Original filing (PDF)20250723115730NAL0004050897001

SUSAN E BENNETT PT PC

Name: SUSAN E BENNETT PT PC — SUSAN E BENNETT PT PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SUSAN E BENNETT PT PC

Form 5500-SF

FILING_RECEIVED

SUSAN E BENNETT PT PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$243K

Net assets (EOY)

$243K

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 SUSAN E BENNETT PT PC.

Plan sponsor

Name

SUSAN E BENNETT PT PC

EIN

20-1163729

Address

152 CRESTWOOD AVE · BUFFALO, NY · 142162306

Phone

(716) 861-2698

Industry

Health Care & Social Assistancesee 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

2025-07-23

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

Related plans

Similar-size Health Care & Social Assistance plans

DCPT PLLC

DCPT 401(K) PLAN

$243K · 27 participants

CENTRAL CARE PT

CENTRAL CARE PT 401K PLAN

$243K · 19 participants

PERFORMANCE PHYSICAL THERAPY AND SPORTS CONDITIONING, INC.

PERFORMANCE PHYSICAL THERAPY AND SPORTS CONDITIONING, INC. 401(K) PLAN

$243K · 3 participants

CATCH A WAVE PHYSICAL THERAPY

CATCH A WAVE PHYSICAL THERAPY 401K PLAN

$242K · 29 participants

OAHU PHYSIO THERAPY, INC

OAHU PHYSIO THERAPY 401(K) PLAN

$242K · 4 participants