2023 Form 5500 filing — Ideal Home Health 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 20240904070311NAL0011003235001) for Ideal Home Health Retirement Plan, reported by Ideal Home Health Inc. under EIN 26-0289040 and plan number 001. It reports 1,536 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)$4.5MReported net assets$4,519,490
Participants1.5K1,536
Provider compensation$120.4K4 Schedule C row(s)$120,445
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240904070311NAL0011003235001
Plan sponsor
Ideal Home Health Inc.
EIN
26-0289040
Plan number
001
Location
Brooklyn Ny, NY
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)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$485.5K
Benefits paid / distributions$363.6K
Contributions
Employer$1.9M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$4,519,490
Total liabilities (EOY)
$0
Net assets (EOY)
$4,519,490
Employer contributions
$1,905,600
Total income / additions
$2,491,897
Benefits paid
$363,600
Administrative expenses
$120,445
Total expenses
$485,474
Net increase / (decrease)
$2,006,423
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Adp, Inc.$97.4K
    RECORD KEEPER · Direct $97.4K · Indirect $0
  2. 2
    INVESTMENT/FINANCIAL ADVI · Direct $18K · Indirect $0
  3. 3
    INVESTMENT/FINANCIAL ADVI · Direct $5K · Indirect $0
  4. 4
    RECORD KEEPER · Direct $0 · Indirect $0

Related Form 5500 pages