Professional Orthopedic And Sports Physical Therapy, P.C. Employee Savings Plan — Form 5500 plan (Professional Orthopedic And Sports Physical Therapy, P.C.)
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, Professional Orthopedic And Sports Physical Therapy, P.C. Employee Savings Plan is a benefit plan reported by Professional Orthopedic And Sports Physical Therapy, P.C. under EIN 11-3431170 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,507 participants and $55,472,126 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Professional Orthopedic And Sports Physical Therapy, P.C.
- EIN
- 11-3431170
- Plan number
- 001
- Plan type
- 2
- Location
- Melville, NY
- Latest filing year
- 2023
- Participants
- 1,507
- End-of-year plan assets
- $55,472,126
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,507 | H, C | 20240524141020NAL0006636513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,472,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,472,126
- Net assets (BOY)
- $43,706,223
Income & contributions
- Employer contributions
- $1,239,878
- Participant contributions
- $4,646,582
- Total contributions
- $6,490,354
- Total income / additions
- $14,650,005
Expenses & distributions
- Benefits paid
- $2,821,226
- Administrative expenses
- $62,876
- Total expenses
- $2,884,102
- Net increase / (decrease)
- $11,765,903
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stone Hill Fiduciary Management Ll | INVESTMENT ADVISOR | $35,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $21,842 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,034 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Professional Orthopedic And Sports Physical Therapy, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Melville, NY
- Stone Hill Fiduciary Management Ll — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation