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MLS PHYSICAL THERAPY LLC 401K PLAN 401k Plan overview

Plan NameMLS PHYSICAL THERAPY LLC 401K PLAN
Plan identification number 001

MLS PHYSICAL THERAPY LLC 401K 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

MLS PHYSICAL THERAPY LLC has sponsored the creation of one or more 401k plans.

Company Name:MLS PHYSICAL THERAPY LLC
Employer identification number (EIN):900963087
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 MLS PHYSICAL THERAPY LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MATTHEW SCHWAGER2023-10-04
0012021-01-01MATTHEW SCHWAGER2022-06-29 MATTHEW SCHWAGER2022-06-29
0012020-01-01MATTHEW SCHWAGER2021-07-01
0012019-01-01MATTHEW SCHWAGER2020-10-12
0012018-01-01MATTHEW SCHWAGER2019-09-23
0012017-01-01MATT SCHWAGER2018-06-14
0012016-01-01MATT SCHWAGER2017-06-23
0012015-01-01MATT SCHWAGER2016-06-08
0012014-01-01MATT SCHWAGER MATT SCHWAGER2015-06-24
0012013-10-01MATTHEW SCHWAGER

Plan Statistics for MLS PHYSICAL THERAPY LLC 401K PLAN

401k plan membership statisitcs for MLS PHYSICAL THERAPY LLC 401K PLAN

Measure Date Value
2014: MLS PHYSICAL THERAPY LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MLS PHYSICAL THERAPY LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-014
Total number of active participants reported on line 7a of the Form 55002013-10-019
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-019
Number of participants with account balances2013-10-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010

Financial Data on MLS PHYSICAL THERAPY LLC 401K PLAN

Measure Date Value
2014 : MLS PHYSICAL THERAPY LLC 401K PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$54,399
Expenses. Total of all expenses incurred2014-12-31$285
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$76,091
Total plan assets at beginning of year2014-12-31$21,977
Value of fidelity bond covering the plan2014-12-31$2,500
Total contributions received or receivable from participants2014-12-31$23,962
Expenses. Other expenses not covered elsewhere2014-12-31$285
Contributions received from other sources (not participants or employers)2014-12-31$21,803
Other income received2014-12-31$1,428
Net income (gross income less expenses)2014-12-31$54,114
Net plan assets at end of year (total assets less liabilities)2014-12-31$76,091
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$21,977
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$7,206
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
2013 : MLS PHYSICAL THERAPY LLC 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$22,045
Expenses. Total of all expenses incurred2013-12-31$68
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$21,977
Total plan assets at beginning of year2013-12-31$0
Value of fidelity bond covering the plan2013-12-31$2,500
Total contributions received or receivable from participants2013-12-31$18,758
Expenses. Other expenses not covered elsewhere2013-12-31$68
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$785
Net income (gross income less expenses)2013-12-31$21,977
Net plan assets at end of year (total assets less liabilities)2013-12-31$21,977
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$2,502
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0

Form 5500 Responses for MLS PHYSICAL THERAPY LLC 401K PLAN

2014: MLS PHYSICAL THERAPY LLC 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MLS PHYSICAL THERAPY LLC 401K PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01First time form 5500 has been submittedYes
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-833437
Policy instance 1
Insurance contract or identification numberGA-833437
Number of Individuals Covered10
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $142
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $142
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY, LL
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-833437
Policy instance 1
Insurance contract or identification numberGA-833437
Number of Individuals Covered9
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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