U.S. Physical Therapy, Inc. 401(k) Platinum Plan

John Hancock

You can manage your account, sign up for EDelivery of your quarterly statement, and view your quarterly statement by logging into John Hancock’s website. You may also call John Hancock at 1-800-395-1113.

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Summary Plan Description

A summary of the key plan provisions in your company sponsored retirement plan, including when you are eligible to participate, how much you can contribute, employer contributions available, vesting, contact information for your plan administrator, distribution options and many other important features.
Effective: December 1, 2020
Posted: November 2020

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404(a)(5) Fee Disclosure

A disclosure of the individual and plan level fees which may be deducted from your account, including a comparative chart of the past performance, expense ratios, shareholder fees and trade restrictions applicable to the investments available in your retirement plan.
Effective: November 19, 2020
Posted: November 2020

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Qualified Default Investment Alternative

A description of the risk/return characteristics, fees and expenses of investment fund(s) you will be defaulted into should you not make an affirmative election of the investments you wish your retirement contributions invested in.
Effective: November 19, 2020
Posted: November 2020

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Summary Annual Report

A plan level summary of the financial activity, expenses, participant counts and market value in your retirement plan for a particular plan year.
Effective: December 31, 2019
Posted: November 2020

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Summary of Material Modifications

A description of important modifications to your plan.
Effective: September 1, 2020
Posted: November 2020

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Fee Change Notice

A description of any changes in the fees charged for the investment options in your plan or deducted from your account.
Effective: November 9, 2020
Posted: September 2020

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Fund Change Notice

A description of any investment funds either added, removed or replaced in the menu of investments available in your Plan, and the fees charged for those investments.
Effective: November 9, 2020
Posted: September 2020

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404(a)(5) Disclosure

A disclosure of the individual and plan level fees which may be deducted from your account, including a comparative chart of the past performance, expense ratios, shareholder fees and trade restrictions applicable to the investments available in your retirement plan.
Effective: September 10, 2020
Posted: September 2020

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Summary Plan Description

A summary of the key plan provisions in your company sponsored retirement plan, including when you are eligible to participate, how much you can contribute, employer contributions available, vesting, contact information for your plan administrator, distribution options and many other important features.
Effective: January 1, 2020
Posted: September 2020

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Qualified Default Investment Alternative

A description of the risk/return characteristics, fees and expenses of investment fund(s) you will be defaulted into should you not make an affirmative election of the investments you wish your retirement contributions invested in.
Effective: January 1, 2020
Posted: September 2020

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Summary Annual Report

A plan level summary of the financial activity, expenses, participant counts and market value in your retirement plan for a particular plan year.
Effective: December 31, 2019
Posted: September 2020

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Know Your Rights

You may obtain a free copy of any document on this page by requesting the document using of the following ways. Please be sure to include your name and full mailing address. If you have questions about your request, please include your phone number and/or email address. Please also include the specific document that you would like.

  1. Email ourteam@aboutmy401k.com
  2. Send a letter to: About My 401(k) Plan, 10777 Northwest Freeway, Suite 440, Houston, TX 77092.