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REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameREID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN
Plan identification number 002

REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01ROCKWOOD ILES REID
0022013-01-01ROCKWOOD ILES REID
0022012-01-01ROCKWOOD ILES REID
0022011-01-01ROCKWOOD ILES REID
0022009-01-01ROCKWOOD ILES REID

Plan Statistics for REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN

Measure Date Value
2018: REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN 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 MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0120
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
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 MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0120
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 benefits2016-01-0120
Total of all active and inactive participants2016-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0120
Number of participants with account balances2016-01-0120
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 MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0120
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 benefits2015-01-0120
Total of all active and inactive participants2015-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0120
Number of participants with account balances2015-01-0120
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 MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0125
Total number of active participants reported on line 7a of the Form 55002014-01-016
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 participants2014-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0120
Number of participants with account balances2014-01-0120
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 MONEY PURCHASE PENSION PLAN 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 benefits2013-01-0116
Total of all active and inactive participants2013-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0125
Number of participants with account balances2013-01-0123
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 MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0121
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 MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0120
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 benefits2011-01-0113
Total of all active and inactive participants2011-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0121
Number of participants with account balances2011-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-0110
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 participants2009-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0120
Number of participants with account balances2009-01-0120
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 MONEY PURCHASE PENSION PLAN

Measure Date Value
2018 : REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total income from all sources2018-09-30$4,260
Expenses. Total of all expenses incurred2018-09-30$198,990
Benefits paid (including direct rollovers)2018-09-30$172,320
Total plan assets at end of year2018-09-30$0
Total plan assets at beginning of year2018-09-30$194,730
Value of fidelity bond covering the plan2018-09-30$250,000
Total contributions received or receivable from participants2018-09-30$0
Other income received2018-09-30$4,260
Net income (gross income less expenses)2018-09-30$-194,730
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$194,730
Total contributions received or receivable from employer(s)2018-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-09-30$26,670
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Funding deficiency by the employer to the plan for this plan year2018-09-30$0
Minimum employer required contribution for this plan year2018-09-30$0
Amount contributed by the employer to the plan for this plan year2018-09-30$0
2017 : REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$36,800
Expenses. Total of all expenses incurred2017-12-31$103,374
Benefits paid (including direct rollovers)2017-12-31$88,271
Total plan assets at end of year2017-12-31$194,730
Total plan assets at beginning of year2017-12-31$261,304
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$36,800
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-66,574
Net plan assets at end of year (total assets less liabilities)2017-12-31$194,730
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$261,304
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$15,103
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN 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$15,247
Expenses. Total of all expenses incurred2016-12-31$11,681
Total plan assets at end of year2016-12-31$261,304
Total plan assets at beginning of year2016-12-31$257,738
Value of fidelity bond covering the plan2016-12-31$250,000
Other income received2016-12-31$15,247
Net income (gross income less expenses)2016-12-31$3,566
Net plan assets at end of year (total assets less liabilities)2016-12-31$261,304
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$257,738
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$11,681
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-331
Expenses. Total of all expenses incurred2015-12-31$3,280
Total plan assets at end of year2015-12-31$257,738
Total plan assets at beginning of year2015-12-31$261,349
Value of fidelity bond covering the plan2015-12-31$250,000
Other income received2015-12-31$-331
Net income (gross income less expenses)2015-12-31$-3,611
Net plan assets at end of year (total assets less liabilities)2015-12-31$257,738
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$261,349
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$68,687
Total income from all sources2014-12-31$-116,788
Expenses. Total of all expenses incurred2014-12-31$91,787
Benefits paid (including direct rollovers)2014-12-31$91,787
Total plan assets at end of year2014-12-31$261,349
Total plan assets at beginning of year2014-12-31$538,611
Value of fidelity bond covering the plan2014-12-31$250,000
Other income received2014-12-31$-139,725
Net income (gross income less expenses)2014-12-31$-208,575
Net plan assets at end of year (total assets less liabilities)2014-12-31$261,349
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$469,924
Assets. Value of employer securities2014-12-31$124,191
Total contributions received or receivable from employer(s)2014-12-31$22,937
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$22,937
Amount contributed by the employer to the plan for this plan year2014-12-31$22,937
2013 : REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$68,687
Total plan liabilities at beginning of year2013-12-31$104,185
Total income from all sources2013-12-31$78,757
Expenses. Total of all expenses incurred2013-12-31$45,876
Benefits paid (including direct rollovers)2013-12-31$45,876
Total plan assets at end of year2013-12-31$538,611
Total plan assets at beginning of year2013-12-31$541,228
Value of fidelity bond covering the plan2013-12-31$250,000
Other income received2013-12-31$40,146
Net income (gross income less expenses)2013-12-31$32,881
Net plan assets at end of year (total assets less liabilities)2013-12-31$469,924
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$437,043
Assets. Value of employer securities2013-12-31$314,383
Total contributions received or receivable from employer(s)2013-12-31$38,611
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$38,611
Amount contributed by the employer to the plan for this plan year2013-12-31$38,611
2012 : REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$104,185
Total plan liabilities at beginning of year2012-12-31$155,044
Total income from all sources2012-12-31$29,203
Expenses. Total of all expenses incurred2012-12-31$45,876
Benefits paid (including direct rollovers)2012-12-31$45,876
Total plan assets at end of year2012-12-31$541,228
Total plan assets at beginning of year2012-12-31$608,760
Value of fidelity bond covering the plan2012-12-31$250,000
Other income received2012-12-31$-20,604
Net income (gross income less expenses)2012-12-31$-16,673
Net plan assets at end of year (total assets less liabilities)2012-12-31$437,043
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$453,716
Assets. Value of employer securities2012-12-31$343,002
Total contributions received or receivable from employer(s)2012-12-31$49,807
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$49,807
Amount contributed by the employer to the plan for this plan year2012-12-31$49,807
2011 : REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$110,855
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$15,318
Total income from all sources2011-12-31$-16,176
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$27,780
Total plan assets at end of year2011-12-31$372,790
Total plan assets at beginning of year2011-12-31$404,284
Value of fidelity bond covering the plan2011-12-31$2,500,000
Noncash contributions received2011-12-31$-58,372
Net income (gross income less expenses)2011-12-31$-16,176
Net plan assets at end of year (total assets less liabilities)2011-12-31$372,790
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$388,966
Assets. Value of employer securities2011-12-31$328,637
Total contributions received or receivable from employer(s)2011-12-31$42,196
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$20,080
Amount contributed by the employer to the plan for this plan year2011-12-31$20,080
2010 : REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$15,318
Total plan liabilities at beginning of year2010-12-31$104,123
Total income from all sources2010-12-31$-47,830
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$404,284
Total plan assets at beginning of year2010-12-31$540,919
Value of fidelity bond covering the plan2010-12-31$2,500,000
Noncash contributions received2010-12-31$-78,846
Net income (gross income less expenses)2010-12-31$-47,830
Net plan assets at end of year (total assets less liabilities)2010-12-31$388,966
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$436,796
Assets. Value of employer securities2010-12-31$388,966
Total contributions received or receivable from employer(s)2010-12-31$31,016
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$31,016
Amount contributed by the employer to the plan for this plan year2010-12-31$31,016
2009 : REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$28,691
Amount contributed by the employer to the plan for this plan year2009-12-31$28,691

Form 5500 Responses for REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN

2018: REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION 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 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 MONEY PURCHASE PENSION 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: REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION 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: REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION 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
2014: REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN 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 MONEY PURCHASE PENSION 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 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 MONEY PURCHASE PENSION 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: REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN 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
2009: REID & YATES PHYSICAL THERAPY SERVICES, INC MONEY PURCHASE PENSION PLAN 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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