2023 Form 5500 filing — Kris Agency & Home Care, Inc Retirement Plan And 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 20250116164221NAL0038870912001) for Kris Agency & Home Care, Inc Retirement Plan And Trust, reported by Kris Agency & Home Care, Inc under EIN 11-3175479 and plan number 001. It reports 826 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250116164221NAL0038870912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kris Agency & Home Care, Inc
- EIN
- 11-3175479
- Plan number
- 001
- Location
- Jamaica, NY
- Participants
- 826
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,416,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,416,369
- Employer contributions
- $607,357
- Total income / additions
- $835,339
- Benefits paid
- $295,706
- Administrative expenses
- $37,970
- Total expenses
- $333,676
- Net increase / (decrease)
- $501,663
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORD-KEEPER, CUSTODIAN | $31,152 | not reported in the loaded dataset |
| Quint Capital Corporation | FINRA BROKER OR RIA | $0 | $13,417 |
| Gelman Pension Consulting | TPA, RECORD-KEEPER | $6,736 | not reported in the loaded dataset |