Humpal Physical Therapy P.C. 401k Plan — Form 5500 plan (Humpal Physicial Therapy P.C.)
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, Humpal Physical Therapy P.C. 401k Plan is a benefit plan reported by Humpal Physicial Therapy P.C. under EIN 74-2681791 and plan number 001. The latest loaded filing year is 2023. The filing reports 69 participants and $3,689,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Humpal Physicial Therapy P.C.
- EIN
- 74-2681791
- Plan number
- 001
- Plan type
- 2
- Location
- Corpus Christi, TX
- Latest filing year
- 2023
- Participants
- 69
- End-of-year plan assets
- $3,689,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 69 | H, C | 20241015163222NAL0016882835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,689,660
- Total liabilities (EOY)
- $7,313
- Net assets (EOY)
- $3,682,347
- Net assets (BOY)
- $5,596,245
Income & contributions
- Employer contributions
- $103,044
- Participant contributions
- $248,753
- Total contributions
- $555,332
- Total income / additions
- $1,139,015
Expenses & distributions
- Benefits paid
- $2,969,119
- Administrative expenses
- $83,794
- Total expenses
- $3,052,913
- Net increase / (decrease)
- -$1,913,898
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Admin316 | PLAN ADMINISTRATOR | $27,168 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial | ADVISOR | $19,734 | not reported in the loaded dataset | 2023 |
| Park Fowler & Co. Pllc | ACCOUNTANT | $14,750 | not reported in the loaded dataset | 2023 |
| Benefitexcel | CONSULTANT ADVISOR | not reported in the loaded dataset | $11,433 | 2023 |
| Strategic Wealth Management | ADVISOR | $8,486 | not reported in the loaded dataset | 2023 |
| Alliance Benefit Group Rocky Mt | RECORDKEEPER | $3,570 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Humpal Physicial Therapy P.C.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Corpus Christi, TX
- Admin316 — Schedule C compensation
- Ameriprise Financial — Schedule C compensation
- Park Fowler & Co. Pllc — Schedule C compensation
- Benefitexcel — Schedule C compensation
- Strategic Wealth Management — Schedule C compensation
- Alliance Benefit Group Rocky Mt — Schedule C compensation