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

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

Plan Name	DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN
Plan identification number	001

DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

DEL VALLE PHYSICAL THERAPY & REHAB has sponsored the creation of one or more 401k plans.

Company Name: DEL VALLE PHYSICAL THERAPY & REHAB

Employer identification number (EIN): 850402296

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEL VALLE 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
001 2023-01-01 MARK FIGUEROA 2024-10-15
001 2022-01-01 MARK FIGUEROA 2023-07-31
001 2021-01-01 MARK FIGUEROA 2022-07-29
001 2020-01-01 MARK FIGUEROA 2021-10-15
001 2019-01-01 MARK FIGUEROA 2020-10-12
001 2018-01-01 MARK FIGUEROA 2019-09-09
001 2017-01-01 MARK FIGUEROA 2018-10-05
001 2016-01-01 MARK FIGUEROA 2017-07-31
001 2015-01-01 DEWELL HARDESTY
001 2014-01-01 DEWELL HARDESTY
001 2013-01-01 DEWELL HARDESTY
001 2012-01-01 DEWELL HARDESTY
001 2011-01-01 DEWELL HARDESTY
001 2010-01-01 DEWELL HARDESTY
001 2009-01-01 DEWELL HARDESTY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MARK FIGUEROA	2024-10-15
001	2022-01-01	MARK FIGUEROA	2023-07-31
001	2021-01-01	MARK FIGUEROA	2022-07-29
001	2020-01-01	MARK FIGUEROA	2021-10-15
001	2019-01-01	MARK FIGUEROA	2020-10-12
001	2018-01-01	MARK FIGUEROA	2019-09-09
001	2017-01-01	MARK FIGUEROA	2018-10-05
001	2016-01-01	MARK FIGUEROA	2017-07-31
001	2015-01-01	DEWELL HARDESTY
001	2014-01-01	DEWELL HARDESTY
001	2013-01-01	DEWELL HARDESTY
001	2012-01-01	DEWELL HARDESTY
001	2011-01-01	DEWELL HARDESTY
001	2010-01-01	DEWELL HARDESTY
001	2009-01-01	DEWELL HARDESTY

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

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

Measure Date Value
2015: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 27
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 28
Number of participants with account balances 2015-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 25
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 26
Number of participants with account balances 2014-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 23
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 25
Number of participants with account balances 2013-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 20
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 22
Number of participants with account balances 2012-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 21
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 2
Total of all active and inactive participants 2011-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 20
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 18
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 20
Number of participants with account balances 2010-01-01 18
2009: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 20
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 1
Total of all active and inactive participants 2009-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 21
Number of participants with account balances 2009-01-01 21

Measure	Date	Value
2015: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	27
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	28
Number of participants with account balances	2015-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	25
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	26
Number of participants with account balances	2014-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	23
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	25
Number of participants with account balances	2013-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	20
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	22
Number of participants with account balances	2012-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	21
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	2
Total of all active and inactive participants	2011-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	20
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	18
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	20
Number of participants with account balances	2010-01-01	18
2009: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
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	1
Total of all active and inactive participants	2009-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	21
Number of participants with account balances	2009-01-01	21

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

Measure	Date	Value
2015 : DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$1,248
Total plan liabilities at beginning of year	2015-12-31	$8,175
Total income from all sources	2015-12-31	$133,203
Expenses. Total of all expenses incurred	2015-12-31	$76,014
Benefits paid (including direct rollovers)	2015-12-31	$76,014
Total plan assets at end of year	2015-12-31	$1,296,348
Total plan assets at beginning of year	2015-12-31	$1,246,086
Value of fidelity bond covering the plan	2015-12-31	$125,000
Total contributions received or receivable from participants	2015-12-31	$103,030
Contributions received from other sources (not participants or employers)	2015-12-31	$1,537
Other income received	2015-12-31	$-21,527
Net income (gross income less expenses)	2015-12-31	$57,189
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,295,100
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,237,911
Assets. Value of participant loans	2015-12-31	$20,343
Total contributions received or receivable from employer(s)	2015-12-31	$50,163
2014 : DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$8,175
Total plan liabilities at beginning of year	2014-12-31	$13,742
Total income from all sources	2014-12-31	$197,891
Expenses. Total of all expenses incurred	2014-12-31	$190,254
Benefits paid (including direct rollovers)	2014-12-31	$190,254
Total plan assets at end of year	2014-12-31	$1,246,086
Total plan assets at beginning of year	2014-12-31	$1,244,016
Value of fidelity bond covering the plan	2014-12-31	$125,000
Total contributions received or receivable from participants	2014-12-31	$53,180
Other income received	2014-12-31	$44,758
Net income (gross income less expenses)	2014-12-31	$7,637
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,237,911
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,230,274
Assets. Value of participant loans	2014-12-31	$32,098
Total contributions received or receivable from employer(s)	2014-12-31	$99,953
2013 : DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$13,742
Total plan liabilities at beginning of year	2013-12-31	$15,459
Total income from all sources	2013-12-31	$302,796
Total plan assets at end of year	2013-12-31	$1,244,016
Total plan assets at beginning of year	2013-12-31	$942,937
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$97,788
Other income received	2013-12-31	$153,060
Net income (gross income less expenses)	2013-12-31	$302,796
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,230,274
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$927,478
Assets. Value of participant loans	2013-12-31	$25,664
Total contributions received or receivable from employer(s)	2013-12-31	$51,948
2012 : DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$15,459
Total plan liabilities at beginning of year	2012-12-31	$6,694
Total income from all sources	2012-12-31	$230,732
Expenses. Total of all expenses incurred	2012-12-31	$43,750
Benefits paid (including direct rollovers)	2012-12-31	$43,750
Total plan assets at end of year	2012-12-31	$942,937
Total plan assets at beginning of year	2012-12-31	$747,190
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$81,660
Contributions received from other sources (not participants or employers)	2012-12-31	$6,111
Other income received	2012-12-31	$98,003
Net income (gross income less expenses)	2012-12-31	$186,982
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$927,478
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$740,496
Assets. Value of participant loans	2012-12-31	$14,111
Total contributions received or receivable from employer(s)	2012-12-31	$44,958
2011 : DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$6,694
Total income from all sources	2011-12-31	$103,088
Expenses. Total of all expenses incurred	2011-12-31	$1,661
Benefits paid (including direct rollovers)	2011-12-31	$1,661
Total plan assets at end of year	2011-12-31	$747,190
Total plan assets at beginning of year	2011-12-31	$639,069
Value of fidelity bond covering the plan	2011-12-31	$65,000
Total contributions received or receivable from participants	2011-12-31	$82,232
Other income received	2011-12-31	$-23,147
Net income (gross income less expenses)	2011-12-31	$101,427
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$740,496
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$639,069
Total contributions received or receivable from employer(s)	2011-12-31	$44,003
2010 : DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$151,757
Total plan assets at end of year	2010-12-31	$639,069
Total plan assets at beginning of year	2010-12-31	$487,312
Value of fidelity bond covering the plan	2010-12-31	$48,000
Total contributions received or receivable from participants	2010-12-31	$71,652
Other income received	2010-12-31	$43,636
Net income (gross income less expenses)	2010-12-31	$151,757
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$639,069
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$487,312
Total contributions received or receivable from employer(s)	2010-12-31	$36,469

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

2015: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DEL VALLE PHYSICAL THERAPY PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

95046

Policy instance

Insurance contract or identification number	95046
Number of Individuals Covered	22
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $4,978
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,978
Additional information about fees paid to insurance broker	BROKER/ADVISOR
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES, INC.

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Company Name:	DEL VALLE PHYSICAL THERAPY & REHAB
Employer identification number (EIN):	850402296
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners