Physical Therapy & Sports Medicine Centers 401(K) Plan — Form 5500 plan (Anb-Ptsma Holdings, 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, Physical Therapy & Sports Medicine Centers 401(K) Plan is a benefit plan reported by Anb-Ptsma Holdings, Inc. under EIN 06-1569920 and plan number 002. The latest loaded filing year is 2023. The filing reports 313 participants and $17,515,322 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anb-Ptsma Holdings, Inc.
EIN
06-1569920
Plan number
002
Plan type
2
Location
West Hartford, CT
Latest filing year
2023
Participants
313
End-of-year plan assets
$17,515,322

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023313H, C20241010055950NAL0020520737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,515,322
Total liabilities (EOY)
$0
Net assets (EOY)
$17,515,322
Net assets (BOY)
$13,191,523

Income & contributions

Employer contributions
$555,837
Participant contributions
$1,509,345
Total contributions
$2,462,753
Total income / additions
$4,937,413

Expenses & distributions

Benefits paid
$514,987
Administrative expenses
$95,877
Total expenses
$613,614
Net increase / (decrease)
$4,323,799

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Connecticut Wealth MngmtINVESTMENT ADVISOR$0$37,5512023
John Hancock Life Insurance CompanyRECORDKEEPING$2,346not reported in the loaded dataset2023

Related Form 5500 pages