Friendly Home Services Group, LLC 401(K) Plan — Form 5500 plan (Friendly Home Services Group, 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, Friendly Home Services Group, LLC 401(K) Plan is a benefit plan reported by Friendly Home Services Group, LLC under EIN 85-0654134 and plan number 001. The latest loaded filing year is 2023. The filing reports 301 participants and $3,832,469 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Friendly Home Services Group, LLC
EIN
85-0654134
Plan number
001
Plan type
2
Location
Westlake, TX
Latest filing year
2023
Participants
301
End-of-year plan assets
$3,832,469

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023301H, C20241001092442NAL0006855121001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,832,469
Total liabilities (EOY)
$0
Net assets (EOY)
$3,832,469
Net assets (BOY)
$1,652,842

Income & contributions

Employer contributions
$409,397
Participant contributions
$748,409
Total contributions
$2,116,163
Total income / additions
$2,583,565

Expenses & distributions

Benefits paid
$347,479
Administrative expenses
$26,675
Total expenses
$403,938
Net increase / (decrease)
$2,179,627

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$0$02023

Related Form 5500 pages