Kinetic Physical Therapy And Wellness 401(K) Plan — Form 5500 plan (Kinetic Physical Therapy And Wellness, Inc)

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, Kinetic Physical Therapy And Wellness 401(K) Plan is a benefit plan reported by Kinetic Physical Therapy And Wellness, Inc under EIN 27-2760356 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $4,456,921 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kinetic Physical Therapy And Wellness, Inc
EIN
27-2760356
Plan number
001
Plan type
2
Location
Greenville, NC
Latest filing year
2023
Participants
189
End-of-year plan assets
$4,456,921

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20240916134348NAL0002172816001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,456,921
Total liabilities (EOY)
$0
Net assets (EOY)
$4,456,921
Net assets (BOY)
$3,259,868

Income & contributions

Employer contributions
$18,553
Participant contributions
$663,212
Total contributions
$689,936
Total income / additions
$1,404,316

Expenses & distributions

Benefits paid
$172,639
Administrative expenses
$34,624
Total expenses
$207,263
Net increase / (decrease)
$1,197,053

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$20,959$02023
Truist Advisory Services IncADVISOR$9,825not reported in the loaded dataset2023

Related Form 5500 pages