2023 Form 5500 filing — Harmeling Physical Therapy 401(K) Profit Sharing 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 20240802120955NAL0024929905001) for Harmeling Physical Therapy 401(K) Profit Sharing Plan, reported by Harmeling Physical Therapy And Sports Fitness, Inc. under EIN 04-3022296 and plan number 001. It reports 38 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.8MReported net assets$3,759,995
Participants38
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240802120955NAL0024929905001
Plan sponsor
Harmeling Physical Therapy And Sports Fitness, Inc.
EIN
04-3022296
Plan number
001
Location
Danvers, MA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$0
Money in vs. money out
Total income / additions$774K
Total expenses$267.6K
Benefits paid / distributions$263.2K
Contributions
Employer$71.2K
Participant$153.4K
Full reported line items
Total assets (EOY)
$3,759,995
Total liabilities (EOY)
$0
Net assets (EOY)
$3,759,995
Employer contributions
$71,227
Participant contributions
$153,416
Total income / additions
$773,961
Benefits paid
$263,175
Administrative expenses
$4,461
Total expenses
$267,636
Net increase / (decrease)
$506,325

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240802120955NAL0024929905001 cover?
It is the 2023 Form 5500 filing for Harmeling Physical Therapy 401(K) Profit Sharing Plan, reported by Harmeling Physical Therapy And Sports Fitness, Inc. (EIN 04-3022296).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages