How big is NEO PT, Inc.'s plan?

NEO PT, Inc.'s plan reported $1.3M in assets and 20 participants for 2024.

Original filing (PDF)20251015152055NAL0002540419001

NEO PT, Inc.

Name: NEO PT, Inc. — NEO PT, Inc. 401(k) P/S Plan, Form 5500 (2024)
Creator: NEO PT, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NEO PT, Inc. 401(k) P/S Plan

401(k) retirement plan · NEO PT, Inc.'s NEO PT, Inc. 401(k) P/S Plan held $1.3M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Marcus Thomson signed NEO PT, Inc.'s 2024 Form 5500 as plan administrator.

Marcus Thomson — 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

NEO PT, Inc.'s EIN is 20-4848946.

EIN 20-4848946

Plan number 001

Plan year 2024

ACK ID 20251015152055NAL0002540419001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NEO PT, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NEO PT, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEO PT, INC..

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

NEO PT, INC.

EIN

all filings

Address

507 S 4TH ST · GADSDEN, AL · 35901

Phone

(256) 456-0563

Industry

Health Care & Social Assistance

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

Eberles Physical Therapy, Inc.

Eberle's Physical Therapy, Inc. 401(k) Plan

$1.3M · 4 participants

Midwest Audiology

Midwest Audiology 401(k) Plan

$1.3M · 6 participants

Tender Touch Therapy, LLC

Tender Touch Therapy, LLC 401(k) Plan

$1.3M · 52 participants

Northsport Physical Therapy & Rehabilitation, P.C.

Northsport Physical Therapy & Rehabilitation 401(k) Plan

$1.3M · 12 participants

CATZ Physical Therapy

CATZ Physical Therapy 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.