Ah Facilities 401(K) Plan — Form 5500 plan (Advantage Rehabilitation 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, Ah Facilities 401(K) Plan is a benefit plan reported by Advantage Rehabilitation Services LLC under EIN 22-3789700 and plan number 001. The latest loaded filing year is 2023. The filing reports 517 participants and $6,803,219 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advantage Rehabilitation Services LLC
- EIN
- 22-3789700
- Plan number
- 001
- Plan type
- 2
- Location
- Kearny, NJ
- Latest filing year
- 2023
- Participants
- 517
- End-of-year plan assets
- $6,803,219
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 517 | H, C | 20241007151946NAL0016324753003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,803,219
- Net assets (EOY)
- $6,803,219
- Net assets (BOY)
- $6,559,253
Income & contributions
- Employer contributions
- $11,381
- Participant contributions
- $530,385
- Total contributions
- $553,949
- Total income / additions
- $1,450,135
Expenses & distributions
- Benefits paid
- $1,164,897
- Administrative expenses
- $28,810
- Total expenses
- $1,206,169
- Net increase / (decrease)
- $243,966
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Ins. Co. | RECORDKEEPER | $22,578 | $0 | 2023 |
| Envestnet Retirement Solutions LLC | INVESTMENT ADVISORY PLAN | $3,260 | $0 | 2023 |
| Intac Actuarial Services, Inc. | RECORDKEEPER | $2,650 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advantage Rehabilitation Services LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Kearny, NJ
- Transamerica Life Ins. Co. — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation
- Intac Actuarial Services, Inc. — Schedule C compensation