Resource Care 401(K) Plan — Form 5500 plan (Resource Care)
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, Resource Care 401(K) Plan is a benefit plan reported by Resource Care under EIN 75-2541970 and plan number 002. The latest loaded filing year is 2023. The filing reports 154 participants and $2,645,740 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Resource Care
- EIN
- 75-2541970
- Plan number
- 002
- Plan type
- 2
- Location
- Albany, TX
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $2,645,740
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20240930153438NAL0002731635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,645,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,645,740
- Net assets (BOY)
- $2,034,109
Income & contributions
- Employer contributions
- $107,580
- Participant contributions
- $247,638
- Total contributions
- $355,218
- Total income / additions
- $708,337
Expenses & distributions
- Benefits paid
- $48,172
- Administrative expenses
- $48,534
- Total expenses
- $96,706
- Net increase / (decrease)
- $611,631
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Park Fowler & Co., Pllc | ACCOUNTANT | $14,750 | not reported in the loaded dataset | 2023 |
| Pcs Retirement LLC | RECORD KEEPER | $9,547 | not reported in the loaded dataset | 2023 |
| Strategic Wealth Management | ADVISOR | $8,614 | not reported in the loaded dataset | 2023 |
| Benefitexcel LLC | ADVISOR | $6,580 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | ADVISOR | $6,514 | not reported in the loaded dataset | 2023 |
| Admin 316 | PLAN ADMINISTRATOR | $3,604 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Resource Care
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Albany, TX
- Park Fowler & Co., Pllc — Schedule C compensation
- Pcs Retirement LLC — Schedule C compensation
- Strategic Wealth Management — Schedule C compensation
- Benefitexcel LLC — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Admin 316 — Schedule C compensation