New Vision Home Care Services, LLC Retirement Plan And Trust — Form 5500 plan (New Vision Home Care 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, New Vision Home Care Services, LLC Retirement Plan And Trust is a benefit plan reported by New Vision Home Care Services, LLC under EIN 45-2460065 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $133,895 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Vision Home Care Services, LLC
EIN
45-2460065
Plan number
001
Plan type
2
Location
Hawthorne, NY
Latest filing year
2023
Participants
233
End-of-year plan assets
$133,895

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20241009163255NAL0018752225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$133,895
Total liabilities (EOY)
$0
Net assets (EOY)
$133,895
Net assets (BOY)
$142,619

Income & contributions

Total contributions
$0
Total income / additions
$22,271

Expenses & distributions

Benefits paid
$13,618
Administrative expenses
$17,377
Total expenses
$30,995
Net increase / (decrease)
-$8,724

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kronick Kalada Berdy And Co PcNONE$13,000not reported in the loaded dataset2023
Nationwide Life Insurance CompanyNONE$3,106not reported in the loaded dataset2023
Gelman Pension Consulting, Inc.NONE$1,213not reported in the loaded dataset2023
Iron Financial Flex Adv FoundationsNONE$57not reported in the loaded dataset2023
Quint Capital CorporationNONE$0$02023

Related Form 5500 pages