2023 Form 5500 filing — Trehab 401(K) Profit Sharing 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 20240917075839NAL0003603200001) for Trehab 401(K) Profit Sharing Plan, reported by Trehab under EIN 23-1729514 and plan number 001. It reports 115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.5MReported net assets$3,475,119
Participants115
Provider compensation$32K2 Schedule C row(s)$32,029
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240917075839NAL0003603200001
- Plan sponsor
- Trehab
- EIN
- 23-1729514
- Plan number
- 001
- Location
- Montrose, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities$49.5K
Full reported line items
- Total assets (EOY)
- $3,524,610
- Total liabilities (EOY)
- $49,491
- Net assets (EOY)
- $3,475,119
- Employer contributions
- $267,780
- Participant contributions
- $119,845
- Total income / additions
- $895,251
- Benefits paid
- $494,924
- Administrative expenses
- $32,029
- Total expenses
- $526,953
- Net increase / (decrease)
- $368,298
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A | NONE | $17,980 | not reported in the loaded dataset |
| Northeast Advisors Inc. | ADVISOR | $14,049 | not reported in the loaded dataset |