2023 Form 5500 filing — Kinetic Physical Therapy And Wellness 401(K) Plan
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 20240916134348NAL0002172816001) for Kinetic Physical Therapy And Wellness 401(K) Plan, reported by Kinetic Physical Therapy And Wellness, Inc under EIN 27-2760356 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916134348NAL0002172816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kinetic Physical Therapy And Wellness, Inc
- EIN
- 27-2760356
- Plan number
- 001
- Location
- Greenville, NC
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,456,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,456,921
- Employer contributions
- $18,553
- Participant contributions
- $663,212
- Total income / additions
- $1,404,316
- Benefits paid
- $172,639
- Administrative expenses
- $34,624
- Total expenses
- $207,263
- Net increase / (decrease)
- $1,197,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $20,959 | $0 |
| Truist Advisory Services Inc | ADVISOR | $9,825 | not reported in the loaded dataset |