2023 Form 5500 filing — Rehab Employee Services 401(K) 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 20241015131106NAL0014691859001) for Rehab Employee Services 401(K) Plan, reported by Rehab Employee Services, LLC under EIN 26-1209748 and plan number 001. It reports 8,554 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131106NAL0014691859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rehab Employee Services, LLC
- EIN
- 26-1209748
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 8,554
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $181,220,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $181,220,198
- Employer contributions
- $5,072,695
- Participant contributions
- $18,507,997
- Total income / additions
- $52,680,612
- Benefits paid
- $19,763,925
- Administrative expenses
- $449,473
- Total expenses
- $20,213,398
- Net increase / (decrease)
- $32,467,214
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $131,232 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $127,986 | not reported in the loaded dataset |
| Ares Retirement Plan Services LLC | CONTRACT ADMIN | $88,987 | not reported in the loaded dataset |