Regional Home Care 401(K) Plan — Form 5500 plan (Regional Home Care, Inc.)

Plain-English plan 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, Regional Home Care 401(K) Plan is a benefit plan reported by Regional Home Care, Inc. under EIN 04-2887579 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $9,884,268 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Regional Home Care, Inc.
EIN
04-2887579
Plan number
001
Plan type
2
Location
Leominster, MA
Latest filing year
2023
Participants
313
End-of-year plan assets
$9,884,268

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023313H, C20241010080353NAL0011283043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,884,268
Total liabilities (EOY)
$0
Net assets (EOY)
$9,884,268
Net assets (BOY)
$7,509,708

Income & contributions

Employer contributions
$371,571
Participant contributions
$973,826
Total contributions
$1,361,854
Total income / additions
$2,888,955

Expenses & distributions

Benefits paid
$434,630
Administrative expenses
$79,765
Total expenses
$514,395
Net increase / (decrease)
$2,374,560

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Retirement & BenefitNONE$55,702not reported in the loaded dataset2023
Ascensus LLCNONE$24,063$02023

Related Form 5500 pages