Trehab 401(K) Profit Sharing Plan — Form 5500 plan (Trehab)
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, Trehab 401(K) Profit Sharing Plan is a benefit plan reported by Trehab under EIN 23-1729514 and plan number 001. The latest loaded filing year is 2023. The filing reports 115 participants and $3,524,610 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trehab
- EIN
- 23-1729514
- Plan number
- 001
- Plan type
- 2
- Location
- Montrose, PA
- Latest filing year
- 2023
- Participants
- 115
- End-of-year plan assets
- $3,524,610
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 115 | H, C | 20240917075839NAL0003603200001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,524,610
- Total liabilities (EOY)
- $49,491
- Net assets (EOY)
- $3,475,119
- Net assets (BOY)
- $3,106,821
Income & contributions
- Employer contributions
- $267,780
- Participant contributions
- $119,845
- Total contributions
- $387,625
- Total income / additions
- $895,251
Expenses & distributions
- Benefits paid
- $494,924
- Administrative expenses
- $32,029
- Total expenses
- $526,953
- Net increase / (decrease)
- $368,298
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A | NONE | $17,980 | not reported in the loaded dataset | 2023 |
| Northeast Advisors Inc. | ADVISOR | $14,049 | not reported in the loaded dataset | 2023 |