2023 Form 5500 filing — Success Rehabilitation, Inc. 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001165015NAL0014415282001) for Success Rehabilitation, Inc. 401(K) Profit Sharing Plan, reported by Success Rehabilitation, Inc. under EIN 23-2590923 and plan number 002. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001165015NAL0014415282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Success Rehabilitation, Inc.
- EIN
- 23-2590923
- Plan number
- 002
- Location
- Quakertown, PA
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,424,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,424,670
- Employer contributions
- $300,000
- Participant contributions
- $394,893
- Total income / additions
- $1,580,920
- Benefits paid
- $210,543
- Administrative expenses
- $34,410
- Total expenses
- $266,358
- Net increase / (decrease)
- $1,314,562
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M Holding Securities, Inc | INVESTMENT ADVISOR | $18,216 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $9,699 | $0 |
| The Retirement Advantage Inc | TPA | $6,225 | not reported in the loaded dataset |
| M Financial Securities Marketing In | BROKER/ADVISER | $0 | $1,034 |
| The Mandmarblestone Group LLC | TPA | $270 | not reported in the loaded dataset |