2023 Form 5500 filing — Friends & Family Prevailing Wage Esop 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 20250320120936NAL0011210768001) for Friends & Family Prevailing Wage Esop Retirement Plan, reported by Friends & Family Home Care Services, LLC under EIN 46-2961005 and plan number 001. It reports 8,116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320120936NAL0011210768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Friends & Family Home Care Services, LLC
- EIN
- 46-2961005
- Plan number
- 001
- Location
- New York, NY
- Participants
- 8,116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,604,646
- Total liabilities (EOY)
- $2,996,449
- Net assets (EOY)
- $40,608,197
- Employer contributions
- $11,640,794
- Total income / additions
- $22,551,934
- Benefits paid
- $0
- Administrative expenses
- $2,813,102
- Total expenses
- $2,832,533
- Net increase / (decrease)
- $19,719,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morrison Cohen | LAW FIRM | $94,872 | not reported in the loaded dataset |
| Marcum | VALUATION FIRM | $36,028 | not reported in the loaded dataset |
| Adamy | VALUATION FIRM | $29,055 | not reported in the loaded dataset |
| Blue Ridge Esop Associates | RECORDKEEPER | $28,050 | not reported in the loaded dataset |
| Aegis Fiduciary Services | TRUSTEE | $22,917 | not reported in the loaded dataset |