2023 Form 5500 filing — Ospta 401(K) Safe Harbor 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 20241007114729NAL0015116273001) for Ospta 401(K) Safe Harbor Plan, reported by Orthopedic And Sports Physical Therapy Associates, Inc. under EIN 25-1570641 and plan number 002. It reports 365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007114729NAL0015116273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedic And Sports Physical Therapy Associates, Inc.
- EIN
- 25-1570641
- Plan number
- 002
- Location
- Rostraver Township, PA
- Participants
- 365
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,726,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,726,955
- Employer contributions
- $509,381
- Participant contributions
- $1,070,244
- Total income / additions
- $6,500,096
- Benefits paid
- $1,200,547
- Administrative expenses
- $80,160
- Total expenses
- $1,280,707
- Net increase / (decrease)
- $5,219,389
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Investment Advisory Operations | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset |
| The Vanguard Group | RECORDKEEPER | $25,685 | not reported in the loaded dataset |
| M2b Retirement Consulting | TPA | $8,022 | not reported in the loaded dataset |
| Guthrie Belczyk & Associates | AUDITOR | $5,000 | not reported in the loaded dataset |