Plan5500

U.S. Physical Therapy, Inc. 401(K) Salary Savings Plan — Form 5500 plan (U.S. Physical Therapy, 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, U.S. Physical Therapy, Inc. 401(K) Salary Savings Plan is a benefit plan reported by U.S. Physical Therapy, Inc. under EIN 76-0364866 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,561 participants and $92,847,924 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
U.S. Physical Therapy, Inc.
EIN
76-0364866
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
3,561
End-of-year plan assets
$92,847,924

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,561H, C20241014151017NAL0015176339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,847,924
Total liabilities (EOY)
$0
Net assets (EOY)
$92,847,924
Net assets (BOY)
$77,098,317

Income & contributions

Participant contributions
$8,718,358
Total contributions
$9,925,191
Total income / additions
$24,357,602

Expenses & distributions

Benefits paid
$8,373,681
Administrative expenses
$234,669
Total expenses
$8,619,742
Net increase / (decrease)
$15,737,860

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$131,230$02023
Mbg RetirementNONE$65,000not reported in the loaded dataset2023
Melton & MeltonNONE$14,000not reported in the loaded dataset2023

Related Form 5500 pages