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, Concierge Home Care 401(K) Plan is a benefit plan reported by Homecare Partners Management LLC under EIN 84-2525296 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,115 participants and $14,247,711 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,247,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,247,711
- Net assets (BOY)
- $9,752,922
Income & contributions
- Employer contributions
- $383,587
- Participant contributions
- $2,757,968
- Total contributions
- $3,828,174
- Total income / additions
- $6,086,847
Expenses & distributions
- Benefits paid
- $1,489,157
- Administrative expenses
- $60,278
- Total expenses
- $1,592,058
- Net increase / (decrease)
- $4,494,789