Department of Labor filing

ALLIANCE PHYSICAL THERAPY GROUP, LLC

ALLIANCE PHYSICAL THERAPY GROUP, LLC 401(K) PLAN · For the plan year ended Dec 31, 2023

Public filing 2023 · received Oct 15, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

39filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$924

Reported employer contributions per active participant.

Higher than about 35% of comparable plans

#People in the filing

1,004

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$85 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 48% of comparable plans

↗Investment performance

Not available

Plan assets changed 28.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202339out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions35th percentileTypical peer $1,529 · based on 644 comparable plans

Lower reported administrative expense48th percentileTypical peer $82 · based on 682 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2023, ALLIANCE PHYSICAL THERAPY GROUP, LLC reported $927,727 in employer contributions across the plan and 1,004 active participants. That works out to $924 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy70%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 130.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 205.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context39/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $927,727
Participant contributions: $3,237,023
Other contributions: $366,280
Employer share of reported contributions: 22.3%
Beginning assets: $25,279,323
Ending assets: $32,473,682
Ending net assets: $32,434,336
Ending liabilities: $39,346
Total income: $9,520,825
Total expenses: $3,245,415
Administrative expenses: $116,543
Participant loans: $122,006

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$401

2023

$924

Plan-paid administrative expenses per participant

2022

$28

2023

$85

Active participants

2022

960

2023

1,004

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2023	$924	1,004	32.5M	20241015161929NAL0016863651001
2022	$401	960	25.3M	20231012162748NAL0043178672001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 383496350-003

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: May 3, 2003
Industry: Health care and social assistance
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2F2G2J2K2T3D2E

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2023	Not reported	unknown

Current plan terms

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Filing ACK_ID20241015161929NAL0016863651001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗