2023 Form 5500 filing — The British Home 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 20241011110615NAL0022631313001) for The British Home 401k Plan, reported by The British Home For Retired Men And Women under EIN 36-2169132 and plan number 001. It reports 185 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)$3.9MReported net assets$3,949,768
Participants185
Provider compensation$42.2K2 Schedule C row(s)$42,195
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011110615NAL0022631313001
Plan sponsor
The British Home For Retired Men And Women
EIN
36-2169132
Plan number
001
Location
Brookfield, IL
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)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$595.8K
Total expenses$196.6K
Benefits paid / distributions$168.4K
Contributions
Employer$46.7K
Participant$168.1K
Full reported line items
Total assets (EOY)
$3,949,768
Total liabilities (EOY)
$0
Net assets (EOY)
$3,949,768
Employer contributions
$46,716
Participant contributions
$168,090
Total income / additions
$595,843
Benefits paid
$168,383
Administrative expenses
$17,170
Total expenses
$196,606
Net increase / (decrease)
$399,237
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $724 · Indirect $24.7K
  2. 2
    NONE · Direct $16.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011110615NAL0022631313001 cover?
It is the 2023 Form 5500 filing for The British Home 401k Plan, reported by The British Home For Retired Men And Women (EIN 36-2169132).
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