Hulst-Jepsen Physical Therapy — Form 5500 plan (Hulst-Jepsen Physical Therapy)
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, Hulst-Jepsen Physical Therapy is a benefit plan reported by Hulst-Jepsen Physical Therapy under EIN 30-0002044 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $7,601,252 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hulst-Jepsen Physical Therapy
- EIN
- 30-0002044
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $7,601,252
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240725081640NAL0013765985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,601,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,601,252
- Net assets (BOY)
- $6,937,468
Income & contributions
- Employer contributions
- $396,382
- Participant contributions
- $455,198
- Total contributions
- $851,580
- Total income / additions
- $1,767,719
Expenses & distributions
- Benefits paid
- $1,102,598
- Administrative expenses
- $1,337
- Total expenses
- $1,103,935
- Net increase / (decrease)
- $663,784
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kdp Retirement Plan Services | TPA | $0 | $6,422 | 2023 |
| Empower Annuity Insurance Co Of Am. | RECORDKEEPER | $805 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MANAGER | $532 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hulst-Jepsen Physical Therapy
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Kdp Retirement Plan Services — Schedule C compensation
- Empower Annuity Insurance Co Of Am. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation