2023 Form 5500 filing — Regional Home Care 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 20241010080353NAL0011283043001) for Regional Home Care 401(K) Plan, reported by Regional Home Care, Inc. under EIN 04-2887579 and plan number 001. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010080353NAL0011283043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regional Home Care, Inc.
- EIN
- 04-2887579
- Plan number
- 001
- Location
- Leominster, MA
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,884,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,884,268
- Employer contributions
- $371,571
- Participant contributions
- $973,826
- Total income / additions
- $2,888,955
- Benefits paid
- $434,630
- Administrative expenses
- $79,765
- Total expenses
- $514,395
- Net increase / (decrease)
- $2,374,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $55,702 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $24,063 | $0 |