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NORTH TEXAS REHABILITATION CENTER EMPLOYEES TAX SHELTERED RETIREMENT PLAN 401k Plan overview

Plan NameNORTH TEXAS REHABILITATION CENTER EMPLOYEES TAX SHELTERED RETIREMENT PLAN
Plan identification number 001

NORTH TEXAS REHABILITATION CENTER EMPLOYEES TAX SHELTERED RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NORTH TEXAS REHABILITATION CENTER INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTH TEXAS REHABILITATION CENTER INC.
Employer identification number (EIN):751053631
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 NORTH TEXAS REHABILITATION CENTER EMPLOYEES TAX SHELTERED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-09-01SANDRA ROSS2024-02-14
0012021-09-01MICHAEL CASTLES2023-03-30
0012020-09-01MICHAEL CASTLES2021-12-16
0012019-09-01MICHAEL CASTLES2021-06-01
0012017-09-01MICHAEL CASTLES2018-12-13
0012015-09-01MICHAEL CASTLES2017-03-23
0012014-09-01MICHAEL CASTLES2016-03-16
0012013-09-01MICHAEL CASTLES2015-04-14
0012012-09-01MICHAEL CASTLES2014-02-21
0012011-09-01MICHAEL CASTLES2013-02-08
0012010-09-01MICHAEL CASTLES2012-02-27

Plan Statistics for NORTH TEXAS REHABILITATION CENTER EMPLOYEES TAX SHELTERED RETIREMENT PLAN

401k plan membership statisitcs for NORTH TEXAS REHABILITATION CENTER EMPLOYEES TAX SHELTERED RETIREMENT PLAN

Measure Date Value
2025: NORTH TEXAS REHABILITATION CENTER EMPLOYEES TAX SHELTERED RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-11-1391
Total number of particpants at end of year2025-11-1387
Number of Participants With Account Balances2025-11-1362
Total number of particpants at beginning of year2025-03-2486
Total number of particpants at end of year2025-03-2494
Number of Participants With Account Balances2025-03-2463
2023: NORTH TEXAS REHABILITATION CENTER EMPLOYEES TAX SHELTERED RETIREMENT PLAN 2023 401k membership
Total number of particpants at beginning of year2023-03-3087
Total number of particpants at end of year2023-03-3089
Number of Participants With Account Balances2023-03-3058

Financial Data on NORTH TEXAS REHABILITATION CENTER EMPLOYEES TAX SHELTERED RETIREMENT PLAN

Measure Date Value
2025 : NORTH TEXAS REHABILITATION CENTER EMPLOYEES TAX SHELTERED RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-11-13518772
Net assets as of the end of the plan year2025-11-133086493
Total assets as of the beginning of the plan year2025-11-133119946
Value of plan covered by a fidelity bond2025-11-13600000
Participant contributions to plan in this plan year2025-11-13139926
Other income to plan in this plan year2025-11-13307485
Plan net income in this plan year2025-11-13-33453
Net assets as of the end of the plan year2025-11-133086493
Net assets as of the beginning of the plan year2025-11-133119946
Employer contributions to plan in this plan year2025-11-1337908
Total expenses incurred by plan in this plan year2025-03-24256505
Net assets as of the end of the plan year2025-03-243120586
Total assets as of the beginning of the plan year2025-03-242732335
Value of plan covered by a fidelity bond2025-03-24275000
Participant contributions to plan in this plan year2025-03-24131856
Other income to plan in this plan year2025-03-24467122
Plan net income in this plan year2025-03-24388251
Net assets as of the end of the plan year2025-03-243120586
Net assets as of the beginning of the plan year2025-03-242732335
Employer contributions to plan in this plan year2025-03-2445778
2023 : NORTH TEXAS REHABILITATION CENTER EMPLOYEES TAX SHELTERED RETIREMENT PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-03-30258136
Net assets as of the end of the plan year2023-03-302622781
Total assets as of the beginning of the plan year2023-03-303109784
Value of plan covered by a fidelity bond2023-03-30275000
Participant contributions to plan in this plan year2023-03-30132147
Other income to plan in this plan year2023-03-30-405107
Plan net income in this plan year2023-03-30-487003
Net assets as of the end of the plan year2023-03-302622781
Net assets as of the beginning of the plan year2023-03-303109784
Employer contributions to plan in this plan year2023-03-3044093

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