2023 Form 5500 filing — Ivyrehab Physical Therapy Pllc 401(K) Profit Sharing 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 20241008054859NAL0017189665001) for Ivyrehab Physical Therapy Pllc 401(K) Profit Sharing Plan, reported by Ivyrehab Pt, Ot & Speech Pllc under EIN 80-0071212 and plan number 001. It reports 4,808 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008054859NAL0017189665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ivyrehab Pt, Ot & Speech Pllc
- EIN
- 80-0071212
- Plan number
- 001
- Location
- White Plains, NY
- Participants
- 4,808
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,517,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,517,343
- Employer contributions
- $1,785,854
- Participant contributions
- $15,424,806
- Total income / additions
- $34,720,365
- Benefits paid
- $9,993,713
- Administrative expenses
- $462,079
- Total expenses
- $10,473,923
- Net increase / (decrease)
- $24,246,442
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $238,322 | $0 |
| Faircourt Partners, LLC | INVESTMENT/FINANCIAL ADVI | $223,756 | $0 |