401k Plan data: PHOENIX 401(K) PLAN plan

PHOENIX 401(K) PLAN 401k Plan overview

Plan Name	PHOENIX 401(K) PLAN
Plan identification number	005

PHOENIX 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HUNTSVILLE REHABILITATION FOUNDATION, INC has sponsored the creation of one or more 401k plans.

Company Name: HUNTSVILLE REHABILITATION FOUNDATION, INC

Employer identification number (EIN): 237450941

NAIC Classification: 624310
NAIC Description: Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2023-01-01
005 2022-01-01
005 2021-01-01
005 2021-01-01
005 2020-01-01
005 2019-06-01

Plan Statistics for PHOENIX 401(K) PLAN

401k plan membership statisitcs for PHOENIX 401(K) PLAN

Measure Date Value
2023: PHOENIX 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 724
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 763
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 14
Total of all active and inactive participants 2023-01-01 777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 779
Number of participants with account balances 2023-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 9
2022: PHOENIX 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 728
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 689
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 17
Total of all active and inactive participants 2022-01-01 706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 706
Number of participants with account balances 2022-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: PHOENIX 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 912
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 716
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 723
Number of participants with account balances 2021-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PHOENIX 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 776
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 897
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 905
Number of participants with account balances 2020-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: PHOENIX 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-06-01 746
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 760
Number of retired or separated participants receiving benefits 2019-06-01 0
Number of other retired or separated participants entitled to future benefits 2019-06-01 1
Total of all active and inactive participants 2019-06-01 761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 0
Total participants 2019-06-01 761
Number of participants with account balances 2019-06-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 1

Measure	Date	Value
2023: PHOENIX 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	724
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	763
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	14
Total of all active and inactive participants	2023-01-01	777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	779
Number of participants with account balances	2023-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	9
2022: PHOENIX 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	728
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	689
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	17
Total of all active and inactive participants	2022-01-01	706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	706
Number of participants with account balances	2022-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: PHOENIX 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	912
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	716
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	723
Number of participants with account balances	2021-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PHOENIX 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	776
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	897
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	905
Number of participants with account balances	2020-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: PHOENIX 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-06-01	746
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	760
Number of retired or separated participants receiving benefits	2019-06-01	0
Number of other retired or separated participants entitled to future benefits	2019-06-01	1
Total of all active and inactive participants	2019-06-01	761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	0
Total participants	2019-06-01	761
Number of participants with account balances	2019-06-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	1

Financial Data on PHOENIX 401(K) PLAN

Measure	Date	Value
2023 : PHOENIX 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$7,738
Total income from all sources (including contributions)	2023-12-31	$830,288
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$185,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$173,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$522,411
Value of total assets at end of year	2023-12-31	$2,144,774
Value of total assets at beginning of year	2023-12-31	$1,507,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$12,067
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$5,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$5,350
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$333,420
Participant contributions at end of year	2023-12-31	$135
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$27,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$7,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$644,777
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$2,144,774
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$1,499,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$111
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$342,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$1,468,533
Interest on participant loans	2023-12-31	$0
Income. Interest from loans (other than to participants)	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$1,793,052
Value of interest in common/collective trusts at beginning of year	2023-12-31	$39,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$29
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$128,627
Net investment gain or loss from common/collective trusts	2023-12-31	$173,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$161,334
Employer contributions (assets) at end of year	2023-12-31	$8,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$173,444
Contract administrator fees	2023-12-31	$11,956
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	ELLIOTT DAVIS
Accountancy firm EIN	2023-12-31	570381582
2022 : PHOENIX 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$7,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$13,307
Total income from all sources (including contributions)	2022-12-31	$235,869
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$222,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$212,666
Value of total corrective distributions	2022-12-31	$7,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$490,112
Value of total assets at end of year	2022-12-31	$1,507,735
Value of total assets at beginning of year	2022-12-31	$1,499,561
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,722
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$25,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$25,702
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$328,559
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$15,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$7,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$13,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$13,743
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,499,997
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,486,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$1,722
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,468,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,374,506
Interest on participant loans	2022-12-31	$0
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$39,202
Value of interest in common/collective trusts at beginning of year	2022-12-31	$227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$724
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-275,343
Net investment gain or loss from common/collective trusts	2022-12-31	$-4,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$145,896
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$124,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$212,666
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ELLIOTT DAVID, LLC.
Accountancy firm EIN	2022-12-31	570381582
2021 : PHOENIX 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$814
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$13,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$26,901
Total income from all sources (including contributions)	2021-12-31	$1,027,335
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$153,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$153,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$932,373
Value of total assets at end of year	2021-12-31	$1,499,561
Value of total assets at beginning of year	2021-12-31	$638,683
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$425
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$14,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$14,910
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$280,520
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$531,387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$13,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$26,901
Administrative expenses (other) incurred	2021-12-31	$425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$873,658
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,486,254
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$611,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,374,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$506,165
Interest on participant loans	2021-12-31	$0
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$227
Value of interest in common/collective trusts at beginning of year	2021-12-31	$4,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$724
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$80,039
Net investment gain or loss from common/collective trusts	2021-12-31	$13
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$120,466
Employer contributions (assets) at end of year	2021-12-31	$124,104
Employer contributions (assets) at beginning of year	2021-12-31	$128,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$153,252
Contract administrator fees	2021-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2021-12-31	570381582
2019 : PHOENIX 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$193,726
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$186,495
Value of total assets at end of year	2019-12-31	$192,666
Value of total assets at beginning of year	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$150
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$4,648
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$130,397
Participant contributions at end of year	2019-12-31	$1,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$192,666
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$192,666
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$134,275
Value of interest in common/collective trusts at end of year	2019-12-31	$3,591
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,226
Net investment gain or loss from common/collective trusts	2019-12-31	$357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$56,098
Employer contributions (assets) at end of year	2019-12-31	$52,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$910
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ELLIOTT DAVIS
Accountancy firm EIN	2019-12-31	570381582

Form 5500 Responses for PHOENIX 401(K) PLAN

2023: PHOENIX 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PHOENIX 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PHOENIX 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PHOENIX 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PHOENIX 401(K) PLAN 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	First time form 5500 has been submitted	Yes
2019-06-01	Submission has been amended	No
2019-06-01	This submission is the final filing	No
2019-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-06-01	Plan is a collectively bargained plan	No
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HUNTSVILLE REHABILITATION FOUNDATION, INC
Employer identification number (EIN):	237450941
NAIC Classification:	624310
NAIC Description:	Vocational Rehabilitation Services