2023 Form 5500 filing — Carroll Physical Therapy, Inc. 401(K) Ps 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 20240912154301NAL0017541682001) for Carroll Physical Therapy, Inc. 401(K) Ps Plan & Trust, reported by Carroll Physical Therapy, Inc. under EIN 04-3017157 and plan number 002. It reports 41 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240912154301NAL0017541682001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carroll Physical Therapy, Inc.
- EIN
- 04-3017157
- Plan number
- 002
- Location
- Mashpee, MA
- Participants
- 41
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,214,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,214,734
- Employer contributions
- $47,462
- Participant contributions
- $79,498
- Total income / additions
- $556,921
- Benefits paid
- $153,743
- Administrative expenses
- $25
- Total expenses
- $153,768
- Net increase / (decrease)
- $403,153
- Schedule source
- Schedule I