Partners In Home Care Retirement Plan — Form 5500 plan (Partners In Home Care, 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, Partners In Home Care Retirement Plan is a benefit plan reported by Partners In Home Care, Inc. under EIN 81-0425934 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $10,700,732 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Partners In Home Care, Inc.
EIN
81-0425934
Plan number
001
Plan type
2
Location
Missoula, MT
Latest filing year
2023
Participants
328
End-of-year plan assets
$10,700,732

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023328H, C20241024145447NAL0000698643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,700,732
Total liabilities (EOY)
$0
Net assets (EOY)
$10,700,732
Net assets (BOY)
$9,029,485

Income & contributions

Employer contributions
$455,603
Participant contributions
$994,419
Total contributions
$1,477,260
Total income / additions
$2,967,660

Expenses & distributions

Benefits paid
$1,226,296
Administrative expenses
$70,117
Total expenses
$1,296,413
Net increase / (decrease)
$1,671,247

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forusall Advisors LLCADMINISTRATOR$44,354not reported in the loaded dataset2023
At Retirement Services, LLCN/A$25,763not reported in the loaded dataset2023

Related Form 5500 pages