At Home Care 403(B) Plan — Form 5500 plan (At 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, At Home Care 403(B) Plan is a benefit plan reported by At Home Care, Inc. under EIN 16-1287069 and plan number 001. The latest loaded filing year is 2023. The filing reports 104 participants and $3,740,631 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
At Home Care, Inc.
EIN
16-1287069
Plan number
001
Plan type
2
Location
Oneonta, NY
Latest filing year
2023
Participants
104
End-of-year plan assets
$3,740,631

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023104H, C20241015125633NAL0029700545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,740,631
Total liabilities (EOY)
$0
Net assets (EOY)
$3,740,631
Net assets (BOY)
$3,392,080

Income & contributions

Employer contributions
$38,781
Participant contributions
$132,141
Total contributions
$173,861
Total income / additions
$867,914

Expenses & distributions

Benefits paid
$435,781
Administrative expenses
$2,168
Total expenses
$437,949
Net increase / (decrease)
$429,965

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan ServicesNONE$2,047$02023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages