Tribute Home Care, LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Tribute Home Care, 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, Tribute Home Care, LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Tribute Home Care, LLC under EIN 45-5420243 and plan number 001. The latest loaded filing year is 2023. The filing reports 419 participants and $2,178,926 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tribute Home Care, LLC
EIN
45-5420243
Plan number
001
Plan type
2
Location
Charlestown, MA
Latest filing year
2023
Participants
419
End-of-year plan assets
$2,178,926

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023419H, C20240731093123NAL0014184979001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,178,926
Total liabilities (EOY)
$25,517
Net assets (EOY)
$2,153,409
Net assets (BOY)
$1,407,561

Income & contributions

Employer contributions
$37,360
Participant contributions
$554,094
Total contributions
$721,653
Total income / additions
$1,020,967

Expenses & distributions

Benefits paid
$251,285
Administrative expenses
$23,834
Total expenses
$275,119
Net increase / (decrease)
$745,848

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CoRECORD KEEPER$12,132$02023
William BlairINVESTMENT ADVISOR$8,199not reported in the loaded dataset2023

Related Form 5500 pages