2023 Form 5500 filing — Assisted Home Health And Hospice 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 20241014154442NAL0045163136003) for Assisted Home Health And Hospice 401(K) Plan, reported by Assisted Home Recovery, Inc. under EIN 95-4242428 and plan number 001. It reports 971 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154442NAL0045163136003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Assisted Home Recovery, Inc.
- EIN
- 95-4242428
- Plan number
- 001
- Location
- Thousand Oaks, CA
- Participants
- 971
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,329,492
- Net assets (EOY)
- $15,329,492
- Employer contributions
- $668,737
- Participant contributions
- $1,774,656
- Total income / additions
- $4,382,808
- Benefits paid
- $1,927,209
- Administrative expenses
- $100,106
- Total expenses
- $2,138,981
- Net increase / (decrease)
- $2,243,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $59,705 | $0 |
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISORY | $40,401 | not reported in the loaded dataset |