Shuman Physical Therapy Associates 401(k) match, vesting and fees
What Shuman Physical Therapy Associates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nationwide | Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Shuman Physical Therapy Associates: employer contribution per participant | $2,182 | |
| Peer median | $1,468 |
| Shuman Physical Therapy Associates: average balance | $81,769 | |
| Peer median | $37,786 |
| Shuman Physical Therapy Associates: admin expenses ÷ assets | 0.37% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11.3M at the end of plan year 2021 to $15M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 253 | $15M | $401K | $2,182 | 0.37% | Not published | Form 5500 ↗ |
| 2023 | 239 | $12.5M | $334K | $1,895 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 223 | $9.9M | $314K | $1,867 | 0.66% | Not published | Form 5500 ↗ |
| 2021 | 207 | $11.3M | $297K | $1,857 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does Shuman Physical Therapy Associates match 401(k) contributions?
The match terms for the Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $401K in employer contributions, about $2,182 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shuman Physical Therapy Associates 401(k) match vested?
The vesting schedule for the Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shuman Physical Therapy Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nationwide. The plan administrator is Shuman Physical Therapy Associates, PC.
I left Shuman Physical Therapy Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shuman Physical Therapy Associates, PC, (585) 582-1127) or the recordkeeper, Nationwide. The Shuman Physical Therapy Associates old 401(k) page lists the contacts from every plan filing. Find an old Shuman Physical Therapy Associates 401(k)
Data from the public Form 5500 annual reports Shuman Physical Therapy Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Shuman Physical Therapy Associates. Not financial advice. Report a correction · Methodology