2023 Form 5500 filing — Greenfield Rehabilitation Agency Inc. Employees' 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 20241113153631NAL0036676402001) for Greenfield Rehabilitation Agency Inc. Employees' 401(K) Retirement Savings Plan, reported by Greenfield Rehabilitation Agency, Inc. under EIN 39-1385825 and plan number 001. It reports 451 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)$17.2MReported net assets$17,235,562
Participants451
Provider compensation$185.5K2 Schedule C row(s)$185,486
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241113153631NAL0036676402001
Plan sponsor
Greenfield Rehabilitation Agency, Inc.
EIN
39-1385825
Plan number
001
Location
Brookfield, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$17.2M total assets
Net assets$17.2MLiabilities
Money in vs. money out
Total income / additions$3M
Total expenses$904.3K
Benefits paid / distributions$793.5K
Contributions
Employer$149K
Participant$1.2M
Full reported line items
Total assets (EOY)
$17,235,562
Net assets (EOY)
$17,235,562
Employer contributions
$149,004
Participant contributions
$1,221,753
Total income / additions
$3,004,378
Benefits paid
$793,457
Administrative expenses
$110,807
Total expenses
$904,264
Net increase / (decrease)
$2,100,114
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $107.6K · Indirect $0
  2. 2
    BROKER · Direct $0 · Indirect $77.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241113153631NAL0036676402001 cover?
It is the 2023 Form 5500 filing for Greenfield Rehabilitation Agency Inc. Employees' 401(K) Retirement Savings Plan, reported by Greenfield Rehabilitation Agency, Inc. (EIN 39-1385825).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages