How big is Balanced Physical Therapy & Wellness' plan?

Balanced Physical Therapy & Wellness' plan reported $1.4M in assets and 27 participants for 2024.

Original filing (PDF)20251015220753NAL0011680994001

Balanced Physical Therapy & Wellness

Name: Balanced Physical Therapy & Wellness — BPT 401(k), Form 5500 (2024)
Creator: Balanced Physical Therapy & Wellness
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BPT 401(k) Plan

401(k) retirement plan · Balanced Physical Therapy & Wellness' BPT 401(k) Plan held $1.4M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Stacey ESCH signed Balanced Physical Therapy & Wellness' 2024 Form 5500 as plan administrator.

Stacey ESCH — 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

Balanced Physical Therapy & Wellness' EIN is 47-3984224.

EIN 47-3984224

Plan number 001

Plan year 2024

ACK ID 20251015220753NAL0011680994001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Balanced Physical Therapy & Wellness' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score