Kris Agency & Home Care, Inc Retirement Plan And Trust — Form 5500 plan (Kris Agency & 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, Kris Agency & Home Care, Inc Retirement Plan And Trust is a benefit plan reported by Kris Agency & Home Care, Inc under EIN 11-3175479 and plan number 001. The latest loaded filing year is 2023. The filing reports 826 participants and $2,416,369 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kris Agency & Home Care, Inc
EIN
11-3175479
Plan number
001
Plan type
2
Location
Jamaica, NY
Latest filing year
2023
Participants
826
End-of-year plan assets
$2,416,369

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023826H, C20250116164221NAL0038870912001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,416,369
Total liabilities (EOY)
$0
Net assets (EOY)
$2,416,369
Net assets (BOY)
$1,914,706

Income & contributions

Employer contributions
$607,357
Total contributions
$607,357
Total income / additions
$835,339

Expenses & distributions

Benefits paid
$295,706
Administrative expenses
$37,970
Total expenses
$333,676
Net increase / (decrease)
$501,663

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORD-KEEPER, CUSTODIAN$31,152not reported in the loaded dataset2023
Quint Capital CorporationFINRA BROKER OR RIA$0$13,4172023
Gelman Pension ConsultingTPA, RECORD-KEEPER$6,736not reported in the loaded dataset2023

Related Form 5500 pages