2023 Form 5500 filing — Brooks Rehabilitation 401(K) 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 20250306101417NAL0006161763001) for Brooks Rehabilitation 401(K) Retirement Plan, reported by Genesis Health, Inc. D/B/A Brooks Rehabilitation under EIN 59-2249370 and plan number 003. It reports 919 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)$14.1MReported net assets$14,125,852
Participants919
Provider compensation$38.7K3 Schedule C row(s)$38,677
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250306101417NAL0006161763001
Plan sponsor
Genesis Health, Inc. D/B/A Brooks Rehabilitation
EIN
59-2249370
Plan number
003
Location
Jacksonville, FL
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)$14.1M total assets
Net assets$14.1MLiabilities
Money in vs. money out
Total income / additions$3.7M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$425.6K
Participant$1.2M
Full reported line items
Total assets (EOY)
$14,125,852
Net assets (EOY)
$14,125,852
Employer contributions
$425,601
Participant contributions
$1,177,641
Total income / additions
$3,652,444
Benefits paid
$1,949,912
Administrative expenses
$38,677
Total expenses
$1,986,796
Net increase / (decrease)
$1,665,648
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $38.7K · Indirect $0
  2. 2
    SECURITIES BROKER · Direct $0 · Indirect $0
  3. 3
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250306101417NAL0006161763001 cover?
It is the 2023 Form 5500 filing for Brooks Rehabilitation 401(K) Retirement Plan, reported by Genesis Health, Inc. D/B/A Brooks Rehabilitation (EIN 59-2249370).
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