2023 Form 5500 filing — A Place For Mom, 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 20241004083349NAL0005532723001) for A Place For Mom, Inc. 401(K) Plan, reported by A Place For Mom, Inc. under EIN 91-2069153 and plan number 001. It reports 1,530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004083349NAL0005532723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A Place For Mom, Inc.
- EIN
- 91-2069153
- Plan number
- 001
- Location
- Overland Park, KS
- Participants
- 1,530
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,715,568
- Total liabilities (EOY)
- $60
- Net assets (EOY)
- $43,715,508
- Employer contributions
- $1,287,410
- Participant contributions
- $7,276,464
- Total income / additions
- $15,804,022
- Benefits paid
- $6,407,031
- Administrative expenses
- $164,397
- Total expenses
- $6,571,428
- Net increase / (decrease)
- $9,232,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Randall & Hurley Inc | NONE | $142,932 | $0 |
| Charles Schwab Bank | NONE | $21,465 | not reported in the loaded dataset |