2023 Form 5500 filing — Healthcare Therapy Services, Inc. Savings 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 20240926072810NAL0000335505001) for Healthcare Therapy Services, Inc. Savings Plan, reported by Healthcare Therapy Services, Inc. under EIN 35-1754098 and plan number 001. It reports 540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926072810NAL0000335505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healthcare Therapy Services, Inc.
- EIN
- 35-1754098
- Plan number
- 001
- Location
- Greenwood, IN
- Participants
- 540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,342,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,342,497
- Employer contributions
- $274,512
- Participant contributions
- $837,162
- Total income / additions
- $4,161,822
- Benefits paid
- $1,186,246
- Administrative expenses
- $91,135
- Total expenses
- $1,280,271
- Net increase / (decrease)
- $2,881,551
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,667 | $0 |
| Biechele Royce Advisors, Inc. | INVESTMENT ADVISORY | $34,468 | $9 |
| Pile Cpas | ACCOUNTANT | $0 | $5,149 |