2023 Form 5500 filing — Kris Agency & Home Care, Inc Retirement Plan And Trust
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 20250116164221NAL0038870912001) for Kris Agency & Home Care, Inc Retirement Plan And Trust, reported by Kris Agency & Home Care, Inc under EIN 11-3175479 and plan number 001. It reports 826 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)$2.4MReported net assets$2,416,369
Participants826
Provider compensation$51.3K3 Schedule C row(s)$51,305
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250116164221NAL0038870912001
- Plan sponsor
- Kris Agency & Home Care, Inc
- EIN
- 11-3175479
- Plan number
- 001
- Location
- Jamaica, NY
- 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)$2.4M total assets
Net assets$2.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,416,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,416,369
- Employer contributions
- $607,357
- Total income / additions
- $835,339
- Benefits paid
- $295,706
- Administrative expenses
- $37,970
- Total expenses
- $333,676
- Net increase / (decrease)
- $501,663
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORD-KEEPER, CUSTODIAN | $31,152 | not reported in the loaded dataset |
| Quint Capital Corporation | FINRA BROKER OR RIA | $0 | $13,417 |
| Gelman Pension Consulting | TPA, RECORD-KEEPER | $6,736 | not reported in the loaded dataset |