2023 Form 5500 filing — Suburban 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 20241014113627NAL0014852387001) for Suburban Home Health Retirement Plan, reported by Suburban Home Health under EIN 46-4554277 and plan number 001. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113627NAL0014852387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Suburban Home Health
- EIN
- 46-4554277
- Plan number
- 001
- Location
- Noblesville, IN
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,097,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,097,222
- Employer contributions
- $217,714
- Participant contributions
- $623,834
- Total income / additions
- $1,513,660
- Benefits paid
- $214,088
- Administrative expenses
- $29,256
- Total expenses
- $246,284
- Net increase / (decrease)
- $1,267,376
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shepherd Financial Investment Advis | INVESTMENT ADVISOR | $16,541 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,793 | $0 |
| Crs Cpa Psc | OTHER | $1,525 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $713 | not reported in the loaded dataset |
| Crs Cpa Psc | OTHER | $0 | not reported in the loaded dataset |