Homecentris Healthcare, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Homecentris Healthcare, 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, Homecentris Healthcare, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Homecentris Healthcare, LLC under EIN 46-5705434 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,265 participants and $2,599,309 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.6MPlan net assets, end of year$2,596,154
Participants1.3KCovered participants reported1,265
Assets / participant$2.1KComputed: assets ÷ participants$2,055 (computed)
Provider compensation$45.7K4 Schedule C provider row(s)$45,722
Plan sponsor
Homecentris Healthcare, LLC
EIN
46-5705434
Plan number
001
Plan type
2
Location
Owings Mills, MD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,265H, C20241014083324NAL0013013427001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$3.2K
Money in vs. money out
Total income / additions$1.1M
Total expenses$252.9K
Benefits paid / distributions$211.4K
Contributions
Employer$75.8K
Participant$426.3K
Full reported line items

Net assets

Total assets (EOY)
$2,599,309
Total liabilities (EOY)
$3,155
Net assets (EOY)
$2,596,154
Net assets (BOY)
$1,782,725

Income & contributions

Employer contributions
$75,808
Participant contributions
$426,327
Total contributions
$714,550
Total income / additions
$1,066,283

Expenses & distributions

Benefits paid
$211,420
Administrative expenses
$9,093
Total expenses
$252,854
Net increase / (decrease)
$813,429
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 15%Participant 85%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets2%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideINVESTMENT ADVISORY$24,479$7042023
The Leaders GroupINVESTMENT ADVISORY$0$11,1152023
American Retirement Plan ServicesTHIRD PARTY ADMIN$8,259not reported in the loaded dataset2023
Iron-Co-Fid-Flexible Adv FoundationINVESTMENT ADVISORY$1,165not reported in the loaded dataset2023

Related Form 5500 pages