Plan5500

Personal Touch Home Care Employee Stock Ownership Plan — Form 5500 plan (Personal Touch Holding Corp.)

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, Personal Touch Home Care Employee Stock Ownership Plan is a benefit plan reported by Personal Touch Holding Corp. under EIN 51-0311266 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,729 participants and $57,227,604 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Personal Touch Holding Corp.
EIN
51-0311266
Plan number
002
Plan type
2
Location
Lake Success, NY
Latest filing year
2023
Participants
3,729
End-of-year plan assets
$57,227,604

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,729H, C20241014151443NAL0052852850001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,227,604
Total liabilities (EOY)
$1,742
Net assets (EOY)
$57,225,862
Net assets (BOY)
$64,486,095

Income & contributions

Total contributions
$0
Total income / additions
$1,911,066

Expenses & distributions

Benefits paid
$9,154,224
Administrative expenses
$17,075
Total expenses
$9,171,299
Net increase / (decrease)
-$7,260,233

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greatbanc Trust CoBANKING INSTITUTION$31,305not reported in the loaded dataset2023

Related Form 5500 pages