2023 Form 5500 filing — Jerome Home 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 20241014134129NAL0046182672001) for Jerome Home 401(K) Plan, reported by Jerome Home under EIN 06-0646690 and plan number 004. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.3MReported net assets$3,296,151
Participants254
Provider compensation$11.4K2 Schedule C row(s)$11,426
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014134129NAL0046182672001
Plan sponsor
Jerome Home
EIN
06-0646690
Plan number
004
Location
New Britain, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$648.2K
Total expenses$485.4K
Benefits paid / distributions$474.5K
Contributions
Employer$215.4K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$3,296,151
Total liabilities (EOY)
$0
Net assets (EOY)
$3,296,151
Employer contributions
$215,393
Total income / additions
$648,204
Benefits paid
$474,467
Administrative expenses
$10,976
Total expenses
$485,443
Net increase / (decrease)
$162,761
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $9.6K · Indirect $0
  2. 2
    CONTRACT ADMIN · Direct $1.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014134129NAL0046182672001 cover?
It is the 2023 Form 5500 filing for Jerome Home 401(K) Plan, reported by Jerome Home (EIN 06-0646690).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages