How big is Caldwell Physical Therapy & SP's plan?

Caldwell Physical Therapy & SP's plan reported $522K in assets and 20 participants for 2024.

Original filing (PDF)20250722174946NAL0007840066001

Caldwell Physical Therapy & SP

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

Form 5500-SF

FILING_RECEIVED

Caldwell Physical Therapy & SP 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Caldwell Physical Therapy & SP's Caldwell Physical Therapy & SP 401(k) Profit Sharing Plan & Trust held $522K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$522K

Net assets (EOY)

$522K

People on this filing

Craig Caldwell signed Caldwell Physical Therapy & SP's 2024 Form 5500 as plan administrator.

Craig Caldwell — 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

Caldwell Physical Therapy & SP's EIN is 81-3861687.

EIN 81-3861687

Plan number 001

Plan year 2024

ACK ID 20250722174946NAL0007840066001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Caldwell Physical Therapy & SP'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 CALDWELL PHYSICAL THERAPY & SP.

Finding similar companies…

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

Knocking points off