Ivyrehab Physical Therapy Pllc 401(K) Profit Sharing Plan — Form 5500 plan (Ivyrehab Pt, Ot & Speech Pllc)

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, Ivyrehab Physical Therapy Pllc 401(K) Profit Sharing Plan is a benefit plan reported by Ivyrehab Pt, Ot & Speech Pllc under EIN 80-0071212 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,808 participants and $83,517,343 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ivyrehab Pt, Ot & Speech Pllc
EIN
80-0071212
Plan number
001
Plan type
2
Location
White Plains, NY
Latest filing year
2023
Participants
4,808
End-of-year plan assets
$83,517,343

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,808H, C20241008054859NAL0017189665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$83,517,343
Total liabilities (EOY)
$0
Net assets (EOY)
$83,517,343
Net assets (BOY)
$59,270,901

Income & contributions

Employer contributions
$1,785,854
Participant contributions
$15,424,806
Total contributions
$22,349,197
Total income / additions
$34,720,365

Expenses & distributions

Benefits paid
$9,993,713
Administrative expenses
$462,079
Total expenses
$10,473,923
Net increase / (decrease)
$24,246,442

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$238,322$02023
Faircourt Partners, LLCINVESTMENT/FINANCIAL ADVI$223,756$02023

Related Form 5500 pages