2023 Form 5500 filing — Rehabilitation Associates, 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 20241014155504NAL0015249971003) for Rehabilitation Associates, Inc. 401(K) Plan, reported by Rehabilitation Associates, Inc. under EIN 06-1109649 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155504NAL0015249971003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rehabilitation Associates, Inc.
- EIN
- 06-1109649
- Plan number
- 001
- Location
- Fairfield, CT
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,377,028
- Net assets (EOY)
- $20,377,028
- Participant contributions
- $904,035
- Total income / additions
- $4,769,983
- Benefits paid
- $1,105,325
- Administrative expenses
- $1,902
- Total expenses
- $1,109,726
- Net increase / (decrease)
- $3,660,257
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | OTHER SERVICES | $0 | $31,710 |
| Wells Thomas. LLC | THIRD PARTY ADMINISTRATOR | $125 | $10,768 |
| Josephson & Josephson Cpa'S P.C. | ACCOUNTANT | $0 | $9,500 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,803 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |