2023 Form 5500 filing — Personal Touch Home Care Employee Stock Ownership 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 20241014151443NAL0052852850001) for Personal Touch Home Care Employee Stock Ownership Plan, reported by Personal Touch Holding Corp. under EIN 51-0311266 and plan number 002. It reports 3,729 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151443NAL0052852850001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Personal Touch Holding Corp.
- EIN
- 51-0311266
- Plan number
- 002
- Location
- Lake Success, NY
- Participants
- 3,729
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,227,604
- Total liabilities (EOY)
- $1,742
- Net assets (EOY)
- $57,225,862
- Total income / additions
- $1,911,066
- Benefits paid
- $9,154,224
- Administrative expenses
- $17,075
- Total expenses
- $9,171,299
- Net increase / (decrease)
- -$7,260,233
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greatbanc Trust Co | BANKING INSTITUTION | $31,305 | not reported in the loaded dataset |