AMERICAN ACTIVE REHAB, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU
401k plan membership statisitcs for AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU
| Measure | Date | Value |
|---|
| 2014: AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 16 |
| Number of participants with account balances | 2014-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 10 |
| Total participants | 2013-01-01 | 10 |
| Number of participants with account balances | 2013-01-01 | 5 |
| 2012: AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 10 |
| Total participants | 2012-01-01 | 10 |
| Number of participants with account balances | 2012-01-01 | 7 |
| 2011: AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 7 |
| Number of participants with account balances | 2011-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 10 |
| Total of all active and inactive participants | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 0 |
| 2009: AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 5 |
| Number of participants with account balances | 2009-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2014 : AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $89,348 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $4,688 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $4,500 |
| Total plan assets at end of year | 2014-12-31 | $299,718 |
| Total plan assets at beginning of year | 2014-12-31 | $215,058 |
| Total contributions received or receivable from participants | 2014-12-31 | $50,500 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $188 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $5,920 |
| Net income (gross income less expenses) | 2014-12-31 | $84,660 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $299,718 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $215,058 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $32,928 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $29,426 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,390 |
| Total plan assets at end of year | 2013-12-31 | $215,059 |
| Total plan assets at beginning of year | 2013-12-31 | $187,023 |
| Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,390 |
| Other income received | 2013-12-31 | $29,426 |
| Net income (gross income less expenses) | 2013-12-31 | $28,036 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $215,059 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $187,023 |
| 2012 : AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $18,821 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $469 |
| Total plan assets at end of year | 2012-12-31 | $187,023 |
| Total plan assets at beginning of year | 2012-12-31 | $168,671 |
| Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $469 |
| Other income received | 2012-12-31 | $18,821 |
| Net income (gross income less expenses) | 2012-12-31 | $18,352 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $187,023 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $168,671 |
| 2011 : AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $6,528 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $375 |
| Total plan assets at end of year | 2011-12-31 | $168,671 |
| Total plan assets at beginning of year | 2011-12-31 | $162,518 |
| Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $4,900 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $375 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $200 |
| Other income received | 2011-12-31 | $-5,332 |
| Net income (gross income less expenses) | 2011-12-31 | $6,153 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $168,671 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $162,518 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $6,760 |
| 2010 : AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $28,624 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $294 |
| Total plan assets at end of year | 2010-12-31 | $162,518 |
| Total plan assets at beginning of year | 2010-12-31 | $134,188 |
| Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $8,400 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $294 |
| Other income received | 2010-12-31 | $13,908 |
| Net income (gross income less expenses) | 2010-12-31 | $28,330 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $162,518 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $134,188 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $6,316 |
| 2009 : AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2014: AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: AMERICAN ACTIVE REHAB, INC. 401(K) PROFIT SHARING PLAN & TRU 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-807985 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-807985 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,085 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $806 | | Insurance broker organization code? | 3 | | Insurance broker name | RAYMOND JAMES & ASSOC INC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-807985 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-807985 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $969 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $229 | | Insurance broker organization code? | 3 | | Insurance broker name | PLANNING CORPORATION OF AMERICA |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-807985 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-807985 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $871 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $871 | | Insurance broker organization code? | 3 | | Insurance broker name | MORGAN KEEGAN CO INC. |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-807985 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-807985 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $836 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-807985 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-807985 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-01-01 | | Total amount of commissions paid to insurance broker | USD $687 | | Total amount of fees paid to insurance company | USD $51 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Amount paid for insurance broker fees | 51 | | Additional information about fees paid to insurance broker | SALES / MARKETING | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $510 | | Insurance broker name | MORGAN KEEGAN INS AGCY OF LA |
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