2023 Form 5500 filing — Advent Home Medical 401(K) Profit Sharing Plan & Trust

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 20241115091727NAL0000451059001) for Advent Home Medical 401(K) Profit Sharing Plan & Trust, reported by Advent Home Medical under EIN 20-1137393 and plan number 001. It reports 238 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)$3.2MReported net assets$3,232,064
Participants238
Provider compensation$25.8K2 Schedule C row(s)$25,770
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241115091727NAL0000451059001
Plan sponsor
Advent Home Medical
EIN
20-1137393
Plan number
001
Location
Pontiac, MI
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)$3.2M total assets
Net assets$3.2MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$691K
Benefits paid / distributions$664.7K
Contributions
Employer$397.4K
Participant$638.6K
Full reported line items
Total assets (EOY)
$3,232,064
Total liabilities (EOY)
$0
Net assets (EOY)
$3,232,064
Employer contributions
$397,437
Participant contributions
$638,585
Total income / additions
$1,510,929
Benefits paid
$664,717
Administrative expenses
$26,268
Total expenses
$690,985
Net increase / (decrease)
$819,944
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISORY · Direct $14K
  2. 2
    RECORDKEEPER · Direct $11.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241115091727NAL0000451059001 cover?
It is the 2023 Form 5500 filing for Advent Home Medical 401(K) Profit Sharing Plan & Trust, reported by Advent Home Medical (EIN 20-1137393).
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