2023 Form 5500 filing — Pt Services Rehabilitation Inc 401(K) Profit Sharing Plan & Trust
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 20240911111420NAL0008420977001) for Pt Services Rehabilitation Inc 401(K) Profit Sharing Plan & Trust, reported by Pt Services Rehabilitation Inc under EIN 34-1222395 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911111420NAL0008420977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pt Services Rehabilitation Inc
- EIN
- 34-1222395
- Plan number
- 001
- Location
- Tiffin, OH
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,595,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,595,592
- Employer contributions
- $287,308
- Participant contributions
- $939,054
- Total income / additions
- $5,183,696
- Benefits paid
- $492,805
- Administrative expenses
- $44,879
- Total expenses
- $537,684
- Net increase / (decrease)
- $4,646,012
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | ADVISOR | $12,813 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $6,145 | not reported in the loaded dataset |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $5,040 | not reported in the loaded dataset |