Success Rehabilitation, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Success Rehabilitation, Inc.)
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, Success Rehabilitation, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Success Rehabilitation, Inc. under EIN 23-2590923 and plan number 002. The latest loaded filing year is 2023. The filing reports 221 participants and $6,424,670 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Success Rehabilitation, Inc.
- EIN
- 23-2590923
- Plan number
- 002
- Plan type
- 2
- Location
- Quakertown, PA
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $6,424,670
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241001165015NAL0014415282001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,424,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,424,670
- Net assets (BOY)
- $5,110,108
Income & contributions
- Employer contributions
- $300,000
- Participant contributions
- $394,893
- Total contributions
- $694,893
- Total income / additions
- $1,580,920
Expenses & distributions
- Benefits paid
- $210,543
- Administrative expenses
- $34,410
- Total expenses
- $266,358
- Net increase / (decrease)
- $1,314,562
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M Holding Securities, Inc | INVESTMENT ADVISOR | $18,216 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $9,699 | $0 | 2023 |
| The Retirement Advantage Inc | TPA | $6,225 | not reported in the loaded dataset | 2023 |
| M Financial Securities Marketing In | BROKER/ADVISER | $0 | $1,034 | 2023 |
| The Mandmarblestone Group LLC | TPA | $270 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Success Rehabilitation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Quakertown, PA
- M Holding Securities, Inc — Schedule C compensation
- Jpmorgan Invest Holdings LLC — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation
- M Financial Securities Marketing In — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation