All About Kids Home Health 401(K) Plan — Form 5500 plan (Santa Cruz Health Services, 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, All About Kids Home Health 401(K) Plan is a benefit plan reported by Santa Cruz Health Services, Inc. under EIN 74-2864969 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $2,003,768 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Santa Cruz Health Services, Inc.
EIN
74-2864969
Plan number
001
Plan type
2
Location
Harlingen, TX
Latest filing year
2023
Participants
189
End-of-year plan assets
$2,003,768

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20240830051426NAL0014525601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,003,768
Total liabilities (EOY)
$0
Net assets (EOY)
$2,003,768
Net assets (BOY)
$1,947,471

Income & contributions

Participant contributions
$166,876
Total contributions
$166,876
Total income / additions
$421,744

Expenses & distributions

Benefits paid
$295,179
Administrative expenses
$34,347
Total expenses
$365,447
Net increase / (decrease)
$56,297

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Resources Investment Advisors, Inc.CONSULTANT$17,995$02023
Adp, Inc.RECORD KEEPER$17,349$02023
Peggy S. Edge Cpa LLCACCOUNTANT$8,000$02023

Related Form 5500 pages