2023 Form 5500 filing — Preferred 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 20241014132144NAL0013341987001) for Preferred Home Care 401(K) Plan, reported by Preferred Home Health Care & Nursing Services, Inc. under EIN 22-3607563 and plan number 002. It reports 1,503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132144NAL0013341987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Preferred Home Health Care & Nursing Services, Inc.
- EIN
- 22-3607563
- Plan number
- 002
- Location
- Eatontown, NJ
- Participants
- 1,503
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,627,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,627,481
- Participant contributions
- $1,190,873
- Total income / additions
- $2,310,327
- Benefits paid
- $1,189,251
- Administrative expenses
- $69,653
- Total expenses
- $1,284,261
- Net increase / (decrease)
- $1,026,066
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Advisors LLC | SERVICE PROVIDER | $0 | $19,852 |