· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CARLSON THERAPY NETWORK, PC — CARLSON THERAPY NETWORK 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250721094211NAL0001639168001
CARLSON THERAPY NETWORK, PC
Form 5500-SF
FILING_RECEIVED
CARLSON THERAPY NETWORK 401(K) PLAN
401(k) retirement plan
Active participants
37
Accounts w/ balance
54
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CARLSON THERAPY NETWORK, PC
.
Find decision makers
Plan sponsor
Name
CARLSON THERAPY NETWORK, PC
EIN
06-1245772
Address
116 DANBURY ROAD · SUITE 5 · NEW MILFORD, CT · 06776
Phone
(860) 799-6320
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
TUCKEY AND ASSOCIATES PHYSICAL THERAPY, LLC
TUCKEY AND ASSOCIATES 401(K) PLAN
$1.9M · 7 participants
WALLA WALLA PHYSICAL THERAPY CENTER, P.S.
WALLA WALLA PHYSICAL THERAPY CENTER, P.S. 401(K) PROFIT SHARING PLAN
$1.9M · 10 participants
PRO MOTION PHYSICAL THERAPY 401K PLAN & TRUST
PRO MOTION PHYSICAL THERAPY 401K PLAN AND TRUST
$1.9M · 9 participants
IDAHO HAND & UPPER EXTREMITY THERAPY
IDAHO HAND & UPPER EXTREMITY THERAPY 401(K)PLAN
$1.9M · 3 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
RICHARD H. KAPLAN M.D., P.C.
RICHARD H. KAPLAN M.D., P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN
$1.9M · 18 participants
ASHLEY & KUZMA THERAPEUTICS, PC
ASHLEY & KUZMA THERAPEUTICS 401(K) PROFIT SHARING PLAN
$1.9M · 12 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
