Franklin County Home Health Agency, Inc. 401(K) Plan — Form 5500 plan (Franklin County Home Health Agency, 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, Franklin County Home Health Agency, Inc. 401(K) Plan is a benefit plan reported by Franklin County Home Health Agency, Inc. under EIN 23-7076401 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $6,384,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Franklin County Home Health Agency, Inc.
- EIN
- 23-7076401
- Plan number
- 001
- Plan type
- 2
- Location
- St. Albans, VT
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $6,384,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241014141619NAL0015084227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,384,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,384,481
- Net assets (BOY)
- $6,237,629
Income & contributions
- Employer contributions
- $171,759
- Participant contributions
- $452,782
- Total contributions
- $624,541
- Total income / additions
- $1,676,696
Expenses & distributions
- Benefits paid
- $1,479,145
- Administrative expenses
- $47,419
- Total expenses
- $1,529,844
- Net increase / (decrease)
- $146,852
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISORY | $30,090 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORD KEEPER CUSTODIAN | $14,661 | not reported in the loaded dataset | 2023 |
| Future Planning Associates | THIRD PARTY ADMIN | $1,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Franklin County Home Health Agency, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in St. Albans, VT
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- Future Planning Associates — Schedule C compensation