Plan5500

Encore Rehabilitation, Inc 401(K) Plan — Form 5500 plan (Encore 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, Encore Rehabilitation, Inc 401(K) Plan is a benefit plan reported by Encore Rehabilitation, Inc. under EIN 63-1225408 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,436 participants and $40,393,882 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Encore Rehabilitation, Inc.
EIN
63-1225408
Plan number
001
Plan type
2
Location
Decatur, AL
Latest filing year
2023
Participants
1,436
End-of-year plan assets
$40,393,882

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,436H, C20241010112845NAL0020897425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,393,882
Total liabilities (EOY)
$0
Net assets (EOY)
$40,393,882
Net assets (BOY)
$32,951,610

Income & contributions

Employer contributions
$220,624
Participant contributions
$2,699,037
Total contributions
$3,339,762
Total income / additions
$9,416,586

Expenses & distributions

Benefits paid
$1,823,473
Administrative expenses
$107,879
Total expenses
$1,974,314
Net increase / (decrease)
$7,442,272

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$65,578$02023
Lion Street FinancialRETAINED BY EMPLOYER$35,426$02023
Millennium Investment & RetirementRETAINED BY EMPLOYER$6,875not reported in the loaded dataset2023

Related Form 5500 pages