2023 Form 5500 filing — Up Rehab Services LLC 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 20250130142606NAL0000895889001) for Up Rehab Services LLC 401(K) Plan, reported by U.P. Rehab Services, LLC under EIN 20-2884448 and plan number 001. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130142606NAL0000895889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U.P. Rehab Services, LLC
- EIN
- 20-2884448
- Plan number
- 001
- Location
- Marquette, MI
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Participant contributions
- $54,441
- Total income / additions
- $313,643
- Benefits paid
- $227,676
- Administrative expenses
- $29,208
- Total expenses
- $256,884
- Net increase / (decrease)
- $56,759
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $26,918 | $0 |
| Ameriprise Financial Services LLC | BROKER/ADVISOR | $0 | $7,724 |