2023 Form 5500 filing — Spear Physical Therapy Pllc 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 20241014160229NAL0045229760001) for Spear Physical Therapy Pllc 401(K) Plan, reported by Spear Physical Therapy Pllc under EIN 20-2775993 and plan number 002. It reports 531 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$11MReported net assets$10,957,839
Participants531
Provider compensation$39.9K2 Schedule C row(s)$39,884
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014160229NAL0045229760001
- Plan sponsor
- Spear Physical Therapy Pllc
- EIN
- 20-2775993
- Plan number
- 002
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$11M total assets
Net assets$11MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,957,839
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,957,839
- Employer contributions
- $410,668
- Participant contributions
- $1,554,613
- Total income / additions
- $3,747,811
- Benefits paid
- $311,898
- Administrative expenses
- $42,439
- Total expenses
- $360,598
- Net increase / (decrease)
- $3,387,213
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,273 | $0 |
| Equitable Advisors LLC | ADVISOR | $16,611 | not reported in the loaded dataset |