number of active participants reported on line 7a of the Form 55002009-09-0131
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0118
Total of all active and inactive participants2009-09-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-0149
Number of participants with account balances2009-09-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010
2007: COLLABORATIVE RETIREMENT TRUST 2007 401k membership
Total participants, beginning-of-year2007-09-0155
Total number of active participants reported on line 7a of the Form 55002007-09-0141
Number of retired or separated participants receiving benefits2007-09-010
Number of other retired or separated participants entitled to future benefits2007-09-0113
Total of all active and inactive participants2007-09-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-09-010
Total participants2007-09-0154
Number of participants with account balances2007-09-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-09-013
Number of employers contributing to the scheme2007-09-014
2006: COLLABORATIVE RETIREMENT TRUST 2006 401k membership
Total participants, beginning-of-year2006-09-0160
Total number of active participants reported on line 7a of the Form 55002006-09-0155
Number of retired or separated participants receiving benefits2006-09-010
Number of other retired or separated participants entitled to future benefits2006-09-011
Total of all active and inactive participants2006-09-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-09-010
Total participants2006-09-0156
Number of participants with account balances2006-09-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-09-010

Financial Data on COLLABORATIVE RETIREMENT TRUST

Measure Date Value
2012 : COLLABORATIVE RETIREMENT TRUST 2012 401k financial data
Total income from all sources2012-08-31$175,550
Expenses. Total of all expenses incurred2012-08-31$328,655
Benefits paid (including direct rollovers)2012-08-31$328,355
Total plan assets at end of year2012-08-31$1,123,456
Total plan assets at beginning of year2012-08-31$1,276,561
Total contributions received or receivable from participants2012-08-31$90,164
Expenses. Other expenses not covered elsewhere2012-08-31$300
Other income received2012-08-31$30,555
Net income (gross income less expenses)2012-08-31$-153,105
Net plan assets at end of year (total assets less liabilities)2012-08-31$1,123,456
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$1,276,561
Assets. Value of participant loans2012-08-31$3,214
Total contributions received or receivable from employer(s)2012-08-31$54,831
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
2011 : COLLABORATIVE RETIREMENT TRUST 2011 401k financial data
Total income from all sources2011-08-31$265,686
Expenses. Total of all expenses incurred2011-08-31$36,784
Benefits paid (including direct rollovers)2011-08-31$36,484
Total plan assets at end of year2011-08-31$1,276,561
Total plan assets at beginning of year2011-08-31$1,047,659
Total contributions received or receivable from participants2011-08-31$115,199
Other income received2011-08-31$59,105
Net income (gross income less expenses)2011-08-31$228,902
Net plan assets at end of year (total assets less liabilities)2011-08-31$1,276,561
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$1,047,659
Assets. Value of participant loans2011-08-31$5,048
Total contributions received or receivable from employer(s)2011-08-31$91,382
Expenses. Administrative service providers (salaries,fees and commissions)2011-08-31$300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
2010 : COLLABORATIVE RETIREMENT TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0
2008 : COLLABORATIVE RETIREMENT TRUST 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-08-31$0
2007 : COLLABORATIVE RETIREMENT TRUST 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-08-31$0

Form 5500 Responses for COLLABORATIVE RETIREMENT TRUST

2011: COLLABORATIVE RETIREMENT TRUST 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2010: COLLABORATIVE RETIREMENT TRUST 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: COLLABORATIVE RETIREMENT TRUST 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes
2007: COLLABORATIVE RETIREMENT TRUST 2007 form 5500 responses
2007-09-01Type of plan entitySingle employer plan
2007-09-01First time form 5500 has been submittedYes
2007-09-01Submission has been amendedNo
2007-09-01This submission is the final filingNo
2007-09-01This return/report is a short plan year return/report (less than 12 months)No
2007-09-01Plan is a collectively bargained planNo
2007-09-01Plan funding arrangement – TrustYes
2007-09-01Plan benefit arrangement - TrustYes
2006: COLLABORATIVE RETIREMENT TRUST 2006 form 5500 responses
2006-09-01Type of plan entitySingle employer plan
2006-09-01Submission has been amendedYes
2006-09-01This submission is the final filingNo
2006-09-01This return/report is a short plan year return/report (less than 12 months)No
2006-09-01Plan is a collectively bargained planNo
2006-09-01Plan funding arrangement – TrustYes
2006-09-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
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.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1