2023 Form 5500 filing — Phoenix Rehabilitation And Health Services, 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 20241014090217NAL0026869889001) for Phoenix Rehabilitation And Health Services, Inc. 401(K) Plan, reported by Phoenix Rehabilitation And Health Services, Inc. under EIN 23-2918467 and plan number 001. It reports 1,130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090217NAL0026869889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phoenix Rehabilitation And Health Services, Inc.
- EIN
- 23-2918467
- Plan number
- 001
- Location
- Cranberry Township, PA
- Participants
- 1,130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,126,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,126,419
- Employer contributions
- $1,547,284
- Participant contributions
- $3,433,416
- Total income / additions
- $11,557,931
- Benefits paid
- $2,540,350
- Administrative expenses
- $48,921
- Total expenses
- $2,589,271
- Net increase / (decrease)
- $8,968,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | INVESTMENT ADVISOR | $24,990 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $23,931 | $0 |