2023 Form 5500 filing — Tendercare Home Health Services Retirement 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 20240823051134NAL0006103409001) for Tendercare Home Health Services Retirement Plan, reported by Tendercare Home Health Services under EIN 35-1922557 and plan number 001. It reports 296 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)$6.5MReported net assets$6,489,811
Participants296
Provider compensation$24K3 Schedule C row(s)$23,987
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240823051134NAL0006103409001
Plan sponsor
Tendercare Home Health Services
EIN
35-1922557
Plan number
001
Location
Indianapolis, 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)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$669.6K
Benefits paid / distributions$617.2K
Contributions
Employer$47.8K
Participant$647.8K
Full reported line items
Total assets (EOY)
$6,489,811
Total liabilities (EOY)
$0
Net assets (EOY)
$6,489,811
Employer contributions
$47,784
Participant contributions
$647,753
Total income / additions
$1,660,193
Benefits paid
$617,213
Administrative expenses
$23,988
Total expenses
$669,554
Net increase / (decrease)
$990,639

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Procourse Fiduciary Advisors. LLCINVESTMENT/FINANCIAL ADVI$17,143$0
Adp, Inc.RECORD KEEPER$6,844$0
Adp Broker-DealerRECORD KEEPER$0$0

Related Form 5500 pages