Phoenix Rehabilitation And Health Services, Inc. 401(K) Plan — Form 5500 plan (Phoenix Rehabilitation And Health Services, 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, Phoenix Rehabilitation And Health Services, Inc. 401(K) Plan is a benefit plan reported by Phoenix Rehabilitation And Health Services, Inc. under EIN 23-2918467 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,130 participants and $37,126,419 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Phoenix Rehabilitation And Health Services, Inc.
EIN
23-2918467
Plan number
001
Plan type
2
Location
Cranberry Township, PA
Latest filing year
2023
Participants
1,130
End-of-year plan assets
$37,126,419

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,130H, C20241014090217NAL0026869889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,126,419
Total liabilities (EOY)
$0
Net assets (EOY)
$37,126,419
Net assets (BOY)
$28,157,759

Income & contributions

Employer contributions
$1,547,284
Participant contributions
$3,433,416
Total contributions
$5,599,661
Total income / additions
$11,557,931

Expenses & distributions

Benefits paid
$2,540,350
Administrative expenses
$48,921
Total expenses
$2,589,271
Net increase / (decrease)
$8,968,660

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchINVESTMENT ADVISOR$24,990not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$23,931$02023

Related Form 5500 pages