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REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 401k Plan overview

Plan NameREID & YATES PHYSICAL THERAPY SERVICES, INC ESOP
Plan identification number 001

REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

REID & YATES PHYSICAL THERAPY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:REID & YATES PHYSICAL THERAPY SERVICES, INC.
Employer identification number (EIN):931021903
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 REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ROCKWOOD ILES REID
0012013-01-01ROCKWOOD ILES REID
0012012-01-01ROCKWOOD ILES REID
0012011-01-01ROCKWOOD ILES REID
0012010-01-01ROCKWOOD ILES REID
0012009-01-01ROCKWOOD ILES REID

Plan Statistics for REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP

401k plan membership statisitcs for REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP

Measure Date Value
2018: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2017 401k membership
Total participants, beginning-of-year2017-01-0118
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2016 401k membership
Total participants, beginning-of-year2016-01-0118
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0118
Number of participants with account balances2016-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2015 401k membership
Total participants, beginning-of-year2015-01-0118
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0118
Number of participants with account balances2015-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2014 401k membership
Total participants, beginning-of-year2014-01-0123
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0118
Number of participants with account balances2014-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2013 401k membership
Total participants, beginning-of-year2013-01-0119
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0123
Number of participants with account balances2013-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2012 401k membership
Total participants, beginning-of-year2012-01-0119
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0119
Number of participants with account balances2012-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2011 401k membership
Total participants, beginning-of-year2011-01-0118
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0119
Number of participants with account balances2011-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2010 401k membership
Total participants, beginning-of-year2010-01-0118
Total number of active participants reported on line 7a of the Form 55002010-01-018
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0118
Number of participants with account balances2010-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP

Measure Date Value
2018 : REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2018 401k financial data
Total income from all sources2018-09-30$251
Expenses. Total of all expenses incurred2018-09-30$9,181
Benefits paid (including direct rollovers)2018-09-30$9,181
Total plan assets at end of year2018-09-30$0
Total plan assets at beginning of year2018-09-30$8,930
Value of fidelity bond covering the plan2018-09-30$250,000
Other income received2018-09-30$251
Net income (gross income less expenses)2018-09-30$-8,930
Net plan assets at end of year (total assets less liabilities)2018-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$8,930
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
2017 : REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$7,422
Expenses. Total of all expenses incurred2017-12-31$88,450
Benefits paid (including direct rollovers)2017-12-31$69,603
Total plan assets at end of year2017-12-31$8,930
Total plan assets at beginning of year2017-12-31$89,958
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$7,422
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-81,028
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,930
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$89,958
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$18,847
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$6,524
Expenses. Total of all expenses incurred2016-12-31$8,878
Total plan assets at end of year2016-12-31$89,958
Total plan assets at beginning of year2016-12-31$92,312
Value of fidelity bond covering the plan2016-12-31$250,000
Other income received2016-12-31$6,524
Net income (gross income less expenses)2016-12-31$-2,354
Net plan assets at end of year (total assets less liabilities)2016-12-31$89,958
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$92,312
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$8,878
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-203
Expenses. Total of all expenses incurred2015-12-31$1,885
Total plan assets at end of year2015-12-31$92,312
Total plan assets at beginning of year2015-12-31$94,400
Value of fidelity bond covering the plan2015-12-31$250,000
Other income received2015-12-31$-203
Net income (gross income less expenses)2015-12-31$-2,088
Net plan assets at end of year (total assets less liabilities)2015-12-31$92,312
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$94,400
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,885
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-140,220
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$94,400
Total plan assets at beginning of year2014-12-31$234,620
Value of fidelity bond covering the plan2014-12-31$250,000
Other income received2014-12-31$-140,220
Net income (gross income less expenses)2014-12-31$-140,220
Net plan assets at end of year (total assets less liabilities)2014-12-31$94,400
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$234,620
Assets. Value of employer securities2014-12-31$94,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$-10,779
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$234,620
Total plan assets at beginning of year2013-12-31$245,399
Value of fidelity bond covering the plan2013-12-31$250,000
Other income received2013-12-31$-10,779
Net income (gross income less expenses)2013-12-31$-10,779
Net plan assets at end of year (total assets less liabilities)2013-12-31$234,620
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$245,399
Assets. Value of employer securities2013-12-31$234,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$-31,665
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$245,399
Total plan assets at beginning of year2012-12-31$277,064
Value of fidelity bond covering the plan2012-12-31$250,000
Other income received2012-12-31$-31,665
Net income (gross income less expenses)2012-12-31$-31,665
Net plan assets at end of year (total assets less liabilities)2012-12-31$245,399
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$277,064
Assets. Value of employer securities2012-12-31$245,399
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2011 401k financial data
Transfers to/from the plan2011-12-31$-110,856
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-64,502
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$356,986
Total plan assets at beginning of year2011-12-31$421,488
Value of fidelity bond covering the plan2011-12-31$2,500,000
Other income received2011-12-31$-64,502
Net income (gross income less expenses)2011-12-31$-64,502
Net plan assets at end of year (total assets less liabilities)2011-12-31$356,986
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$421,488
Assets. Value of employer securities2011-12-31$356,986
Total contributions received or receivable from employer(s)2011-12-31$13,969
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$-53,259
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$421,488
Total plan assets at beginning of year2010-12-31$474,747
Value of fidelity bond covering the plan2010-12-31$2,500,000
Other income received2010-12-31$-91,074
Net income (gross income less expenses)2010-12-31$-53,259
Net plan assets at end of year (total assets less liabilities)2010-12-31$421,488
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$474,747
Assets. Value of employer securities2010-12-31$421,488
Total contributions received or receivable from employer(s)2010-12-31$37,815
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP

2018: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 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 filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 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: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 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: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 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
2014: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 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 filingNo
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: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 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: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2010: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: REID & YATES PHYSICAL THERAPY SERVICES, INC ESOP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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