2023 Form 5500 filing — Healthpoint Family Care, Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625094047NAL0010115344001) for Healthpoint Family Care, Inc. 401(K) Plan, reported by Healthpoint Family Care, Inc. under EIN 61-0729915 and plan number 002. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240625094047NAL0010115344001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healthpoint Family Care, Inc.
- EIN
- 61-0729915
- Plan number
- 002
- Location
- Covington, KY
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,485,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,485,240
- Employer contributions
- $431,137
- Participant contributions
- $940,600
- Total income / additions
- $2,969,152
- Benefits paid
- $1,657,884
- Administrative expenses
- $13,603
- Total expenses
- $1,671,487
- Net increase / (decrease)
- $1,297,665
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$5,765 | $0 |