2023 Form 5500 filing — Roze Room Hospice 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 20241015214426NAL0049886976001) for Roze Room Hospice 401(K) Profit Sharing Plan, reported by L & A Care Corporation Dba Roze Room Hospice under EIN 95-4643592 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015214426NAL0049886976001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- L & A Care Corporation Dba Roze Room Hospice
- EIN
- 95-4643592
- Plan number
- 001
- Location
- Reseda, CA
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,450,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,450,058
- Employer contributions
- $432,799
- Participant contributions
- $765,951
- Total income / additions
- $2,547,710
- Benefits paid
- $431,213
- Administrative expenses
- $32,487
- Total expenses
- $463,700
- Net increase / (decrease)
- $2,084,010
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Serv | INVESTMENT ADVISOR | $30,049 | not reported in the loaded dataset |
| Lawrence R. Mitchell & Company Cpa | AUDITOR | $5,000 | not reported in the loaded dataset |
| Futureplan By Ascensus | CONTRACT ADMIN | $1,500 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $250 | $0 |