How big is Advanced Physical Therapy & ERGO's plan?

Advanced Physical Therapy & ERGO's plan reported $241K in assets and 7 participants for 2024.

Original filing (PDF)20250528114515NAL0007019681001

Advanced Physical Therapy & ERGO

Name: Advanced Physical Therapy & ERGO — Advanced Physical, Form 5500 (2024)
Creator: Advanced Physical Therapy & ERGO
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Physical Therapy 401(k)

401(k) retirement plan · Advanced Physical Therapy & ERGO's Advanced Physical Therapy 401(k) held $241K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

People on this filing

David Turner signed Advanced Physical Therapy & ERGO's 2024 Form 5500 as plan administrator.

David Turner — 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

Advanced Physical Therapy & ERGO's EIN is 45-5234191.

EIN 45-5234191

Plan number 001

Plan year 2024

ACK ID 20250528114515NAL0007019681001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Physical Therapy & ERGO from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Physical Therapy & ERGO's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCED PHYSICAL THERAPY & ERGO.

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Plan health score

Top-tier plan health

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

ADVANCED PHYSICAL THERAPY & ERGO

EIN

all filings

Address

4133 MOHR AVENUE · SUITE H · PLEASANTON, CA · 94566

Phone

(925) 222-3195

Industry

Health Care & Social Assistance

Plan administrator