Do Life Better 401(K) Plan — Form 5500 plan (Health & Rehab Solutions, 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, Do Life Better 401(K) Plan is a benefit plan reported by Health & Rehab Solutions, Inc. under EIN 45-5281410 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $5,648,325 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Health & Rehab Solutions, Inc.
EIN
45-5281410
Plan number
001
Plan type
2
Location
Kalispell, MT
Latest filing year
2023
Participants
336
End-of-year plan assets
$5,648,325

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023336H, C20240829145635NAL0013243137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,648,325
Total liabilities (EOY)
$716
Net assets (EOY)
$5,647,609
Net assets (BOY)
$3,861,482

Income & contributions

Employer contributions
$325,437
Participant contributions
$583,671
Total contributions
$1,727,115
Total income / additions
$2,529,452

Expenses & distributions

Benefits paid
$706,873
Administrative expenses
$36,452
Total expenses
$743,325
Net increase / (decrease)
$1,786,127

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Da Davidson & CoINVESTMENT ADVISOR$19,841not reported in the loaded dataset2023
Capital Group Retirement Plan ServiRECORD KEEPER$13,836$02023

Related Form 5500 pages