UNIVERSITY REHABILITATION ALLIANCE DBA ORIGAMI REHABILITATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ORIGAMI REHABILITATION RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022 : ORIGAMI REHABILITATION RETIREMENT 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 | $0 |
| 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 | $-193,724 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $151,278 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $149,219 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $335,811 |
| Value of total assets at end of year | 2022-12-31 | $3,180,481 |
| Value of total assets at beginning of year | 2022-12-31 | $3,525,483 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,059 |
| Total interest from all sources | 2022-12-31 | $5,969 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $71,376 |
| 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 | $71,376 |
| 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 | $209,792 |
| Participant contributions at end of year | 2022-12-31 | $7,791 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| 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 | $-345,002 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,180,481 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,525,483 |
| 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 | $17 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,753,934 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,144,375 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $259,603 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $216,332 |
| Interest earned on other investments | 2022-12-31 | $5,969 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $154,437 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $164,776 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-626,031 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $19,151 |
| 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 | $126,019 |
| Employer contributions (assets) at end of year | 2022-12-31 | $4,716 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $149,219 |
| Contract administrator fees | 2022-12-31 | $2,042 |
| 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 | MANER COSTERISAN PC |
| Accountancy firm EIN | 2022-12-31 | 382157642 |
| 2021 : ORIGAMI REHABILITATION RETIREMENT 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 | $804,444 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $315,097 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $313,191 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $331,900 |
| Value of total assets at end of year | 2021-12-31 | $3,525,483 |
| Value of total assets at beginning of year | 2021-12-31 | $3,036,136 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,906 |
| Total interest from all sources | 2021-12-31 | $5,691 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $83,502 |
| 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 | $83,502 |
| 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 | $196,584 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $6,744 |
| 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 | $489,347 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,525,483 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,036,136 |
| 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 | $59 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,144,375 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,667,309 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $216,332 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $179,162 |
| Interest earned on other investments | 2021-12-31 | $5,691 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $164,776 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $177,245 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $351,208 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $32,143 |
| 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 | $135,316 |
| Employer contributions (assets) at end of year | 2021-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $5,676 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $313,191 |
| Contract administrator fees | 2021-12-31 | $1,847 |
| 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 | Disclaimer |
| Accountancy firm name | 2021-12-31 | MANER COSTERISAN PC |
| Accountancy firm EIN | 2021-12-31 | 382157642 |
| 2020 : ORIGAMI REHABILITATION RETIREMENT 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 | $689,001 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $103,069 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $102,016 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $306,029 |
| Value of total assets at end of year | 2020-12-31 | $3,036,136 |
| Value of total assets at beginning of year | 2020-12-31 | $2,450,204 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,053 |
| Total interest from all sources | 2020-12-31 | $6,477 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $40,226 |
| 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 | $40,226 |
| 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 |
| 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 | $182,758 |
| Participant contributions at end of year | 2020-12-31 | $6,744 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| 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 | $585,932 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,036,136 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,450,204 |
| 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 | $43 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,667,309 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,086,225 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $179,162 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $185,308 |
| Interest earned on other investments | 2020-12-31 | $6,477 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $177,245 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $178,671 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $337,801 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $-1,532 |
| 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 | $123,271 |
| Employer contributions (assets) at end of year | 2020-12-31 | $5,676 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $102,016 |
| Contract administrator fees | 2020-12-31 | $1,010 |
| 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 | MANER COSTERISAN PC |
| Accountancy firm EIN | 2020-12-31 | 382157642 |
