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SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 401k Plan overview

Plan NameSPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST
Plan identification number 001

SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SPORTS THERAPY & REHABILITATION PT, OT, PLLC has sponsored the creation of one or more 401k plans.

Company Name:SPORTS THERAPY & REHABILITATION PT, OT, PLLC
Employer identification number (EIN):810614526
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01MICHAEL FOX BENJAMIN GELFAND2015-12-10
0012014-01-01MICHAEL FOX BENJAMIN GELFAND2015-04-16
0012013-01-01MICHAEL FOX BENJAMIN GELFAND2014-05-27
0012012-01-01MICHAEL FOX BENJAMIN GELFAND2013-05-01
0012011-01-01MICHAEL FOX BENJAMIN GELFAND2012-04-24
0012010-01-01MICHAEL FOX BENJAMIN GELFAND2011-05-11
0012009-01-01MICHAEL FOX BENJAMIN GELFAND2010-05-04

Plan Statistics for SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST

401k plan membership statisitcs for SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST

Measure Date Value
2015: SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0135
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0128
Total number of active participants reported on line 7a of the Form 55002014-01-0128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0135
Number of participants with account balances2014-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0132
Total number of active participants reported on line 7a of the Form 55002013-01-0121
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0128
Number of participants with account balances2013-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0125
Total number of active participants reported on line 7a of the Form 55002012-01-0127
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0132
Number of participants with account balances2012-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0131
Total number of active participants reported on line 7a of the Form 55002011-01-0121
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0125
Number of participants with account balances2011-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0133
Total number of active participants reported on line 7a of the Form 55002010-01-0126
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0130
Number of participants with account balances2010-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0128
Total number of active participants reported on line 7a of the Form 55002009-01-0129
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0133
Number of participants with account balances2009-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST

Measure Date Value
2015 : SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-03$0
Total plan liabilities at end of year2015-12-03$0
Total plan liabilities at beginning of year2015-12-03$0
Total income from all sources2015-12-03$372,204
Expenses. Total of all expenses incurred2015-12-03$3,916,060
Benefits paid (including direct rollovers)2015-12-03$3,908,835
Total plan assets at end of year2015-12-03$0
Total plan assets at beginning of year2015-12-03$3,543,856
Value of fidelity bond covering the plan2015-12-03$500,000
Total contributions received or receivable from participants2015-12-03$149,738
Expenses. Other expenses not covered elsewhere2015-12-03$0
Contributions received from other sources (not participants or employers)2015-12-03$0
Other income received2015-12-03$42,443
Noncash contributions received2015-12-03$0
Net income (gross income less expenses)2015-12-03$-3,543,856
Net plan assets at end of year (total assets less liabilities)2015-12-03$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-03$3,543,856
Assets. Value of participant loans2015-12-03$0
Total contributions received or receivable from employer(s)2015-12-03$180,023
Value of certain deemed distributions of participant loans2015-12-03$0
Value of corrective distributions2015-12-03$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-03$7,225
2014 : SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$535,830
Expenses. Total of all expenses incurred2014-12-31$23,643
Benefits paid (including direct rollovers)2014-12-31$18,531
Total plan assets at end of year2014-12-31$3,543,856
Total plan assets at beginning of year2014-12-31$3,031,669
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$151,538
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$236,126
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$512,187
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,543,856
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,031,669
Assets. Value of participant loans2014-12-31$6,260
Total contributions received or receivable from employer(s)2014-12-31$148,166
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,112
2013 : SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$815,377
Expenses. Total of all expenses incurred2013-12-31$24,984
Benefits paid (including direct rollovers)2013-12-31$19,903
Total plan assets at end of year2013-12-31$3,031,669
Total plan assets at beginning of year2013-12-31$2,241,276
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$142,387
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$523,014
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$790,393
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,031,669
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,241,276
Assets. Value of participant loans2013-12-31$14,693
Total contributions received or receivable from employer(s)2013-12-31$149,976
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,081
2012 : SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$502,974
Expenses. Total of all expenses incurred2012-12-31$92,828
Benefits paid (including direct rollovers)2012-12-31$86,120
Total plan assets at end of year2012-12-31$2,241,276
Total plan assets at beginning of year2012-12-31$1,831,130
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$134,535
Other income received2012-12-31$253,754
Net income (gross income less expenses)2012-12-31$410,146
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,241,276
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,831,130
Assets. Value of participant loans2012-12-31$22,776
Total contributions received or receivable from employer(s)2012-12-31$114,685
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,708
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$170,614
Expenses. Total of all expenses incurred2011-12-31$363,041
Benefits paid (including direct rollovers)2011-12-31$357,083
Total plan assets at end of year2011-12-31$1,831,130
Total plan assets at beginning of year2011-12-31$2,023,557
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$126,547
Other income received2011-12-31$-79,090
Net income (gross income less expenses)2011-12-31$-192,427
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,831,130
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,023,557
Assets. Value of participant loans2011-12-31$34,352
Total contributions received or receivable from employer(s)2011-12-31$123,157
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,958
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$482,932
Expenses. Total of all expenses incurred2010-12-31$17,498
Benefits paid (including direct rollovers)2010-12-31$11,948
Total plan assets at end of year2010-12-31$2,023,557
Total plan assets at beginning of year2010-12-31$1,558,123
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$141,234
Other income received2010-12-31$231,150
Net income (gross income less expenses)2010-12-31$465,434
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,023,557
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,558,123
Assets. Value of participant loans2010-12-31$44,205
Total contributions received or receivable from employer(s)2010-12-31$110,548
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST

2015: SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SPORTS THERAPY & REHABILITATION PT, OT, PLLC 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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