2023 Form 5500 filing — Serene Home Nursing Agency 401k 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 20241003055614NAL0010061041001) for Serene Home Nursing Agency 401k Plan, reported by Serene Services Inc. under EIN 42-1705422 and plan number 001. It reports 247 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)$1.5MReported net assets$1,493,730
Participants247
Provider compensation$1.9K2 Schedule C row(s)$1,856
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003055614NAL0010061041001
Plan sponsor
Serene Services Inc.
EIN
42-1705422
Plan number
001
Location
Patchogue, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$574.3K
Total expenses$140.5K
Benefits paid / distributions$131.1K
Contributions
Employer$64.4K
Participant$333.2K
Full reported line items
Total assets (EOY)
$1,493,730
Total liabilities (EOY)
$0
Net assets (EOY)
$1,493,730
Employer contributions
$64,420
Participant contributions
$333,157
Total income / additions
$574,330
Benefits paid
$131,142
Administrative expenses
$4,746
Total expenses
$140,498
Net increase / (decrease)
$433,832
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $1.9K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003055614NAL0010061041001 cover?
It is the 2023 Form 5500 filing for Serene Home Nursing Agency 401k Plan, reported by Serene Services Inc. (EIN 42-1705422).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages