2023 Form 5500 filing — Ireland Home-Based Services, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716091346NAL0001421715001) for Ireland Home-Based Services, LLC 401(K) Plan, reported by Ireland Home-Based Services, LLC under EIN 20-2729113 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.7MReported net assets$7,741,299
Participants273
Provider compensation$55.6K2 Schedule C row(s)$55,566
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240716091346NAL0001421715001
Plan sponsor
Ireland Home-Based Services, LLC
EIN
20-2729113
Plan number
001
Location
Evansville, IN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$553.2K
Benefits paid / distributions$497.7K
Contributions
Employer$413.1K
Participant$691.9K
Full reported line items
Total assets (EOY)
$7,741,299
Total liabilities (EOY)
$0
Net assets (EOY)
$7,741,299
Employer contributions
$413,083
Participant contributions
$691,877
Total income / additions
$2,276,016
Benefits paid
$497,663
Administrative expenses
$55,566
Total expenses
$553,229
Net increase / (decrease)
$1,722,787

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$33,288$0
Old National Wealth ManagementADVISOR$22,278not reported in the loaded dataset

Related Form 5500 pages