401k Plan data: BROAD RIVER REHABILITATION 401(K) PLAN plan

BROAD RIVER REHABILITATION 401(K) PLAN 401k Plan overview

Plan Name	BROAD RIVER REHABILITATION 401(K) PLAN
Plan identification number	001

BROAD RIVER REHABILITATION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

BROAD RIVER REHAB has sponsored the creation of one or more 401k plans.

Company Name: BROAD RIVER REHAB

Employer identification number (EIN): 471782617

NAIC Classification: 624310
NAIC Description: Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROAD RIVER REHABILITATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 AARON R PRYOR
001 2016-01-01 MANNING MCGRAW 2017-04-03
001 2015-01-01 MANNING MCGRAW 2016-04-21

Plan Statistics for BROAD RIVER REHABILITATION 401(K) PLAN

401k plan membership statisitcs for BROAD RIVER REHABILITATION 401(K) PLAN

Measure Date Value
2022: BROAD RIVER REHABILITATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,047
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 931
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 129
Total of all active and inactive participants 2022-01-01 1,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1,061
Number of participants with account balances 2022-01-01 817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: BROAD RIVER REHABILITATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 774
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 836
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 100
Total of all active and inactive participants 2021-01-01 936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 936
Number of participants with account balances 2021-01-01 599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: BROAD RIVER REHABILITATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 514
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 672
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 39
Total of all active and inactive participants 2020-01-01 711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 711
Number of participants with account balances 2020-01-01 359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: BROAD RIVER REHABILITATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 454
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 466
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 487
Number of participants with account balances 2019-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: BROAD RIVER REHABILITATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 417
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 16
Total of all active and inactive participants 2018-01-01 433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 434
Number of participants with account balances 2018-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: BROAD RIVER REHABILITATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 218
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 220
Number of participants with account balances 2017-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1

Measure	Date	Value
2022: BROAD RIVER REHABILITATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,047
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	931
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	129
Total of all active and inactive participants	2022-01-01	1,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1,061
Number of participants with account balances	2022-01-01	817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: BROAD RIVER REHABILITATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	774
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	836
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	100
Total of all active and inactive participants	2021-01-01	936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	936
Number of participants with account balances	2021-01-01	599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: BROAD RIVER REHABILITATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	514
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	672
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	39
Total of all active and inactive participants	2020-01-01	711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	711
Number of participants with account balances	2020-01-01	359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: BROAD RIVER REHABILITATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	454
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	466
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	487
Number of participants with account balances	2019-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: BROAD RIVER REHABILITATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	417
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	16
Total of all active and inactive participants	2018-01-01	433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	434
Number of participants with account balances	2018-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: BROAD RIVER REHABILITATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	218
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	220
Number of participants with account balances	2017-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1

Financial Data on BROAD RIVER REHABILITATION 401(K) PLAN

Measure	Date	Value
2022 : BROAD RIVER REHABILITATION 401(K) 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	$13,906
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	$1,395,078
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$453,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$419,912
Expenses. Certain deemed distributions of participant loans	2022-12-31	$2,519
Value of total corrective distributions	2022-12-31	$13,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,397,021
Value of total assets at end of year	2022-12-31	$6,092,786
Value of total assets at beginning of year	2022-12-31	$5,137,447
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$17,308
Total interest from all sources	2022-12-31	$1,463
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$95,276
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	$95,276
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	$1,920,195
Participant contributions at end of year	2022-12-31	$27,293
Participant contributions at beginning of year	2022-12-31	$42,536
Participant contributions at end of year	2022-12-31	$74,146
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$476,826
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	$941,433
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,078,880
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,137,447
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	$5,991,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,094,911
Interest on participant loans	2022-12-31	$1,463
Income. Interest from loans (other than to participants)	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,098,682
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	$419,912
Contract administrator fees	2022-12-31	$17,308
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$13,906
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	DMJPS PLLC
Accountancy firm EIN	2022-12-31	560570567
2021 : BROAD RIVER REHABILITATION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,171,116
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$335,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$322,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,563,559
Value of total assets at end of year	2021-12-31	$5,137,447
Value of total assets at beginning of year	2021-12-31	$3,301,601
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$12,683
Total interest from all sources	2021-12-31	$1,582
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$51,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$51,740
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,487,332
Participant contributions at end of year	2021-12-31	$42,536
Participant contributions at beginning of year	2021-12-31	$10,436
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$45,181
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$76,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,835,846
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,137,447
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,301,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$2
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,094,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,245,984
Interest on participant loans	2021-12-31	$1,582
Income. Interest from loans (other than to participants)	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$554,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$322,587
Contract administrator fees	2021-12-31	$12,681
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : BROAD RIVER REHABILITATION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,462,698
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$109,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$89,012
Value of total corrective distributions	2020-12-31	$11,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,049,494
Value of total assets at end of year	2020-12-31	$3,301,601
Value of total assets at beginning of year	2020-12-31	$1,947,975
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,850
Total interest from all sources	2020-12-31	$762
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$38,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$38,628
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$838,089
Participant contributions at end of year	2020-12-31	$10,436
Participant contributions at beginning of year	2020-12-31	$18,915
Participant contributions at end of year	2020-12-31	$45,181
Participant contributions at beginning of year	2020-12-31	$19,677
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$211,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,353,626
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,301,601
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,947,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$1,071
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,245,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,909,383
Interest on participant loans	2020-12-31	$762
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$373,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$89,012
Contract administrator fees	2020-12-31	$7,779
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2020-12-31	560747981
2019 : BROAD RIVER REHABILITATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$840,404
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$276,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$262,603
Value of total corrective distributions	2019-12-31	$8,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$523,279
Value of total assets at end of year	2019-12-31	$1,947,975
Value of total assets at beginning of year	2019-12-31	$1,384,292
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,542
Total interest from all sources	2019-12-31	$1,507
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$31,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$31,831
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$513,356
Participant contributions at end of year	2019-12-31	$18,915
Participant contributions at beginning of year	2019-12-31	$29,400
Participant contributions at end of year	2019-12-31	$19,677
Participant contributions at beginning of year	2019-12-31	$19,537
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$9,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$563,683
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,947,975
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,384,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$773
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,909,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,274,579
Interest on participant loans	2019-12-31	$1,507
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$4,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$283,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$860
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$56,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$262,603
Contract administrator fees	2019-12-31	$4,769
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2019-12-31	560747981
2018 : BROAD RIVER REHABILITATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$460,101
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$104,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$87,253
Value of total corrective distributions	2018-12-31	$14,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$575,214
Value of total assets at end of year	2018-12-31	$1,384,292
Value of total assets at beginning of year	2018-12-31	$1,028,753
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,980
Total interest from all sources	2018-12-31	$671
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$28,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$28,033
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$481,380
Participant contributions at end of year	2018-12-31	$29,400
Participant contributions at beginning of year	2018-12-31	$1,578
Participant contributions at end of year	2018-12-31	$19,537
Participant contributions at beginning of year	2018-12-31	$18,099
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$35,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$355,539
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,384,292
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,028,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$528
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,274,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$958,146
Interest on participant loans	2018-12-31	$671
Income. Interest from loans (other than to participants)	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$4,307
Value of interest in common/collective trusts at beginning of year	2018-12-31	$5,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$20
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-143,955
Net investment gain or loss from common/collective trusts	2018-12-31	$138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$58,163
Employer contributions (assets) at end of year	2018-12-31	$56,469
Employer contributions (assets) at beginning of year	2018-12-31	$45,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$87,253
Contract administrator fees	2018-12-31	$2,452
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2018-12-31	560747981
2017 : BROAD RIVER REHABILITATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$671,468
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$53,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$53,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$553,361
Value of total assets at end of year	2017-12-31	$1,028,753
Value of total assets at beginning of year	2017-12-31	$410,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$490
Total interest from all sources	2017-12-31	$28
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$17,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$17,622
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$265,282
Participant contributions at end of year	2017-12-31	$1,578
Participant contributions at end of year	2017-12-31	$18,099
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$242,268
Administrative expenses (other) incurred	2017-12-31	$290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$617,942
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,028,753
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$410,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$958,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$410,811
Interest on participant loans	2017-12-31	$8
Income. Interest from loans (other than to participants)	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$5,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$20
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$100,408
Net investment gain or loss from common/collective trusts	2017-12-31	$49
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$45,811
Employer contributions (assets) at end of year	2017-12-31	$45,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$53,036
Contract administrator fees	2017-12-31	$200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2017-12-31	560747981

Form 5500 Responses for BROAD RIVER REHABILITATION 401(K) PLAN

2022: BROAD RIVER REHABILITATION 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BROAD RIVER REHABILITATION 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BROAD RIVER REHABILITATION 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BROAD RIVER REHABILITATION 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BROAD RIVER REHABILITATION 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BROAD RIVER REHABILITATION 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BROAD RIVER REHAB
Employer identification number (EIN):	471782617
NAIC Classification:	624310
NAIC Description:	Vocational Rehabilitation Services