2023 Form 5500 filing — Circle Of 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 20241007090302NAL0008739619001) for Circle Of Care 401(K) Plan, reported by Ctw Home Health, LLC under EIN 20-8886902 and plan number 001. It reports 653 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)$4.3MReported net assets$4,326,367
Participants653
Provider compensation$22.5K2 Schedule C row(s)$22,454
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007090302NAL0008739619001
Plan sponsor
Ctw Home Health, LLC
EIN
20-8886902
Plan number
001
Location
San Antonio, TX
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)$4.3M total assets
Net assets$4.3MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$425.2K
Benefits paid / distributions$402.8K
Contributions
Employer$3.4K
Participant$640.8K
Full reported line items
Total assets (EOY)
$4,326,367
Total liabilities (EOY)
$0
Net assets (EOY)
$4,326,367
Employer contributions
$3,391
Participant contributions
$640,766
Total income / additions
$1,264,278
Benefits paid
$402,783
Administrative expenses
$22,454
Total expenses
$425,237
Net increase / (decrease)
$839,041
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $11.5K · Indirect $0
  2. 2
    ADVISOR · Direct $11K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007090302NAL0008739619001 cover?
It is the 2023 Form 5500 filing for Circle Of Care 401(K) Plan, reported by Ctw Home Health, LLC (EIN 20-8886902).
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