Home Care Delivered, Inc. 401(K) Plan — Form 5500 plan (Home Care Delivered, Inc.)
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, Home Care Delivered, Inc. 401(K) Plan is a benefit plan reported by Home Care Delivered, Inc. under EIN 54-1818883 and plan number 001. The latest loaded filing year is 2023. The filing reports 354 participants and $10,509,341 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Home Care Delivered, Inc.
- EIN
- 54-1818883
- Plan number
- 001
- Plan type
- 2
- Location
- Glen Allen, VA
- Latest filing year
- 2023
- Participants
- 354
- End-of-year plan assets
- $10,509,341
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 354 | H, C | 20251002133112NAL0001304114001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,509,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,509,341
- Net assets (BOY)
- $8,571,032
Income & contributions
- Employer contributions
- $394,031
- Participant contributions
- $1,277,547
- Total contributions
- $1,897,511
- Total income / additions
- $3,473,629
Expenses & distributions
- Benefits paid
- $1,484,641
- Administrative expenses
- $38,199
- Total expenses
- $1,535,320
- Net increase / (decrease)
- $1,938,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securian Financial Services, Inc. | INVESTMENT/FINANCIAL ADVI | $17,108 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $15,208 | $0 | 2023 |
| Cetera Investment Advisers LLC | INVESTMENT/FINANCIAL ADVI | $5,883 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Home Care Delivered, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Glen Allen, VA
- Securian Financial Services, Inc. — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation