Independence Rehab, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Independence Rehab, 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, Independence Rehab, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Independence Rehab, LLC under EIN 27-1845798 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,654 participants and $18,760,151 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Independence Rehab, LLC
- EIN
- 27-1845798
- Plan number
- 001
- Plan type
- 2
- Location
- Provo, UT
- Latest filing year
- 2023
- Participants
- 1,654
- End-of-year plan assets
- $18,760,151
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,654 | H, C | 20241009162646NAL0009402931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,760,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,760,151
- Net assets (BOY)
- $13,915,254
Income & contributions
- Employer contributions
- $1,414,867
- Participant contributions
- $2,993,454
- Total contributions
- $4,505,291
- Total income / additions
- $7,028,333
Expenses & distributions
- Benefits paid
- $1,905,971
- Administrative expenses
- $208,019
- Total expenses
- $2,183,436
- Net increase / (decrease)
- $4,844,897
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $161,013 | $0 | 2023 |
| Dwc Erisa Consultants LLC | CONTRACT ADMINISTRATOR | $47,047 | $10,728 | 2023 |
| Ameriprise Financial Services Inc | OTHER SERVICES | $0 | $31,661 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Independence Rehab, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Provo, UT
- Principal Life Insurance Company — Schedule C compensation
- Dwc Erisa Consultants LLC — Schedule C compensation
- Ameriprise Financial Services Inc — Schedule C compensation