2023 Form 5500 filing — Rehab Pro Therapy 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 20241014132216NAL0046106032004) for Rehab Pro Therapy 401(K) Plan, reported by Rehab Pro Therapy under EIN 75-2962410 and plan number 001. It reports 936 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132216NAL0046106032004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rehab Pro Therapy
- EIN
- 75-2962410
- Plan number
- 001
- Location
- Tyler, TX
- Participants
- 936
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,590,381
- Net assets (EOY)
- $23,590,381
- Employer contributions
- $412,944
- Participant contributions
- $779,609
- Total income / additions
- $4,980,240
- Benefits paid
- $1,146,752
- Administrative expenses
- $108,381
- Total expenses
- $1,255,133
- Net increase / (decrease)
- $3,725,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Frost Wealth Advisors | CONSULTING | $56,250 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $52,131 | $0 |