Roze Room Hospice 401(K) Profit Sharing Plan — Form 5500 plan (L & A Care Corporation Dba Roze Room Hospice)
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, Roze Room Hospice 401(K) Profit Sharing Plan is a benefit plan reported by L & A Care Corporation Dba Roze Room Hospice under EIN 95-4643592 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $10,450,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- L & A Care Corporation Dba Roze Room Hospice
- EIN
- 95-4643592
- Plan number
- 001
- Plan type
- 2
- Location
- Reseda, CA
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $10,450,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241015214426NAL0049886976001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,450,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,450,058
- Net assets (BOY)
- $8,366,048
Income & contributions
- Employer contributions
- $432,799
- Participant contributions
- $765,951
- Total contributions
- $1,198,750
- Total income / additions
- $2,547,710
Expenses & distributions
- Benefits paid
- $431,213
- Administrative expenses
- $32,487
- Total expenses
- $463,700
- Net increase / (decrease)
- $2,084,010
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Serv | INVESTMENT ADVISOR | $30,049 | not reported in the loaded dataset | 2023 |
| Lawrence R. Mitchell & Company Cpa | AUDITOR | $5,000 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | CONTRACT ADMIN | $1,500 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $250 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for L & A Care Corporation Dba Roze Room Hospice
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Reseda, CA
- Raymond James Financial Serv — Schedule C compensation
- Lawrence R. Mitchell & Company Cpa — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Capital Group Retirement Plan Serv — Schedule C compensation