2023 Form 5500 filing — Physical Therapy & Sports Medicine Centers 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 20241010055950NAL0020520737001) for Physical Therapy & Sports Medicine Centers 401(K) Plan, reported by Anb-Ptsma Holdings, Inc. under EIN 06-1569920 and plan number 002. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010055950NAL0020520737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anb-Ptsma Holdings, Inc.
- EIN
- 06-1569920
- Plan number
- 002
- Location
- West Hartford, CT
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,515,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,515,322
- Employer contributions
- $555,837
- Participant contributions
- $1,509,345
- Total income / additions
- $4,937,413
- Benefits paid
- $514,987
- Administrative expenses
- $95,877
- Total expenses
- $613,614
- Net increase / (decrease)
- $4,323,799
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Connecticut Wealth Mngmt | INVESTMENT ADVISOR | $0 | $37,551 |
| John Hancock Life Insurance Company | RECORDKEEPING | $2,346 | not reported in the loaded dataset |