2023 Form 5500 filing — Independence Rehab, LLC 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 20241009162646NAL0009402931001) for Independence Rehab, LLC 401(K) Profit Sharing Plan, reported by Independence Rehab, LLC under EIN 27-1845798 and plan number 001. It reports 1,654 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009162646NAL0009402931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Independence Rehab, LLC
- EIN
- 27-1845798
- Plan number
- 001
- Location
- Provo, UT
- Participants
- 1,654
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,760,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,760,151
- Employer contributions
- $1,414,867
- Participant contributions
- $2,993,454
- Total income / additions
- $7,028,333
- Benefits paid
- $1,905,971
- Administrative expenses
- $208,019
- Total expenses
- $2,183,436
- Net increase / (decrease)
- $4,844,897
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $161,013 | $0 |
| Dwc Erisa Consultants LLC | CONTRACT ADMINISTRATOR | $47,047 | $10,728 |
| Ameriprise Financial Services Inc | OTHER SERVICES | $0 | $31,661 |