Spear Physical Therapy Pllc 401(K) Plan — Form 5500 plan (Spear Physical Therapy Pllc)
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, Spear Physical Therapy Pllc 401(K) Plan is a benefit plan reported by Spear Physical Therapy Pllc under EIN 20-2775993 and plan number 002. The latest loaded filing year is 2023. The filing reports 531 participants and $10,957,839 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11MPlan net assets, end of year$10,957,839
Participants531Covered participants reported
Assets / participant$20.6KComputed: assets ÷ participants$20,636 (computed)
Provider compensation$39.9K2 Schedule C provider row(s)$39,884
- Plan sponsor
- Spear Physical Therapy Pllc
- EIN
- 20-2775993
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 531 | H, C | 20241014160229NAL0045229760001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11M total assets
Net assets$11MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,957,839
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,957,839
- Net assets (BOY)
- $7,570,626
Income & contributions
- Employer contributions
- $410,668
- Participant contributions
- $1,554,613
- Total contributions
- $2,133,806
- Total income / additions
- $3,747,811
Expenses & distributions
- Benefits paid
- $311,898
- Administrative expenses
- $42,439
- Total expenses
- $360,598
- Net increase / (decrease)
- $3,387,213
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
21%79%
Employer 21%Participant 79%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,273 | $0 | 2023 |
| Equitable Advisors LLC | ADVISOR | $16,611 | not reported in the loaded dataset | 2023 |