Home   >   Rehab Resources PC 401k Profit Sharing Plan & Trust  >  Form 5500
   Basic Info | Financials | Service Providers | Investments | Insurance Information

Company:
Rehab Resources PC

Plan:
Rehab Resources PC 401k Profit Sharing Plan & Trust
 

Plan Information
Plan Year 01/01/2008 — 12/31/2008
Effective Date of Plan 01/01/1996
Net Assets as of 12/31/2008 $631,992
Plan Number 1
Plan Type Single Employer
Is the plan collectively bargained? No
Did the plan file for an extension of time or the DFVC Program? Yes
Plan Funding Arrangement Trust
Plan Benefit Arrangement Trust

Participant Information as of 12/31/2008
Active (Eligible) Participants 124
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 27
Subtotal 151
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Total 151
Total number of participants as of 01/01/2008 187
Number of participants with account balances 95
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 15
Number of participants required to be reported on Schedule SSA 12

Plan Sponsor Information
Address 159 West First Street
Oswego, NY 13126 -2045
Telephone (315) 342-9575
EIN 16-1499016
Industry Code 621340
Named Administrator Edward Alberts
Named Plan Sponsor Edward Alberts

Plan Administrator Information
Administrator Name SAME
Administrator EIN

Plan Preparer Information
Preparer Name Omega, Inc. 5790 Widewaters Parkway
Telephone (315) 449-4124
Preparer EIN

Audit Information
Audit Status Audited
Auditor Firley, Moran, Freer & Eassa, Pc
Auditor EIN 16-1148763
Audit Opinion Unqualified
Audit Type Full Audit

Benefits Provided Under the Plan
Code Benefit Description
2E Profit-sharing A defined contribution plan that allows employer discretionary contributions. These plans often contain a 401(k) feature.
2J 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.
2K 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 contributions 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.
3E Prototype plan A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a separate funding medium (for example, a separate trust or custodial account) is established for the use of each adopting employer.

  Question Answer Amount
1. During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? No  
2. Were any loans by the plan or fixed income obligations due the plan in default as of the close of plan year or classified during the year as uncollectible? Disregard participant loans secured by participant's account balance. No  
3. Were any leases to which the plan was a party in default or classified during the year as uncollectible? No  
4. Were there any nonexempt transactions with any party-in-interest? No  
5. Was this plan covered by a fidelity bond? Yes $100,000
6. Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? No  
7. Did the plan hold any assets whose current value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
8. Did the plan receive any noncash contributions whose value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
9. Did the plan have assets held for investment? Yes  
10. Were any plan transactions or series of transactions in excess of 5% of the current value of plan assets? Yes  
11. Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? No