Southeastern Kentucky Rehabilitation Industries, Inc. 401(K) Plan — Form 5500 plan (Southeastern Kentucky Rehabilitation Industries, 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, Southeastern Kentucky Rehabilitation Industries, Inc. 401(K) Plan is a benefit plan reported by Southeastern Kentucky Rehabilitation Industries, Inc. under EIN 61-0725475 and plan number 001. The latest loaded filing year is 2023. The filing reports 656 participants and $6,687,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southeastern Kentucky Rehabilitation Industries, Inc.
- EIN
- 61-0725475
- Plan number
- 001
- Plan type
- 2
- Location
- Corbin, KY
- Latest filing year
- 2023
- Participants
- 656
- End-of-year plan assets
- $6,687,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 656 | H, C | 20241014145120NAL0015139027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,687,626
- Total liabilities (EOY)
- $6,743
- Net assets (EOY)
- $6,680,883
- Net assets (BOY)
- $5,659,437
Income & contributions
- Employer contributions
- $279,352
- Participant contributions
- $409,694
- Total contributions
- $689,046
- Total income / additions
- $1,779,705
Expenses & distributions
- Benefits paid
- $693,139
- Administrative expenses
- $65,120
- Total expenses
- $758,259
- Net increase / (decrease)
- $1,021,446
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $26,752 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $23,796 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,541 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southeastern Kentucky Rehabilitation Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Corbin, KY
- Empower Annuity Insurance Company — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation