2023 Form 5500 filing — Advantage Home Care, Inc. 401(K) Profit Sharing 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 20241014162550NAL0045297056001) for Advantage Home Care, Inc. 401(K) Profit Sharing Plan, reported by Advantage Home Care, Inc. under EIN 20-0603118 and plan number 001. It reports 281 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)$3.3MReported net assets$3,271,604
Participants281
Provider compensation$22.3K4 Schedule C row(s)$22,321
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014162550NAL0045297056001
Plan sponsor
Advantage Home Care, Inc.
EIN
20-0603118
Plan number
001
Location
Albuquerque, NM
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)$3.3M total assets
Net assets$3.3MLiabilities$35
Money in vs. money out
Total income / additions$1.4M
Total expenses$556.2K
Benefits paid / distributions$534.9K
Contributions
Employer$0
Participant$575.6K
Full reported line items
Total assets (EOY)
$3,271,639
Total liabilities (EOY)
$35
Net assets (EOY)
$3,271,604
Employer contributions
$0
Participant contributions
$575,608
Total income / additions
$1,407,458
Benefits paid
$534,945
Administrative expenses
$21,219
Total expenses
$556,164
Net increase / (decrease)
$851,294
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $9.9K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $6.8K · Indirect $0
  3. 3
    INVESTMENT AD VISOR · Direct $3.7K · Indirect $0
  4. 4
    INVESTMENT MGMT · Direct $1.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014162550NAL0045297056001 cover?
It is the 2023 Form 5500 filing for Advantage Home Care, Inc. 401(K) Profit Sharing Plan, reported by Advantage Home Care, Inc. (EIN 20-0603118).
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