REHAB MEDICAL INCORPORATED has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2019 : REHAB MEDICAL 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $1,183,888 |
Total transfer of assets to this plan | 2019-12-31 | $1,183,888 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $106,432 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $106,432 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $19,792 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $19,792 |
Total income from all sources (including contributions) | 2019-12-31 | $1,831,585 |
Total income from all sources (including contributions) | 2019-12-31 | $1,831,585 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $134,769 |
Total of all expenses incurred | 2019-12-31 | $134,769 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $74,324 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $74,324 |
Value of total corrective distributions | 2019-12-31 | $44,466 |
Value of total corrective distributions | 2019-12-31 | $44,466 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,133,626 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,133,626 |
Value of total assets at end of year | 2019-12-31 | $5,901,685 |
Value of total assets at end of year | 2019-12-31 | $5,901,685 |
Value of total assets at beginning of year | 2019-12-31 | $2,934,341 |
Value of total assets at beginning of year | 2019-12-31 | $2,934,341 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $15,979 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $15,979 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $15,979 |
Administrative expenses professional fees incurred | 2019-12-31 | $15,979 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $680,185 |
Contributions received from participants | 2019-12-31 | $680,185 |
Participant contributions at end of year | 2019-12-31 | $49,674 |
Participant contributions at end of year | 2019-12-31 | $49,674 |
Participant contributions at beginning of year | 2019-12-31 | $41,721 |
Participant contributions at beginning of year | 2019-12-31 | $41,721 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $82,898 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $82,898 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $106,432 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $106,432 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $19,792 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $19,792 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
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 | $1,696,816 |
Value of net income/loss | 2019-12-31 | $1,696,816 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,795,253 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,795,253 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,914,549 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,914,549 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
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 | $203,431 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $203,431 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $103,850 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $103,850 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $5,185,359 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $5,185,359 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $2,495,507 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $2,495,507 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $697,959 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $697,959 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $370,543 |
Contributions received in cash from employer | 2019-12-31 | $370,543 |
Employer contributions (assets) at end of year | 2019-12-31 | $463,221 |
Employer contributions (assets) at end of year | 2019-12-31 | $463,221 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $293,263 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $293,263 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $74,324 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 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 |
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 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | DONOVAN, PC |
Accountancy firm name | 2019-12-31 | DONOVAN, PC |
Accountancy firm EIN | 2019-12-31 | 351356555 |
Accountancy firm EIN | 2019-12-31 | 351356555 |
2018 : REHAB MEDICAL 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $19,792 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $48,903 |
Total income from all sources (including contributions) | 2018-12-31 | $606,604 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $287,371 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $274,786 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $828,367 |
Value of total assets at end of year | 2018-12-31 | $2,934,341 |
Value of total assets at beginning of year | 2018-12-31 | $2,644,219 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $12,585 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $12,585 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $535,105 |
Participant contributions at end of year | 2018-12-31 | $41,721 |
Participant contributions at beginning of year | 2018-12-31 | $663 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $19,792 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $45,849 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $319,233 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,914,549 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,595,316 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $103,850 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $116,090 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $2,495,507 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $2,292,645 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-221,763 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $293,262 |
Employer contributions (assets) at end of year | 2018-12-31 | $293,263 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $234,821 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $274,786 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $3,054 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | DONOVAN, PC |
Accountancy firm EIN | 2018-12-31 | 351356555 |
2017 : REHAB MEDICAL 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $48,903 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $30,392 |
Total income from all sources (including contributions) | 2017-12-31 | $964,460 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $101,946 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $92,326 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $664,348 |
Value of total assets at end of year | 2017-12-31 | $2,644,219 |
Value of total assets at beginning of year | 2017-12-31 | $1,763,194 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $9,620 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $9,620 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $416,827 |
Participant contributions at end of year | 2017-12-31 | $663 |
Participant contributions at beginning of year | 2017-12-31 | $8,668 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $4,056 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $45,849 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $45,849 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $25,851 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $862,514 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,595,316 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,732,802 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $116,090 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $85,911 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $2,292,645 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $1,500,330 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $300,112 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $243,465 |
Employer contributions (assets) at end of year | 2017-12-31 | $234,821 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $168,285 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $46,477 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $3,054 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $4,541 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | DONOVAN, PC |
Accountancy firm EIN | 2017-12-31 | 351356555 |
2016 : REHAB MEDICAL 401(K) PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $30,392 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,550 |
Total income from all sources (including contributions) | 2016-12-31 | $575,105 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $150,141 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $142,965 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $448,471 |
Value of total assets at end of year | 2016-12-31 | $1,763,194 |
Value of total assets at beginning of year | 2016-12-31 | $1,312,388 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $7,176 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $274,625 |
Participant contributions at end of year | 2016-12-31 | $8,668 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $25,851 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $424,964 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,732,802 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,307,838 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $7,176 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $85,911 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $31,377 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $1,500,330 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $1,181,016 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $126,634 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $173,846 |
Employer contributions (assets) at end of year | 2016-12-31 | $168,285 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $99,995 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $142,965 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $4,541 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $4,550 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DONOVAN, PC |
Accountancy firm EIN | 2016-12-31 | 351356555 |
2015 : REHAB MEDICAL 401(K) PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $4,550 |
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 | $285,031 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $204,584 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $193,315 |
Value of total corrective distributions | 2015-12-31 | $4,550 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $296,466 |
Value of total assets at end of year | 2015-12-31 | $1,312,388 |
Value of total assets at beginning of year | 2015-12-31 | $1,227,391 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $6,719 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $196,471 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $-4,541 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $80,447 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,307,838 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,227,391 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $6,719 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $31,377 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $20,927 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $1,181,016 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,130,808 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $200 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-11,635 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $99,995 |
Employer contributions (assets) at end of year | 2015-12-31 | $99,995 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $80,197 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $193,315 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $4,550 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DONOVAN, PC |
Accountancy firm EIN | 2015-12-31 | 351356555 |
2014 : REHAB MEDICAL 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $436,734 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $81,975 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $76,291 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $377,409 |
Value of total assets at end of year | 2014-12-31 | $1,227,391 |
Value of total assets at beginning of year | 2014-12-31 | $872,632 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,684 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $236,041 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Participant contributions at end of year | 2014-12-31 | $-4,541 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $61,171 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $354,759 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,227,391 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $872,632 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $5,684 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $20,927 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $331,042 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $1,130,808 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $440,040 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $59,325 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $80,197 |
Employer contributions (assets) at end of year | 2014-12-31 | $80,197 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $101,550 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $76,291 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DONOVAN, PC |
Accountancy firm EIN | 2014-12-31 | 351356555 |
2013 : REHAB MEDICAL 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $394,685 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $14,367 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $9,318 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $308,076 |
Value of total assets at end of year | 2013-12-31 | $872,632 |
Value of total assets at beginning of year | 2013-12-31 | $492,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,049 |
Total interest from all sources | 2013-12-31 | $7 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $203,581 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $605 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,945 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $380,318 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $872,632 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $492,314 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $5,049 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $331,042 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $208,849 |
Interest on participant loans | 2013-12-31 | $7 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $440,040 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $222,775 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $86,602 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $101,550 |
Employer contributions (assets) at end of year | 2013-12-31 | $101,550 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $60,085 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $9,318 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | FITZGERALD ISAAC, LLC |
Accountancy firm EIN | 2013-12-31 | 263930334 |
2012 : REHAB MEDICAL 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $517,693 |
Total of all expenses incurred | 2012-12-31 | $25,379 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $25,054 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $508,296 |
Value of total assets at end of year | 2012-12-31 | $492,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $325 |
Total interest from all sources | 2012-12-31 | $24 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $5,691 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $5,691 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $50,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $131,635 |
Participant contributions at end of year | 2012-12-31 | $605 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $319,173 |
Administrative expenses (other) incurred | 2012-12-31 | $325 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $492,314 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $492,314 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $208,849 |
Interest on participant loans | 2012-12-31 | $24 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $222,775 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $-3,159 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $6,841 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $57,488 |
Employer contributions (assets) at end of year | 2012-12-31 | $60,085 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $25,054 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | FITZERALDISAAC, LLC |
Accountancy firm EIN | 2012-12-31 | 263930334 |