2023 Form 5500 filing — Humpal Physical Therapy P.C. 401k 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 20241015163222NAL0016882835001) for Humpal Physical Therapy P.C. 401k Plan, reported by Humpal Physicial Therapy P.C. under EIN 74-2681791 and plan number 001. It reports 69 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163222NAL0016882835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Humpal Physicial Therapy P.C.
- EIN
- 74-2681791
- Plan number
- 001
- Location
- Corpus Christi, TX
- Participants
- 69
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,689,660
- Total liabilities (EOY)
- $7,313
- Net assets (EOY)
- $3,682,347
- Employer contributions
- $103,044
- Participant contributions
- $248,753
- Total income / additions
- $1,139,015
- Benefits paid
- $2,969,119
- Administrative expenses
- $83,794
- Total expenses
- $3,052,913
- Net increase / (decrease)
- -$1,913,898
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Admin316 | PLAN ADMINISTRATOR | $27,168 | not reported in the loaded dataset |
| Ameriprise Financial | ADVISOR | $19,734 | not reported in the loaded dataset |
| Park Fowler & Co. Pllc | ACCOUNTANT | $14,750 | not reported in the loaded dataset |
| Benefitexcel | CONSULTANT ADVISOR | not reported in the loaded dataset | $11,433 |
| Strategic Wealth Management | ADVISOR | $8,486 | not reported in the loaded dataset |
| Alliance Benefit Group Rocky Mt | RECORDKEEPER | $3,570 | not reported in the loaded dataset |