Spooner Physical Therapy, P.c. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2018. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Spooner Physical Therapy, P.c. 401(k) Plan Facts (plan year 2018)

Plan name
SPOONER RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SPOONER PHYSICAL THERAPY, P.C.
Participants
422 (303 active employees)
Former employees with a balance
197
Plan assets
$4,917,432 at Dec 31, 2018
Average account balance
$10,463 across 470 accounts
Employer contributions
$380,794 in plan year 2018 (31% of all contributions)
Plan year
Jan 1, 2018 – Dec 31, 2018
Plan established
Jan 1, 2014
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2018 (Jan 1, 2018 – Dec 31, 2018), filed Oct 8, 2019. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2018

  • $1.24 million went into the plan in contributions, $380,794 of it from the employer (31%).
  • $174,972 was paid out to participants.
  • Administrative expenses were $57,807, about $123 per account.

How the Spooner Physical Therapy, P.c. 401(k) changed, 2014–2018

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20140$213,784$24,460—
201556$346,257$46,243$18,668
201664$3.03 million$316,339$181,217
2017349$4.28 million$340,040$395,491
2018422$4.92 million$380,794$174,972

Spooner Physical Therapy, P.c. 401(k) Contact Information

Phone
480-551-4942
Mailing address
7975 NORTH HAYDEN ROAD SUITE D-333, SCOTTSDALE AZ 85258
Plan sponsor
SPOONER PHYSICAL THERAPY, P.C.
Employer identification number (EIN)
86-0795982
Plan number
001

Questions about the Spooner Physical Therapy, P.c. 401(k)

Is the Spooner Physical Therapy, P.c 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2018, and no later filing was found under this employer's EIN.

Does Spooner Physical Therapy, P.c contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2018 the employer contributed $380,794, 31% of all contributions.

Does the Spooner Physical Therapy, P.c 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Spooner Physical Therapy, P.c 401(k) plan?

422 participants at the start of plan year 2018, 303 of them active employees, and 197 former employees who still had money in the plan.

What is the average 401(k) balance at Spooner Physical Therapy, P.c?

About $10,463 per account: $4.92 million in plan assets across 470 accounts with a balance at the end of plan year 2018.

Who manages the Spooner Physical Therapy, P.c 401(k) accounts?

Ascensus is the plan's recordkeeper, which is where participants log in to see their balance.

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