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TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameTWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST
Plan identification number 001

TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

TWIN BORO PHYSICAL THERAPY ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:TWIN BORO PHYSICAL THERAPY ASSOCIATES, P.A.
Employer identification number (EIN):222248597
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 TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST

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

Plan Statistics for TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST

Measure Date Value
2018: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01180
Total number of active participants reported on line 7a of the Form 55002018-01-01152
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01179
Number of participants with account balances2018-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01172
Total number of active participants reported on line 7a of the Form 55002017-01-01148
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01171
Number of participants with account balances2017-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01183
Total number of active participants reported on line 7a of the Form 55002016-01-01142
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01161
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01171
Total number of active participants reported on line 7a of the Form 55002015-01-01160
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01175
Number of participants with account balances2015-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01125
Total number of active participants reported on line 7a of the Form 55002014-01-01149
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01160
Number of participants with account balances2014-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01137
Total number of active participants reported on line 7a of the Form 55002013-01-01118
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01125
Number of participants with account balances2013-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01133
Total number of active participants reported on line 7a of the Form 55002012-01-01125
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01135
Number of participants with account balances2012-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01122
Total number of active participants reported on line 7a of the Form 55002011-01-01118
Number of retired or separated participants receiving benefits2011-01-016
Total of all active and inactive participants2011-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01124
Number of participants with account balances2011-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01122
Total number of active participants reported on line 7a of the Form 55002010-01-01113
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01119
Number of participants with account balances2010-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01124
Total number of active participants reported on line 7a of the Form 55002009-01-01106
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01118
Number of participants with account balances2009-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST

Measure Date Value
2018 : TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$112,198
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$442,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$395,623
Value of total corrective distributions2018-12-31$14,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$520,427
Value of total assets at end of year2018-12-31$8,181,608
Value of total assets at beginning of year2018-12-31$8,511,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,734
Total interest from all sources2018-12-31$2,393
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$157,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$157,909
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$477,170
Participant contributions at end of year2018-12-31$46,198
Participant contributions at beginning of year2018-12-31$47,004
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-330,304
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,181,608
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,511,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$25,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,793,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,349,003
Interest on participant loans2018-12-31$2,393
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$1,332,839
Value of interest in common/collective trusts at beginning of year2018-12-31$1,106,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-602,920
Net investment gain or loss from common/collective trusts2018-12-31$34,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$37,219
Employer contributions (assets) at end of year2018-12-31$9,407
Employer contributions (assets) at beginning of year2018-12-31$9,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$395,623
Contract administrator fees2018-12-31$6,780
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAILLIE, LLP
Accountancy firm EIN2018-12-31231518888
2017 : TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,613,682
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$110,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$80,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$520,612
Value of total assets at end of year2017-12-31$8,511,912
Value of total assets at beginning of year2017-12-31$7,008,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,370
Total interest from all sources2017-12-31$2,000
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$138,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$138,138
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$470,882
Participant contributions at end of year2017-12-31$47,004
Participant contributions at beginning of year2017-12-31$35,392
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,503,605
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,511,912
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,008,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$22,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,349,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,909,009
Interest on participant loans2017-12-31$2,000
Value of interest in common/collective trusts at end of year2017-12-31$1,106,242
Value of interest in common/collective trusts at beginning of year2017-12-31$1,054,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$926,039
Net investment gain or loss from common/collective trusts2017-12-31$26,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$38,957
Employer contributions (assets) at end of year2017-12-31$9,663
Employer contributions (assets) at beginning of year2017-12-31$9,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$80,707
Contract administrator fees2017-12-31$6,851
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAILLIE, LLP
Accountancy firm EIN2017-12-31231518888
2016 : TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$961,851
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$104,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$80,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$495,329
Value of total assets at end of year2016-12-31$7,008,307
Value of total assets at beginning of year2016-12-31$6,150,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,230
Total interest from all sources2016-12-31$1,542
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$113,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$113,648
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$448,822
Participant contributions at end of year2016-12-31$35,392
Participant contributions at beginning of year2016-12-31$39,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$857,475
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,008,307
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,150,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$19,264
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,909,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,093,823
Interest on participant loans2016-12-31$1,542
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$1,054,421
Value of interest in common/collective trusts at beginning of year2016-12-31$1,017,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$327,615
Net investment gain or loss from common/collective trusts2016-12-31$23,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$46,507
Employer contributions (assets) at end of year2016-12-31$9,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$80,146
Contract administrator fees2016-12-31$4,966
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAILLIE, LLP
Accountancy firm EIN2016-12-31231518888
2015 : TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$475,502
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$282,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$244,286
Value of total corrective distributions2015-12-31$17,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$514,544
Value of total assets at end of year2015-12-31$6,150,832
Value of total assets at beginning of year2015-12-31$5,958,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,501
Total interest from all sources2015-12-31$2,095
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$104,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$104,969
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$374,700
Participant contributions at end of year2015-12-31$39,510
Participant contributions at beginning of year2015-12-31$29,467
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$106,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$192,619
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,150,832
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,958,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$17,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,093,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,927,884
Interest on participant loans2015-12-31$2,095
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$1,017,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-166,736
Net investment gain or loss from common/collective trusts2015-12-31$20,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$32,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$244,286
Contract administrator fees2015-12-31$3,949
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAILLIE, LLP
Accountancy firm EIN2015-12-31231518888
2014 : TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$884
Total income from all sources (including contributions)2014-12-31$648,735
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$96,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$81,584
Value of total corrective distributions2014-12-31$14,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$367,573
Value of total assets at end of year2014-12-31$5,958,213
Value of total assets at beginning of year2014-12-31$5,406,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$1,967
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$92,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$92,762
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$345,035
Participant contributions at end of year2014-12-31$29,467
Participant contributions at beginning of year2014-12-31$45,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$884
Other income not declared elsewhere2014-12-31$13,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$552,673
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,958,213
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,405,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,927,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,347,551
Interest on participant loans2014-12-31$1,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,006,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$173,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$22,538
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$7,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$81,584
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAILLIE, LLP
Accountancy firm EIN2014-12-31231518888
2013 : TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$884
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,497
Total income from all sources (including contributions)2013-12-31$1,025,307
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$285,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$270,875
Value of total corrective distributions2013-12-31$153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$352,838
Value of total assets at end of year2013-12-31$5,406,424
Value of total assets at beginning of year2013-12-31$4,671,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,181
Total interest from all sources2013-12-31$2,306
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$14,181
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$323,602
Participant contributions at end of year2013-12-31$45,105
Participant contributions at beginning of year2013-12-31$49,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$884
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,497
Other income not declared elsewhere2013-12-31$8,166
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$6,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$740,098
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,405,540
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,665,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,347,551
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,609,030
Interest on participant loans2013-12-31$2,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,006,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$514,018
Net investment gain/loss from pooled separate accounts2013-12-31$147,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$29,236
Employer contributions (assets) at end of year2013-12-31$7,259
Employer contributions (assets) at beginning of year2013-12-31$7,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$270,875
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAILLIE, LLP
Accountancy firm EIN2013-12-31023151888
2012 : TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,223
Total income from all sources (including contributions)2012-12-31$815,192
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$23,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$382,635
Value of total assets at end of year2012-12-31$4,671,939
Value of total assets at beginning of year2012-12-31$3,880,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,050
Total interest from all sources2012-12-31$2,125
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$20,050
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$352,471
Participant contributions at end of year2012-12-31$49,074
Participant contributions at beginning of year2012-12-31$60,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$7,223
Total non interest bearing cash at end of year2012-12-31$6,497
Total non interest bearing cash at beginning of year2012-12-31$5,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$791,840
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,665,442
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,873,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,609,030
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,808,176
Interest on participant loans2012-12-31$2,125
Net investment gain/loss from pooled separate accounts2012-12-31$430,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$30,164
Employer contributions (assets) at end of year2012-12-31$7,338
Employer contributions (assets) at beginning of year2012-12-31$7,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,302
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAILLIE, LLP
Accountancy firm EIN2012-12-31023151888
2011 : TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,530
Total income from all sources (including contributions)2011-12-31$289,858
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$55,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$33,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$376,232
Value of total assets at end of year2011-12-31$3,880,825
Value of total assets at beginning of year2011-12-31$3,650,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,749
Total interest from all sources2011-12-31$3,286
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$21,749
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$346,789
Participant contributions at end of year2011-12-31$60,004
Participant contributions at beginning of year2011-12-31$41,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$7,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$11,530
Total non interest bearing cash at end of year2011-12-31$5,274
Total non interest bearing cash at beginning of year2011-12-31$9,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$234,764
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,873,602
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,638,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$3,808,176
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,592,397
Interest on participant loans2011-12-31$3,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-89,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$29,443
Employer contributions (assets) at end of year2011-12-31$7,371
Employer contributions (assets) at beginning of year2011-12-31$7,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$33,345
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAILLIE, FALCONIERO AND CO., LLP
Accountancy firm EIN2011-12-31023151888
2010 : TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,218
Total income from all sources (including contributions)2010-12-31$681,926
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$77,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$52,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$364,142
Value of total assets at end of year2010-12-31$3,650,368
Value of total assets at beginning of year2010-12-31$3,036,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25,466
Total interest from all sources2010-12-31$2,227
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$25,466
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$336,872
Participant contributions at end of year2010-12-31$41,575
Participant contributions at beginning of year2010-12-31$42,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$11,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,218
Total non interest bearing cash at end of year2010-12-31$9,295
Total non interest bearing cash at beginning of year2010-12-31$2,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$604,184
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,638,838
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,034,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$3,592,397
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,985,058
Interest on participant loans2010-12-31$2,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$315,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$27,270
Employer contributions (assets) at end of year2010-12-31$7,101
Employer contributions (assets) at beginning of year2010-12-31$6,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$52,276
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAILLIE, FALCONIERO AND CO., LLP
Accountancy firm EIN2010-12-31231518888
2009 : TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 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 TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST

2018: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 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 filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 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: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 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: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND 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: TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND 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

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4120820
Policy instance 1
Insurance contract or identification numberE4120820
Number of Individuals Covered104
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $931
Total amount of fees paid to insurance companyUSD $41
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $608
Amount paid for insurance broker fees39
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameHELEN DIZ-HATTON
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FM0M
Policy instance 1
Insurance contract or identification numberGAP-CP-FM0M
Number of Individuals Covered76
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48978
Policy instance 1
Insurance contract or identification number48978
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-03-18
Total amount of commissions paid to insurance brokerUSD $7,504
Total amount of fees paid to insurance companyUSD $412
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,504
Insurance broker organization code?4
Amount paid for insurance broker fees412
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker nameDELAWARE VALLEY RETIREMENT INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FMOM
Policy instance 2
Insurance contract or identification numberGAP-CP-FMOM
Number of Individuals Covered69
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48978
Policy instance 1
Insurance contract or identification number48978
Number of Individuals Covered72
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,851
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5851
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
Insurance broker organization code?5
Insurance broker nameDELAWARE VALLEY RETIREMENT, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48978
Policy instance 1
Insurance contract or identification number48978
Number of Individuals Covered71
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,371
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48978
Policy instance 1
Insurance contract or identification number48978
Number of Individuals Covered70
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $22,228
Total amount of fees paid to insurance companyUSD $4,751
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $22,228
Insurance broker organization code?4
Amount paid for insurance broker fees4751
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker nameDELAWARE VALLEY RETIREMENT, INC.

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