Original filing (PDF)20240503143737NAL0029884657001

DONNA A. GULICK & PETER H. YOUNG PHYSICAL THERAPY, P.C.

Name: DONNA A. GULICK & PETER H. YOUNG PHYSICAL THERAPY, P.C. — ORTHOSPORTS 401(K) PLAN, Form 5500 (2023)
Creator: DONNA A. GULICK & PETER H. YOUNG PHYSICAL THERAPY, P.C.

Form 5500-SF

FILING_RECEIVED

ORTHOSPORTS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DONNA A. GULICK & PETER H. YOUNG PHYSICAL THERAPY, P.C..

Plan sponsor

Name

DONNA A. GULICK & PETER H. YOUNG PHYSICAL THERAPY, P.C.

EIN

16-1531522

Address

3970 HARLEM ROAD · AMHERST, NY · 14226

Phone

(716) 839-3705

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-03-25

Filed

2024-05-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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