Country Home Savings Plan — Form 5500 plan (Country Home Management, 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, Country Home Savings Plan is a benefit plan reported by Country Home Management, Inc. under EIN 74-2722221 and plan number 001. The latest loaded filing year is 2023. The filing reports 289 participants and $2,655,642 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Country Home Management, Inc.
EIN
74-2722221
Plan number
001
Plan type
2
Location
Boerne, TX
Latest filing year
2023
Participants
289
End-of-year plan assets
$2,655,642

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023289H, C20241010113009NAL0020900273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,655,642
Total liabilities (EOY)
$0
Net assets (EOY)
$2,655,642
Net assets (BOY)
$2,343,278

Income & contributions

Employer contributions
$22,863
Participant contributions
$231,849
Total contributions
$254,712
Total income / additions
$551,580

Expenses & distributions

Benefits paid
$199,344
Administrative expenses
$39,872
Total expenses
$239,216
Net increase / (decrease)
$312,364

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Haynie & CompanyNONE$21,000$02023
Frost BankNONE$10,800$02023
Benefit Plan Admin ServicesNONE$8,072$02023

Related Form 5500 pages