First Call 401k Plan — Form 5500 plan (First Call Home Health, LLC)
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, First Call 401k Plan is a benefit plan reported by First Call Home Health, LLC under EIN 75-3085499 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $4,040,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Call Home Health, LLC
- EIN
- 75-3085499
- Plan number
- 001
- Plan type
- 2
- Location
- Salem, OR
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $4,040,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20240916130544NAL0001522593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,040,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,040,338
- Net assets (BOY)
- $3,116,943
Income & contributions
- Employer contributions
- $200,247
- Participant contributions
- $482,485
- Total contributions
- $712,284
- Total income / additions
- $1,217,261
Expenses & distributions
- Benefits paid
- $240,132
- Administrative expenses
- $49,174
- Total expenses
- $293,866
- Net increase / (decrease)
- $923,395
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $25,549 | $0 | 2023 |
| True Private Wealth Advisors | INVESTMENT ADVISORY | $16,800 | $0 | 2023 |
| Professional Benefit Services | CONTRACT ADMINISTRATOR | $3,695 | $1,596 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for First Call Home Health, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Salem, OR
- Principal Life Insurance Company — Schedule C compensation
- True Private Wealth Advisors — Schedule C compensation
- Professional Benefit Services — Schedule C compensation