Interface Rehab, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Interface Rehab, 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, Interface Rehab, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Interface Rehab, Inc. under EIN 33-0687103 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,445 participants and $41,160,526 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Interface Rehab, Inc.
- EIN
- 33-0687103
- Plan number
- 001
- Plan type
- 2
- Location
- Placentia, CA
- Latest filing year
- 2023
- Participants
- 1,445
- End-of-year plan assets
- $41,160,526
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,445 | H, C | 20241004055125NAL0011017265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,160,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,160,526
- Net assets (BOY)
- $32,395,757
Income & contributions
- Employer contributions
- $364,868
- Participant contributions
- $3,446,043
- Total contributions
- $3,868,223
- Total income / additions
- $10,948,471
Expenses & distributions
- Benefits paid
- $2,018,512
- Administrative expenses
- $142,547
- Total expenses
- $2,183,702
- Net increase / (decrease)
- $8,764,769
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $101,888 | $0 | 2023 |
| Wells Fargo Clearing Services LLC | ADVISOR | $21,121 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $19,538 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Interface Rehab, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Placentia, CA
- Fidelity Workplace Services, LLC — Schedule C compensation
- Wells Fargo Clearing Services LLC — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation