Ohana Care Referral Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ohana Care Referral Services, 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, Ohana Care Referral Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ohana Care Referral Services, Inc. under EIN 82-3731814 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $213,992 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$214KPlan net assets, end of year$213,992
Participants3Covered participants reported
Assets / participant$71.3KComputed: assets ÷ participants$71,331 (computed)
Provider compensationNone reported
Plan sponsor
Ohana Care Referral Services, Inc.
EIN
82-3731814
Plan number
001
Plan type
2
Location
Norco, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20240726134209NAL0016060609001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$214K total assets
Net assets$214KLiabilities$0
Money in vs. money out
Total income / additions-$51.4K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$213,992
Total liabilities (EOY)
$0
Net assets (EOY)
$213,992
Net assets (BOY)
$265,422

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
-$51,430

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
-$51,430

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages