2023 Form 5500 filing — First Call 401k 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 20240916130544NAL0001522593001) for First Call 401k Plan, reported by First Call Home Health, LLC under EIN 75-3085499 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916130544NAL0001522593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Call Home Health, LLC
- EIN
- 75-3085499
- Plan number
- 001
- Location
- Salem, OR
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,040,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,040,338
- Employer contributions
- $200,247
- Participant contributions
- $482,485
- Total income / additions
- $1,217,261
- Benefits paid
- $240,132
- Administrative expenses
- $49,174
- Total expenses
- $293,866
- Net increase / (decrease)
- $923,395
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $25,549 | $0 |
| True Private Wealth Advisors | INVESTMENT ADVISORY | $16,800 | $0 |
| Professional Benefit Services | CONTRACT ADMINISTRATOR | $3,695 | $1,596 |