2023 Form 5500 filing — Associated Occupational Therapists, Inc. 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 20241011141637NAL0037171440001) for Associated Occupational Therapists, Inc. 401(K) Plan, reported by Associated Occupational Therapists, Inc. under EIN 25-1390356 and plan number 001. It reports 513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011141637NAL0037171440001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Associated Occupational Therapists, Inc.
- EIN
- 25-1390356
- Plan number
- 001
- Location
- Coraopolis, PA
- Participants
- 513
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,544,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,544,162
- Employer contributions
- $37,619
- Participant contributions
- $285,762
- Total income / additions
- $1,810,709
- Benefits paid
- $1,989,636
- Administrative expenses
- $86,838
- Total expenses
- $2,076,474
- Net increase / (decrease)
- -$265,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newton One Advisors, LLC | RIA | $35,319 | not reported in the loaded dataset |