Healthpoint Family Care, Inc. 401(K) Plan — Form 5500 plan (Healthpoint Family Care, 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, Healthpoint Family Care, Inc. 401(K) Plan is a benefit plan reported by Healthpoint Family Care, Inc. under EIN 61-0729915 and plan number 002. The latest loaded filing year is 2023. The filing reports 226 participants and $10,485,240 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Healthpoint Family Care, Inc.
EIN
61-0729915
Plan number
002
Plan type
2
Location
Covington, KY
Latest filing year
2023
Participants
226
End-of-year plan assets
$10,485,240

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023226H, C20240625094047NAL0010115344001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,485,240
Total liabilities (EOY)
$0
Net assets (EOY)
$10,485,240
Net assets (BOY)
$9,187,575

Income & contributions

Employer contributions
$431,137
Participant contributions
$940,600
Total contributions
$1,382,145
Total income / additions
$2,969,152

Expenses & distributions

Benefits paid
$1,657,884
Administrative expenses
$13,603
Total expenses
$1,671,487
Net increase / (decrease)
$1,297,665

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$5,765$02023

Related Form 5500 pages