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APPLE THERAPY SERVICES 401(K) PLAN 401k Plan overview

Plan NameAPPLE THERAPY SERVICES 401(K) PLAN
Plan identification number 001

APPLE THERAPY SERVICES 401(K) 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.
  • 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.
  • 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

APPLE THERAPY SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:APPLE THERAPY SERVICES, LLC
Employer identification number (EIN):020522060
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 APPLE THERAPY SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DIANE GAGNE
0012013-01-01DIANE GAGNE
0012012-01-01DIANE GAGNE
0012011-01-01DIANE GAGNE2012-07-03
0012010-01-01THOMAS CALLAHAN2011-07-23

Financial Data on APPLE THERAPY SERVICES 401(K) PLAN

Measure Date Value
2016 : APPLE THERAPY SERVICES 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$629,794
Expenses. Total of all expenses incurred2016-12-31$621,280
Benefits paid (including direct rollovers)2016-12-31$604,879
Total plan assets at end of year2016-12-31$3,168,775
Total plan assets at beginning of year2016-12-31$3,160,261
Value of fidelity bond covering the plan2016-12-31$316,027
Total contributions received or receivable from participants2016-12-31$242,056
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$219,978
Net income (gross income less expenses)2016-12-31$8,514
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,168,775
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,160,261
Assets. Value of participant loans2016-12-31$44,009
Total contributions received or receivable from employer(s)2016-12-31$167,760
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$16,401
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : APPLE THERAPY SERVICES 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$344,039
Expenses. Total of all expenses incurred2015-12-31$33,859
Benefits paid (including direct rollovers)2015-12-31$27,644
Total plan assets at end of year2015-12-31$3,160,261
Total plan assets at beginning of year2015-12-31$2,850,081
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$216,474
Contributions received from other sources (not participants or employers)2015-12-31$15,523
Other income received2015-12-31$-39,438
Net income (gross income less expenses)2015-12-31$310,180
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,160,261
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,850,081
Assets. Value of participant loans2015-12-31$59,315
Total contributions received or receivable from employer(s)2015-12-31$151,480
Value of corrective distributions2015-12-31$5,686
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$529
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : APPLE THERAPY SERVICES 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$440,392
Expenses. Total of all expenses incurred2014-12-31$220,072
Benefits paid (including direct rollovers)2014-12-31$217,668
Total plan assets at end of year2014-12-31$2,850,081
Total plan assets at beginning of year2014-12-31$2,629,761
Value of fidelity bond covering the plan2014-12-31$262,977
Total contributions received or receivable from participants2014-12-31$183,655
Other income received2014-12-31$131,521
Net income (gross income less expenses)2014-12-31$220,320
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,850,081
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,629,761
Assets. Value of participant loans2014-12-31$36,699
Total contributions received or receivable from employer(s)2014-12-31$125,216
Value of corrective distributions2014-12-31$2,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$404
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : APPLE THERAPY SERVICES 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$-15,452
Total income from all sources2013-12-31$670,168
Expenses. Total of all expenses incurred2013-12-31$164,137
Benefits paid (including direct rollovers)2013-12-31$158,044
Total plan assets at end of year2013-12-31$2,629,761
Total plan assets at beginning of year2013-12-31$2,139,182
Value of fidelity bond covering the plan2013-12-31$213,518
Total contributions received or receivable from participants2013-12-31$176,436
Other income received2013-12-31$367,715
Net income (gross income less expenses)2013-12-31$506,031
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,629,761
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,139,182
Assets. Value of participant loans2013-12-31$47,793
Total contributions received or receivable from employer(s)2013-12-31$126,017
Value of corrective distributions2013-12-31$4,965
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,128
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : APPLE THERAPY SERVICES 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$594,677
Expenses. Total of all expenses incurred2012-12-31$319,896
Benefits paid (including direct rollovers)2012-12-31$316,291
Total plan assets at end of year2012-12-31$2,139,182
Total plan assets at beginning of year2012-12-31$1,864,401
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$193,998
Contributions received from other sources (not participants or employers)2012-12-31$11,891
Other income received2012-12-31$257,355
Net income (gross income less expenses)2012-12-31$274,781
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,139,182
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,864,401
Assets. Value of participant loans2012-12-31$29,694
Total contributions received or receivable from employer(s)2012-12-31$131,433
Value of corrective distributions2012-12-31$3,070
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$535
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for APPLE THERAPY SERVICES 401(K) PLAN

2016: APPLE THERAPY SERVICES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: APPLE THERAPY SERVICES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: APPLE THERAPY SERVICES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: APPLE THERAPY SERVICES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: APPLE THERAPY SERVICES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number712045
Policy instance 1

Potentially related plans

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