· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THERAPY TREE, PLLC — THERAPY TREE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013102434NAL0000483651001
THERAPY TREE, PLLC
Form 5500-SF
FILING_RECEIVED
THERAPY TREE 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
123
Accounts w/ balance
102
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THERAPY TREE, PLLC
.
Find decision makers
Plan sponsor
Name
THERAPY TREE, PLLC
EIN
47-2005916
Address
9150 W INDIAN SCHOOL ROAD, SUITE 13 · PHOENIX, AZ · 85307
Phone
(210) 705-2072
Industry
Health Care & Social Assistance
see 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
PATTERSON PRACTICE MANAGEMENT GROUP, LLC
PPMG 401(K) PROFIT SHARING PLAN AND TRUST
$1.0M · 15 participants
ARIZONA HEARING SPECIALISTS
ARIZONA HEARING SPECIALIST LLC
$1.0M · 23 participants
ELITE PHYSICAL THERAPY OF SW FLORIDA
ELITE PHYSICAL THERAPY OF SW FLORIDA 401(K) PLAN
$1.0M · 4 participants
RICHMOND HEARING DOCTORS, PLLC
RICHMOND HEARING DOCTORS, PLLC 401(K) PLAN
$1.0M · 14 participants
TEAM PHYSICAL THERAPY, INC.
TEAM PHYSICAL THERAPY, INC. PROFIT SHARING PLAN
100
Knocking points off
No independent qualified public accountant (IQPA) named.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.0M · 40 participants
RESTORE OT & PT, SLP & NUTRITION, PLLC
RESTORE OT & PT, SLP & NUTRITION, PLLC 401(K) PLAN
$1.0M · 26 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
