Pts Employee'S 401(K) Plan — Form 5500 plan (Professional Therapy Services, 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, Pts Employee'S 401(K) Plan is a benefit plan reported by Professional Therapy Services, Inc. under EIN 37-1087415 and plan number 001. The latest loaded filing year is 2023. The filing reports 385 participants and $19,770,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Professional Therapy Services, Inc.
- EIN
- 37-1087415
- Plan number
- 001
- Plan type
- 2
- Location
- Belleville, IL
- Latest filing year
- 2023
- Participants
- 385
- End-of-year plan assets
- $19,770,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 385 | H, C | 20240913124103NAL0016246048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,770,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,770,178
- Net assets (BOY)
- $17,240,891
Income & contributions
- Employer contributions
- $145,666
- Participant contributions
- $1,109,739
- Total contributions
- $1,255,405
- Total income / additions
- $3,815,058
Expenses & distributions
- Benefits paid
- $1,157,027
- Administrative expenses
- $128,744
- Total expenses
- $1,285,771
- Net increase / (decrease)
- $2,529,287
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $67,337 | $0 | 2023 |
| Wells Fargo Clearing Svces(Wf Advs) | INVESTMENT ADVISORY | $45,657 | not reported in the loaded dataset | 2023 |
| Cj Schlosser & Company LLC | AUDITOR | $15,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Professional Therapy Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Belleville, IL
- Lincoln National Corporation — Schedule C compensation
- Wells Fargo Clearing Svces(Wf Advs) — Schedule C compensation
- Cj Schlosser & Company LLC — Schedule C compensation