Boothby Therapy Services 401(K) Plan — Form 5500 plan (Boothby Therapy Services)
Plain-English plan 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, Boothby Therapy Services 401(K) Plan is a benefit plan reported by Boothby Therapy Services under EIN 11-3781214 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $5,515,935 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boothby Therapy Services
- EIN
- 11-3781214
- Plan number
- 002
- Plan type
- 2
- Location
- Laconia, NH
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $5,515,935
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20241003080825NAL0009588977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,515,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,515,935
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $157,179
- Participant contributions
- $334,756
- Total contributions
- $491,935
- Total income / additions
- $731,134
Expenses & distributions
- Benefits paid
- $109,552
- Administrative expenses
- $10,766
- Total expenses
- $120,318
- Net increase / (decrease)
- $610,816
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Foundry Financial Group | RECORDKEEPER | $7,173 | not reported in the loaded dataset | 2023 |