2023 Form 5500 filing — Personal Touch 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 20241010092906NAL0019868833001) for Personal Touch 401(K) Plan, reported by Personal Touch Home Care Of Ny., Inc. under EIN 11-2339876 and plan number 001. It reports 7,063 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092906NAL0019868833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Personal Touch Home Care Of Ny., Inc.
- EIN
- 11-2339876
- Plan number
- 001
- Location
- Lake Success, NY
- Participants
- 7,063
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,610,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,610,308
- Employer contributions
- $463,396
- Participant contributions
- $777,832
- Total income / additions
- $3,791,837
- Benefits paid
- $2,427,428
- Administrative expenses
- $23,122
- Total expenses
- $2,455,753
- Net increase / (decrease)
- $1,336,084
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securities America, Inc | OTHER SERVICES | $0 | $32,150 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,121 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |