Rehab Pro Therapy 401(K) Plan — Form 5500 plan (Rehab Pro Therapy)
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, Rehab Pro Therapy 401(K) Plan is a benefit plan reported by Rehab Pro Therapy under EIN 75-2962410 and plan number 001. The latest loaded filing year is 2023. The filing reports 936 participants and $23,590,381 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rehab Pro Therapy
- EIN
- 75-2962410
- Plan number
- 001
- Plan type
- 2
- Location
- Tyler, TX
- Latest filing year
- 2023
- Participants
- 936
- End-of-year plan assets
- $23,590,381
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 936 | H, C | 20241014132216NAL0046106032004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,590,381
- Net assets (EOY)
- $23,590,381
- Net assets (BOY)
- $19,865,274
Income & contributions
- Employer contributions
- $412,944
- Participant contributions
- $779,609
- Total contributions
- $1,192,553
- Total income / additions
- $4,980,240
Expenses & distributions
- Benefits paid
- $1,146,752
- Administrative expenses
- $108,381
- Total expenses
- $1,255,133
- Net increase / (decrease)
- $3,725,107
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Frost Wealth Advisors | CONSULTING | $56,250 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $52,131 | $0 | 2023 |