2023 Form 5500 filing — Bridge Homecare Partners LLC 401(K) Profit Sharing 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 20241014122412NAL0027259057001) for Bridge Homecare Partners LLC 401(K) Profit Sharing Plan, reported by Bridge Homecare Partners LLC under EIN 20-3715416 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122412NAL0027259057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bridge Homecare Partners LLC
- EIN
- 20-3715416
- Plan number
- 001
- Location
- Dayton, OH
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,981,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,981,484
- Employer contributions
- $311,558
- Participant contributions
- $862,980
- Total income / additions
- $3,038,036
- Benefits paid
- $1,181,887
- Administrative expenses
- $9,345
- Total expenses
- $1,198,819
- Net increase / (decrease)
- $1,839,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | BROKER/DEALER | $0 | $38,655 |
| Dynamic Pension Services, Inc. | TPA | $0 | $6,404 |
| Dynamic Pension Services, Inc. | TPA | $4,745 | not reported in the loaded dataset |