Concept Rehab, Inc. 401(K) Plan — Form 5500 plan (Concept Rehab, 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, Concept Rehab, Inc. 401(K) Plan is a benefit plan reported by Concept Rehab, Inc. under EIN 34-1411603 and plan number 001. The latest loaded filing year is 2023. The filing reports 780 participants and $29,117,511 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concept Rehab, Inc.
EIN
34-1411603
Plan number
001
Plan type
2
Location
Toledo, OH
Latest filing year
2023
Participants
780
End-of-year plan assets
$29,117,511

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023780H, C20240808163212NAL0002947267001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,117,511
Total liabilities (EOY)
$6,409
Net assets (EOY)
$29,111,102
Net assets (BOY)
$25,189,471

Income & contributions

Employer contributions
$169,741
Participant contributions
$1,743,686
Total contributions
$2,257,304
Total income / additions
$6,194,372

Expenses & distributions

Benefits paid
$2,180,019
Administrative expenses
$92,722
Total expenses
$2,272,741
Net increase / (decrease)
$3,921,631

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$53,535$5,4812023
Venture Visionary Partners LLCNONE$39,047not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$7,5182023

Related Form 5500 pages