2023 Form 5500 filing — Diablo Physical Therapy & Sports Medicine 401(K) Plan & Trust I
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240701170835NAL0004531089001) for Diablo Physical Therapy & Sports Medicine 401(K) Plan & Trust I, reported by Barman & Sargent, Inc. under EIN 68-0444175 and plan number 001. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240701170835NAL0004531089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barman & Sargent, Inc.
- EIN
- 68-0444175
- Plan number
- 001
- Location
- Danville, CA
- Participants
- 24
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,792,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,792,970
- Employer contributions
- $51,309
- Participant contributions
- $188,626
- Total income / additions
- $1,016,190
- Benefits paid
- $737,395
- Administrative expenses
- $110
- Total expenses
- $768,328
- Net increase / (decrease)
- $247,862
- Schedule source
- Schedule I