Gem Rehab 401k Plan — Form 5500 plan (Gem Rehab Pt Ot Slp Pllc)

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, Gem Rehab 401k Plan is a benefit plan reported by Gem Rehab Pt Ot Slp Pllc under EIN 47-2255364 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $1,929,918 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.9MPlan net assets, end of year$1,929,918
Participants189Covered participants reported
Assets / participant$10.2KComputed: assets ÷ participants$10,211 (computed)
Provider compensation$2.5K2 Schedule C provider row(s)$2,549
Plan sponsor
Gem Rehab Pt Ot Slp Pllc
EIN
47-2255364
Plan number
001
Plan type
2
Location
Northvale, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20241015051207NAL0014128643001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$768K
Total expenses$504.1K
Benefits paid / distributions$488.2K
Contributions
Employer$8K
Participant$434.3K
Full reported line items

Net assets

Total assets (EOY)
$1,929,918
Total liabilities (EOY)
$0
Net assets (EOY)
$1,929,918
Net assets (BOY)
$1,666,013

Income & contributions

Employer contributions
$7,981
Participant contributions
$434,335
Total contributions
$442,316
Total income / additions
$767,984

Expenses & distributions

Benefits paid
$488,175
Administrative expenses
$2,550
Total expenses
$504,079
Net increase / (decrease)
$263,905
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 2%Participant 98%
Total expenses ÷ net assets26%Computed ratio
Benefits paid ÷ total income64%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$2,549$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages