401k Plan data: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN plan

MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 401k Plan overview

Plan Name	MORTLAND PHYSICAL THERAPY, LLC 401K PLAN
Plan identification number	001

MORTLAND PHYSICAL THERAPY, LLC 401K PLAN Benefits

401k Plan Type

Defined 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

MORTLAND PHYSICAL THERAPY, LLC has sponsored the creation of one or more 401k plans.

Company Name: MORTLAND PHYSICAL THERAPY, LLC

Employer identification number (EIN): 043691083

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 MORTLAND PHYSICAL THERAPY, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 MARK MORTLAND 2022-12-02
001 2020-01-01 MARK MORTLAND 2021-10-12
001 2019-01-01 MARK MORTLAND 2020-06-17
001 2018-01-01 MARK MORTLAND 2019-10-01
001 2017-01-01 MARK MORTLAND
001 2016-01-01 MARK MORTLAND
001 2015-01-01 MARK MORTLAND
001 2014-01-01 MARK MORTLAND
001 2013-01-01 MARK MORTLAND
001 2012-01-01 MARK MORTLAND
001 2011-01-01 MARK MORTLAND
001 2009-01-01 MARK MORTLAND

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01	MARK MORTLAND	2022-12-02
001	2020-01-01	MARK MORTLAND	2021-10-12
001	2019-01-01	MARK MORTLAND	2020-06-17
001	2018-01-01	MARK MORTLAND	2019-10-01
001	2017-01-01	MARK MORTLAND
001	2016-01-01	MARK MORTLAND
001	2015-01-01	MARK MORTLAND
001	2014-01-01	MARK MORTLAND
001	2013-01-01	MARK MORTLAND
001	2012-01-01	MARK MORTLAND
001	2011-01-01	MARK MORTLAND
001	2009-01-01	MARK MORTLAND

Plan Statistics for MORTLAND PHYSICAL THERAPY, LLC 401K PLAN

401k plan membership statisitcs for MORTLAND PHYSICAL THERAPY, LLC 401K PLAN

Measure Date Value
2017: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Total of all active and inactive participants 2017-01-01 4
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 6
2016: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Total of all active and inactive participants 2016-01-01 6
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 7
2015: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 6
2014: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Total of all active and inactive participants 2014-01-01 8
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 6
2013: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Total of all active and inactive participants 2013-01-01 7
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
2012: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Total of all active and inactive participants 2012-01-01 7
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 6
2011: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
2009: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2017: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Total of all active and inactive participants	2017-01-01	4
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	6
2016: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Total of all active and inactive participants	2016-01-01	6
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	7
2015: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	6
2014: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Total of all active and inactive participants	2014-01-01	8
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	6
2013: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Total of all active and inactive participants	2013-01-01	7
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
2012: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Total of all active and inactive participants	2012-01-01	7
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	6
2011: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
2009: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on MORTLAND PHYSICAL THERAPY, LLC 401K PLAN

Measure	Date	Value
2017 : MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$2,406
Total income from all sources	2017-12-31	$115,056
Expenses. Total of all expenses incurred	2017-12-31	$140,767
Benefits paid (including direct rollovers)	2017-12-31	$140,651
Total plan assets at end of year	2017-12-31	$447,935
Total plan assets at beginning of year	2017-12-31	$476,052
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$37,205
Other income received	2017-12-31	$68,858
Net income (gross income less expenses)	2017-12-31	$-25,711
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$447,935
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$473,646
Total contributions received or receivable from employer(s)	2017-12-31	$8,993
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$116
2016 : MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$2,406
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$81,844
Expenses. Total of all expenses incurred	2016-12-31	$1,786
Benefits paid (including direct rollovers)	2016-12-31	$1,731
Total plan assets at end of year	2016-12-31	$476,052
Total plan assets at beginning of year	2016-12-31	$393,588
Value of fidelity bond covering the plan	2016-12-31	$350,000
Total contributions received or receivable from participants	2016-12-31	$38,567
Other income received	2016-12-31	$29,217
Net income (gross income less expenses)	2016-12-31	$80,058
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$473,646
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$393,588
Total contributions received or receivable from employer(s)	2016-12-31	$14,060
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$55
2015 : MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$46,197
Expenses. Total of all expenses incurred	2015-12-31	$35,759
Benefits paid (including direct rollovers)	2015-12-31	$35,703
Total plan assets at end of year	2015-12-31	$393,588
Total plan assets at beginning of year	2015-12-31	$383,150
Value of fidelity bond covering the plan	2015-12-31	$350,000
Total contributions received or receivable from participants	2015-12-31	$31,424
Other income received	2015-12-31	$1,027
Net income (gross income less expenses)	2015-12-31	$10,438
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$393,588
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$383,150
Total contributions received or receivable from employer(s)	2015-12-31	$13,746
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$56
2014 : MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$68,667
Expenses. Total of all expenses incurred	2014-12-31	$154,246
Benefits paid (including direct rollovers)	2014-12-31	$154,174
Total plan assets at end of year	2014-12-31	$383,150
Total plan assets at beginning of year	2014-12-31	$468,729
Value of fidelity bond covering the plan	2014-12-31	$350,000
Total contributions received or receivable from participants	2014-12-31	$32,065
Other income received	2014-12-31	$21,461
Net income (gross income less expenses)	2014-12-31	$-85,579
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$383,150
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$468,729
Total contributions received or receivable from employer(s)	2014-12-31	$15,141
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$72
2013 : MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$162,205
Expenses. Total of all expenses incurred	2013-12-31	$85
Total plan assets at end of year	2013-12-31	$468,729
Total plan assets at beginning of year	2013-12-31	$306,609
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$72,814
Other income received	2013-12-31	$66,559
Net income (gross income less expenses)	2013-12-31	$162,120
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$468,729
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$306,609
Total contributions received or receivable from employer(s)	2013-12-31	$22,832
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$85
2012 : MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$95,122
Expenses. Total of all expenses incurred	2012-12-31	$1,114
Benefits paid (including direct rollovers)	2012-12-31	$600
Total plan assets at end of year	2012-12-31	$306,609
Total plan assets at beginning of year	2012-12-31	$212,601
Value of fidelity bond covering the plan	2012-12-31	$25,000
Total contributions received or receivable from participants	2012-12-31	$29,303
Other income received	2012-12-31	$36,110
Net income (gross income less expenses)	2012-12-31	$94,008
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$306,609
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$212,601
Total contributions received or receivable from employer(s)	2012-12-31	$29,709
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$514
2011 : MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$37,084
Expenses. Total of all expenses incurred	2011-12-31	$120
Total plan assets at end of year	2011-12-31	$212,601
Total plan assets at beginning of year	2011-12-31	$175,637
Value of fidelity bond covering the plan	2011-12-31	$25,000
Total contributions received or receivable from participants	2011-12-31	$26,776
Other income received	2011-12-31	$-5,467
Net income (gross income less expenses)	2011-12-31	$36,964
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$212,601
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$175,637
Total contributions received or receivable from employer(s)	2011-12-31	$15,775
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$120
2010 : MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$55,914
Expenses. Total of all expenses incurred	2010-12-31	$121
Total plan assets at end of year	2010-12-31	$175,637
Total plan assets at beginning of year	2010-12-31	$119,844
Value of fidelity bond covering the plan	2010-12-31	$15,000
Total contributions received or receivable from participants	2010-12-31	$26,271
Other income received	2010-12-31	$13,517
Net income (gross income less expenses)	2010-12-31	$55,793
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$175,637
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$119,844
Total contributions received or receivable from employer(s)	2010-12-31	$16,126
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$121

Form 5500 Responses for MORTLAND PHYSICAL THERAPY, LLC 401K PLAN

2017: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MORTLAND PHYSICAL THERAPY, LLC 401K 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: MORTLAND PHYSICAL THERAPY, LLC 401K 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: MORTLAND PHYSICAL THERAPY, LLC 401K 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: MORTLAND PHYSICAL THERAPY, LLC 401K 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
2009: MORTLAND PHYSICAL THERAPY, LLC 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MORTLAND PHYSICAL THERAPY, LLC
Employer identification number (EIN):	043691083
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists