Ospta 401(K) Safe Harbor Plan — Form 5500 plan (Orthopedic And Sports Physical Therapy Associates, 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, Ospta 401(K) Safe Harbor Plan is a benefit plan reported by Orthopedic And Sports Physical Therapy Associates, Inc. under EIN 25-1570641 and plan number 002. The latest loaded filing year is 2023. The filing reports 365 participants and $31,726,955 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopedic And Sports Physical Therapy Associates, Inc.
- EIN
- 25-1570641
- Plan number
- 002
- Plan type
- 2
- Location
- Rostraver Township, PA
- Latest filing year
- 2023
- Participants
- 365
- End-of-year plan assets
- $31,726,955
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 365 | H, C | 20241007114729NAL0015116273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,726,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,726,955
- Net assets (BOY)
- $26,507,566
Income & contributions
- Employer contributions
- $509,381
- Participant contributions
- $1,070,244
- Total contributions
- $1,643,388
- Total income / additions
- $6,500,096
Expenses & distributions
- Benefits paid
- $1,200,547
- Administrative expenses
- $80,160
- Total expenses
- $1,280,707
- Net increase / (decrease)
- $5,219,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Investment Advisory Operations | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | RECORDKEEPER | $25,685 | not reported in the loaded dataset | 2023 |
| M2b Retirement Consulting | TPA | $8,022 | not reported in the loaded dataset | 2023 |
| Guthrie Belczyk & Associates | AUDITOR | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopedic And Sports Physical Therapy Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Rostraver Township, PA
- Investment Advisory Operations — Schedule C compensation
- The Vanguard Group — Schedule C compensation
- M2b Retirement Consulting — Schedule C compensation
- Guthrie Belczyk & Associates — Schedule C compensation