2023 Form 5500 filing — U.S. Physical Therapy, Inc. 401(K) Gold 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 20241014151758NAL0026539793001) for U.S. Physical Therapy, Inc. 401(K) Gold Plan, reported by U.S. Physical Therapy, Inc. under EIN 76-0364866 and plan number 003. It reports 1,159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151758NAL0026539793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U.S. Physical Therapy, Inc.
- EIN
- 76-0364866
- Plan number
- 003
- Location
- Houston, TX
- Participants
- 1,159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,778,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,778,210
- Employer contributions
- $373,279
- Participant contributions
- $2,553,169
- Total income / additions
- $9,495,332
- Benefits paid
- $3,137,976
- Administrative expenses
- $108,570
- Total expenses
- $3,257,273
- Net increase / (decrease)
- $6,238,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $50,819 | $0 |
| Mbg Retirement | NONE | $27,212 | not reported in the loaded dataset |
| Melton & Melton | NONE | $12,000 | not reported in the loaded dataset |