Family Resource Home Care 401(K) Plan — Form 5500 plan (Geras, 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, Family Resource Home Care 401(K) Plan is a benefit plan reported by Geras, LLC under EIN 82-2989828 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,192 participants and $2,774,495 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Geras, LLC
EIN
82-2989828
Plan number
002
Plan type
2
Location
Liberty Lake, WA
Latest filing year
2023
Participants
1,192
End-of-year plan assets
$2,774,495

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,192H, C20241008111328NAL0009579619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,774,495
Total liabilities (EOY)
$0
Net assets (EOY)
$2,774,495
Net assets (BOY)
$2,483,525

Income & contributions

Employer contributions
$216,392
Participant contributions
$358,321
Total contributions
$615,868
Total income / additions
$1,028,930

Expenses & distributions

Benefits paid
$685,936
Administrative expenses
$52,024
Total expenses
$737,960
Net increase / (decrease)
$290,970

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American TrustNONE$42,913$02023
Global Assets AdvisoryNONE$9,111not reported in the loaded dataset2023

Related Form 5500 pages