West Texas Rehabilitation Center Employees 401(K) Profit Sharing Plan — Form 5500 plan (West Texas Rehabilitation Center)
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, West Texas Rehabilitation Center Employees 401(K) Profit Sharing Plan is a benefit plan reported by West Texas Rehabilitation Center under EIN 75-0868320 and plan number 002. The latest loaded filing year is 2023. The filing reports 442 participants and $30,325,045 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Texas Rehabilitation Center
- EIN
- 75-0868320
- Plan number
- 002
- Plan type
- 2
- Location
- Abilene, TX
- Latest filing year
- 2023
- Participants
- 442
- End-of-year plan assets
- $30,325,045
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 442 | H, C | 20241015142744NAL0056665410001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,325,045
- Total liabilities (EOY)
- $3,361
- Net assets (EOY)
- $30,321,684
- Net assets (BOY)
- $25,211,010
Income & contributions
- Employer contributions
- $800,944
- Participant contributions
- $1,493,868
- Total contributions
- $2,696,717
- Total income / additions
- $7,385,705
Expenses & distributions
- Benefits paid
- $2,235,452
- Administrative expenses
- $39,579
- Total expenses
- $2,275,031
- Net increase / (decrease)
- $5,110,674
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $39,579 | $0 | 2023 |