2023 Form 5500 filing — Advanced Physical Therapy 401(K) 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 20240729132147NAL0019362433001) for Advanced Physical Therapy 401(K) Plan, reported by Advanced Physical Therapy & Sports Medicine under EIN 39-1930290 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.4MReported net assets$9,375,471
Participants141
Provider compensation$33.8K1 Schedule C row(s)$33,765
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240729132147NAL0019362433001
Plan sponsor
Advanced Physical Therapy & Sports Medicine
EIN
39-1930290
Plan number
001
Location
Appleton, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.4M total assets
Net assets$9.4MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$158.2K
Benefits paid / distributions$124.4K
Contributions
Employer$216K
Participant$530.9K
Full reported line items
Total assets (EOY)
$9,375,471
Total liabilities (EOY)
$0
Net assets (EOY)
$9,375,471
Employer contributions
$215,980
Participant contributions
$530,863
Total income / additions
$2,569,712
Benefits paid
$124,416
Administrative expenses
$33,765
Total expenses
$158,181
Net increase / (decrease)
$2,411,531
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $33.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729132147NAL0019362433001 cover?
It is the 2023 Form 5500 filing for Advanced Physical Therapy 401(K) Plan, reported by Advanced Physical Therapy & Sports Medicine (EIN 39-1930290).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages