2023 Form 5500 filing — Franklin County Home Health Agency, Inc. 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 20241014141619NAL0015084227001) for Franklin County Home Health Agency, Inc. 401(K) Plan, reported by Franklin County Home Health Agency, Inc. under EIN 23-7076401 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141619NAL0015084227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Franklin County Home Health Agency, Inc.
- EIN
- 23-7076401
- Plan number
- 001
- Location
- St. Albans, VT
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,384,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,384,481
- Employer contributions
- $171,759
- Participant contributions
- $452,782
- Total income / additions
- $1,676,696
- Benefits paid
- $1,479,145
- Administrative expenses
- $47,419
- Total expenses
- $1,529,844
- Net increase / (decrease)
- $146,852
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISORY | $30,090 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORD KEEPER CUSTODIAN | $14,661 | not reported in the loaded dataset |
| Future Planning Associates | THIRD PARTY ADMIN | $1,600 | not reported in the loaded dataset |