Access Physical Therapy & Wellness 401(K) Plan — Form 5500 plan (Access Physical Therapy & Wellne)
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, Access Physical Therapy & Wellness 401(K) Plan is a benefit plan reported by Access Physical Therapy & Wellne under EIN 87-2877421 and plan number 001. The latest loaded filing year is 2023. The filing reports 387 participants and $4,016,325 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Access Physical Therapy & Wellne
- EIN
- 87-2877421
- Plan number
- 001
- Plan type
- 2
- Location
- Campbell Park, NY
- Latest filing year
- 2023
- Participants
- 387
- End-of-year plan assets
- $4,016,325
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 387 | H, C | 20241015172055NAL0029233985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,016,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,016,325
- Net assets (BOY)
- $2,184,677
Income & contributions
- Employer contributions
- $212,243
- Participant contributions
- $1,218,161
- Total contributions
- $1,617,025
- Total income / additions
- $2,143,092
Expenses & distributions
- Benefits paid
- $263,934
- Administrative expenses
- $23,688
- Total expenses
- $311,444
- Net increase / (decrease)
- $1,831,648
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $16,994 | $0 | 2023 |
| Focused Wealth Management | INVESTMENT/FINANCIAL ADVI | $6,692 | $0 | 2023 |