Family First Homecare 401(K) Plan — Form 5500 plan (Family First Homecare)
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, Family First Homecare 401(K) Plan is a benefit plan reported by Family First Homecare under EIN 46-0893326 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,042 participants and $8,022,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family First Homecare
- EIN
- 46-0893326
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 1,042
- End-of-year plan assets
- $8,022,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,042 | H, C | 20241031080745NAL0000994515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,022,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,022,699
- Net assets (BOY)
- $3,538,838
Income & contributions
- Employer contributions
- $474,144
- Participant contributions
- $924,158
- Total contributions
- $1,558,303
- Total income / additions
- $2,876,511
Expenses & distributions
- Benefits paid
- $6,381,710
- Administrative expenses
- $72,276
- Total expenses
- $6,453,986
- Net increase / (decrease)
- -$3,577,475
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Ins Co | RECORD KEEPER | $43,609 | $0 | 2023 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $27,807 | $0 | 2023 |
| Kestra Investment Services LLC | BROKER | $0 | $1,224 | 2023 |
| Voya Retirement Ins And Annuity Co. | PRIOR RECORD KEEPER | $860 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Family First Homecare
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Transamerica Life Ins Co — Schedule C compensation
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Voya Retirement Ins And Annuity Co. — Schedule C compensation