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HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 401k Plan overview

Plan NameHEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
Plan identification number 002

HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

HEALTH DIMENSIONS REHABILITATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEALTH DIMENSIONS REHABILITATION, INC.
Employer identification number (EIN):411590671
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 HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SHANNON BRUCE SHANNON BRUCE2018-10-04
0022016-01-01SHANNON BRUCE SHANNON BRUCE2017-09-21
0022015-01-01SHANNON BRUCE SHANNON BRUCE2016-10-13
0022014-01-01SHANNON BRUCE SHANNON BRUCE2015-08-12
0022013-01-01SHANNON BRUCE SHANNON BRUCE2015-04-20
0022012-01-01SHANNON BRUCE SHANNON BRUCE2013-10-14
0022011-01-01ROBIN LANZ ROBIN LANZ2012-10-10
0022009-01-01JEANNE CASTELLANO JEANNE CASTELLANO2010-10-14

Plan Statistics for HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

401k plan membership statisitcs for HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Measure Date Value
2022: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0198
Total number of active participants reported on line 7a of the Form 55002022-01-0137
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-0130
Total of all active and inactive participants2022-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0181
Number of participants with account balances2022-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01109
Total number of active participants reported on line 7a of the Form 55002021-01-0150
Number of retired or separated participants receiving benefits2021-01-0118
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01105
Number of participants with account balances2021-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0122
2020: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0197
Total number of active participants reported on line 7a of the Form 55002020-01-0173
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01105
Number of participants with account balances2020-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0196
Total number of active participants reported on line 7a of the Form 55002019-01-0174
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0195
Number of participants with account balances2019-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01115
Total number of active participants reported on line 7a of the Form 55002018-01-0180
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0195
Number of participants with account balances2018-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0188
Total number of active participants reported on line 7a of the Form 55002017-01-0167
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0183
Number of participants with account balances2017-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0193
Total number of active participants reported on line 7a of the Form 55002016-01-0176
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0188
Number of participants with account balances2016-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01100
Total number of active participants reported on line 7a of the Form 55002015-01-0177
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0192
Number of participants with account balances2015-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0193
Total number of active participants reported on line 7a of the Form 55002014-01-0187
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0199
Number of participants with account balances2014-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0198
Total number of active participants reported on line 7a of the Form 55002013-01-0181
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0190
Number of participants with account balances2013-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0198
Total number of active participants reported on line 7a of the Form 55002012-01-0184
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0195
Number of participants with account balances2012-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0198
Total number of active participants reported on line 7a of the Form 55002011-01-0191
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0197
Number of participants with account balances2011-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01129
Total number of active participants reported on line 7a of the Form 55002009-01-0190
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01105
Number of participants with account balances2009-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0115

Financial Data on HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Measure Date Value
2022 : HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$2,530,019
Total plan liabilities at beginning of year2022-12-31$663,319
Total income from all sources2022-12-31$-1,612,250
Expenses. Total of all expenses incurred2022-12-31$2,157,041
Benefits paid (including direct rollovers)2022-12-31$2,148,900
Total plan assets at end of year2022-12-31$7,048,075
Total plan assets at beginning of year2022-12-31$8,950,666
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$8,141
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,936,423
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-3,769,291
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,518,056
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,287,347
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2022-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$6,852,598
Total contributions received or receivable from employer(s)2022-12-31$324,173
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$663,319
Total plan liabilities at beginning of year2021-12-31$250
Total income from all sources2021-12-31$1,640,894
Expenses. Total of all expenses incurred2021-12-31$856,342
Benefits paid (including direct rollovers)2021-12-31$856,317
Total plan assets at end of year2021-12-31$8,950,666
Total plan assets at beginning of year2021-12-31$7,503,045
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$25
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,289,435
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$784,552
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,287,347
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$7,502,795
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2021-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$8,789,433
Total contributions received or receivable from employer(s)2021-12-31$351,459
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$250
Total plan liabilities at beginning of year2020-12-31$250
Total income from all sources2020-12-31$1,641,999
Expenses. Total of all expenses incurred2020-12-31$442,044
Benefits paid (including direct rollovers)2020-12-31$441,974
Total plan assets at end of year2020-12-31$7,503,045
Total plan assets at beginning of year2020-12-31$6,303,090
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$70
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,199,999
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,199,955
Net plan assets at end of year (total assets less liabilities)2020-12-31$7,502,795
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,302,840
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$7,499,998
Total contributions received or receivable from employer(s)2020-12-31$442,000
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$250
Total plan liabilities at beginning of year2019-12-31$250
Total income from all sources2019-12-31$1,258,534
Expenses. Total of all expenses incurred2019-12-31$359,775
Benefits paid (including direct rollovers)2019-12-31$359,655
Total plan assets at end of year2019-12-31$6,303,090
Total plan assets at beginning of year2019-12-31$5,404,331
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$120
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$900,025
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$898,759
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,302,840
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,404,081
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2019-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2019-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Assets. Value of employer securities2019-12-31$6,299,998
Total contributions received or receivable from employer(s)2019-12-31$358,509
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$250
Total plan liabilities at beginning of year2018-12-31$843
Total income from all sources2018-12-31$1,985,004
Expenses. Total of all expenses incurred2018-12-31$285,483
Benefits paid (including direct rollovers)2018-12-31$285,483
Total plan assets at end of year2018-12-31$5,404,331
Total plan assets at beginning of year2018-12-31$3,705,403
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$1,700,004
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$1,699,521
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,404,081
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,704,560
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2018-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2018-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Assets. Value of employer securities2018-12-31$5,400,003
Total contributions received or receivable from employer(s)2018-12-31$285,000
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$843
Total plan liabilities at beginning of year2017-12-31$166
Total income from all sources2017-12-31$390,673
Expenses. Total of all expenses incurred2017-12-31$190,760
Benefits paid (including direct rollovers)2017-12-31$190,760
Total plan assets at end of year2017-12-31$3,705,403
Total plan assets at beginning of year2017-12-31$3,504,813
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$200,173
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$199,913
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,704,560
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,504,647
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2017-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Assets. Value of employer securities2017-12-31$3,700,001
Total contributions received or receivable from employer(s)2017-12-31$190,500
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$166
Total plan liabilities at beginning of year2016-12-31$793
Total income from all sources2016-12-31$130,614
Expenses. Total of all expenses incurred2016-12-31$272,380
Benefits paid (including direct rollovers)2016-12-31$272,380
Total plan assets at end of year2016-12-31$3,504,813
Total plan assets at beginning of year2016-12-31$3,647,206
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$14
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-141,766
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,504,647
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,646,413
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2016-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2016-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Assets. Value of employer securities2016-12-31$3,499,998
Total contributions received or receivable from employer(s)2016-12-31$130,600
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$793
Total plan liabilities at beginning of year2015-12-31$166
Total income from all sources2015-12-31$220,066
Expenses. Total of all expenses incurred2015-12-31$216,799
Benefits paid (including direct rollovers)2015-12-31$216,739
Total plan assets at end of year2015-12-31$3,647,206
Total plan assets at beginning of year2015-12-31$3,643,312
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$60
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$100,066
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$3,267
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,646,413
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,643,146
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2015-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2015-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Assets. Value of employer securities2015-12-31$3,499,998
Total contributions received or receivable from employer(s)2015-12-31$120,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$166
Total plan liabilities at beginning of year2014-12-31$166
Total income from all sources2014-12-31$1,720,124
Expenses. Total of all expenses incurred2014-12-31$1,980
Benefits paid (including direct rollovers)2014-12-31$1,980
Total plan assets at end of year2014-12-31$3,643,312
Total plan assets at beginning of year2014-12-31$1,925,168
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$1,600,124
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$1,718,144
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,643,146
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,925,002
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2014-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Assets. Value of employer securities2014-12-31$3,400,003
Total contributions received or receivable from employer(s)2014-12-31$120,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$166
Total plan liabilities at beginning of year2013-12-31$166
Total income from all sources2013-12-31$522,342
Expenses. Total of all expenses incurred2013-12-31$141,481
Benefits paid (including direct rollovers)2013-12-31$141,481
Total plan assets at end of year2013-12-31$2,000,168
Total plan assets at beginning of year2013-12-31$1,619,307
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$191,296
Noncash contributions received2013-12-31$256,046
Net income (gross income less expenses)2013-12-31$380,861
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,000,002
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,619,141
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Assets. Value of employer securities2013-12-31$1,800,003
Total contributions received or receivable from employer(s)2013-12-31$75,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$166
Total plan liabilities at beginning of year2012-12-31$166
Total income from all sources2012-12-31$36,675
Expenses. Total of all expenses incurred2012-12-31$93,417
Benefits paid (including direct rollovers)2012-12-31$93,417
Total plan assets at end of year2012-12-31$1,619,307
Total plan assets at beginning of year2012-12-31$1,676,049
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$-38,325
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-56,742
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,619,141
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,675,883
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$0
Assets. Value of employer securities2012-12-31$1,352,885
Total contributions received or receivable from employer(s)2012-12-31$75,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$166
Total plan liabilities at beginning of year2011-12-31$166
Total income from all sources2011-12-31$-259,230
Expenses. Total of all expenses incurred2011-12-31$123,382
Benefits paid (including direct rollovers)2011-12-31$123,382
Total plan assets at end of year2011-12-31$1,676,049
Total plan assets at beginning of year2011-12-31$2,058,661
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-309,230
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-382,612
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,675,883
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,058,495
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$0
Assets. Value of employer securities2011-12-31$1,391,537
Total contributions received or receivable from employer(s)2011-12-31$50,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$154,616
Total unrealized appreciation/depreciation of assets2010-12-31$154,616
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$166
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$454,616
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$130,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$130,268
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$300,000
Value of total assets at end of year2010-12-31$2,058,661
Value of total assets at beginning of year2010-12-31$1,734,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$166
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$57,893
Total non interest bearing cash at beginning of year2010-12-31$661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$324,348
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,058,495
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,734,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$1,700,768
Assets. Invements in employer securities at beginning of year2010-12-31$1,546,152
Contributions received in cash from employer2010-12-31$300,000
Employer contributions (assets) at end of year2010-12-31$300,000
Employer contributions (assets) at beginning of year2010-12-31$187,500
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$130,268
Contract administrator fees2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WEBER & DEEGAN, LTD.
Accountancy firm EIN2010-12-31411758447
2009 : HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

2022: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HEALTH DIMENSIONS REHABILITATION, INC EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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