Plan5500

U.S. Physical Therapy, Inc. 401(K) Gold 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) Gold Plan is a benefit plan reported by U.S. Physical Therapy, Inc. under EIN 76-0364866 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,159 participants and $38,778,210 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
003
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
1,159
End-of-year plan assets
$38,778,210

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,159H, C20241014151758NAL0026539793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,778,210
Total liabilities (EOY)
$0
Net assets (EOY)
$38,778,210
Net assets (BOY)
$32,540,151

Income & contributions

Employer contributions
$373,279
Participant contributions
$2,553,169
Total contributions
$3,163,233
Total income / additions
$9,495,332

Expenses & distributions

Benefits paid
$3,137,976
Administrative expenses
$108,570
Total expenses
$3,257,273
Net increase / (decrease)
$6,238,059

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$50,819$02023
Mbg RetirementNONE$27,212not reported in the loaded dataset2023
Melton & MeltonNONE$12,000not reported in the loaded dataset2023

Related Form 5500 pages