Original filing (PDF)20260128160700NAL0004461265001

ALAN C. Thorell

Name: ALAN C. Thorell — ALAN C Thorell 401(k) Profit, Form 5500 (2023)
Creator: ALAN C. Thorell
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALAN C Thorell 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · ALAN C. Thorell's ALAN C Thorell 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 17.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

ALAN Thorell signed ALAN C. Thorell's 2023 Form 5500 as plan administrator.

ALAN Thorell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ALAN C. Thorell's EIN is 20-2169190.

EIN 20-2169190

Plan number 001

Plan year 2023

ACK ID 20260128160700NAL0004461265001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for ALAN C. Thorell from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

ALAN C. Thorell's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 17.4 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ALAN C. THORELL

DBA

MONTGOMERY PHYSICAL THERAPY

EIN

all filings

Address

20873 EVA ST STE C · MONTGOMERY, TX · 773561975

Phone

(936) 520-4688

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-10-01

Filed

2026-01-28

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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