Progressivehealth 401(K) Plan — Form 5500 plan (Progressivehealth 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, Progressivehealth 401(K) Plan is a benefit plan reported by Progressivehealth Rehabilitation, Inc under EIN 35-1907348 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,055 participants and $28,218,696 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Progressivehealth Rehabilitation, Inc
- EIN
- 35-1907348
- Plan number
- 001
- Plan type
- 2
- Location
- Evansville, IN
- Latest filing year
- 2023
- Participants
- 1,055
- End-of-year plan assets
- $28,218,696
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,055 | H, C | 20250127141655NAL0013069953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,218,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,218,696
- Net assets (BOY)
- $22,728,089
Income & contributions
- Employer contributions
- $637,086
- Participant contributions
- $2,435,465
- Total contributions
- $3,211,357
- Total income / additions
- $7,362,745
Expenses & distributions
- Benefits paid
- $1,823,670
- Administrative expenses
- $48,468
- Total expenses
- $1,872,138
- Net increase / (decrease)
- $5,490,607
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $41,830 | not reported in the loaded dataset | 2023 |
| Compensation Systems, Inc. | RECORDKEEPER | $30,452 | $0 | 2023 |
| Transamerica Life Insurance Co | RECORDKEEPER | $18,016 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Progressivehealth Rehabilitation, Inc
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Evansville, IN
- Global Retirement Partners LLC — Schedule C compensation
- Compensation Systems, Inc. — Schedule C compensation
- Transamerica Life Insurance Co — Schedule C compensation