401k Plan data: REHABVISIONS 401K PLAN plan

REHABVISIONS 401K PLAN 401k Plan overview

Plan Name	REHABVISIONS 401K PLAN
Plan identification number	001

REHABVISIONS 401K 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

NATIONAL THERAPEUTIC ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL THERAPEUTIC ASSOCIATES, INC.

Employer identification number (EIN): 470656084

NAIC Classification: 621340
NAIC Description: Offices of Physical, Occupational and Speech Therapists, and Audiologists

Additional information about NATIONAL THERAPEUTIC ASSOCIATES, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2000-03-06

Company Identification Number: 0013124306

Legal Registered Office Address: 11623 ARBOR ST STE 200

OMAHA
United States of America (USA)
68144

More information about NATIONAL THERAPEUTIC ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REHABVISIONS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DAVID MAHONEY 2023-06-26 DAVID MAHONEY 2023-06-26
001 2021-01-01 DAVID MAHONEY 2022-07-07 DAVID MAHONEY 2022-07-07
001 2020-01-01 DARRELL METCALF 2021-07-01 DARRELL METCALF 2021-07-01
001 2019-01-01 DARRELL METCALF 2020-07-06 DARRELL METCALF 2020-07-06
001 2018-01-01
001 2017-01-01
001 2016-01-01 DARRELL METCALF
001 2015-01-01 DARRELL METCALF
001 2014-01-01 DARRELL METCALF
001 2013-01-01 DARRELL METCALF
001 2012-01-01 DARRELL METCALF
001 2011-01-01 DARRELL METCALF
001 2010-01-01 DARRELL METCALF
001 2009-01-01 DARRELL METCALF

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DAVID MAHONEY	2023-06-26	DAVID MAHONEY	2023-06-26
001	2021-01-01	DAVID MAHONEY	2022-07-07	DAVID MAHONEY	2022-07-07
001	2020-01-01	DARRELL METCALF	2021-07-01	DARRELL METCALF	2021-07-01
001	2019-01-01	DARRELL METCALF	2020-07-06	DARRELL METCALF	2020-07-06
001	2018-01-01
001	2017-01-01
001	2016-01-01	DARRELL METCALF
001	2015-01-01	DARRELL METCALF
001	2014-01-01	DARRELL METCALF
001	2013-01-01	DARRELL METCALF
001	2012-01-01	DARRELL METCALF
001	2011-01-01	DARRELL METCALF
001	2010-01-01	DARRELL METCALF
001	2009-01-01	DARRELL METCALF

Plan Statistics for REHABVISIONS 401K PLAN

401k plan membership statisitcs for REHABVISIONS 401K PLAN

Measure Date Value
2022: REHABVISIONS 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,107
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 828
Number of retired or separated participants receiving benefits 2022-01-01 20
Number of other retired or separated participants entitled to future benefits 2022-01-01 200
Total of all active and inactive participants 2022-01-01 1,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,048
Number of participants with account balances 2022-01-01 880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: REHABVISIONS 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 918
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 759
Number of retired or separated participants receiving benefits 2021-01-01 21
Number of other retired or separated participants entitled to future benefits 2021-01-01 173
Total of all active and inactive participants 2021-01-01 953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 953
Number of participants with account balances 2021-01-01 816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: REHABVISIONS 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 855
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 630
Number of retired or separated participants receiving benefits 2020-01-01 20
Number of other retired or separated participants entitled to future benefits 2020-01-01 140
Total of all active and inactive participants 2020-01-01 790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 790
Number of participants with account balances 2020-01-01 679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: REHABVISIONS 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 877
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 722
Number of retired or separated participants receiving benefits 2019-01-01 23
Number of other retired or separated participants entitled to future benefits 2019-01-01 113
Total of all active and inactive participants 2019-01-01 858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 858
Number of participants with account balances 2019-01-01 741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: REHABVISIONS 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 851
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 759
Number of retired or separated participants receiving benefits 2018-01-01 25
Number of other retired or separated participants entitled to future benefits 2018-01-01 86
Total of all active and inactive participants 2018-01-01 870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 870
Number of participants with account balances 2018-01-01 787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: REHABVISIONS 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 766
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 711
Number of retired or separated participants receiving benefits 2017-01-01 22
Number of other retired or separated participants entitled to future benefits 2017-01-01 91
Total of all active and inactive participants 2017-01-01 824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 824
Number of participants with account balances 2017-01-01 691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: REHABVISIONS 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 632
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 647
Number of retired or separated participants receiving benefits 2016-01-01 28
Number of other retired or separated participants entitled to future benefits 2016-01-01 77
Total of all active and inactive participants 2016-01-01 752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 752
Number of participants with account balances 2016-01-01 649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: REHABVISIONS 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 556
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 514
Number of retired or separated participants receiving benefits 2015-01-01 31
Number of other retired or separated participants entitled to future benefits 2015-01-01 63
Total of all active and inactive participants 2015-01-01 608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 608
Number of participants with account balances 2015-01-01 548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: REHABVISIONS 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 531
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 520
Number of retired or separated participants receiving benefits 2014-01-01 34
Number of other retired or separated participants entitled to future benefits 2014-01-01 41
Total of all active and inactive participants 2014-01-01 595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 595
Number of participants with account balances 2014-01-01 440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: REHABVISIONS 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 489
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 455
Number of retired or separated participants receiving benefits 2013-01-01 37
Number of other retired or separated participants entitled to future benefits 2013-01-01 48
Total of all active and inactive participants 2013-01-01 540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 540
Number of participants with account balances 2013-01-01 456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: REHABVISIONS 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 487
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 402
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 47
Total of all active and inactive participants 2012-01-01 449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 449
Number of participants with account balances 2012-01-01 432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: REHABVISIONS 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 617
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 448
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 122
Total of all active and inactive participants 2011-01-01 572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 572
Number of participants with account balances 2011-01-01 506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: REHABVISIONS 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 562
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 417
Number of retired or separated participants receiving benefits 2010-01-01 3
Number of other retired or separated participants entitled to future benefits 2010-01-01 195
Total of all active and inactive participants 2010-01-01 615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 615
Number of participants with account balances 2010-01-01 548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: REHABVISIONS 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 534
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 407
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 151
Total of all active and inactive participants 2009-01-01 560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 560
Number of participants with account balances 2009-01-01 510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: REHABVISIONS 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,107
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	828
Number of retired or separated participants receiving benefits	2022-01-01	20
Number of other retired or separated participants entitled to future benefits	2022-01-01	200
Total of all active and inactive participants	2022-01-01	1,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,048
Number of participants with account balances	2022-01-01	880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: REHABVISIONS 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	918
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	759
Number of retired or separated participants receiving benefits	2021-01-01	21
Number of other retired or separated participants entitled to future benefits	2021-01-01	173
Total of all active and inactive participants	2021-01-01	953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	953
Number of participants with account balances	2021-01-01	816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: REHABVISIONS 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	855
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	630
Number of retired or separated participants receiving benefits	2020-01-01	20
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	790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	790
Number of participants with account balances	2020-01-01	679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: REHABVISIONS 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	877
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	722
Number of retired or separated participants receiving benefits	2019-01-01	23
Number of other retired or separated participants entitled to future benefits	2019-01-01	113
Total of all active and inactive participants	2019-01-01	858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	858
Number of participants with account balances	2019-01-01	741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: REHABVISIONS 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	851
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	759
Number of retired or separated participants receiving benefits	2018-01-01	25
Number of other retired or separated participants entitled to future benefits	2018-01-01	86
Total of all active and inactive participants	2018-01-01	870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	870
Number of participants with account balances	2018-01-01	787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: REHABVISIONS 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	766
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	711
Number of retired or separated participants receiving benefits	2017-01-01	22
Number of other retired or separated participants entitled to future benefits	2017-01-01	91
Total of all active and inactive participants	2017-01-01	824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	824
Number of participants with account balances	2017-01-01	691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: REHABVISIONS 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	632
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	647
Number of retired or separated participants receiving benefits	2016-01-01	28
Number of other retired or separated participants entitled to future benefits	2016-01-01	77
Total of all active and inactive participants	2016-01-01	752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	752
Number of participants with account balances	2016-01-01	649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: REHABVISIONS 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	556
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	514
Number of retired or separated participants receiving benefits	2015-01-01	31
Number of other retired or separated participants entitled to future benefits	2015-01-01	63
Total of all active and inactive participants	2015-01-01	608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	608
Number of participants with account balances	2015-01-01	548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: REHABVISIONS 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	531
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	520
Number of retired or separated participants receiving benefits	2014-01-01	34
Number of other retired or separated participants entitled to future benefits	2014-01-01	41
Total of all active and inactive participants	2014-01-01	595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	595
Number of participants with account balances	2014-01-01	440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: REHABVISIONS 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	489
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	455
Number of retired or separated participants receiving benefits	2013-01-01	37
Number of other retired or separated participants entitled to future benefits	2013-01-01	48
Total of all active and inactive participants	2013-01-01	540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	540
Number of participants with account balances	2013-01-01	456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: REHABVISIONS 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	487
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	402
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	47
Total of all active and inactive participants	2012-01-01	449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	449
Number of participants with account balances	2012-01-01	432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: REHABVISIONS 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	617
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	448
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	122
Total of all active and inactive participants	2011-01-01	572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	572
Number of participants with account balances	2011-01-01	506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: REHABVISIONS 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	562
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	417
Number of retired or separated participants receiving benefits	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	195
Total of all active and inactive participants	2010-01-01	615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	615
Number of participants with account balances	2010-01-01	548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: REHABVISIONS 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	534
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	407
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	151
Total of all active and inactive participants	2009-01-01	560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	560
Number of participants with account balances	2009-01-01	510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on REHABVISIONS 401K PLAN

Measure	Date	Value
2022 : REHABVISIONS 401K 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	$-3,290,579
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,148,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,050,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,742,856
Value of total assets at end of year	2022-12-31	$33,860,806
Value of total assets at beginning of year	2022-12-31	$40,299,952
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$97,642
Total interest from all sources	2022-12-31	$11,620
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$37,718
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	$37,718
Administrative expenses professional fees incurred	2022-12-31	$250
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	$3,182,433
Participant contributions at end of year	2022-12-31	$217,324
Participant contributions at beginning of year	2022-12-31	$287,193
Participant contributions at end of year	2022-12-31	$14,507
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$627,160
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$624,158
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$162,962
Other income not declared elsewhere	2022-12-31	$-320
Total non interest bearing cash 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	$-6,439,146
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$33,860,806
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$40,299,952
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	$1,927,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,537,893
Value of interest in pooled separate accounts at end of year	2022-12-31	$6,521,798
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$8,124,572
Interest on participant loans	2022-12-31	$11,620
Value of interest in common/collective trusts at end of year	2022-12-31	$23,875,375
Value of interest in common/collective trusts at beginning of year	2022-12-31	$28,250,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$675,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$475,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-681,692
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,559,546
Net investment gain or loss from common/collective trusts	2022-12-31	$-4,841,215
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	$397,461
Employer contributions (assets) at end of year	2022-12-31	$2,088
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	$3,050,925
Contract administrator fees	2022-12-31	$97,392
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	LUTZ & COMPANY, PC
Accountancy firm EIN	2022-12-31	470625816
2021 : REHABVISIONS 401K 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	$17,539
Total income from all sources (including contributions)	2021-12-31	$8,818,404
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,210,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,063,208
Expenses. Certain deemed distributions of participant loans	2021-12-31	$29,257
Value of total corrective distributions	2021-12-31	$15,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,165,573
Value of total assets at end of year	2021-12-31	$40,299,952
Value of total assets at beginning of year	2021-12-31	$34,709,262
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$102,302
Total interest from all sources	2021-12-31	$12,808
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$28,024
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	$28,024
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,707,475
Participant contributions at end of year	2021-12-31	$287,193
Participant contributions at beginning of year	2021-12-31	$242,183
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$2,572
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$624,158
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$505,049
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$122,869
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$17,539
Other income not declared elsewhere	2021-12-31	$119,109
Administrative expenses (other) incurred	2021-12-31	$102,302
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$5,608,229
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$40,299,952
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$34,691,723
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,537,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,409,633
Value of interest in pooled separate accounts at end of year	2021-12-31	$8,124,572
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$6,899,434
Interest on participant loans	2021-12-31	$12,808
Value of interest in common/collective trusts at end of year	2021-12-31	$28,250,413
Value of interest in common/collective trusts at beginning of year	2021-12-31	$24,056,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$475,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$593,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$169,935
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,589,215
Net investment gain or loss from common/collective trusts	2021-12-31	$3,733,740
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	$335,229
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,063,208
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	LUTZ & COMPANY, PC
Accountancy firm EIN	2021-12-31	470625816
2020 : REHABVISIONS 401K 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	$17,539
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$18,906
Total income from all sources (including contributions)	2020-12-31	$7,315,263
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,130,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,009,695
Expenses. Certain deemed distributions of participant loans	2020-12-31	$23,653
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,511,309
Value of total assets at end of year	2020-12-31	$34,709,262
Value of total assets at beginning of year	2020-12-31	$30,525,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$96,903
Total interest from all sources	2020-12-31	$14,672
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$24,510
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	$24,510
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	$2,232,969
Participant contributions at end of year	2020-12-31	$242,183
Participant contributions at beginning of year	2020-12-31	$285,968
Participant contributions at end of year	2020-12-31	$2,572
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$505,049
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$428,477
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$67,484
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$17,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$18,906
Other income not declared elsewhere	2020-12-31	$76,572
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash 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	$4,185,012
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$34,691,723
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$30,506,711
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,409,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,334,287
Value of interest in pooled separate accounts at end of year	2020-12-31	$6,899,434
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$6,190,235
Interest on participant loans	2020-12-31	$14,672
Value of interest in common/collective trusts at end of year	2020-12-31	$24,056,969
Value of interest in common/collective trusts at beginning of year	2020-12-31	$20,882,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$593,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$404,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$369,810
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,075,867
Net investment gain or loss from common/collective trusts	2020-12-31	$3,242,523
Net gain/loss from 103.12 investment entities	2020-12-31	$0
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	$210,856
Employer contributions (assets) at end of year	2020-12-31	$337
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	$3,009,695
Contract administrator fees	2020-12-31	$96,903
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	LUTZ & COMPANY, PC
Accountancy firm EIN	2020-12-31	470625816
2019 : REHABVISIONS 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$18,906
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$11,782
Total income from all sources (including contributions)	2019-12-31	$8,630,417
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,533,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,434,149
Expenses. Certain deemed distributions of participant loans	2019-12-31	$9,523
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,968,061
Value of total assets at end of year	2019-12-31	$30,525,617
Value of total assets at beginning of year	2019-12-31	$23,421,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$89,669
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$15,118
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$26,537
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	$26,537
Administrative expenses professional fees incurred	2019-12-31	$0
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	$2,428,965
Participant contributions at end of year	2019-12-31	$285,968
Participant contributions at beginning of year	2019-12-31	$254,950
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$3,844
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$428,477
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$356,168
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$254,427
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$18,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$11,782
Other income not declared elsewhere	2019-12-31	$70,785
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$7,097,076
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$30,506,711
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$23,409,635
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	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,334,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,657,695
Value of interest in pooled separate accounts at end of year	2019-12-31	$6,190,235
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,559,963
Interest on participant loans	2019-12-31	$15,118
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$20,882,582
Value of interest in common/collective trusts at beginning of year	2019-12-31	$16,174,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$404,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$313,855
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$441,511
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,358,913
Net investment gain or loss from common/collective trusts	2019-12-31	$3,749,492
Net gain/loss from 103.12 investment entities	2019-12-31	$0
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	$284,669
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$100,378
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,434,149
Contract administrator fees	2019-12-31	$89,669
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
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
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
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	LUTZ & COMPANY, PC
Accountancy firm EIN	2019-12-31	470625816
2018 : REHABVISIONS 401K 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	$11,782
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$4,341
Total income from all sources (including contributions)	2018-12-31	$1,001,710
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,606,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,531,459
Expenses. Certain deemed distributions of participant loans	2018-12-31	$10,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,758,700
Value of total assets at end of year	2018-12-31	$23,421,417
Value of total assets at beginning of year	2018-12-31	$24,018,775
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$64,170
Total interest from all sources	2018-12-31	$11,833
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$26,207
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	$26,207
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,273,796
Participant contributions at end of year	2018-12-31	$254,950
Participant contributions at beginning of year	2018-12-31	$158,387
Participant contributions at end of year	2018-12-31	$3,844
Participant contributions at beginning of year	2018-12-31	$6,104
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$356,168
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$320,881
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$102,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$11,782
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$4,341
Other income not declared elsewhere	2018-12-31	$35,287
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	$-604,799
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$23,409,635
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$24,014,434
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,657,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,379,480
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,559,963
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$11,833
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	$16,174,564
Value of interest in common/collective trusts at beginning of year	2018-12-31	$16,679,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$313,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$451,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-46,175
Net investment gain/loss from pooled separate accounts	2018-12-31	$-404,460
Net investment gain or loss from common/collective trusts	2018-12-31	$-1,379,682
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	No
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	$382,663
Employer contributions (assets) at end of year	2018-12-31	$100,378
Employer contributions (assets) at beginning of year	2018-12-31	$23,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,531,459
Contract administrator fees	2018-12-31	$64,170
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	LUTZ & COMPANY, PC
Accountancy firm EIN	2018-12-31	470625816
2017 : REHABVISIONS 401K 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	$4,341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,084
Total income from all sources (including contributions)	2017-12-31	$6,085,520
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,119,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,093,886
Expenses. Certain deemed distributions of participant loans	2017-12-31	$11,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,540,528
Value of total assets at end of year	2017-12-31	$24,018,775
Value of total assets at beginning of year	2017-12-31	$19,051,615
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$14,424
Total interest from all sources	2017-12-31	$8,100
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$69,358
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	$69,358
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,029,246
Participant contributions at end of year	2017-12-31	$158,387
Participant contributions at beginning of year	2017-12-31	$220,147
Participant contributions at end of year	2017-12-31	$6,104
Participant contributions at beginning of year	2017-12-31	$2,320
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$320,881
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$223,313
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$237,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$4,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$3,084
Other income not declared elsewhere	2017-12-31	$97,568
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	$4,965,903
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$24,014,434
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$19,048,531
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	$6,379,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,852,771
Interest on participant loans	2017-12-31	$8,100
Value of interest in common/collective trusts at end of year	2017-12-31	$16,679,048
Value of interest in common/collective trusts at beginning of year	2017-12-31	$13,147,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$451,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$583,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$988,496
Net investment gain or loss from common/collective trusts	2017-12-31	$2,381,470
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	No
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	$274,244
Employer contributions (assets) at end of year	2017-12-31	$23,254
Employer contributions (assets) at beginning of year	2017-12-31	$22,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,093,886
Contract administrator fees	2017-12-31	$14,424
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	LUTZ & COMPANY, PC
Accountancy firm EIN	2017-12-31	470625816
2016 : REHABVISIONS 401K PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$-2,453
Total unrealized appreciation/depreciation of assets	2016-12-31	$-2,453
Total transfer of assets to this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$3,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$18,094
Total income from all sources (including contributions)	2016-12-31	$3,541,089
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,647,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,583,073
Expenses. Certain deemed distributions of participant loans	2016-12-31	$51,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,126,992
Value of total assets at end of year	2016-12-31	$19,051,615
Value of total assets at beginning of year	2016-12-31	$17,172,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$12,680
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$14,846
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$55,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$55,265
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,840,967
Participant contributions at end of year	2016-12-31	$220,147
Participant contributions at beginning of year	2016-12-31	$176,564
Participant contributions at end of year	2016-12-31	$2,320
Participant contributions at beginning of year	2016-12-31	$2,160
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$223,313
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$223,485
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$37,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$3,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$18,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,893,929
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$19,048,531
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$17,154,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,852,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,431,194
Interest on participant loans	2016-12-31	$8,350
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$6,496
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$13,147,138
Value of interest in common/collective trusts at beginning of year	2016-12-31	$11,921,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$583,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$399,979
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$368,297
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$978,142
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$249,008
Employer contributions (assets) at end of year	2016-12-31	$22,479
Employer contributions (assets) at beginning of year	2016-12-31	$17,699
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,583,073
Contract administrator fees	2016-12-31	$12,680
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD, LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : REHABVISIONS 401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-7,259
Total unrealized appreciation/depreciation of assets	2015-12-31	$-7,259
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$18,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$13,493
Total income from all sources (including contributions)	2015-12-31	$1,680,135
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,414,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,385,493
Expenses. Certain deemed distributions of participant loans	2015-12-31	$9,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,900,802
Value of total assets at end of year	2015-12-31	$17,172,696
Value of total assets at beginning of year	2015-12-31	$16,902,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$18,829
Total interest from all sources	2015-12-31	$12,104
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$47,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$47,866
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,663,283
Participant contributions at end of year	2015-12-31	$176,564
Participant contributions at beginning of year	2015-12-31	$118,763
Participant contributions at end of year	2015-12-31	$2,160
Participant contributions at beginning of year	2015-12-31	$78
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$223,485
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$228,554
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$27,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$18,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$13,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$265,969
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$17,154,602
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,888,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,431,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,430,561
Interest on participant loans	2015-12-31	$6,890
Interest earned on other investments	2015-12-31	$5,214
Value of interest in common/collective trusts at end of year	2015-12-31	$11,921,615
Value of interest in common/collective trusts at beginning of year	2015-12-31	$11,646,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$399,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$474,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-136,164
Net investment gain or loss from common/collective trusts	2015-12-31	$-137,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$209,639
Employer contributions (assets) at end of year	2015-12-31	$17,699
Employer contributions (assets) at beginning of year	2015-12-31	$3,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,385,493
Contract administrator fees	2015-12-31	$18,829
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD, LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : REHABVISIONS 401K PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-11,476
Total unrealized appreciation/depreciation of assets	2014-12-31	$-11,476
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$13,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,814,267
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,729,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,698,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,811,433
Value of total assets at end of year	2014-12-31	$16,902,126
Value of total assets at beginning of year	2014-12-31	$15,803,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$31,026
Total interest from all sources	2014-12-31	$11,212
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$48,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$48,303
Administrative expenses professional fees incurred	2014-12-31	$935
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,461,705
Participant contributions at end of year	2014-12-31	$118,763
Participant contributions at beginning of year	2014-12-31	$133,177
Participant contributions at end of year	2014-12-31	$78
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$228,554
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$238,050
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$150,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$13,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,085,216
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$16,888,633
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$15,803,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,430,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,092,673
Interest on participant loans	2014-12-31	$4,921
Interest earned on other investments	2014-12-31	$6,291
Value of interest in common/collective trusts at end of year	2014-12-31	$11,646,263
Value of interest in common/collective trusts at beginning of year	2014-12-31	$10,888,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$474,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$446,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$268,317
Net investment gain or loss from common/collective trusts	2014-12-31	$686,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$199,157
Employer contributions (assets) at end of year	2014-12-31	$3,411
Employer contributions (assets) at beginning of year	2014-12-31	$4,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,698,025
Contract administrator fees	2014-12-31	$30,091
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD, LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : REHABVISIONS 401K PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$44,932
Total unrealized appreciation/depreciation of assets	2013-12-31	$44,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,183,062
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$763,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$736,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,657,209
Value of total assets at end of year	2013-12-31	$15,803,417
Value of total assets at beginning of year	2013-12-31	$12,384,170
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$26,983
Total interest from all sources	2013-12-31	$13,183
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$45,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$45,355
Administrative expenses professional fees incurred	2013-12-31	$3,629
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,445,449
Participant contributions at end of year	2013-12-31	$133,177
Participant contributions at beginning of year	2013-12-31	$122,646
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$238,050
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$191,860
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$20,062
Other income not declared elsewhere	2013-12-31	$1,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,419,247
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$15,803,417
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,384,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,092,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,224,085
Interest on participant loans	2013-12-31	$5,590
Interest earned on other investments	2013-12-31	$7,593
Value of interest in common/collective trusts at end of year	2013-12-31	$10,888,253
Value of interest in common/collective trusts at beginning of year	2013-12-31	$8,348,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$446,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$496,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$779,952
Net investment gain or loss from common/collective trusts	2013-12-31	$1,641,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$191,698
Employer contributions (assets) at end of year	2013-12-31	$4,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$736,832
Contract administrator fees	2013-12-31	$23,354
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BKD, LLP
Accountancy firm EIN	2013-12-31	440160260
2012 : REHABVISIONS 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,208,035
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$865,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$818,656
Expenses. Certain deemed distributions of participant loans	2012-12-31	$4,480
Value of total corrective distributions	2012-12-31	$16,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,616,568
Value of total assets at end of year	2012-12-31	$12,384,170
Value of total assets at beginning of year	2012-12-31	$10,042,076
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$26,358
Total interest from all sources	2012-12-31	$11,547
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$40,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$40,130
Administrative expenses professional fees incurred	2012-12-31	$1,105
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,419,785
Participant contributions at end of year	2012-12-31	$122,646
Participant contributions at beginning of year	2012-12-31	$120,495
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$191,860
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$189,011
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$4,065
Other income not declared elsewhere	2012-12-31	$2,850
Administrative expenses (other) incurred	2012-12-31	$1,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,342,094
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,384,170
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,042,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,224,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$9,703,026
Interest on participant loans	2012-12-31	$5,621
Interest earned on other investments	2012-12-31	$5,560
Value of interest in common/collective trusts at end of year	2012-12-31	$8,348,617
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$496,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$29,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$314,022
Net investment gain/loss from pooled separate accounts	2012-12-31	$319,226
Net investment gain or loss from common/collective trusts	2012-12-31	$903,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$192,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$818,656
Contract administrator fees	2012-12-31	$23,940
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BKD, LLP
Accountancy firm EIN	2012-12-31	440160260
2011 : REHABVISIONS 401K 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,381
Total income from all sources (including contributions)	2011-12-31	$1,198,029
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$891,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$836,316
Expenses. Certain deemed distributions of participant loans	2011-12-31	$9,911
Value of total corrective distributions	2011-12-31	$14,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,529,704
Value of total assets at end of year	2011-12-31	$10,042,076
Value of total assets at beginning of year	2011-12-31	$9,736,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$30,868
Total interest from all sources	2011-12-31	$5,655
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
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,329,020
Participant contributions at end of year	2011-12-31	$120,495
Participant contributions at beginning of year	2011-12-31	$76,733
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$189,011
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$187,920
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$15,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$1,381
Other income not declared elsewhere	2011-12-31	$1,091
Administrative expenses (other) incurred	2011-12-31	$10,461
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	$306,875
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$10,042,076
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,735,201
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 pooled separate accounts at end of year	2011-12-31	$9,703,026
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$9,430,320
Interest on participant loans	2011-12-31	$4,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$29,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$41,609
Net investment gain/loss from pooled separate accounts	2011-12-31	$-338,421
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	$185,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$836,316
Contract administrator fees	2011-12-31	$20,407
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	BKD, LLP
Accountancy firm EIN	2011-12-31	440160260
2010 : REHABVISIONS 401K 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	$1,381
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,513
Total income from all sources (including contributions)	2010-12-31	$2,530,847
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$460,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$453,415
Expenses. Certain deemed distributions of participant loans	2010-12-31	$2,722
Value of total corrective distributions	2010-12-31	$4,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,403,911
Value of total assets at end of year	2010-12-31	$9,736,582
Value of total assets at beginning of year	2010-12-31	$7,666,631
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$4,345
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	$500,000
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	$1,163,170
Participant contributions at end of year	2010-12-31	$76,733
Participant contributions at beginning of year	2010-12-31	$72,006
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$187,920
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$191,744
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$70,139
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$1,381
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$1,513
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	$2,070,083
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,735,201
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,665,118
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 pooled separate accounts at end of year	2010-12-31	$9,430,320
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$7,363,124
Interest on participant loans	2010-12-31	$4,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$41,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$39,757
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,122,591
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	$170,602
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$453,180
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	BKD, LLP
Accountancy firm EIN	2010-12-31	440160260
2009 : REHABVISIONS 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for REHABVISIONS 401K PLAN

2022: REHABVISIONS 401K 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 – 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: REHABVISIONS 401K 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 – 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: REHABVISIONS 401K 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 – 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: REHABVISIONS 401K 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: REHABVISIONS 401K 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: REHABVISIONS 401K 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: REHABVISIONS 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: REHABVISIONS 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: REHABVISIONS 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: REHABVISIONS 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: REHABVISIONS 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: REHABVISIONS 401K 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: REHABVISIONS 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: REHABVISIONS 401K 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

816414

Policy instance

Insurance contract or identification number	816414
Number of Individuals Covered	968
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,151
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	5151
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	968
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $350
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	350
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

816414

Policy instance

Insurance contract or identification number	816414
Number of Individuals Covered	945
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,135
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	5135
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	945
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $382
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	382
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

816414

Policy instance

Insurance contract or identification number	816414
Number of Individuals Covered	797
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,003
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	5003
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	797
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $432
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	432
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

816414

Policy instance

Insurance contract or identification number	816414
Number of Individuals Covered	813
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,982
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	4982
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	813
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $317
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	317
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-05-10
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $223
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	223
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

816414

Policy instance

Insurance contract or identification number	816414
Number of Individuals Covered	785
Insurance policy start date	2018-04-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,411
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	2411
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	785
Insurance policy start date	2018-04-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $179
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	179
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	647
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $607
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	607
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	BENEFIT PLANS INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	602
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $512
Total amount of fees paid to insurance company	USD $406
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $512
Insurance broker organization code?	3
Amount paid for insurance broker fees	406
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	BENEFIT PLANS INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	448
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $934
Total amount of fees paid to insurance company	USD $435
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $510
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Amount paid for insurance broker fees	432
Insurance broker name	MORGAN STANLEY DW INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	467
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $25,546
Total amount of fees paid to insurance company	USD $16,900
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $19,809
Amount paid for insurance broker fees	2460
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY DW INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

19302

Policy instance

Insurance contract or identification number	19302
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-06-18
Total amount of commissions paid to insurance broker	USD $8,975
Total amount of fees paid to insurance company	USD $7,391
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $8,975
Insurance broker organization code?	3
Amount paid for insurance broker fees	7391
Additional information about fees paid to insurance broker	ADMINISTATION EXPENSES
Insurance broker name	BENEFIT PLANS, INC.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	449
Insurance policy start date	2012-06-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $5,600
Total amount of fees paid to insurance company	USD $11,528
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	10581
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Commission paid to Insurance Broker	USD $4,653
Insurance broker name	MORGAN STANLEY DW INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

19302

Policy instance

Insurance contract or identification number	19302
Number of Individuals Covered	506
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $19,864
Total amount of fees paid to insurance company	USD $16,406
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

19302

Policy instance

Insurance contract or identification number	19302
Number of Individuals Covered	575
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $17,518
Total amount of fees paid to insurance company	USD $15,690
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $17,518
Insurance broker organization code?	3
Amount paid for insurance broker fees	15690
Additional information about fees paid to insurance broker	ADMINISTRATION EXPENSE
Insurance broker name	BENEFIT PLANS, INC.

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Company Name:	NATIONAL THERAPEUTIC ASSOCIATES, INC.
Employer identification number (EIN):	470656084
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2000-03-06
Company Identification Number:	0013124306
Legal Registered Office Address:	11623 ARBOR ST STE 200 OMAHA United States of America (USA) 68144