Sapphire Estates Rehab Centre 401(K) Plan — Form 5500 plan (Sapphire Estates Rehab Centre)

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, Sapphire Estates Rehab Centre 401(K) Plan is a benefit plan reported by Sapphire Estates Rehab Centre under EIN 83-2918909 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $144,592 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sapphire Estates Rehab Centre
EIN
83-2918909
Plan number
001
Plan type
2
Location
Tuscon, AZ
Latest filing year
2023
Participants
297
End-of-year plan assets
$144,592

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023297H, C20240912170113NAL0005348003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$144,592
Total liabilities (EOY)
$0
Net assets (EOY)
$144,592
Net assets (BOY)
$254,403

Income & contributions

Total contributions
$0
Total income / additions
$38,276

Expenses & distributions

Benefits paid
$129,212
Administrative expenses
$17,768
Total expenses
$148,087
Net increase / (decrease)
-$109,811

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
VestwellRECORDKEEPER$17,768not reported in the loaded dataset2023

Related Form 5500 pages