2023 Form 5500 filing — Excelin Home Health, LLC 401(K) Plan & Trust
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 20240906135412NAL0000625651001) for Excelin Home Health, LLC 401(K) Plan & Trust, reported by Excelin Home Health, LLC under EIN 82-2584489 and plan number 001. It reports 856 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906135412NAL0000625651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Excelin Home Health, LLC
- EIN
- 82-2584489
- Plan number
- 001
- Location
- Hallettsville, TX
- Participants
- 856
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,633,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,633,967
- Employer contributions
- $497,461
- Participant contributions
- $1,157,937
- Total income / additions
- $2,797,347
- Benefits paid
- $898,901
- Administrative expenses
- $54,928
- Total expenses
- $953,829
- Net increase / (decrease)
- $1,843,518
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $54,928 | $0 |
| Hauser Retirement Solutions 2 LLC | INVESTMENT ADVISORY | $0 | $29,649 |