2023 Form 5500 filing — The Rehabilitation Center Retirement 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 20241011092815NAL0021590049001) for The Rehabilitation Center Retirement Plan, reported by Cattaraugus Rehabilitation Center, Inc. under EIN 16-1291766 and plan number 002. It reports 618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011092815NAL0021590049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cattaraugus Rehabilitation Center, Inc.
- EIN
- 16-1291766
- Plan number
- 002
- Location
- Olean, NY
- Participants
- 618
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,063,981
- Net assets (EOY)
- $10,063,981
- Employer contributions
- $277,385
- Participant contributions
- $491,620
- Total income / additions
- $1,780,270
- Benefits paid
- $823,374
- Administrative expenses
- $21,249
- Total expenses
- $848,710
- Net increase / (decrease)
- $931,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | NONE | $20,818 | $0 |
| Tiaa | NONE | $431 | $0 |