2023 Form 5500 filing — Select Pt, Ot & Slp Rehabilitation Ny, Pllc 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 20240919092058NAL0005873313001) for Select Pt, Ot & Slp Rehabilitation Ny, Pllc 401(K) Plan, reported by Select Pt, Ot & Slp Rehabilitation under EIN 26-3531640 and plan number 001. It reports 735 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)$5.1MReported net assets$5,113,107
Participants735
Provider compensation$18K2 Schedule C row(s)$18,034
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240919092058NAL0005873313001
Plan sponsor
Select Pt, Ot & Slp Rehabilitation
EIN
26-3531640
Plan number
001
Location
Albany, NY
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)$5.1M total assets
Net assets$5.1MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$776.4K
Benefits paid / distributions$758.4K
Contributions
Employer$0
Participant$696.8K
Full reported line items
Total assets (EOY)
$5,113,107
Total liabilities (EOY)
$0
Net assets (EOY)
$5,113,107
Employer contributions
$0
Participant contributions
$696,846
Total income / additions
$1,766,047
Benefits paid
$758,353
Administrative expenses
$18,034
Total expenses
$776,387
Net increase / (decrease)
$989,660
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $15.1K
  2. 2
    RECORDKEEPER · Direct $2.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240919092058NAL0005873313001 cover?
It is the 2023 Form 5500 filing for Select Pt, Ot & Slp Rehabilitation Ny, Pllc 401(K) Plan, reported by Select Pt, Ot & Slp Rehabilitation (EIN 26-3531640).
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