2023 Form 5500 filing — Family Resource Home 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 20241008111328NAL0009579619001) for Family Resource Home Care 401(K) Plan, reported by Geras, LLC under EIN 82-2989828 and plan number 002. It reports 1,192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008111328NAL0009579619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Geras, LLC
- EIN
- 82-2989828
- Plan number
- 002
- Location
- Liberty Lake, WA
- Participants
- 1,192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,774,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,774,495
- Employer contributions
- $216,392
- Participant contributions
- $358,321
- Total income / additions
- $1,028,930
- Benefits paid
- $685,936
- Administrative expenses
- $52,024
- Total expenses
- $737,960
- Net increase / (decrease)
- $290,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust | NONE | $42,913 | $0 |
| Global Assets Advisory | NONE | $9,111 | not reported in the loaded dataset |