2023 Form 5500 filing — Family First Homecare 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 20241031080745NAL0000994515001) for Family First Homecare 401(K) Plan, reported by Family First Homecare under EIN 46-0893326 and plan number 001. It reports 1,042 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)$8MReported net assets$8,022,699
Participants1K1,042
Provider compensation$73.5K4 Schedule C row(s)$73,500
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241031080745NAL0000994515001
Plan sponsor
Family First Homecare
EIN
46-0893326
Plan number
001
Location
Tampa, FL
Received date
not reported in the loaded dataset
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)$8M total assets
Net assets$8MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$6.5M
Benefits paid / distributions$6.4M
Contributions
Employer$474.1K
Participant$924.2K
Full reported line items
Total assets (EOY)
$8,022,699
Total liabilities (EOY)
$0
Net assets (EOY)
$8,022,699
Employer contributions
$474,144
Participant contributions
$924,158
Total income / additions
$2,876,511
Benefits paid
$6,381,710
Administrative expenses
$72,276
Total expenses
$6,453,986
Net increase / (decrease)
-$3,577,475

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Life Ins CoRECORD KEEPER$43,609$0
Admin. Group, LLC Dba Tag ResourcesRECORD KEEPER$27,807$0
Kestra Investment Services LLCBROKER$0$1,224
Voya Retirement Ins And Annuity Co.PRIOR RECORD KEEPER$860not reported in the loaded dataset

Related Form 5500 pages