Shuman Physical Therapy Assoc. 401(K) Profit Sharing Plan — Form 5500 plan (Shuman Physical Therapy Associates, Pc)
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, Shuman Physical Therapy Assoc. 401(K) Profit Sharing Plan is a benefit plan reported by Shuman Physical Therapy Associates, Pc under EIN 16-1414257 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $12,534,934 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shuman Physical Therapy Associates, Pc
- EIN
- 16-1414257
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $12,534,934
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241008140204NAL0033996306001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,534,934
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,534,934
- Net assets (BOY)
- $9,918,673
Income & contributions
- Employer contributions
- $333,517
- Participant contributions
- $844,081
- Total contributions
- $1,203,832
- Total income / additions
- $2,957,279
Expenses & distributions
- Benefits paid
- $336,541
- Administrative expenses
- $535
- Total expenses
- $341,018
- Net increase / (decrease)
- $2,616,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | ADVISORY SERVICES | $39,507 | $0 | 2023 |
| Nationwide | RECORDKEEPER | $29,338 | $0 | 2023 |
| The Ameriflex Group | ADVISORY SERVICES | $10,594 | $0 | 2023 |
| Rimkus,Marciano & Assco.Inc | TPA | $7,320 | $0 | 2023 |
| Nationwide | RECORDKEEPER | $0 | $2,896 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shuman Physical Therapy Associates, Pc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Commonwealth Financial Network — Schedule C compensation
- Nationwide — Schedule C compensation
- The Ameriflex Group — Schedule C compensation
- Rimkus,Marciano & Assco.Inc — Schedule C compensation