Logo

SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 401k Plan overview

Plan NameSACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN
Plan identification number 003

SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

SACRED HEART REHABILITATION CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:SACRED HEART REHABILITATION CENTER, INC.
Employer identification number (EIN):381880385
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01CAROLYN PARASICK2024-07-10
0032022-01-01CAROLYN PARASICK2023-10-16
0032021-01-01
0032021-01-01PAULA NELSON
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01PAULA NELSON PAULA NELSON2018-09-28
0032016-01-01PAULA NELSON PAULA NELSON2017-07-18
0032015-01-01PAULA NELSON PAULA NELSON2016-07-26
0032014-01-01PAULA NELSON PAULA NELSON2015-10-12
0032013-01-01GRADY WILKINSON GRADY WILKINSON2014-09-29
0032012-01-01GRADY WILKINSON GRADY WILKINSON2013-07-11
0032011-01-01GRADY WILKINSON GRADY WILKINSON2012-08-07
0032010-01-01GRADY WILKINSON GRADY WILKINSON2011-07-18
0032009-01-01GRADY WILKINSON GRADY WILKINSON2010-08-06

Financial Data on SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN

Measure Date Value
2025 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-140
Total liabilities as of the end of the plan year2025-04-140
Total liabilities as of the beginning of the plan year2025-04-140
Total expenses incurred by plan in this plan year2025-04-14295375
Net assets as of the end of the plan year2025-04-143695885
Total assets as of the beginning of the plan year2025-04-143232074
Value of plan covered by a fidelity bond2025-04-141000000
Participant contributions to plan in this plan year2025-04-14309833
Value of participant loans at end of plan year2025-04-1411930
Other expenses paid from plan in this plan year2025-04-140
Other contributions to plan in this plan year2025-04-1426751
Other income to plan in this plan year2025-04-14422602
Plan net income in this plan year2025-04-14463811
Net assets as of the end of the plan year2025-04-143695885
Net assets as of the beginning of the plan year2025-04-143232074
Employer contributions to plan in this plan year2025-04-140
Fees paid to broker by Benefit Provider2025-04-14234
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-14722
2024 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-100
Total liabilities as of the end of the plan year2024-07-100
Total liabilities as of the beginning of the plan year2024-07-100
Total expenses incurred by plan in this plan year2024-07-1093613
Net assets as of the end of the plan year2024-07-103232074
Total assets as of the beginning of the plan year2024-07-102663431
Value of plan covered by a fidelity bond2024-07-101000000
Participant contributions to plan in this plan year2024-07-10248714
Value of participant loans at end of plan year2024-07-1014398
Other expenses paid from plan in this plan year2024-07-100
Other contributions to plan in this plan year2024-07-100
Other income to plan in this plan year2024-07-10413542
Plan net income in this plan year2024-07-10568643
Net assets as of the end of the plan year2024-07-103232074
Net assets as of the beginning of the plan year2024-07-102663431
Employer contributions to plan in this plan year2024-07-100
Fees paid to broker by Benefit Provider2024-07-10329
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-10329
2021 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2021 401k financial data
Total income from all sources2021-12-31$576,945
Expenses. Total of all expenses incurred2021-12-31$179,058
Benefits paid (including direct rollovers)2021-12-31$178,340
Total plan assets at end of year2021-12-31$2,936,584
Total plan assets at beginning of year2021-12-31$2,538,697
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$188,462
Other income received2021-12-31$388,483
Net income (gross income less expenses)2021-12-31$397,887
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,936,584
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,538,697
Assets. Value of participant loans2021-12-31$22,429
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$718
2020 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2020 401k financial data
Total income from all sources2020-12-31$429,378
Expenses. Total of all expenses incurred2020-12-31$40,033
Benefits paid (including direct rollovers)2020-12-31$39,314
Total plan assets at end of year2020-12-31$2,538,697
Total plan assets at beginning of year2020-12-31$2,149,352
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$127,283
Contributions received from other sources (not participants or employers)2020-12-31$14,232
Other income received2020-12-31$287,863
Net income (gross income less expenses)2020-12-31$389,345
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,538,697
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,149,352
Assets. Value of participant loans2020-12-31$9,893
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$719
2019 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2019 401k financial data
Total income from all sources2019-12-31$553,643
Expenses. Total of all expenses incurred2019-12-31$344,163
Benefits paid (including direct rollovers)2019-12-31$15,381
Total plan assets at end of year2019-12-31$2,149,352
Total plan assets at beginning of year2019-12-31$1,939,872
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$138,055
Expenses. Other expenses not covered elsewhere2019-12-31$328,049
Contributions received from other sources (not participants or employers)2019-12-31$28,540
Other income received2019-12-31$387,048
Net income (gross income less expenses)2019-12-31$209,480
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,149,352
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,939,872
Assets. Value of participant loans2019-12-31$10,688
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$733
2018 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2018 401k financial data
Total income from all sources2018-12-31$30,099
Expenses. Total of all expenses incurred2018-12-31$23,659
Total plan assets at end of year2018-12-31$1,939,872
Total plan assets at beginning of year2018-12-31$1,933,432
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$152,828
Expenses. Other expenses not covered elsewhere2018-12-31$22,923
Contributions received from other sources (not participants or employers)2018-12-31$10,912
Other income received2018-12-31$-133,641
Net income (gross income less expenses)2018-12-31$6,440
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,939,872
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,933,432
Assets. Value of participant loans2018-12-31$5,268
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$736
2017 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$-534
Total income from all sources2017-12-31$368,346
Expenses. Total of all expenses incurred2017-12-31$282,928
Total plan assets at end of year2017-12-31$1,933,432
Total plan assets at beginning of year2017-12-31$1,848,548
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$93,159
Expenses. Other expenses not covered elsewhere2017-12-31$282,282
Contributions received from other sources (not participants or employers)2017-12-31$8,688
Other income received2017-12-31$266,499
Net income (gross income less expenses)2017-12-31$85,418
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,933,432
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,848,548
Assets. Value of participant loans2017-12-31$5,345
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$646
2016 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2016 401k financial data
Total income from all sources2016-12-31$460,887
Expenses. Total of all expenses incurred2016-12-31$222,453
Total plan assets at end of year2016-12-31$1,848,548
Total plan assets at beginning of year2016-12-31$1,610,114
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$111,452
Expenses. Other expenses not covered elsewhere2016-12-31$221,801
Contributions received from other sources (not participants or employers)2016-12-31$208,038
Other income received2016-12-31$141,397
Net income (gross income less expenses)2016-12-31$238,434
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,848,548
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,610,114
Assets. Value of participant loans2016-12-31$5,106
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$652
2015 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2015 401k financial data
Total income from all sources2015-12-31$148,608
Expenses. Total of all expenses incurred2015-12-31$37,772
Total plan assets at end of year2015-12-31$1,610,114
Total plan assets at beginning of year2015-12-31$1,499,278
Total contributions received or receivable from participants2015-12-31$133,664
Expenses. Other expenses not covered elsewhere2015-12-31$37,106
Contributions received from other sources (not participants or employers)2015-12-31$44,393
Other income received2015-12-31$-29,449
Net income (gross income less expenses)2015-12-31$110,836
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,610,114
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,499,278
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$666
2014 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2014 401k financial data
Total income from all sources2014-12-31$235,405
Expenses. Total of all expenses incurred2014-12-31$88,182
Total plan assets at end of year2014-12-31$1,499,278
Total plan assets at beginning of year2014-12-31$1,352,055
Total contributions received or receivable from participants2014-12-31$139,892
Expenses. Other expenses not covered elsewhere2014-12-31$87,559
Contributions received from other sources (not participants or employers)2014-12-31$11,825
Other income received2014-12-31$83,688
Net income (gross income less expenses)2014-12-31$147,223
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,499,278
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,352,055
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$623
2013 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2013 401k financial data
Total income from all sources2013-12-31$614,443
Expenses. Total of all expenses incurred2013-12-31$98,895
Total plan assets at end of year2013-12-31$1,352,055
Total plan assets at beginning of year2013-12-31$836,507
Total contributions received or receivable from participants2013-12-31$140,763
Expenses. Other expenses not covered elsewhere2013-12-31$98,137
Contributions received from other sources (not participants or employers)2013-12-31$273,002
Other income received2013-12-31$200,678
Net income (gross income less expenses)2013-12-31$515,548
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,352,055
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$836,507
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$758
2012 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2012 401k financial data
Total income from all sources2012-12-31$267,530
Expenses. Total of all expenses incurred2012-12-31$256,114
Total plan assets at end of year2012-12-31$836,507
Total plan assets at beginning of year2012-12-31$825,091
Total contributions received or receivable from participants2012-12-31$154,371
Expenses. Other expenses not covered elsewhere2012-12-31$255,411
Contributions received from other sources (not participants or employers)2012-12-31$25,770
Other income received2012-12-31$87,389
Net income (gross income less expenses)2012-12-31$11,416
Net plan assets at end of year (total assets less liabilities)2012-12-31$836,507
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$825,091
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$703
2011 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2011 401k financial data
Total income from all sources2011-12-31$160,646
Expenses. Total of all expenses incurred2011-12-31$9,424
Total plan assets at end of year2011-12-31$825,091
Total plan assets at beginning of year2011-12-31$673,869
Total contributions received or receivable from participants2011-12-31$138,498
Expenses. Other expenses not covered elsewhere2011-12-31$8,800
Contributions received from other sources (not participants or employers)2011-12-31$38,326
Other income received2011-12-31$-16,178
Net income (gross income less expenses)2011-12-31$151,222
Net plan assets at end of year (total assets less liabilities)2011-12-31$825,091
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$673,869
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$624
2010 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2010 401k financial data
Total income from all sources2010-12-31$195,434
Expenses. Total of all expenses incurred2010-12-31$63,976
Total plan assets at end of year2010-12-31$673,869
Total plan assets at beginning of year2010-12-31$542,411
Total contributions received or receivable from participants2010-12-31$79,590
Expenses. Other expenses not covered elsewhere2010-12-31$63,321
Contributions received from other sources (not participants or employers)2010-12-31$30,478
Other income received2010-12-31$85,366
Net income (gross income less expenses)2010-12-31$131,458
Net plan assets at end of year (total assets less liabilities)2010-12-31$673,869
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$542,411
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$655

Form 5500 Responses for SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN

2021: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1

Potentially related plans

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