Apple Homecare Medical Supply 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Apple Homecare Medical Supply)
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, Apple Homecare Medical Supply 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Apple Homecare Medical Supply under EIN 75-2949402 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $2,631,526 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apple Homecare Medical Supply
- EIN
- 75-2949402
- Plan number
- 001
- Plan type
- 2
- Location
- Richardson, TX
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $2,631,526
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241010145531NAL0010159763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,631,526
- Total liabilities (EOY)
- $6,111
- Net assets (EOY)
- $2,625,415
- Net assets (BOY)
- $2,356,129
Income & contributions
- Employer contributions
- $92,768
- Participant contributions
- $161,538
- Total contributions
- $254,306
- Total income / additions
- $655,220
Expenses & distributions
- Benefits paid
- $381,801
- Administrative expenses
- $4,133
- Total expenses
- $385,934
- Net increase / (decrease)
- $269,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Futureplan | TPA | $4,133 | not reported in the loaded dataset | 2023 |