2023 Form 5500 filing — At Home Care 403(B) 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 20241015125633NAL0029700545001) for At Home Care 403(B) Plan, reported by At Home Care, Inc. under EIN 16-1287069 and plan number 001. It reports 104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125633NAL0029700545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- At Home Care, Inc.
- EIN
- 16-1287069
- Plan number
- 001
- Location
- Oneonta, NY
- Participants
- 104
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,740,631
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,740,631
- Employer contributions
- $38,781
- Participant contributions
- $132,141
- Total income / additions
- $867,914
- Benefits paid
- $435,781
- Administrative expenses
- $2,168
- Total expenses
- $437,949
- Net increase / (decrease)
- $429,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $2,047 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |