2023 Form 5500 filing — Professional Orthopedic And Sports Physical Therapy, P.C. Employee Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240524141020NAL0006636513001) for Professional Orthopedic And Sports Physical Therapy, P.C. Employee Savings Plan, reported by Professional Orthopedic And Sports Physical Therapy, P.C. under EIN 11-3431170 and plan number 001. It reports 1,507 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240524141020NAL0006636513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Professional Orthopedic And Sports Physical Therapy, P.C.
- EIN
- 11-3431170
- Plan number
- 001
- Location
- Melville, NY
- Participants
- 1,507
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,472,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,472,126
- Employer contributions
- $1,239,878
- Participant contributions
- $4,646,582
- Total income / additions
- $14,650,005
- Benefits paid
- $2,821,226
- Administrative expenses
- $62,876
- Total expenses
- $2,884,102
- Net increase / (decrease)
- $11,765,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stone Hill Fiduciary Management Ll | INVESTMENT ADVISOR | $35,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $21,842 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $6,034 | $0 |