2023 Form 5500 filing — Ideal Home Health Retirement 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 20240904070311NAL0011003235001) for Ideal Home Health Retirement Plan, reported by Ideal Home Health Inc. under EIN 26-0289040 and plan number 001. It reports 1,536 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.5MReported net assets$4,519,490
Participants1.5K1,536
Provider compensation$120.4K4 Schedule C row(s)$120,445
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240904070311NAL0011003235001
- Plan sponsor
- Ideal Home Health Inc.
- EIN
- 26-0289040
- Plan number
- 001
- Location
- Brooklyn Ny, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,519,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,519,490
- Employer contributions
- $1,905,600
- Total income / additions
- $2,491,897
- Benefits paid
- $363,600
- Administrative expenses
- $120,445
- Total expenses
- $485,474
- Net increase / (decrease)
- $2,006,423
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $97,445 | $0 |
| Sikich Usa Cpa Llp | INVESTMENT/FINANCIAL ADVI | $18,000 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $5,000 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |