Pate Rehabilitation Endeavors 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2021. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Pate Rehabilitation Endeavors 401(k) Plan Facts (plan year 2021)

Plan name
PATE REHABILITATION SAVINGS & RETIREMENT
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PATE REHABILITATION ENDEAVORS
Participants
299 (171 active employees)
Former employees with a balance
131
Plan assets
$9,868,719 at Dec 31, 2021
Average account balance
$36,961 across 267 accounts
Employer contributions
$111,815 in plan year 2021 (28% of all contributions)
Recordkeeper
Ascensus Llc
Plan year
Jan 1, 2021 – Dec 31, 2021
Plan established
Jan 1, 1999
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2021 (Jan 1, 2021 – Dec 31, 2021), filed Oct 14, 2022. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2021

  • $400,853 went into the plan in contributions, $111,815 of it from the employer (28%).
  • $184,011 was paid out to participants.
  • Investment and other income added $1.05 million.
  • Administrative expenses were $18,585, about $70 per account.

How the Pate Rehabilitation Endeavors 401(k) changed, 2016–2021

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2016353$6.19 million$204,533$951,993
2017386$6.46 million$206,374$1.14 million
2018276$6.32 million$178,150$220,665
2019294$7.68 million$260,285$717,639
2020263$8.63 million$243,018$925,278
2021299$9.87 million$111,815$184,011

Pate Rehabilitation Endeavors 401(k) Contact Information

Phone
502-630-7355
Mailing address
2655 VILLA CREEK #140, DALLAS TX 75234
Plan sponsor
PATE REHABILITATION ENDEAVORS
Employer identification number (EIN)
75-2229753
Plan number
001

Questions about the Pate Rehabilitation Endeavors 401(k)

Is the Pate Rehabilitation Endeavors 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2021, and no later filing was found under this employer's EIN.

Does Pate Rehabilitation Endeavors contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2021 the employer contributed $111,815, 28% of all contributions.

Does the Pate Rehabilitation Endeavors 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Pate Rehabilitation Endeavors 401(k) plan?

299 participants at the start of plan year 2021, 171 of them active employees, and 131 former employees who still had money in the plan.

What is the average 401(k) balance at Pate Rehabilitation Endeavors?

About $36,961 per account: $9.87 million in plan assets across 267 accounts with a balance at the end of plan year 2021.

Who manages the Pate Rehabilitation Endeavors 401(k) accounts?

Ascensus (listed on the filing as ASCENSUS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

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