Vargo Physical Therapy Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Vargo Physical Therapy 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, Vargo Physical Therapy Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Vargo Physical Therapy Inc under EIN 95-4783602 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $9,960,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vargo Physical Therapy Inc
- EIN
- 95-4783602
- Plan number
- 001
- Plan type
- 2
- Location
- Westlake Village, CA
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $9,960,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20240917113052NAL0006484834001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,960,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,960,064
- Net assets (BOY)
- $7,807,736
Income & contributions
- Employer contributions
- $393,589
- Participant contributions
- $394,636
- Total contributions
- $790,007
- Total income / additions
- $2,541,741
Expenses & distributions
- Benefits paid
- $308,690
- Administrative expenses
- $80,723
- Total expenses
- $389,413
- Net increase / (decrease)
- $2,152,328
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $59,508 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $20,381 | not reported in the loaded dataset | 2023 |