Retirement plan

NORTH PLATTE PHYSICAL THERAPY SERVICES, INC. PROFIT SHARING PLAN

Name: NORTH PLATTE PHYSICAL THERAPY SERVICES, INC. - NORTH PLATTE PHYSICAL THERAPY SERVICES, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: NORTH PLATTE PHYSICAL THERAPY SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH PLATTE PHYSICAL THERAPY SERVICES, INC. PROFIT SHARING PLAN, NORTH PLATTE PHYSICAL THERAPY SERVICES, INC.

NORTH PLATTE PHYSICAL THERAPY SERVICES, INC.EIN 83-0283425Plan #001PY 2025

PO BOX 1790 - DOUGLAS, WY 82633307-359-7700northplattept.comLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$27.2M

+19.3% from 2024

Total participants

157

+28.7% from 2024

Average account balance

$186,063

-10.9% from 2024

Annual return

15.61%

+2.82 pp from 2024

Benchmarks

See 3,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort3,389 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$27.17M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$186K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

146

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

91.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.52M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.61%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$686

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
EDWARD JONES9 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811	Advisory (Participants)	$47,773
WILSHIRE ASSOCIATES INCORPORATED3 years Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361	Advisory (Participants)	$4,777
JOHN HANCOCK LIFE INSURANCE COMPANY2 years Service code 16 · EIN 01-0233346	Consulting	$1,750

Plan features & details

Pension benefit codes2A2E2F2G3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$100K

$814 / participant

Recordkeeping$45K44.7%
Investment mgmt$53K52.5%
Contract admin$3K2.8%

% of EOY assets

0.369%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CBIZ CPAS P.C.
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$186,063

$49,915+272.8%

$154,803+20.2%

$74,304+150.4%

Participation rate

91.1%

54.0%+37.1pp

78.1%+13.0pp

60.3%+30.7pp

Annual return

15.61%

34.06%-18.4pp

58.88%-43.3pp

29.43%-13.8pp

Employer contribution / active EE

$12,369

$1,611+667.7%

$4,305+187.3%

$2,241+451.9%

Participant deferral / active EE

$2,255-100.0%

$5,540-100.0%

$3,767-100.0%

Admin fee / account holder

$686

$2,189-68.7%

$14,329-95.2%

$2,969-76.9%

Provider

Service type

Compensation

EDWARD JONES9 years

Filed as: EDWARD D. JONES & CO., L.P.

Service code 26 · EIN 43-0345811

Advisory (Participants)

$47,773

WILSHIRE ASSOCIATES INCORPORATED3 years

Filed as: WILSHIRE ASSOCIATES INC (USA)

Service code 26 · EIN 95-2755361

Advisory (Participants)

$4,777

JOHN HANCOCK LIFE INSURANCE COMPANY2 years

Service code 16 · EIN 01-0233346

Consulting

$1,750

NORTH PLATTE PHYSICAL THERAPY SERVICES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH PLATTE PHYSICAL THERAPY SERVICES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion