Irg 401(K) Plan — Form 5500 plan (Integrated Rehabilitation Group, P.C.)
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, Irg 401(K) Plan is a benefit plan reported by Integrated Rehabilitation Group, P.C. under EIN 91-1745305 and plan number 001. The latest loaded filing year is 2023. The filing reports 387 participants and $10,204,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integrated Rehabilitation Group, P.C.
- EIN
- 91-1745305
- Plan number
- 001
- Plan type
- 2
- Location
- Mill Creek, WA
- Latest filing year
- 2023
- Participants
- 387
- End-of-year plan assets
- $10,204,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 387 | H, C | 20241010122726NAL0020065089004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,204,608
- Net assets (EOY)
- $10,204,608
- Net assets (BOY)
- $7,833,530
Income & contributions
- Employer contributions
- $194,239
- Participant contributions
- $1,282,350
- Total contributions
- $1,691,722
- Total income / additions
- $3,092,480
Expenses & distributions
- Benefits paid
- $645,976
- Administrative expenses
- $75,426
- Total expenses
- $721,402
- Net increase / (decrease)
- $2,371,078
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $23,409 | $0 | 2023 |
| Northwestern Mutual Wealth Mgmt | INVESTMENT ADVISOR | $15,068 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $11,488 | not reported in the loaded dataset | 2023 |
| Definiti LLC | CONTRACT ADMINISTRATOR | $10,398 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Investment | BROKER/ADVISOR | $0 | $2,741 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Integrated Rehabilitation Group, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mill Creek, WA
- Empower Annuity Insurance Company — Schedule C compensation
- Northwestern Mutual Wealth Mgmt — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Definiti LLC — Schedule C compensation
- Northwestern Mutual Investment — Schedule C compensation