2023 Form 5500 filing — 401(K) Profit-Sharing Plan For Employees Of Lifeline Homecare, Inc.
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 20250703081901NAL0000877762001) for 401(K) Profit-Sharing Plan For Employees Of Lifeline Homecare, Inc., reported by Lifeline Homecare, Inc. under EIN 61-1161293 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250703081901NAL0000877762001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lifeline Homecare, Inc.
- EIN
- 61-1161293
- Plan number
- 001
- Location
- Somerset, KY
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $392,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $392,209
- Employer contributions
- $17,829
- Participant contributions
- $45,722
- Total income / additions
- $112,659
- Benefits paid
- $33,279
- Administrative expenses
- $2,201
- Total expenses
- $35,480
- Net increase / (decrease)
- $77,179
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust | NONE | $1,858 | $0 |