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HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 401k Plan overview

Plan NameHUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN
Plan identification number 001

HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

HUMPAL PHYSICAL THERAPY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:HUMPAL PHYSICAL THERAPY, P.C.
Employer identification number (EIN):742681791
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Additional information about HUMPAL PHYSICAL THERAPY, P.C.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1993-09-13
Company Identification Number: 0091874902
Legal Registered Office Address: 5026 DEEPWOOD CIR

CORPUS CHRISTI
United States of America (USA)
78415

More information about HUMPAL PHYSICAL THERAPY, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01RUSSELL MCNORTON
0012023-01-01
0012023-01-01RUSSELL MCNORTON
0012022-07-19
0012022-07-19RUSSELL MCNORTON
0012022-01-01
0012022-01-01RUSSELL MCNORTON
0012021-01-01RUSSELL MCNORTON2022-10-15
0012020-01-01RUSSELL T. MCNORTON2021-10-15
0012019-01-01ALYSSA LOYA MCNORTON2020-10-15 RUSSELL MCNORTON2020-10-15
0012018-01-01
0012018-01-01
0012017-01-01RUSSELL MCNORTON
0012016-01-01NANCY PARRISH
0012015-01-01NANCY PARRISH
0012014-01-01NANCY PARRISH2015-07-06
0012013-01-01NANCY PARRISH2014-07-21
0012012-01-01NANCY PARRISH2013-07-16
0012011-01-01NANCY PARRISH2012-07-10
0012010-01-01NANCY PARRISH2011-07-21

Financial Data on HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN

Measure Date Value
2023 : HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$7,313
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,139,015
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,052,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,969,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$555,332
Value of total assets at end of year2023-12-31$3,689,660
Value of total assets at beginning of year2023-12-31$5,596,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$83,794
Total interest from all sources2023-12-31$493
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$90,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$90,769
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$248,753
Participant contributions at end of year2023-12-31$22,694
Participant contributions at beginning of year2023-12-31$17,107
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$203,535
Assets. Loans (other than to participants) at end of year2023-12-31$15,688
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$7,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-1,913,898
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,682,347
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,596,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$83,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,651,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$5,579,138
Interest on participant loans2023-12-31$493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$492,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$103,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,969,119
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PARK FOWLER & CO.,PLLC
Accountancy firm EIN2023-12-31742900323
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$7,313
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,139,015
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$3,052,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,969,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$555,332
Value of total assets at end of year2023-01-01$3,689,660
Value of total assets at beginning of year2023-01-01$5,596,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$83,794
Total interest from all sources2023-01-01$493
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$90,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$90,769
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$248,753
Participant contributions at end of year2023-01-01$22,694
Participant contributions at beginning of year2023-01-01$17,107
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$203,535
Assets. Loans (other than to participants) at end of year2023-01-01$15,688
Assets. Loans (other than to participants) at beginning of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$7,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-1,913,898
Value of net assets at end of year (total assets less liabilities)2023-01-01$3,682,347
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$5,596,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$83,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$3,651,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$5,579,138
Interest on participant loans2023-01-01$493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$492,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$103,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,969,119
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01PARK FOWLER & CO.,PLLC
Accountancy firm EIN2023-01-01742900323
2022 : HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,058,602
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$144,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$88,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$328,349
Value of total assets at end of year2022-12-31$5,596,245
Value of total assets at beginning of year2022-12-31$6,799,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,822
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$141,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$141,751
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$103,044
Participant contributions at end of year2022-12-31$17,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,203,544
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,596,245
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,799,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$56,822
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,377,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,573,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$201,767
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$87,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$87,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,528,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$225,305
Employer contributions (assets) at beginning of year2022-12-31$139,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$88,120
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PARK FOWLER & CO., PLLC
Accountancy firm EIN2022-12-31742900323
Total unrealized appreciation/depreciation of assets2022-07-19$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-19$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-19$0
Total income from all sources (including contributions)2022-07-19$-1,058,602
Total loss/gain on sale of assets2022-07-19$0
Total of all expenses incurred2022-07-19$144,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-19$88,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-19$328,349
Value of total assets at end of year2022-07-19$5,596,245
Value of total assets at beginning of year2022-07-19$6,799,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-19$56,822
Total interest from all sources2022-07-19$0
Total dividends received (eg from common stock, registered investment company shares)2022-07-19$141,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-19No
Total dividends received from registered investment company shares (eg mutual funds)2022-07-19$141,751
Was this plan covered by a fidelity bond2022-07-19Yes
Value of fidelity bond cover2022-07-19$500,000
If this is an individual account plan, was there a blackout period2022-07-19Yes
Were there any nonexempt tranactions with any party-in-interest2022-07-19No
Contributions received from participants2022-07-19$103,044
Participant contributions at end of year2022-07-19$17,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-19No
Value of net income/loss2022-07-19$-1,203,544
Value of net assets at end of year (total assets less liabilities)2022-07-19$5,596,245
Value of net assets at beginning of year (total assets less liabilities)2022-07-19$6,799,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-19No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-19No
Were any leases to which the plan was party in default or uncollectible2022-07-19No
Investment advisory and management fees2022-07-19$56,822
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-07-19$5,377,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-07-19$6,573,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-07-19$201,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-07-19$-1,528,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-19No
Was there a failure to transmit to the plan any participant contributions2022-07-19No
Has the plan failed to provide any benefit when due under the plan2022-07-19No
Contributions received in cash from employer2022-07-19$225,305
Employer contributions (assets) at beginning of year2022-07-19$139,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-19$88,120
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-07-19Yes
Did the plan have assets held for investment2022-07-19Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-19No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-19No
Opinion of an independent qualified public accountant for this plan2022-07-191
Accountancy firm name2022-07-19PARK FOWLER & CO., PLLC
Accountancy firm EIN2022-07-19742900323
Unrealized appreciation/depreciation of real estate assets2022-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$0
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$0
Total transfer of assets from this plan2022-01-01$5,542,096
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,167,761
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$89,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$70,171
Expenses. Certain deemed distributions of participant loans2022-01-01$0
Value of total corrective distributions2022-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$112,809
Value of total assets at end of year2022-01-01$0
Value of total assets at beginning of year2022-01-01$6,799,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$19,761
Total interest from all sources2022-01-01$476
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-01-01$0
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$0
Assets. Real estate other than employer real property at end of year2022-01-01$0
Assets. Real estate other than employer real property at beginning of year2022-01-01$0
Administrative expenses professional fees incurred2022-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-01-01$0
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$112,809
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$0
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$0
Assets. Other investments not covered elsewhere at end of year2022-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$0
Assets. Loans (other than to participants) at end of year2022-01-01$0
Assets. Loans (other than to participants) at beginning of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$0
Administrative expenses (other) incurred2022-01-01$0
Liabilities. Value of operating payables at end of year2022-01-01$0
Liabilities. Value of operating payables at beginning of year2022-01-01$0
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Income. Non cash contributions2022-01-01$0
Value of net income/loss2022-01-01$-1,257,693
Value of net assets at end of year (total assets less liabilities)2022-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$6,799,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$0
Assets. partnership/joint venture interests at beginning of year2022-01-01$0
Investment advisory and management fees2022-01-01$17,561
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$6,573,064
Value of interest in pooled separate accounts at end of year2022-01-01$0
Value of interest in pooled separate accounts at beginning of year2022-01-01$0
Interest on participant loans2022-01-01$0
Income. Interest from loans (other than to participants)2022-01-01$0
Interest earned on other investments2022-01-01$476
Income. Interest from US Government securities2022-01-01$0
Income. Interest from corporate debt instruments2022-01-01$0
Value of interest in master investment trust accounts at end of year2022-01-01$0
Value of interest in master investment trust accounts at beginning of year2022-01-01$0
Value of interest in common/collective trusts at end of year2022-01-01$0
Value of interest in common/collective trusts at beginning of year2022-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$0
Assets. Value of investments in 103.12 investment entities at end of year2022-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$87,356
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$0
Asset value of US Government securities at end of year2022-01-01$0
Asset value of US Government securities at beginning of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,281,046
Net investment gain/loss from pooled separate accounts2022-01-01$0
Net investment gain or loss from common/collective trusts2022-01-01$0
Net gain/loss from 103.12 investment entities2022-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$0
Assets. Invements in employer securities at beginning of year2022-01-01$0
Assets. Value of employer real property at end of year2022-01-01$0
Assets. Value of employer real property at beginning of year2022-01-01$0
Contributions received in cash from employer2022-01-01$0
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$139,369
Income. Dividends from preferred stock2022-01-01$0
Income. Dividends from common stock2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$70,171
Asset. Corporate debt instrument preferred debt at end of year2022-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-01-01$0
Contract administrator fees2022-01-01$2,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$0
Liabilities. Value of benefit claims payable at end of year2022-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-01-01$0
Did the plan have assets held for investment2022-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01Yes
Aggregate proceeds on sale of assets2022-01-01$0
Aggregate carrying amount (costs) on sale of assets2022-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2022-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-01-01$0
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01PARK FOWLER & CO., PLLC
Accountancy firm EIN2022-01-01742900323
2021 : HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,462,084
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$705,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$692,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$380,336
Value of total assets at end of year2021-12-31$6,799,789
Value of total assets at beginning of year2021-12-31$6,043,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,796
Total interest from all sources2021-12-31$910
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$240,967
Participant contributions at beginning of year2021-12-31$8,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$756,584
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,799,789
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,043,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,573,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,836,297
Interest earned on other investments2021-12-31$910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$87,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$74,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,080,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$139,369
Employer contributions (assets) at end of year2021-12-31$139,369
Employer contributions (assets) at beginning of year2021-12-31$124,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$692,704
Contract administrator fees2021-12-31$12,796
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PARK FOWLER & CO., PLLC
Accountancy firm EIN2021-12-31742900323
2020 : HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,240,693
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$349,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$296,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$329,947
Value of total assets at end of year2020-12-31$6,043,205
Value of total assets at beginning of year2020-12-31$5,152,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,156
Total interest from all sources2020-12-31$1,004
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$201,039
Participant contributions at end of year2020-12-31$8,172
Participant contributions at beginning of year2020-12-31$23,894
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$890,783
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,043,205
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,152,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$25,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,836,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,989,249
Interest earned on other investments2020-12-31$1,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$74,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$909,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$124,631
Employer contributions (assets) at end of year2020-12-31$124,631
Employer contributions (assets) at beginning of year2020-12-31$129,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$296,754
Contract administrator fees2020-12-31$27,503
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PARK FOWLER & CO., PLLC
Accountancy firm EIN2020-12-31742900323
2019 : HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,367,380
Total income from all sources (including contributions)2019-12-31$1,367,380
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$707,019
Total of all expenses incurred2019-12-31$707,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$668,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$668,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$344,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$344,281
Value of total assets at end of year2019-12-31$5,152,422
Value of total assets at end of year2019-12-31$5,152,422
Value of total assets at beginning of year2019-12-31$4,492,061
Value of total assets at beginning of year2019-12-31$4,492,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,024
Total interest from all sources2019-12-31$12
Total interest from all sources2019-12-31$12
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$214,781
Contributions received from participants2019-12-31$214,781
Participant contributions at end of year2019-12-31$23,894
Participant contributions at end of year2019-12-31$23,894
Participant contributions at beginning of year2019-12-31$9,349
Participant contributions at beginning of year2019-12-31$9,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$660,361
Value of net income/loss2019-12-31$660,361
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,152,422
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,152,422
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,492,061
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,492,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,989,249
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,989,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,477,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,477,406
Interest earned on other investments2019-12-31$12
Interest earned on other investments2019-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,023,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,023,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$129,500
Contributions received in cash from employer2019-12-31$129,500
Employer contributions (assets) at end of year2019-12-31$129,500
Employer contributions (assets) at end of year2019-12-31$129,500
Employer contributions (assets) at beginning of year2019-12-31$5,306
Employer contributions (assets) at beginning of year2019-12-31$5,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$668,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$668,995
Contract administrator fees2019-12-31$38,024
Contract administrator fees2019-12-31$38,024
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PARK FOWLER & CO., PLLC
Accountancy firm name2019-12-31PARK FOWLER & CO., PLLC
Accountancy firm EIN2019-12-31742900323
Accountancy firm EIN2019-12-31742900323
2018 : HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 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$60,001
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$500,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$473,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$408,118
Value of total assets at end of year2018-12-31$4,492,061
Value of total assets at beginning of year2018-12-31$4,932,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,213
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$11,035
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$244,783
Participant contributions at end of year2018-12-31$9,349
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,158
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-440,063
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,492,061
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,932,124
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$25,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,477,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,929,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-348,117
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$149,177
Employer contributions (assets) at end of year2018-12-31$5,306
Employer contributions (assets) at beginning of year2018-12-31$2,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$473,851
Contract administrator fees2018-12-31$750
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 name2018-12-31PARK FOWLER & CO., PLLC
Accountancy firm EIN2018-12-31742900323
2017 : HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,169,879
Total of all expenses incurred2017-12-31$867,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$857,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$365,735
Value of total assets at end of year2017-12-31$4,932,124
Value of total assets at beginning of year2017-12-31$4,629,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$227,723
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$3,152
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$302,565
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,932,124
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,629,559
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$7,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,929,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,626,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$804,144
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$138,012
Employer contributions (assets) at end of year2017-12-31$2,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$857,701
Contract administrator fees2017-12-31$1,625
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 name2017-12-31GF VALDEZ, P.C.
Accountancy firm EIN2017-12-31200842060
2016 : HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$716,187
Total of all expenses incurred2016-12-31$135,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$113,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$390,076
Value of total assets at end of year2016-12-31$4,629,559
Value of total assets at beginning of year2016-12-31$4,048,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$236,645
Total non interest bearing cash at end of year2016-12-31$3,152
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$580,758
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,629,559
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,048,801
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$21,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,626,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,048,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$326,111
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$153,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$113,771
Contract administrator fees2016-12-31$350
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 name2016-12-31GF VALDEZ, P.C.
Accountancy firm EIN2016-12-31200842060
2015 : HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$298,567
Total of all expenses incurred2015-12-31$143,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$123,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$344,376
Value of total assets at end of year2015-12-31$4,048,801
Value of total assets at beginning of year2015-12-31$3,893,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$450,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$204,685
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,301
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$155,122
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,048,801
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,893,679
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$19,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,048,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,892,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-45,809
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$131,390
Employer contributions (assets) at beginning of year2015-12-31$1,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$123,454
Contract administrator fees2015-12-31$250
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 name2015-12-31GF VALDEZ, P.C.
Accountancy firm EIN2015-12-31200842060

Form 5500 Responses for HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN

2023: HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 2022 form 5500 responses
2022-07-19Type of plan entitySingle employer plan
2022-07-19First time form 5500 has been submittedYes
2022-07-19Submission has been amendedNo
2022-07-19This submission is the final filingNo
2022-07-19This return/report is a short plan year return/report (less than 12 months)Yes
2022-07-19Plan is a collectively bargained planNo
2022-07-19Plan funding arrangement – TrustYes
2022-07-19Plan benefit arrangement - TrustYes
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HUMPAL PHYSICAL THERAPY, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG39487
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG39487
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG39487
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG39487
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39109
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39109
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39109
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39109
Policy instance 1

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