2023 Form 5500 filing — Ah Facilities 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 20241007151946NAL0016324753003) for Ah Facilities 401(K) Plan, reported by Advantage Rehabilitation Services LLC under EIN 22-3789700 and plan number 001. It reports 517 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007151946NAL0016324753003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advantage Rehabilitation Services LLC
- EIN
- 22-3789700
- Plan number
- 001
- Location
- Kearny, NJ
- Participants
- 517
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,803,219
- Net assets (EOY)
- $6,803,219
- Employer contributions
- $11,381
- Participant contributions
- $530,385
- Total income / additions
- $1,450,135
- Benefits paid
- $1,164,897
- Administrative expenses
- $28,810
- Total expenses
- $1,206,169
- Net increase / (decrease)
- $243,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Ins. Co. | RECORDKEEPER | $22,578 | $0 |
| Envestnet Retirement Solutions LLC | INVESTMENT ADVISORY PLAN | $3,260 | $0 |
| Intac Actuarial Services, Inc. | RECORDKEEPER | $2,650 | $0 |