2023 Form 5500 filing — Partners In Home Care Retirement 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 20241024145447NAL0000698643001) for Partners In Home Care Retirement Plan, reported by Partners In Home Care, Inc. under EIN 81-0425934 and plan number 001. It reports 328 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241024145447NAL0000698643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Partners In Home Care, Inc.
- EIN
- 81-0425934
- Plan number
- 001
- Location
- Missoula, MT
- Participants
- 328
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,700,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,700,732
- Employer contributions
- $455,603
- Participant contributions
- $994,419
- Total income / additions
- $2,967,660
- Benefits paid
- $1,226,296
- Administrative expenses
- $70,117
- Total expenses
- $1,296,413
- Net increase / (decrease)
- $1,671,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forusall Advisors LLC | ADMINISTRATOR | $44,354 | not reported in the loaded dataset |
| At Retirement Services, LLC | N/A | $25,763 | not reported in the loaded dataset |