Carroll Physical Therapy, Inc. 401(K) Ps Plan & Trust — Form 5500 plan (Carroll Physical Therapy, Inc.)

Plain-English plan 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, Carroll Physical Therapy, Inc. 401(K) Ps Plan & Trust is a benefit plan reported by Carroll Physical Therapy, Inc. under EIN 04-3017157 and plan number 002. The latest loaded filing year is 2023. The filing reports 41 participants and $3,214,734 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carroll Physical Therapy, Inc.
EIN
04-3017157
Plan number
002
Plan type
2
Location
Mashpee, MA
Latest filing year
2023
Participants
41
End-of-year plan assets
$3,214,734

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202341I20240912154301NAL0017541682001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,214,734
Total liabilities (EOY)
$0
Net assets (EOY)
$3,214,734
Net assets (BOY)
$2,811,581

Income & contributions

Employer contributions
$47,462
Participant contributions
$79,498
Total income / additions
$556,921

Expenses & distributions

Benefits paid
$153,743
Administrative expenses
$25
Total expenses
$153,768
Net increase / (decrease)
$403,153

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages