Logo

IDEAL REHABILITATION 401(K) PLAN 401k Plan overview

Plan NameIDEAL REHABILITATION 401(K) PLAN
Plan identification number 001

IDEAL REHABILITATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

IDEAL REHABILITATION, LLC has sponsored the creation of one or more 401k plans.

Company Name:IDEAL REHABILITATION, LLC
Employer identification number (EIN):134304642
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01LISA HOKANSON
0012015-01-01LISA HOKANSON
0012014-01-01LISA HOKANSON
0012014-01-01LISA HOKANSON LISA HOKANSON2015-10-13
0012013-01-01LISA HOKANSON2016-01-16
0012012-01-01MARCUS CADELL2013-09-21 MARCUS CADELL2013-09-21
0012011-01-01MARCUS CADELL2012-10-10 MARCUS CADELL2012-10-10
0012010-01-01MARCUS CADELL2011-10-14 MARCUS CADELL2011-10-14

Plan Statistics for IDEAL REHABILITATION 401(K) PLAN

401k plan membership statisitcs for IDEAL REHABILITATION 401(K) PLAN

Measure Date Value
2016: IDEAL REHABILITATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01127
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: IDEAL REHABILITATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01174
Total number of active participants reported on line 7a of the Form 55002015-01-01204
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01204
Number of participants with account balances2015-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: IDEAL REHABILITATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01127
Total number of active participants reported on line 7a of the Form 55002014-01-0151
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0165
Number of participants with account balances2014-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017

Financial Data on IDEAL REHABILITATION 401(K) PLAN

Measure Date Value
2016 : IDEAL REHABILITATION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total income from all sources (including contributions)2016-04-30$780
Total loss/gain on sale of assets2016-04-30$0
Total of all expenses incurred2016-04-30$1,486,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$1,479,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$0
Value of total assets at end of year2016-04-30$0
Value of total assets at beginning of year2016-04-30$1,485,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$6,916
Total interest from all sources2016-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-04-30$0
Administrative expenses professional fees incurred2016-04-30$6,916
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$150,000
If this is an individual account plan, was there a blackout period2016-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-30$0
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$-1,485,498
Value of net assets at end of year (total assets less liabilities)2016-04-30$0
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$1,485,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$1,431,962
Value of interest in common/collective trusts at end of year2016-04-30$0
Value of interest in common/collective trusts at beginning of year2016-04-30$48,235
Net investment gain/loss from pooled separate accounts2016-04-30$780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30No
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Employer contributions (assets) at end of year2016-04-30$0
Employer contributions (assets) at beginning of year2016-04-30$5,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$1,479,362
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30Yes
Opinion of an independent qualified public accountant for this plan2016-04-30Disclaimer
Accountancy firm name2016-04-30EIDE BAILLY LLP
Accountancy firm EIN2016-04-30450250958
2015 : IDEAL REHABILITATION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$724,588
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$53,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$52,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$784,957
Value of total assets at end of year2015-12-31$1,485,498
Value of total assets at beginning of year2015-12-31$814,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$730
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$497,919
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$670,964
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,485,498
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$814,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,431,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$788,723
Value of interest in common/collective trusts at end of year2015-12-31$48,235
Value of interest in common/collective trusts at beginning of year2015-12-31$19,481
Net investment gain/loss from pooled separate accounts2015-12-31$-60,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$274,427
Employer contributions (assets) at end of year2015-12-31$5,301
Employer contributions (assets) at beginning of year2015-12-31$6,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$52,894
Contract administrator fees2015-12-31$730
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EIDE BAILLY LLP
Accountancy firm EIN2015-12-31450250958
2014 : IDEAL REHABILITATION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$325,448
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$49,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$48,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$307,895
Value of total assets at end of year2014-12-31$808,204
Value of total assets at beginning of year2014-12-31$532,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,700
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$222,363
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$1,274
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$275,596
Value of net assets at end of year (total assets less liabilities)2014-12-31$808,204
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$532,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$788,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$515,832
Value of interest in common/collective trusts at end of year2014-12-31$19,481
Value of interest in common/collective trusts at beginning of year2014-12-31$16,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$15,471
Net investment gain/loss from pooled separate accounts2014-12-31$17,553
Net investment gain or loss from common/collective trusts2014-12-31$2,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$64,085
Employer contributions (assets) at end of year2014-12-31$6,330
Employer contributions (assets) at beginning of year2014-12-31$12
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$48,152
Contract administrator fees2014-12-31$1,700
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EIDE BAILLY LLP
Accountancy firm EIN2014-12-31450250958

Form 5500 Responses for IDEAL REHABILITATION 401(K) PLAN

2016: IDEAL REHABILITATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IDEAL REHABILITATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IDEAL REHABILITATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number812862
Policy instance 1
Insurance contract or identification number812862
Number of Individuals Covered0
Insurance policy start date2016-01-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $1,736
Total amount of fees paid to insurance companyUSD $172
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,736
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerRECORDKEEPING
Insurance broker organization code?3
Insurance broker nameSUNWET PENSIONS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number812862
Policy instance 1
Insurance contract or identification number812862
Number of Individuals Covered125
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,112
Total amount of fees paid to insurance companyUSD $477
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,112
Insurance broker organization code?3
Amount paid for insurance broker fees477
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameSUNWEST PENSIONS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number812862
Policy instance 1
Insurance contract or identification number812862
Number of Individuals Covered65
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,642
Total amount of fees paid to insurance companyUSD $301
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $4,642
Insurance broker organization code?3
Amount paid for insurance broker fees301
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameSUNWEST PENSIONS

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1