Ireland Home-Based Services, LLC 401(K) Plan — Form 5500 plan (Ireland Home-Based Services, LLC)

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, Ireland Home-Based Services, LLC 401(K) Plan is a benefit plan reported by Ireland Home-Based Services, LLC under EIN 20-2729113 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $7,741,299 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ireland Home-Based Services, LLC
EIN
20-2729113
Plan number
001
Plan type
2
Location
Evansville, IN
Latest filing year
2023
Participants
273
End-of-year plan assets
$7,741,299

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023273H, C20240716091346NAL0001421715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,741,299
Total liabilities (EOY)
$0
Net assets (EOY)
$7,741,299
Net assets (BOY)
$6,018,512

Income & contributions

Employer contributions
$413,083
Participant contributions
$691,877
Total contributions
$1,105,679
Total income / additions
$2,276,016

Expenses & distributions

Benefits paid
$497,663
Administrative expenses
$55,566
Total expenses
$553,229
Net increase / (decrease)
$1,722,787

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$33,288$02023
Old National Wealth ManagementADVISOR$22,278not reported in the loaded dataset2023

Related Form 5500 pages