2023 Form 5500 filing — Integrated Rehabilitation Services, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240219141836NAL0006156193001) for Integrated Rehabilitation Services, LLC 401(K) Plan, reported by Integrated Rehabilitation Services, LLC under EIN 06-1430119 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240219141836NAL0006156193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Integrated Rehabilitation Services, LLC
- EIN
- 06-1430119
- Plan number
- 001
- Location
- Vernon, CT
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $26,971
- Participant contributions
- $239,309
- Total income / additions
- $874,205
- Benefits paid
- $6,951,663
- Administrative expenses
- $41,882
- Total expenses
- $6,995,997
- Net increase / (decrease)
- -$6,121,792
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $22,623 | $0 |
| Pension Consultants, Inc. | CONTRACT ADMIN | $7,680 | $4,631 |
| Smith Brothers Financial LLC | INVESTMENT ADVISOR | $10,278 | not reported in the loaded dataset |
| Woodbury Financial Services, Inc. | OTHER | $1,301 | not reported in the loaded dataset |