2023 Form 5500 filing — Family Care Visiting Nurse & H 401(K) Profit Sharing Plan & Trust
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 20241014112513NAL0013198339001) for Family Care Visiting Nurse & H 401(K) Profit Sharing Plan & Trust, reported by Family Care Visiting Nurse & H under EIN 06-1409542 and plan number 002. It reports 509 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112513NAL0013198339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Family Care Visiting Nurse & H
- EIN
- 06-1409542
- Plan number
- 002
- Location
- Stratford, CT
- Participants
- 509
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,539,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,539,414
- Employer contributions
- $0
- Participant contributions
- $414,556
- Total income / additions
- $1,093,772
- Benefits paid
- $209,267
- Administrative expenses
- $56,171
- Total expenses
- $265,438
- Net increase / (decrease)
- $828,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $19,602 | not reported in the loaded dataset |
| Morrissey Wealth Management | ADVISOR | $8,469 | not reported in the loaded dataset |