COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES has sponsored the creation of one or more 401k plans.
Additional information about COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES
| Measure | Date | Value |
|---|
| 2023: CARF 403(B) PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 154 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 144 |
| 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 | 9 |
| Total of all active and inactive participants | 2023-01-01 | 153 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 153 |
| Number of participants with account balances | 2023-01-01 | 120 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: CARF 403(B) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 138 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 144 |
| 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 | 8 |
| Total of all active and inactive participants | 2022-01-01 | 152 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 152 |
| Number of participants with account balances | 2022-01-01 | 114 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2010: CARF 403(B) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 110 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 104 |
| Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 4 |
| Total of all active and inactive participants | 2010-07-01 | 108 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
| Total participants | 2010-07-01 | 108 |
| Number of participants with account balances | 2010-07-01 | 60 |
| 2009: CARF 403(B) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 105 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 93 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 4 |
| Total of all active and inactive participants | 2009-07-01 | 97 |
| Total participants | 2009-07-01 | 97 |
| Number of participants with account balances | 2009-07-01 | 64 |
| Measure | Date | Value |
|---|
| 2023 : CARF 403(B) 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 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,993,751 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $413,813 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $372,742 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $748,186 |
| Value of total assets at end of year | 2023-12-31 | $8,403,774 |
| Value of total assets at beginning of year | 2023-12-31 | $6,823,836 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $41,071 |
| Total interest from all sources | 2023-12-31 | $2,319 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $159,880 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $159,880 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| 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 | $656,957 |
| Participant contributions at end of year | 2023-12-31 | $44,161 |
| Participant contributions at beginning of year | 2023-12-31 | $55,184 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $91,229 |
| 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 | $1,579,938 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $8,403,774 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,823,836 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $8,359,613 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $6,768,652 |
| Interest on participant loans | 2023-12-31 | $2,319 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,083,366 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $372,742 |
| Contract administrator fees | 2023-12-31 | $41,071 |
| 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 | REGIER, CARR & MONROE, LLP |
| Accountancy firm EIN | 2023-12-31 | 480573184 |
| 2022 : CARF 403(B) 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 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-660,688 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $352,245 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $315,218 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $626,755 |
| Value of total assets at end of year | 2022-12-31 | $6,823,836 |
| Value of total assets at beginning of year | 2022-12-31 | $7,836,769 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $37,027 |
| Total interest from all sources | 2022-12-31 | $5,888 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $130,384 |
| 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 | $130,384 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| 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 | $626,755 |
| Participant contributions at end of year | 2022-12-31 | $55,184 |
| Participant contributions at beginning of year | 2022-12-31 | $109,688 |
| 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 | $-1,012,933 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,823,836 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,836,769 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,768,652 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,727,081 |
| Interest on participant loans | 2022-12-31 | $5,888 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,423,715 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $315,218 |
| Contract administrator fees | 2022-12-31 | $37,027 |
| 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 | REGIER, CARR & MONROE, LLP |
| Accountancy firm EIN | 2022-12-31 | 480573184 |
| 2011 : CARF 403(B) PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-06-30 | $0 |
| Total plan liabilities at beginning of year | 2011-06-30 | $0 |
| Total income from all sources | 2011-06-30 | $790,911 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $129,967 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $129,967 |
| Total plan assets at end of year | 2011-06-30 | $2,614,813 |
| Total plan assets at beginning of year | 2011-06-30 | $1,953,869 |
| Value of fidelity bond covering the plan | 2011-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $310,323 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $8,626 |
| Other income received | 2011-06-30 | $471,962 |
| Noncash contributions received | 2011-06-30 | $0 |
| Net income (gross income less expenses) | 2011-06-30 | $660,944 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $2,614,813 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,953,869 |
| Assets. Value of participant loans | 2011-06-30 | $7,580 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2011-06-30 | $0 |
| Value of corrective distributions | 2011-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $0 |
