Therapeutic Associates, Inc. Profit Sharing And Employee Savings Benefit Plan — Form 5500 plan (Therapeutic Associates, 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, Therapeutic Associates, Inc. Profit Sharing And Employee Savings Benefit Plan is a benefit plan reported by Therapeutic Associates, Inc. under EIN 95-1519327 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,239 participants and $114,709,933 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Therapeutic Associates, Inc.
EIN
95-1519327
Plan number
002
Plan type
2
Location
Kent, WA
Latest filing year
2023
Participants
1,239
End-of-year plan assets
$114,709,933

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,239H, C20240930101310NAL0005423633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$114,709,933
Total liabilities (EOY)
$0
Net assets (EOY)
$114,709,933
Net assets (BOY)
$94,664,347

Income & contributions

Employer contributions
$2,758,249
Participant contributions
$3,932,406
Total contributions
$6,857,914
Total income / additions
$29,411,094

Expenses & distributions

Benefits paid
$9,304,766
Administrative expenses
$60,742
Total expenses
$9,365,508
Net increase / (decrease)
$20,045,586

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$45,191$02023
Strategic Advisors, Inc.ADVISOR$15,551not reported in the loaded dataset2023

Related Form 5500 pages