Retirement plan

CENTRAL NEBRASKA REHABILITATION SERVICES, LLC 401(K) PLAN

Name: CENTRAL NEBRASKA REHABILITATION SERVICES, LLC - CENTRAL NEBRASKA REHABILITATION SERVICES, LLC 401(K) PLAN (2023) Form 5500
Creator: CENTRAL NEBRASKA REHABILITATION SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL NEBRASKA REHABILITATION SERVICES, LLC 401(K) PLAN, CENTRAL NEBRASKA REHABILITATION SERVICES, LLC

CENTRAL NEBRASKA REHABILITATION SERVICES, LLCEIN 81-0653461Plan #001PY 2023

800 N ALPHA ST. - GRAND ISLAND, NE 68803308-675-1853gopt.usLinkedIn201-500 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$36.4M

+25.5% from 2022

Total participants

517

+1.0% from 2022

Average account balance

$83,232

+29.6% from 2022

Annual return

22.18%

+41.68 pp from 2022

Benchmarks

See 4,038 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,038 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$45.17M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$97K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

464

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

79.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.18%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$126

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
EDWARD JONES8 years Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST. LOUIS, MO 63131	Advisory (Plan)	$45,812
SHOWME PENSION GROUP1 year Filed as: SHOWME PENSION GROUP, INC. Service code 13 · EIN 46-0507052 14701 E. 42ND ST. S · INDEPENDENCE, MO 640554746	Contract Administrator	$31,405
LUTZ & COMPANY, PC3 years Filed as: LUTZ & COMPANY PC Service code 99 · EIN 47-0625816 13616 CALIFORNIA ST. STE 300 · OMAHA, NE 68154	Other Fees	$13,733

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect 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 to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$15K

$39 / participant

Contract admin$2381.6%
Other / not subdivided$15K98.4%

% of EOY assets

0.042%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS MAZARS LLP
Auditor EIN: 440160260
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$83,232

$47,163+76.5%

$149,696-44.4%

$74,460+11.8%

Participation rate

79.8%

63.4%+16.4pp

78.8%+1.0pp

70.7%+9.1pp

Annual return

22.18%

22.75%-0.6pp

134.46%-112.3pp

34.38%-12.2pp

Employer contribution / active EE

$1,683

$1,907-11.7%

$4,821-65.1%

$2,638-36.2%

Participant deferral / active EE

$3,438

$2,730+25.9%

$5,682-39.5%

$4,530-24.1%

Admin fee / account holder

$35

$343-89.8%

$13,212-99.7%

$348-89.9%

Provider

Service type

Compensation

EDWARD JONES8 years

Service code 27 · EIN 43-0345811

12555 MANCHESTER RD · ST. LOUIS, MO 63131

Advisory (Plan)

$45,812

SHOWME PENSION GROUP1 year

Filed as: SHOWME PENSION GROUP, INC.

Service code 13 · EIN 46-0507052

14701 E. 42ND ST. S · INDEPENDENCE, MO 640554746

Contract Administrator

$31,405

LUTZ & COMPANY, PC3 years

Filed as: LUTZ & COMPANY PC

Service code 99 · EIN 47-0625816

13616 CALIFORNIA ST. STE 300 · OMAHA, NE 68154

Other Fees

$13,733

CENTRAL NEBRASKA REHABILITATION SERVICES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL NEBRASKA REHABILITATION SERVICES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion