2023 Form 5500 filing — Rehab Industries, 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 20241015144600NAL0016660163001) for Rehab Industries, Inc. 401(K) Plan, reported by Rehab Industries, Inc. under EIN 84-4314459 and plan number 001. It reports 563 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144600NAL0016660163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rehab Industries, Inc.
- EIN
- 84-4314459
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 563
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,172,411
- Total liabilities (EOY)
- $43,532
- Net assets (EOY)
- $15,128,879
- Employer contributions
- $1,034,038
- Participant contributions
- $2,085,668
- Total income / additions
- $5,640,734
- Benefits paid
- $703,337
- Administrative expenses
- $96,963
- Total expenses
- $841,997
- Net increase / (decrease)
- $4,798,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | ADVISOR | $43,001 | not reported in the loaded dataset |
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $41,822 | $0 |
| Blue & Co, LLC | ACCOUNTANT/AUDITOR | $12,140 | not reported in the loaded dataset |