Plan5500

Rehab Industries, Inc. 401(K) Plan — Form 5500 plan (Rehab 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, Rehab Industries, Inc. 401(K) Plan is a benefit plan reported by Rehab Industries, Inc. under EIN 84-4314459 and plan number 001. The latest loaded filing year is 2023. The filing reports 563 participants and $15,172,411 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rehab Industries, Inc.
EIN
84-4314459
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
563
End-of-year plan assets
$15,172,411

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023563H, C20241015144600NAL0016660163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,172,411
Total liabilities (EOY)
$43,532
Net assets (EOY)
$15,128,879
Net assets (BOY)
$10,330,142

Income & contributions

Employer contributions
$1,034,038
Participant contributions
$2,085,668
Total contributions
$3,573,335
Total income / additions
$5,640,734

Expenses & distributions

Benefits paid
$703,337
Administrative expenses
$96,963
Total expenses
$841,997
Net increase / (decrease)
$4,798,737

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Wealth Mgmt CoADVISOR$43,001not reported in the loaded dataset2023
Fidelity Workplace Services, LLCPLAN ADMINISTRATOR$41,822$02023
Blue & Co, LLCACCOUNTANT/AUDITOR$12,140not reported in the loaded dataset2023

Related Form 5500 pages