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UPPER VALLEY REHABILITATION, INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameUPPER VALLEY REHABILITATION, INC 401(K) PROFIT SHARING PLAN
Plan identification number 002

UPPER VALLEY REHABILITATION, INC 401(K) PROFIT SHARING 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.

401k Sponsoring company profile

UPPER VALLEY REHABILITATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:UPPER VALLEY REHABILITATION, INC.
Employer identification number (EIN):030354468
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Additional information about UPPER VALLEY REHABILITATION, INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1997-06-25
Company Identification Number: 116745
Legal Registered Office Address: PO BOX 426

WOODSTOCK
United States of America (USA)
05091

More information about UPPER VALLEY REHABILITATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPPER VALLEY REHABILITATION, INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01

Plan Statistics for UPPER VALLEY REHABILITATION, INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for UPPER VALLEY REHABILITATION, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: UPPER VALLEY REHABILITATION, INC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-297
Total number of particpants at end of year2025-09-296
Number of Participants With Account Balances2025-09-295
2024: UPPER VALLEY REHABILITATION, INC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-268
Total number of particpants at end of year2024-09-268
Number of Participants With Account Balances2024-09-266
2022: UPPER VALLEY REHABILITATION, INC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-147
Total number of particpants at end of year2022-09-146
Number of Participants With Account Balances2022-09-145

Financial Data on UPPER VALLEY REHABILITATION, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : UPPER VALLEY REHABILITATION, INC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-2913560
Net assets as of the end of the plan year2025-09-29215870
Total assets as of the beginning of the plan year2025-09-29166707
Value of plan covered by a fidelity bond2025-09-2935000
Participant contributions to plan in this plan year2025-09-2931490
Other expenses paid from plan in this plan year2025-09-290
Other income to plan in this plan year2025-09-2921173
Plan net income in this plan year2025-09-2949163
Net assets as of the end of the plan year2025-09-29215870
Net assets as of the beginning of the plan year2025-09-29166707
Employer contributions to plan in this plan year2025-09-2910060
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-29245
2024 : UPPER VALLEY REHABILITATION, INC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-26120
Net assets as of the end of the plan year2024-09-26166707
Total assets as of the beginning of the plan year2024-09-26106309
Value of plan covered by a fidelity bond2024-09-2635000
Participant contributions to plan in this plan year2024-09-2633916
Other expenses paid from plan in this plan year2024-09-260
Other income to plan in this plan year2024-09-2617896
Plan net income in this plan year2024-09-2660398
Net assets as of the end of the plan year2024-09-26166707
Net assets as of the beginning of the plan year2024-09-26106309
Employer contributions to plan in this plan year2024-09-268706
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-26120
2022 : UPPER VALLEY REHABILITATION, INC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-142556
Net assets as of the end of the plan year2022-09-1470893
Total assets as of the beginning of the plan year2022-09-1416863
Value of plan covered by a fidelity bond2022-09-1435000
Participant contributions to plan in this plan year2022-09-1442781
Other expenses paid from plan in this plan year2022-09-140
Other income to plan in this plan year2022-09-144271
Plan net income in this plan year2022-09-1454030
Net assets as of the end of the plan year2022-09-1470893
Net assets as of the beginning of the plan year2022-09-1416863
Employer contributions to plan in this plan year2022-09-149534
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-14215

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