2023 Form 5500 filing — Appl Orchard 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 20241007105328NAL0015953089001) for Appl Orchard 401(K) Plan, reported by Spectrum Home Health Agency, Inc. under EIN 81-2621729 and plan number 002. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007105328NAL0015953089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spectrum Home Health Agency, Inc.
- EIN
- 81-2621729
- Plan number
- 002
- Location
- Kansas City, KS
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,952,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,952,031
- Employer contributions
- $206,911
- Participant contributions
- $687,551
- Total income / additions
- $2,782,613
- Benefits paid
- $1,358,814
- Administrative expenses
- $5,235
- Total expenses
- $1,364,049
- Net increase / (decrease)
- $1,418,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Erp Actuaries & Consultants Inc | THIRD PARTY ADMINISTRATOR | $0 | $2,785 |
| Compensation Benefit Planning, Inc. | THIRD PARTY ADMINISTRATOR | $0 | $2,650 |