Team Rehabilitation 401(K) Plan — Form 5500 plan (Team Rehabilitation Services 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, Team Rehabilitation 401(K) Plan is a benefit plan reported by Team Rehabilitation Services LLC under EIN 41-2064132 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,935 participants and $61,223,189 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Team Rehabilitation Services LLC
EIN
41-2064132
Plan number
001
Plan type
2
Location
Clinton Township, MI
Latest filing year
2023
Participants
1,935
End-of-year plan assets
$61,223,189

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,935H, C20241013110605NAL0012402019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,223,189
Total liabilities (EOY)
$0
Net assets (EOY)
$61,223,189
Net assets (BOY)
$46,013,723

Income & contributions

Employer contributions
$2,598,264
Participant contributions
$6,823,829
Total contributions
$9,999,559
Total income / additions
$19,014,254

Expenses & distributions

Benefits paid
$3,700,625
Administrative expenses
$102,214
Total expenses
$3,804,788
Net increase / (decrease)
$15,209,466

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$51,135$02023
Adp, Inc.RECORD KEEPER$51,078$02023
Charles Schwab & Co, Inc.INVESTMENT MANAGER$51$02023

Related Form 5500 pages