Rehabilitation Associates, Inc. 401(K) Plan — Form 5500 plan (Rehabilitation Associates, Inc.)
Plain-English plan 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, Rehabilitation Associates, Inc. 401(K) Plan is a benefit plan reported by Rehabilitation Associates, Inc. under EIN 06-1109649 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $20,377,028 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rehabilitation Associates, Inc.
- EIN
- 06-1109649
- Plan number
- 001
- Plan type
- 2
- Location
- Fairfield, CT
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $20,377,028
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241014155504NAL0015249971003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,377,028
- Net assets (EOY)
- $20,377,028
- Net assets (BOY)
- $16,716,771
Income & contributions
- Participant contributions
- $904,035
- Total contributions
- $1,226,162
- Total income / additions
- $4,769,983
Expenses & distributions
- Benefits paid
- $1,105,325
- Administrative expenses
- $1,902
- Total expenses
- $1,109,726
- Net increase / (decrease)
- $3,660,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | OTHER SERVICES | $0 | $31,710 | 2023 |
| Wells Thomas. LLC | THIRD PARTY ADMINISTRATOR | $125 | $10,768 | 2023 |
| Josephson & Josephson Cpa'S P.C. | ACCOUNTANT | $0 | $9,500 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,803 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rehabilitation Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Fairfield, CT
- Lpl Financial LLC — Schedule C compensation
- Wells Thomas. LLC — Schedule C compensation
- Josephson & Josephson Cpa'S P.C. — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation