2023 Form 5500 filing — Interface Rehab, Inc. 401(K) Retirement Savings 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 20241004055125NAL0011017265001) for Interface Rehab, Inc. 401(K) Retirement Savings Plan, reported by Interface Rehab, Inc. under EIN 33-0687103 and plan number 001. It reports 1,445 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004055125NAL0011017265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Interface Rehab, Inc.
- EIN
- 33-0687103
- Plan number
- 001
- Location
- Placentia, CA
- Participants
- 1,445
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,160,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,160,526
- Employer contributions
- $364,868
- Participant contributions
- $3,446,043
- Total income / additions
- $10,948,471
- Benefits paid
- $2,018,512
- Administrative expenses
- $142,547
- Total expenses
- $2,183,702
- Net increase / (decrease)
- $8,764,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $101,888 | $0 |
| Wells Fargo Clearing Services LLC | ADVISOR | $21,121 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $19,538 | not reported in the loaded dataset |