2023 Form 5500 filing — Concierge Home Care 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 20250812102323NAL0007868417001) for Concierge Home Care 401(K) Plan, reported by Homecare Partners Management LLC under EIN 84-2525296 and plan number 001. It reports 1,115 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)$14.2MReported net assets$14,247,711
Participants1.1K1,115
Provider compensation$55.9K3 Schedule C row(s)$55,903
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250812102323NAL0007868417001
- Plan sponsor
- Homecare Partners Management LLC
- EIN
- 84-2525296
- Plan number
- 001
- Location
- Jacksonville, 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)$14.2M total assets
Net assets$14.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,247,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,247,711
- Employer contributions
- $383,587
- Participant contributions
- $2,757,968
- Total income / additions
- $6,086,847
- Benefits paid
- $1,489,157
- Administrative expenses
- $60,278
- Total expenses
- $1,592,058
- Net increase / (decrease)
- $4,494,789
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $28,329 | $0 |
| Commonwealth Equity Services, Inc. | INVESTMENT/FINANCIAL ADVI | $21,753 | $0 |
| Lincoln Financial Advisors | INVESTMENT/FINANCIAL ADVI | $5,821 | $0 |