Restore Management 401k Plan — Form 5500 plan (Restore Therapy Services Ltd)
Plain-English plan 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, Restore Management 401k Plan is a benefit plan reported by Restore Therapy Services Ltd under EIN 06-1727611 and plan number 001. The latest loaded filing year is 2023. The filing reports 913 participants and $32,760,233 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Restore Therapy Services Ltd
- EIN
- 06-1727611
- Plan number
- 001
- Plan type
- 2
- Location
- Pelham, AL
- Latest filing year
- 2023
- Participants
- 913
- End-of-year plan assets
- $32,760,233
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 913 | H, C | 20241008173405NAL0008623763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,760,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,760,233
- Net assets (BOY)
- $28,400,540
Income & contributions
- Employer contributions
- $285,097
- Participant contributions
- $1,961,529
- Total contributions
- $2,466,427
- Total income / additions
- $7,484,072
Expenses & distributions
- Benefits paid
- $3,014,675
- Administrative expenses
- $102,828
- Total expenses
- $3,124,379
- Net increase / (decrease)
- $4,359,693
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $57,488 | $0 | 2023 |
| Wa Asset Management LLC | ADVISOR | $45,340 | not reported in the loaded dataset | 2023 |