2023 Form 5500 filing — Roze Room Hospice 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 20241015214426NAL0049886976001) for Roze Room Hospice 401(K) Profit Sharing Plan, reported by L & A Care Corporation Dba Roze Room Hospice under EIN 95-4643592 and plan number 001. It reports 157 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)$10.5MReported net assets$10,450,058
Participants157
Provider compensation$36.8K4 Schedule C row(s)$36,799
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015214426NAL0049886976001
Plan sponsor
L & A Care Corporation Dba Roze Room Hospice
EIN
95-4643592
Plan number
001
Location
Reseda, CA
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)$10.5M total assets
Net assets$10.5MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$463.7K
Benefits paid / distributions$431.2K
Contributions
Employer$432.8K
Participant$766K
Full reported line items
Total assets (EOY)
$10,450,058
Total liabilities (EOY)
$0
Net assets (EOY)
$10,450,058
Employer contributions
$432,799
Participant contributions
$765,951
Total income / additions
$2,547,710
Benefits paid
$431,213
Administrative expenses
$32,487
Total expenses
$463,700
Net increase / (decrease)
$2,084,010
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $30K
  2. 2
    AUDITOR · Direct $5K
  3. 3
    CONTRACT ADMIN · Direct $1.5K
  4. 4
    RECORDKEEPER · Direct $250 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015214426NAL0049886976001 cover?
It is the 2023 Form 5500 filing for Roze Room Hospice 401(K) Profit Sharing Plan, reported by L & A Care Corporation Dba Roze Room Hospice (EIN 95-4643592).
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