Pt Services Rehabilitation Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Pt Services Rehabilitation 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, Pt Services Rehabilitation Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Pt Services Rehabilitation Inc under EIN 34-1222395 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $21,595,592 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pt Services Rehabilitation Inc
- EIN
- 34-1222395
- Plan number
- 001
- Plan type
- 2
- Location
- Tiffin, OH
- Latest filing year
- 2023
- Participants
- 341
- End-of-year plan assets
- $21,595,592
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20240911111420NAL0008420977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,595,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,595,592
- Net assets (BOY)
- $16,949,580
Income & contributions
- Employer contributions
- $287,308
- Participant contributions
- $939,054
- Total contributions
- $1,404,620
- Total income / additions
- $5,183,696
Expenses & distributions
- Benefits paid
- $492,805
- Administrative expenses
- $44,879
- Total expenses
- $537,684
- Net increase / (decrease)
- $4,646,012
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners, LLC | ADVISOR | $12,813 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $6,145 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $5,040 | not reported in the loaded dataset | 2023 |