2023 Form 5500 filing — Pro Flex 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 20241015131222NAL0029744113002) for Pro Flex Physical Therapy 401(K) Plan, reported by Southern Maryland Hospital, Inc. under EIN 52-1157796 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$15.3MReported net assets$15,250,159
Participants242
Provider compensation$79.5K4 Schedule C row(s)$79,513
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015131222NAL0029744113002
Plan sponsor
Southern Maryland Hospital, Inc.
EIN
52-1157796
Plan number
001
Location
Alexandria, VA
Received date
not reported in the loaded dataset
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)$15.3M total assets
Net assets$15.3MLiabilities$729
Money in vs. money out
Total income / additions$2.9M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$58.9K
Participant$215.8K
Full reported line items
Total assets (EOY)
$15,250,888
Total liabilities (EOY)
$729
Net assets (EOY)
$15,250,159
Employer contributions
$58,941
Participant contributions
$215,821
Total income / additions
$2,909,637
Benefits paid
$1,135,196
Administrative expenses
$18,228
Total expenses
$1,161,148
Net increase / (decrease)
$1,748,489

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
R.L. Compton & Associates IncCONTRACT ADMIN$29,290not reported in the loaded dataset
Rbc Wealth ManagementINVESTMENT ADVISOR$25,511not reported in the loaded dataset
Kimberly F Palmisano, Cpa, PaAUDITOR$13,375not reported in the loaded dataset
Empower Advised Assets Group, LLCINVESTMENT MGMT$11,337not reported in the loaded dataset

Related Form 5500 pages