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SOUTH SHORE THERAPIES 401(K) PLAN & TRUST 401k Plan overview

Plan NameSOUTH SHORE THERAPIES 401(K) PLAN & TRUST
Plan identification number 001

SOUTH SHORE THERAPIES 401(K) PLAN & TRUST 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.
  • 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

SOUTH SHORE THERAPIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTH SHORE THERAPIES, INC.
Employer identification number (EIN):200310154
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 SOUTH SHORE THERAPIES 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01HOWARD SZKLUT2023-05-31 HOWARD SZKLUT2023-05-31
0012021-01-01HOWARD SZKLUT2022-06-09 HOWARD SZKLUT2022-06-09
0012020-01-01HOWARD SZKLUT2021-05-07 HOWARD SZKLUT2021-05-07
0012019-01-01HOWARD SZKLUT2020-07-02 HOWARD SZKLUT2020-07-02
0012018-01-01HOWARD SZKLUT2019-07-17 HOWARD SZKLUT2019-07-17
0012017-01-01HOWARD SZKLUT2018-05-14 HOWARD SZKLUT2018-05-14
0012016-01-01HOWARD SZKLUT2017-06-21 HOWARD SZKLUT2017-06-21
0012015-01-01HOWARD SZKLUT2016-07-14
0012014-01-01HOWARD SZKLUT2015-07-03
0012013-01-01HOWARD SZKLUT2014-07-09
0012012-01-01HOWARD SZKLUT2013-07-09
0012011-01-01HOWARD SZKLUT2012-04-17
0012010-01-01HOWARD SZKLUT
0012009-01-01HOWARD SZKLUT

Plan Statistics for SOUTH SHORE THERAPIES 401(K) PLAN & TRUST

401k plan membership statisitcs for SOUTH SHORE THERAPIES 401(K) PLAN & TRUST

Measure Date Value
2010: SOUTH SHORE THERAPIES 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0124
Total number of active participants reported on line 7a of the Form 55002010-01-0125
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0126
Number of participants with account balances2010-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SOUTH SHORE THERAPIES 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0123
Total number of active participants reported on line 7a of the Form 55002009-01-0125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0125
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOUTH SHORE THERAPIES 401(K) PLAN & TRUST

Measure Date Value
2010 : SOUTH SHORE THERAPIES 401(K) PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$69,136
Expenses. Total of all expenses incurred2010-12-31$2,032
Total plan assets at end of year2010-12-31$235,651
Total plan assets at beginning of year2010-12-31$168,547
Total contributions received or receivable from participants2010-12-31$38,128
Expenses. Other expenses not covered elsewhere2010-12-31$1,957
Other income received2010-12-31$31,008
Net income (gross income less expenses)2010-12-31$67,104
Net plan assets at end of year (total assets less liabilities)2010-12-31$235,651
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$168,547
Assets. Value of participant loans2010-12-31$6,139
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$75

Form 5500 Responses for SOUTH SHORE THERAPIES 401(K) PLAN & TRUST

2010: SOUTH SHORE THERAPIES 401(K) PLAN & TRUST 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTH SHORE THERAPIES 401(K) PLAN & TRUST 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP37620
Policy instance 1
Insurance contract or identification numberGP37620
Number of Individuals Covered11
Insurance policy start date2010-10-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $458
Total amount of fees paid to insurance companyUSD $95
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $458
Amount paid for insurance broker fees20
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameBARRON BENEFIT ADVISORS, INC.

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