Mb Healthcare 401(K) Profit Sharing Plan — Form 5500 plan (Greenwich Woods Rehabilitation, LLC)

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, Mb Healthcare 401(K) Profit Sharing Plan is a benefit plan reported by Greenwich Woods Rehabilitation, LLC under EIN 47-2351628 and plan number 001. The latest loaded filing year is 2023. The filing reports 452 participants and $8,184,416 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Greenwich Woods Rehabilitation, LLC
EIN
47-2351628
Plan number
001
Plan type
2
Location
Greenwich, CT
Latest filing year
2023
Participants
452
End-of-year plan assets
$8,184,416

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023452H, C20241015103419NAL0047382688001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,184,416
Net assets (EOY)
$8,184,416
Net assets (BOY)
$7,404,254

Income & contributions

Employer contributions
$111,742
Participant contributions
$529,371
Total contributions
$695,165
Total income / additions
$1,651,558

Expenses & distributions

Benefits paid
$812,669
Administrative expenses
$42,768
Total expenses
$871,396
Net increase / (decrease)
$780,162

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Robin S. Weingast & Associates, IncSHAREHOLDER S ERVICE PROV$33,395$7,1202023
Empower Annuity Ins Co. Of AmericaRECORDKEEPER$22,084$02023
Leafhouse Financial Advisors, LLCOTHER$3,560$02023
Empower Advisory Group LLCINVESTMENT MGMT$1,417$02023

Related Form 5500 pages