ESOP
2024 plan-year ESOP DOL Form 5500

Saunders Therapy Centers, Inc. Employee Stock Ownership Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Saunders Therapy Centers, Inc. · Minnesota · Healthcare & Social Assistance

What the 2023 filing shows

Saunders Therapy Centers, Inc. Employee Stock Ownership Plan & Trust holds N/A for 16 participants.

N/A
total plan assets (2024 EOY)
16
covered participants
Total Assets (2023)
N/A
Participants
16
State
Industry
Healthcare & Social Assistance

What the Filing Says About Saunders Therapy Centers, Inc. Employee Stock Ownership Plan & Trust

Saunders Therapy Centers, Inc. Employee Stock Ownership Plan & Trust is a ESOP retirement plan sponsored by Saunders Therapy Centers, Inc., headquartered in Minnesota. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 16 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 411620171, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeESOP
Employer EIN411620171
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saunders Therapy Centers, Inc.)

Year Plans Participants Total Assets
2023 1 26 N/A
2024 1 16 N/A

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Frequently Asked Questions

How much money is in the Saunders Therapy Centers, Inc. Employee Stock Ownership Plan & Trust?
As of the 2024 Form 5500 filing, Saunders Therapy Centers, Inc. Employee Stock Ownership Plan & Trust holds N/A in total assets with 16 participants. It is sponsored by Saunders Therapy Centers, Inc..
What type of plan is Saunders Therapy Centers, Inc. Employee Stock Ownership Plan & Trust?
Saunders Therapy Centers, Inc. Employee Stock Ownership Plan & Trust is a ESOP plan. It has been effective since 2021-01-01. The plan is filed with the U.S. Department of Labor under EIN 411620171.
Who sponsors the Saunders Therapy Centers, Inc. Employee Stock Ownership Plan & Trust?
Saunders Therapy Centers, Inc. Employee Stock Ownership Plan & Trust is sponsored by Saunders Therapy Centers, Inc., located in Minnesota. The sponsor's EIN is 411620171 and the plan operates in the Healthcare & Social Assistance industry.
How did Saunders Therapy Centers, Inc. Employee Stock Ownership Plan & Trust perform in 2024?
Saunders Therapy Centers, Inc. Employee Stock Ownership Plan & Trust held N/A in total assets at the end of 2024.
Where can I find official filings for Saunders Therapy Centers, Inc. Employee Stock Ownership Plan & Trust?
Official Form 5500 filings for Saunders Therapy Centers, Inc. Employee Stock Ownership Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 411620171 or plan name at efast.dol.gov.
How does Saunders Therapy Centers, Inc. Employee Stock Ownership Plan & Trust compare to other plans?
You can compare Saunders Therapy Centers, Inc. Employee Stock Ownership Plan & Trust against other ESOP plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 411620171.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.