Axes Pt Retirement Plan — Form 5500 plan (Axes 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, Axes Pt Retirement Plan is a benefit plan reported by Axes Physical Therapy under EIN 47-5528571 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $4,275,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Axes Physical Therapy
- EIN
- 47-5528571
- Plan number
- 001
- Plan type
- 2
- Location
- Chesterfield, MO
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $4,275,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241015181828NAL0057642226001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,275,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,275,928
- Net assets (BOY)
- $2,803,847
Income & contributions
- Employer contributions
- $304,063
- Participant contributions
- $647,269
- Total contributions
- $1,291,069
- Total income / additions
- $1,822,299
Expenses & distributions
- Benefits paid
- $336,775
- Administrative expenses
- $13,443
- Total expenses
- $350,218
- Net increase / (decrease)
- $1,472,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services, LLC | SERVICE PROVIDER | $0 | $8,021 | 2023 |
| Voya Retirement Insurance | SERVICE PROVIDER | $504 | $0 | 2023 |