2023 Form 5500 filing — Resource Care 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 20240930153438NAL0002731635001) for Resource Care 401(K) Plan, reported by Resource Care under EIN 75-2541970 and plan number 002. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930153438NAL0002731635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Resource Care
- EIN
- 75-2541970
- Plan number
- 002
- Location
- Albany, TX
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,645,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,645,740
- Employer contributions
- $107,580
- Participant contributions
- $247,638
- Total income / additions
- $708,337
- Benefits paid
- $48,172
- Administrative expenses
- $48,534
- Total expenses
- $96,706
- Net increase / (decrease)
- $611,631
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Park Fowler & Co., Pllc | ACCOUNTANT | $14,750 | not reported in the loaded dataset |
| Pcs Retirement LLC | RECORD KEEPER | $9,547 | not reported in the loaded dataset |
| Strategic Wealth Management | ADVISOR | $8,614 | not reported in the loaded dataset |
| Benefitexcel LLC | ADVISOR | $6,580 | not reported in the loaded dataset |
| Lpl Financial LLC | ADVISOR | $6,514 | not reported in the loaded dataset |
| Admin 316 | PLAN ADMINISTRATOR | $3,604 | not reported in the loaded dataset |