Original filing (PDF)20250429144109NAL0000905712001

ELIZABETH CORBETT RENNER DBA EXCELLENCE IN PHYSICAL THERAPY

Name: ELIZABETH CORBETT RENNER DBA EXCELLENCE IN PHYSICAL THERAPY — EXCELLENCE IN PHYSICAL THERAPY PROFIT SHARING AND 401(K) PLAN, Form 5500 (2024)
Creator: ELIZABETH CORBETT RENNER DBA EXCELLENCE IN PHYSICAL THERAPY

Form 5500-SF

FILING_RECEIVED

EXCELLENCE IN PHYSICAL THERAPY PROFIT SHARING AND 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELIZABETH CORBETT RENNER DBA EXCELLENCE IN PHYSICAL THERAPY.

Plan sponsor

Name

ELIZABETH CORBETT RENNER DBA EXCELLENCE IN PHYSICAL THERAPY

EIN

74-3056680

Address

675 ATLANTIC AVENUE · ROCHESTER, NY · 14609

Phone

(585) 288-1260

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

BEYOND BOUNDARIES SPEECH-LANGUAGE THERAPY, INC

BEYOND BOUNDARIES SLT 401(K) PLAN

$383K · 20 participants

AMADEUS PHYSICAL THERAPY

AMADEUS PHYSICAL THERAPY INC 401K PLAN

$383K · 2 participants

PHYSICAL THERAPY AND SPORTS REHAB. INC

PHYSICAL THERAPY AND SPORTS REHAB 401(K) PLAN

$383K · 11 participants

CHILDRENS THERAPEUTIC LEARNING CENTER, INC

CHILDREN'S THERAPEUTIC LEARNING CENTER TIAA-CREF TAX DEFERRED ANNUITY PLAN

$385K

CENTRAL VALLEY STREAM PHYSICAL THERAPY PLLC