2023 Form 5500 filing — Moreau 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 20241219110428NAL0010575762001) for Moreau Physical Therapy 401(K) Plan, reported by Moreau Physical Therapy under EIN 72-0948280 and plan number 001. It reports 186 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)$3.7MReported net assets$3,715,155
Participants186
Provider compensation$19.2K3 Schedule C row(s)$19,215
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241219110428NAL0010575762001
Plan sponsor
Moreau Physical Therapy
EIN
72-0948280
Plan number
001
Location
Baton Rouge, LA
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)$3.7M total assets
Net assets$3.7MLiabilities$25.7K
Money in vs. money out
Total income / additions$1.3M
Total expenses$632.6K
Benefits paid / distributions$583.2K
Contributions
Employer$140K
Participant$454.9K
Full reported line items
Total assets (EOY)
$3,740,903
Total liabilities (EOY)
$25,748
Net assets (EOY)
$3,715,155
Employer contributions
$139,990
Participant contributions
$454,855
Total income / additions
$1,289,311
Benefits paid
$583,156
Administrative expenses
$49,464
Total expenses
$632,620
Net increase / (decrease)
$656,691
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $8.7K
  2. 2
    INVESTMENT ADVISOR · Direct $8.7K
  3. 3
    RECORDKEEPER · Direct $1.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241219110428NAL0010575762001 cover?
It is the 2023 Form 5500 filing for Moreau Physical Therapy 401(K) Plan, reported by Moreau Physical Therapy (EIN 72-0948280).
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