Sportsmed Pt LLC 401(K) Profit Sharing Plan — Form 5500 plan (Sportsmed Pt LLC)
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, Sportsmed Pt LLC 401(K) Profit Sharing Plan is a benefit plan reported by Sportsmed Pt LLC under EIN 82-4913997 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $1,786,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sportsmed Pt LLC
- EIN
- 82-4913997
- Plan number
- 001
- Plan type
- 2
- Location
- Glen Rock, NJ
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $1,786,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20240814094005NAL0020060560002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,786,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,786,539
- Net assets (BOY)
- $1,027,260
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $664,143
- Total contributions
- $672,728
- Total income / additions
- $935,041
Expenses & distributions
- Benefits paid
- $161,723
- Administrative expenses
- $14,039
- Total expenses
- $175,762
- Net increase / (decrease)
- $759,279
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors Fin Network Ll | INVESTMENT ADVISOR | $6,163 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $5,720 | $0 | 2023 |
| Intac Actuarial Services Inc | CONTRACT ADMIN | $1,368 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $668 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sportsmed Pt LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Glen Rock, NJ
- Wells Fargo Advisors Fin Network Ll — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Intac Actuarial Services Inc — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation