Tri-County Therapy 401(K) Plan — Form 5500 plan (Tri-County 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, Tri-County Therapy 401(K) Plan is a benefit plan reported by Tri-County Therapy under EIN 46-2251835 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $1,547,064 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.5MPlan net assets, end of year$1,547,064
Participants126Covered participants reported
Assets / participant$12.3KComputed: assets ÷ participants$12,278 (computed)
Provider compensationNone reported
Plan sponsor
Tri-County Therapy
EIN
46-2251835
Plan number
001
Plan type
2
Location
Ladson, SC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023126H20250211083931NAL0018811217001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$474K
Total expenses$154.8K
Benefits paid / distributions$154.7K
Contributions
Employer$104.8K
Participant$151.9K
Full reported line items

Net assets

Total assets (EOY)
$1,547,064
Total liabilities (EOY)
$0
Net assets (EOY)
$1,547,064
Net assets (BOY)
$1,227,870

Income & contributions

Employer contributions
$104,822
Participant contributions
$151,875
Total contributions
$267,851
Total income / additions
$473,990

Expenses & distributions

Benefits paid
$154,686
Administrative expenses
$110
Total expenses
$154,796
Net increase / (decrease)
$319,194
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 41%Participant 59%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income33%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages