Plan5500

Up Rehab Services LLC 401(K) Plan — Form 5500 plan (U.P. Rehab Services, LLC)

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, Up Rehab Services LLC 401(K) Plan is a benefit plan reported by U.P. Rehab Services, LLC under EIN 20-2884448 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
U.P. Rehab Services, LLC
EIN
20-2884448
Plan number
001
Plan type
2
Location
Marquette, MI
Latest filing year
2023
Participants
174
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20250130142606NAL0000895889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$3,058,780

Income & contributions

Participant contributions
$54,441
Total contributions
$54,441
Total income / additions
$313,643

Expenses & distributions

Benefits paid
$227,676
Administrative expenses
$29,208
Total expenses
$256,884
Net increase / (decrease)
$56,759

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaRECORDKEEPER$26,918$02023
Ameriprise Financial Services LLCBROKER/ADVISOR$0$7,7242023

Related Form 5500 pages