Innovative Therapy Concepts, LLC 401(K) Plan — Form 5500 plan (Innovative Therapy Concepts, LLC)

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, Innovative Therapy Concepts, LLC 401(K) Plan is a benefit plan reported by Innovative Therapy Concepts, LLC under EIN 20-8002399 and plan number 001. The latest loaded filing year is 2023. The filing reports 734 participants and $16,795,467 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16.8MPlan net assets, end of year$16,795,467
Participants734Covered participants reported
Assets / participant$22.9KComputed: assets ÷ participants$22,882 (computed)
Provider compensation$120.7K3 Schedule C provider row(s)$120,718
Plan sponsor
Innovative Therapy Concepts, LLC
EIN
20-8002399
Plan number
001
Plan type
2
Location
Hawkinsville, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023734H, C20240905015222NAL0010105027001
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)$16.8M total assets
Net assets$16.8MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$713.2K
Benefits paid / distributions$572.4K
Contributions
Employer$915.3K
Participant$1.6M
Full reported line items

Net assets

Total assets (EOY)
$16,795,467
Total liabilities (EOY)
$0
Net assets (EOY)
$16,795,467
Net assets (BOY)
$12,457,440

Income & contributions

Employer contributions
$915,307
Participant contributions
$1,597,600
Total contributions
$2,559,139
Total income / additions
$5,051,271

Expenses & distributions

Benefits paid
$572,393
Administrative expenses
$134,963
Total expenses
$713,244
Net increase / (decrease)
$4,338,027
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.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Wealth ManagemeINVESTMENT ADVISORY-PLAN$63,856not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$40,263$02023
Futureplan By AscensusRECORDKEEPER$16,550$492023

Related Form 5500 pages