401k Plan data: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN plan

INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	001

INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INTEGRATED REHABILITATION GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name: INTEGRATED REHABILITATION GROUP, P.C.

Employer identification number (EIN): 911745305

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 INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JANET CARBARY 2023-10-09
001 2021-01-01 M. SHANNON O'KELLEY 2022-10-04
001 2020-01-01 M. SHANNON O'KELLEY 2021-07-15
001 2019-07-01 M. SHANNON O'KELLEY 2020-10-15
001 2011-01-01 THOMAS F. RICHARDSON
001 2009-01-01 TODD HUGHES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	JANET CARBARY	2023-10-09
001	2021-01-01	M. SHANNON O'KELLEY	2022-10-04
001	2020-01-01	M. SHANNON O'KELLEY	2021-07-15
001	2019-07-01	M. SHANNON O'KELLEY	2020-10-15
001	2011-01-01	THOMAS F. RICHARDSON
001	2009-01-01	TODD HUGHES

Plan Statistics for INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 402
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 283
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 77
Total of all active and inactive participants 2022-01-01 361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 362
Number of participants with account balances 2022-01-01 332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 96
2021: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 407
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 297
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 81
Total of all active and inactive participants 2021-01-01 383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 383
Number of participants with account balances 2021-01-01 330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 97
2020: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 407
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 273
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 140
Total of all active and inactive participants 2020-01-01 413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 413
Number of participants with account balances 2020-01-01 351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 77
2019: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 365
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 342
Number of other retired or separated participants entitled to future benefits 2019-07-01 56
Total of all active and inactive participants 2019-07-01 398
Total participants 2019-07-01 398
Number of participants with account balances 2019-07-01 270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 16
2011: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 160
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 174
Number of participants with account balances 2011-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2009: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 119
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 16
Total of all active and inactive participants 2009-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 135
Number of participants with account balances 2009-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2022: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	402
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	283
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	77
Total of all active and inactive participants	2022-01-01	361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	362
Number of participants with account balances	2022-01-01	332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	96
2021: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	407
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	297
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	81
Total of all active and inactive participants	2021-01-01	383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	383
Number of participants with account balances	2021-01-01	330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	97
2020: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	407
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	273
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	140
Total of all active and inactive participants	2020-01-01	413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	413
Number of participants with account balances	2020-01-01	351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	77
2019: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	365
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	342
Number of other retired or separated participants entitled to future benefits	2019-07-01	56
Total of all active and inactive participants	2019-07-01	398
Total participants	2019-07-01	398
Number of participants with account balances	2019-07-01	270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	16
2011: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	160
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	174
Number of participants with account balances	2011-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2009: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	119
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	16
Total of all active and inactive participants	2009-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	135
Number of participants with account balances	2009-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-99,170
Total of all expenses incurred	2022-12-31	$598,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$537,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,356,153
Value of total assets at end of year	2022-12-31	$7,833,530
Value of total assets at beginning of year	2022-12-31	$8,531,298
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$61,135
Total interest from all sources	2022-12-31	$2,086
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$363,323
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	$363,323
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$750,000
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	$1,192,621
Participant contributions at end of year	2022-12-31	$46,551
Participant contributions at beginning of year	2022-12-31	$48,857
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$14,134
Administrative expenses (other) incurred	2022-12-31	$17,737
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	$-697,768
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,833,530
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,531,298
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
Investment advisory and management fees	2022-12-31	$33,230
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,571,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,290,609
Interest on participant loans	2022-12-31	$2,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$215,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$191,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,820,732
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
Contributions received in cash from employer	2022-12-31	$149,398
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$537,463
Contract administrator fees	2022-12-31	$10,168
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	CLARK NUBER PS
Accountancy firm EIN	2022-12-31	911194016
2021 : INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,182,420
Total of all expenses incurred	2021-12-31	$927,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$866,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,130,233
Value of total assets at end of year	2021-12-31	$8,531,298
Value of total assets at beginning of year	2021-12-31	$7,276,260
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$60,645
Total interest from all sources	2021-12-31	$556
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$357,503
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	$357,503
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$750,000
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	$912,467
Participant contributions at end of year	2021-12-31	$48,857
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$71,563
Administrative expenses (other) incurred	2021-12-31	$18,311
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	$1,255,038
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,531,298
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,276,260
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	$9,265
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,290,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,139,443
Interest on participant loans	2021-12-31	$556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$191,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$136,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$694,128
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	$146,203
Employer contributions (assets) at end of year	2021-12-31	$769
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$866,737
Contract administrator fees	2021-12-31	$33,069
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	CLARK NUBER PS
Accountancy firm EIN	2021-12-31	911194016
2020 : INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,954,440
Total of all expenses incurred	2020-12-31	$1,261,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,216,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$947,668
Value of total assets at end of year	2020-12-31	$7,276,260
Value of total assets at beginning of year	2020-12-31	$6,583,023
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$44,532
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$226,240
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	$226,240
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$750,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$776,339
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$2,034
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$45,792
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	$693,237
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,276,260
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,583,023
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	$36,965
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,139,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,486,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$136,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$93,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$780,532
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	No
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	$125,537
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,216,671
Contract administrator fees	2020-12-31	$7,567
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	CLARK NUBER PS
Accountancy firm EIN	2020-12-31	911194016
2019 : INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$5,893,359
Total transfer of assets to this plan	2019-12-31	$5,893,359
Total income from all sources (including contributions)	2019-12-31	$907,268
Total income from all sources (including contributions)	2019-12-31	$907,268
Total of all expenses incurred	2019-12-31	$217,604
Total of all expenses incurred	2019-12-31	$217,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$212,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$212,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$474,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$474,366
Value of total assets at end of year	2019-12-31	$6,583,023
Value of total assets at end of year	2019-12-31	$6,583,023
Value of total assets at beginning of year	2019-12-31	$0
Value of total assets at beginning of year	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,907
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$750,000
Value of fidelity bond cover	2019-12-31	$750,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$364,270
Contributions received from participants	2019-12-31	$364,270
Participant contributions at end of year	2019-12-31	$2,034
Participant contributions at end of year	2019-12-31	$2,034
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$46,671
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$46,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
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	$689,664
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,583,023
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,583,023
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$1,974
Investment advisory and management fees	2019-12-31	$1,974
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,580,868
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,580,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$432,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$432,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	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	$63,425
Contributions received in cash from employer	2019-12-31	$63,425
Employer contributions (assets) at end of year	2019-12-31	$121
Employer contributions (assets) at end of year	2019-12-31	$121
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$212,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$212,697
Contract administrator fees	2019-12-31	$2,933
Contract administrator fees	2019-12-31	$2,933
Did the plan have assets held for investment	2019-12-31	Yes
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
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
2011 : INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,452
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$244,507
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$207,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$188,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$320,390
Value of total assets at end of year	2011-12-31	$1,949,140
Value of total assets at beginning of year	2011-12-31	$1,911,074
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$19,593
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$2,000
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$200,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$252,308
Participant contributions at end of year	2011-12-31	$150
Participant contributions at beginning of year	2011-12-31	$822
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$25,724
Liabilities. Value of operating payables at end of year	2011-12-31	$1,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$36,614
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,947,688
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,911,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in common/collective trusts at end of year	2011-12-31	$1,948,952
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,910,208
Net investment gain or loss from common/collective trusts	2011-12-31	$-75,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$42,358
Employer contributions (assets) at end of year	2011-12-31	$38
Employer contributions (assets) at beginning of year	2011-12-31	$44
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$188,300
Contract administrator fees	2011-12-31	$17,593
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DWYER PEMBERTON & COULSON, P.C.
Accountancy firm EIN	2011-12-31	911503183
2010 : INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$499,046
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$47,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$47,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$268,012
Value of total assets at end of year	2010-12-31	$1,911,074
Value of total assets at beginning of year	2010-12-31	$1,459,879
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$200,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$231,322
Participant contributions at end of year	2010-12-31	$44
Participant contributions at beginning of year	2010-12-31	$576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$451,195
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,911,074
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,459,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in common/collective trusts at end of year	2010-12-31	$1,910,208
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,456,875
Net investment gain or loss from common/collective trusts	2010-12-31	$231,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$36,690
Employer contributions (assets) at end of year	2010-12-31	$822
Employer contributions (assets) at beginning of year	2010-12-31	$2,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$47,851
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DWYER PEMBERTON & COULSON, P.C.
Accountancy firm EIN	2010-12-31	911503183

Form 5500 Responses for INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN

2022: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	First time form 5500 has been submitted	Yes
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2011: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: INTEGRATED REHABILITATION GROUP 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

506895-01

Policy instance

Insurance contract or identification number	506895-01
Number of Individuals Covered	56
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $533
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $532
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

506895-01

Policy instance

Insurance contract or identification number	506895-01
Number of Individuals Covered	57
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $443
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $443
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

506895-01

Policy instance

Insurance contract or identification number	506895-01
Number of Individuals Covered	51
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $299
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

506895-01

Policy instance

Insurance contract or identification number	506895-01
Number of Individuals Covered	20
Total amount of commissions paid to insurance broker	USD $57
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $57
Insurance broker organization code?	3

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Company Name:	INTEGRATED REHABILITATION GROUP, P.C.
Employer identification number (EIN):	911745305
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists