2023 Form 5500 filing — Encore Rehabilitation, Inc 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 20241010112845NAL0020897425001) for Encore Rehabilitation, Inc 401(K) Plan, reported by Encore Rehabilitation, Inc. under EIN 63-1225408 and plan number 001. It reports 1,436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010112845NAL0020897425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Encore Rehabilitation, Inc.
- EIN
- 63-1225408
- Plan number
- 001
- Location
- Decatur, AL
- Participants
- 1,436
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,393,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,393,882
- Employer contributions
- $220,624
- Participant contributions
- $2,699,037
- Total income / additions
- $9,416,586
- Benefits paid
- $1,823,473
- Administrative expenses
- $107,879
- Total expenses
- $1,974,314
- Net increase / (decrease)
- $7,442,272
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $65,578 | $0 |
| Lion Street Financial | RETAINED BY EMPLOYER | $35,426 | $0 |
| Millennium Investment & Retirement | RETAINED BY EMPLOYER | $6,875 | not reported in the loaded dataset |