2023 Form 5500 filing — Access Physical Therapy & Wellness 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 20241015172055NAL0029233985001) for Access Physical Therapy & Wellness 401(K) Plan, reported by Access Physical Therapy & Wellne under EIN 87-2877421 and plan number 001. It reports 387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172055NAL0029233985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Access Physical Therapy & Wellne
- EIN
- 87-2877421
- Plan number
- 001
- Location
- Campbell Park, NY
- Participants
- 387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,016,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,016,325
- Employer contributions
- $212,243
- Participant contributions
- $1,218,161
- Total income / additions
- $2,143,092
- Benefits paid
- $263,934
- Administrative expenses
- $23,688
- Total expenses
- $311,444
- Net increase / (decrease)
- $1,831,648
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $16,994 | $0 |
| Focused Wealth Management | INVESTMENT/FINANCIAL ADVI | $6,692 | $0 |