2023 Form 5500 filing — Team Rehabilitation 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 20241013110605NAL0012402019001) for Team Rehabilitation 401(K) Plan, reported by Team Rehabilitation Services LLC under EIN 41-2064132 and plan number 001. It reports 1,935 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013110605NAL0012402019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Team Rehabilitation Services LLC
- EIN
- 41-2064132
- Plan number
- 001
- Location
- Clinton Township, MI
- Participants
- 1,935
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,223,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,223,189
- Employer contributions
- $2,598,264
- Participant contributions
- $6,823,829
- Total income / additions
- $19,014,254
- Benefits paid
- $3,700,625
- Administrative expenses
- $102,214
- Total expenses
- $3,804,788
- Net increase / (decrease)
- $15,209,466
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $51,135 | $0 |
| Adp, Inc. | RECORD KEEPER | $51,078 | $0 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $51 | $0 |