Health Dimensions Rehabilitation, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Health Dimensions Rehabilitation, 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, Health Dimensions Rehabilitation, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Health Dimensions Rehabilitation, Inc. under EIN 41-1590671 and plan number 001. The latest loaded filing year is 2023. The filing reports 114 participants and $2,816,096 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Health Dimensions Rehabilitation, Inc.
EIN
41-1590671
Plan number
001
Plan type
2
Location
Cambridge, MN
Latest filing year
2023
Participants
114
End-of-year plan assets
$2,816,096

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023114H, C20240910095048NAL0006685665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,816,096
Total liabilities (EOY)
$0
Net assets (EOY)
$2,816,096
Net assets (BOY)
$2,680,751

Income & contributions

Participant contributions
$162,267
Total contributions
$281,712
Total income / additions
$623,211

Expenses & distributions

Benefits paid
$467,737
Administrative expenses
$20,129
Total expenses
$487,866
Net increase / (decrease)
$135,345

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$20,128$02023
Mma Securites LLCINVESTMENT ADVISORY$0$5,7822023

Related Form 5500 pages