2023 Form 5500 filing — Reliant Pro Rehab, LLC Retirement 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 20241015115955NAL0028297745001) for Reliant Pro Rehab, LLC Retirement Plan, reported by Reliant Pro Rehab, LLC under EIN 45-2639073 and plan number 001. It reports 8,693 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$33.5MReported net assets$33,546,172
Participants8.7K8,693
Provider compensation$179.9K3 Schedule C row(s)$179,910
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015115955NAL0028297745001
Plan sponsor
Reliant Pro Rehab, LLC
EIN
45-2639073
Plan number
001
Location
Plano, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$33.5M total assets
Net assets$33.5MLiabilities$0
Money in vs. money out
Total income / additions$10.1M
Total expenses$4.9M
Benefits paid / distributions$4.7M
Contributions
Employer$27.4K
Participant$5.1M
Full reported line items
Total assets (EOY)
$33,546,172
Total liabilities (EOY)
$0
Net assets (EOY)
$33,546,172
Employer contributions
$27,431
Participant contributions
$5,075,850
Total income / additions
$10,108,275
Benefits paid
$4,657,036
Administrative expenses
$180,286
Total expenses
$4,913,318
Net increase / (decrease)
$5,194,957

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$117,816$0
Creative Planning LLCNONE$55,844not reported in the loaded dataset
Turner, Stone & Company, LlpNONE$6,250not reported in the loaded dataset

Related Form 5500 pages