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, Therapynotes 401(K) Plan is a benefit plan reported by Therapynotes, LLC under EIN 27-3370857 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $6,891,740 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,891,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,891,740
- Net assets (BOY)
- $3,898,847
Income & contributions
- Employer contributions
- $956,899
- Participant contributions
- $1,198,895
- Total contributions
- $2,280,734
- Total income / additions
- $3,181,153
Expenses & distributions
- Benefits paid
- $125,553
- Administrative expenses
- $58,668
- Total expenses
- $188,260
- Net increase / (decrease)
- $2,992,893