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, Appl Orchard 401(K) Plan is a benefit plan reported by Spectrum Home Health Agency, Inc. under EIN 81-2621729 and plan number 002. The latest loaded filing year is 2023. The filing reports 229 participants and $11,952,031 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,952,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,952,031
- Net assets (BOY)
- $10,533,467
Income & contributions
- Employer contributions
- $206,911
- Participant contributions
- $687,551
- Total contributions
- $976,498
- Total income / additions
- $2,782,613
Expenses & distributions
- Benefits paid
- $1,358,814
- Administrative expenses
- $5,235
- Total expenses
- $1,364,049
- Net increase / (decrease)
- $1,418,564