2023 Form 5500 filing — All About Kids Home Health 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 20240830051426NAL0014525601001) for All About Kids Home Health 401(K) Plan, reported by Santa Cruz Health Services, Inc. under EIN 74-2864969 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830051426NAL0014525601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Santa Cruz Health Services, Inc.
- EIN
- 74-2864969
- Plan number
- 001
- Location
- Harlingen, TX
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,003,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,003,768
- Participant contributions
- $166,876
- Total income / additions
- $421,744
- Benefits paid
- $295,179
- Administrative expenses
- $34,347
- Total expenses
- $365,447
- Net increase / (decrease)
- $56,297
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors, Inc. | CONSULTANT | $17,995 | $0 |
| Adp, Inc. | RECORD KEEPER | $17,349 | $0 |
| Peggy S. Edge Cpa LLC | ACCOUNTANT | $8,000 | $0 |