Plan5500

U.S. Physical Therapy, Inc. 401(K) Platinum 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) Platinum Plan is a benefit plan reported by U.S. Physical Therapy, Inc. under EIN 76-0364866 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,563 participants and $75,540,469 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
002
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
2,563
End-of-year plan assets
$75,540,469

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,563H, C20241014152321NAL0045080880001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,540,469
Total liabilities (EOY)
$0
Net assets (EOY)
$75,540,469
Net assets (BOY)
$58,945,033

Income & contributions

Employer contributions
$1,969,287
Participant contributions
$7,012,096
Total contributions
$10,801,360
Total income / additions
$22,740,020

Expenses & distributions

Benefits paid
$5,897,931
Administrative expenses
$179,509
Total expenses
$6,132,837
Net increase / (decrease)
$16,607,183

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$97,743$02023
Mbg RetirementNONE$49,938not reported in the loaded dataset2023
Melton & MeltonNONE$12,500not reported in the loaded dataset2023

Related Form 5500 pages