Shuman Physical Therapy Associates, P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Shuman Physical Therapy Associates, P.C. (EIN 16-1414257) is a plan sponsor located in Mendon, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-1414257
Location
Mendon, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,534,934
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$12,534,934

Contributions & income

Employer contributions
$333,517
Participant contributions
$844,081
Total income / additions
$2,957,279

Expenses & distributions

Benefits paid / distributions
$336,541
Total expenses
$341,018
Net increase / (decrease)
$2,616,261

Coverage

Total reported participants
409
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Shuman Physical Therapy Associates, P.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Shuman Physical Therapy Assoc. 401(K) Profit Sharing Plan001239$12,534,9342023
Shuman Physical Therapy Associates, P.C. Dba Lattimore Physical Therapy Employee Benefits Plan501170not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Shuman Physical Therapy Associates, P.C.
YearPlanParticipantsSchedulesFiling
2023Shuman Physical Therapy Associates, P.C. Dba Lattimore Physical Therapy Employee Benefits Plan17020240626132426NAL0005735443001
2023Shuman Physical Therapy Assoc. 401(K) Profit Sharing Plan239H, C20241008140204NAL0033996306001

Related Form 5500 pages