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THE CENTER FOR WORK REHABILITATION, INC. 401(K) PLAN 401k Plan overview

Plan NameTHE CENTER FOR WORK REHABILITATION, INC. 401(K) PLAN
Plan identification number 001

THE CENTER FOR WORK REHABILITATION, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE CENTER FOR WORK REHABILITATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CENTER FOR WORK REHABILITATION, INC.
Employer identification number (EIN):721099043
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Additional information about THE CENTER FOR WORK REHABILITATION, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2002-04-02
Company Identification Number: 0800070713
Legal Registered Office Address: 709 KALISTE SALOOM RD

LAFAYETTE
United States of America (USA)
70508

More information about THE CENTER FOR WORK REHABILITATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CENTER FOR WORK REHABILITATION, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01ROSE FONTANA2020-10-08
0012019-01-01ROSE FONTANA2020-08-31
0012018-01-01ROSE FONTANA2019-07-22
0012017-01-01ROSE FONTANA2018-09-17
0012016-01-01ROSE FONTANA2017-09-05
0012015-01-01ROSE FONTANA2016-08-30
0012014-01-01ROSE M. FONTANA2015-05-15
0012013-01-01ROSE M. FONTANA2014-07-24
0012012-01-01ROSE M. FONTANA2013-07-16
0012011-01-01ROSE M. FONTANA2012-07-09
0012010-01-01ROSE M. FONTANA ROSE M. FONTANA2011-06-06
0012009-01-01ROSE M. FONTANA

Plan Statistics for THE CENTER FOR WORK REHABILITATION, INC. 401(K) PLAN

401k plan membership statisitcs for THE CENTER FOR WORK REHABILITATION, INC. 401(K) PLAN

Measure Date Value
2010: THE CENTER FOR WORK REHABILITATION, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0129
Total number of active participants reported on line 7a of the Form 55002010-01-0117
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0128
Number of participants with account balances2010-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: THE CENTER FOR WORK REHABILITATION, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0128
Total number of active participants reported on line 7a of the Form 55002009-01-0120
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0129
Number of participants with account balances2009-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on THE CENTER FOR WORK REHABILITATION, INC. 401(K) PLAN

Measure Date Value
2010 : THE CENTER FOR WORK REHABILITATION, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$77,646
Expenses. Total of all expenses incurred2010-12-31$6,780
Benefits paid (including direct rollovers)2010-12-31$6,000
Total plan assets at end of year2010-12-31$332,262
Total plan assets at beginning of year2010-12-31$261,396
Value of fidelity bond covering the plan2010-12-31$25,000
Total contributions received or receivable from participants2010-12-31$24,208
Contributions received from other sources (not participants or employers)2010-12-31$1,632
Other income received2010-12-31$36,280
Net income (gross income less expenses)2010-12-31$70,866
Net plan assets at end of year (total assets less liabilities)2010-12-31$332,262
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$261,396
Total contributions received or receivable from employer(s)2010-12-31$15,526
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$780

Form 5500 Responses for THE CENTER FOR WORK REHABILITATION, INC. 401(K) PLAN

2010: THE CENTER FOR WORK REHABILITATION, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: THE CENTER FOR WORK REHABILITATION, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941926
Policy instance 1
Insurance contract or identification number941926
Number of Individuals Covered26
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,829
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,829
Insurance broker organization code?4
Insurance broker namePRIMERICA FINANCIAL SERVICES, INC.

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